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 |
|---|---|---|---|---|---|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
546,110
shares
|
$16.7 Million
14.27% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
524,030
shares
|
$16 Million
0.92% of portfolio
|
Q2 2025
Reduced 95.74%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
519,382
shares
|
$15.9 Million
6.73% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
516,211
shares
|
$15.8 Million
14.72% of portfolio
|
Q2 2025
Added 18.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
508,839
shares
|
$15.5 Million
0.03% of portfolio
|
Q2 2025
Added 27.29%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
507,877
shares
|
$15.5 Million
8.28% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
507,458
shares
|
$15.5 Million
3.96% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
507,041
shares
|
$15.5 Million
11.44% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
507,036
shares
|
$15.5 Million
4.42% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
504,241
shares
|
$15.4 Million
0.05% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
498,568
shares
|
$15.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
491,243
shares
|
$15 Million
8.86% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
458,844
shares
|
$14 Million
7.75% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
454,680
shares
|
$13.9 Million
5.11% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
451,717
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
444,374
shares
|
$13.6 Million
2.23% of portfolio
|
Q2 2025
Added 1821.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
425,066
shares
|
$13 Million
0.11% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
417,170
shares
|
$12.7 Million
5.94% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
414,724
shares
|
$12.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
414,382
shares
|
$12.7 Million
3.68% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
408,588
shares
|
$12.5 Million
7.17% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
400,328
shares
|
$12.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
397,523
shares
|
$12.1 Million
3.75% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
394,556
shares
|
$12.1 Million
25.43% of portfolio
|
Q2 2025
Reduced 36.97%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
392,933
shares
|
$12 Million
0.38% of portfolio
|
Q2 2025
Added 0.42%
|