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 |
|---|---|---|---|---|---|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
390,756
shares
|
$11.9 Million
2.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
374,418
shares
|
$11.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
372,368
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
370,708
shares
|
$11.3 Million
7.08% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
360,272
shares
|
$11 Million
6.89% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
354,400
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
351,803
shares
|
$10.7 Million
1.61% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
349,960
shares
|
$10.7 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
338,488
shares
|
$10.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
334,815
shares
|
$10.2 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
330,741
shares
|
$10.1 Million
2.12% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
326,272
shares
|
$9.97 Million
1.68% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
321,879
shares
|
$9.83 Million
1.67% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
309,426
shares
|
$9.45 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
308,472
shares
|
$9.42 Million
3.39% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
307,768
shares
|
$9.4 Million
4.21% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
306,541
shares
|
$9.36 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
306,513
shares
|
$9.36 Million
3.96% of portfolio
|
Q3 2023
Added 4.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
305,219
shares
|
$9.32 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
300,295
shares
|
$9.17 Million
4.8% of portfolio
|
Q4 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
300,123
shares
|
$9.17 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
|
$9.12 Million
0.83% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
297,403
shares
|
$9.09 Million
3.6% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
292,412
shares
|
$8.93 Million
0.35% of portfolio
|
Q3 2022
Reduced 3.46%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
285,457
shares
|
$8.72 Million
1.86% of portfolio
|
Q1 2025
Added 1.52%
|