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 |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
284,398
shares
|
$8.69 Million
5.48% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
272,362
shares
|
$8.32 Million
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
266,308
shares
|
$8.14 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
264,602
shares
|
$8.08 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
261,736
shares
|
$8 Million
0.98% of portfolio
|
Q2 2025
Added 50.47%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
260,534
shares
|
$7.96 Million
1.46% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
257,910
shares
|
$7.88 Million
0.17% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250,076
shares
|
$7.64 Million
2.37% of portfolio
|
Q1 2023
Added 0.49%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
248,081
shares
|
$7.58 Million
4.63% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
246,028
shares
|
$7.52 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
243,518
shares
|
$7.44 Million
6.27% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
242,051
shares
|
$7.39 Million
1.91% of portfolio
|
Q2 2025
Reduced 34.34%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
241,280
shares
|
$7.37 Million
3.14% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
232,369
shares
|
$7.1 Million
1.33% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
230,605
shares
|
$7.04 Million
0.21% of portfolio
|
Q3 2023
Added 2.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
229,673
shares
|
$7.02 Million
0.0% of portfolio
|
Q2 2025
Added 143.15%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
222,123
shares
|
$6.79 Million
3.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
216,189
shares
|
$6.6 Million
1.9% of portfolio
|
Q3 2022
Added 2.05%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
215,345
shares
|
$6.58 Million
3.04% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
214,076
shares
|
$6.54 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
213,635
shares
|
$6.53 Million
2.37% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
211,733
shares
|
$6.47 Million
0.02% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
211,114
shares
|
$6.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
211,074
shares
|
$6.45 Million
0.29% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
210,494
shares
|
$6.43 Million
2.71% of portfolio
|
Q2 2025
Reduced 0.49%
|