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 |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
374,418
shares
|
$11.8 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
372,368
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
370,708
shares
|
$11.7 Million
7.08% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
364,007
shares
|
$11.4 Million
0.19% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
359,418
shares
|
$11.3 Million
1.63% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
357,145
shares
|
$11.2 Million
6.77% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
354,400
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
338,488
shares
|
$10.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
330,741
shares
|
$10.4 Million
2.12% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
326,172
shares
|
$10.3 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
323,147
shares
|
$10.2 Million
1.32% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
322,015
shares
|
$10.1 Million
0.15% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
313,913
shares
|
$9.87 Million
1.17% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
309,426
shares
|
$9.73 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
308,472
shares
|
$9.7 Million
3.38% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
306,513
shares
|
$9.64 Million
3.96% of portfolio
|
Q3 2023
Added 4.41%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
304,825
shares
|
$9.59 Million
4.11% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
303,423
shares
|
$9.54 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
300,295
shares
|
$9.44 Million
4.8% of portfolio
|
Q4 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
300,123
shares
|
$9.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
298,494
shares
|
$9.39 Million
0.83% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
292,412
shares
|
$9.2 Million
0.35% of portfolio
|
Q3 2022
Reduced 3.46%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
291,925
shares
|
$9.18 Million
2.95% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
289,011
shares
|
$9.09 Million
1.01% of portfolio
|
Q3 2025
Added 289.47%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
285,457
shares
|
$8.98 Million
1.86% of portfolio
|
Q1 2025
Added 1.52%
|