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 658 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $8.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
849,275
shares
|
$26.7 Million
18.32% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
824,655
shares
|
$25.9 Million
9.18% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
803,499
shares
|
$25.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
789,739
shares
|
$24.8 Million
3.26% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
778,779
shares
|
$24.5 Million
2.96% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
751,383
shares
|
$23.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
748,690
shares
|
$23.5 Million
14.21% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
736,908
shares
|
$23.2 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
720,685
shares
|
$22.7 Million
4.75% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
713,701
shares
|
$22.4 Million
6.95% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
712,319
shares
|
$22.4 Million
15.57% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
701,452
shares
|
$22.1 Million
5.31% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
681,656
shares
|
$21.4 Million
2.35% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
680,341
shares
|
$21.4 Million
0.11% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
677,533
shares
|
$21.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
674,460
shares
|
$21.2 Million
0.54% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
669,643
shares
|
$21.1 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
647,771
shares
|
$20.4 Million
6.52% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
623,712
shares
|
$19.6 Million
5.41% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
622,109
shares
|
$19.6 Million
0.03% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
620,649
shares
|
$19.5 Million
0.06% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
620,028
shares
|
$19.5 Million
0.95% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
607,398
shares
|
$19.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
605,851
shares
|
$19.1 Million
6.62% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
555,439
shares
|
$17.5 Million
0.03% of portfolio
|
Q2 2025
Added 9.16%
|