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 |
|---|---|---|---|---|---|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
833,432
shares
|
$25.5 Million
18.5% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
824,655
shares
|
$25.2 Million
9.18% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
803,499
shares
|
$24.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
778,779
shares
|
$23.8 Million
2.96% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
755,020
shares
|
$23.1 Million
3.2% of portfolio
|
Q2 2025
Added 89.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
751,383
shares
|
$23 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
748,690
shares
|
$22.9 Million
14.21% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
745,315
shares
|
$22.8 Million
0.7% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
727,846
shares
|
$22.2 Million
4.8% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
713,701
shares
|
$21.8 Million
6.95% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
712,319
shares
|
$21.8 Million
15.57% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
705,703
shares
|
$21.6 Million
2.56% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
701,452
shares
|
$21.4 Million
5.31% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
680,341
shares
|
$20.8 Million
0.11% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
677,533
shares
|
$20.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
669,643
shares
|
$20.5 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
623,712
shares
|
$19.1 Million
5.41% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
622,109
shares
|
$19 Million
0.03% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
621,073
shares
|
$19 Million
0.52% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
620,649
shares
|
$19 Million
0.06% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
620,140
shares
|
$18.9 Million
6.46% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
620,028
shares
|
$18.9 Million
0.95% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
616,911
shares
|
$18.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
605,851
shares
|
$18.5 Million
6.62% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
562,068
shares
|
$17.2 Million
5.0% of portfolio
|
Q2 2025
Reduced 5.48%
|