Institutional Ownership Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX). We have compiled data on the 652 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $7.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,426,569
shares
|
$43.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,362,512
shares
|
$41.6 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,338,253
shares
|
$40.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 26.97%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
1,328,699
shares
|
$40.6 Million
5.68% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,327,506
shares
|
$40.6 Million
3.44% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
1,326,523
shares
|
$40.5 Million
18.18% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,324,591
shares
|
$40.5 Million
11.73% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,311,972
shares
|
$40.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,252,551
shares
|
$38.3 Million
3.13% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,240,838
shares
|
$37.9 Million
3.57% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
1,204,254
shares
|
$36.8 Million
15.76% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,174,996
shares
|
$35.9 Million
0.98% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,163,780
shares
|
$35.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,155,152
shares
|
$35.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jul 21, 2025 Q2 2025 |
1,150,877
shares
|
$35.2 Million
16.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
1,115,577
shares
|
$34.1 Million
19.66% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
1,107,703
shares
|
$33.8 Million
11.35% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
1,096,575
shares
|
$33.5 Million
23.78% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,069,626
shares
|
$32.7 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
950,768
shares
|
$29 Million
4.08% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
937,839
shares
|
$28.7 Million
2.06% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
933,080
shares
|
$28.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
916,863
shares
|
$28 Million
1.73% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
873,997
shares
|
$26.7 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
843,365
shares
|
$25.8 Million
15.73% of portfolio
|
Q2 2025
Added 4.04%
|