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 |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
284,398
shares
|
$8.94 Million
5.48% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
281,775
shares
|
$8.86 Million
3.45% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
280,029
shares
|
$8.81 Million
1.36% of portfolio
|
Q3 2025
Reduced 13.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
272,362
shares
|
$8.57 Million
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
264,602
shares
|
$8.32 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
258,020
shares
|
$8.11 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
257,910
shares
|
$8.11 Million
0.17% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250,076
shares
|
$7.86 Million
2.37% of portfolio
|
Q1 2023
Added 0.49%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
248,081
shares
|
$7.8 Million
4.63% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
242,051
shares
|
$7.61 Million
1.91% of portfolio
|
Q2 2025
Reduced 34.34%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
240,891
shares
|
$7.58 Million
5.82% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
237,022
shares
|
$7.45 Million
3.09% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
234,234
shares
|
$7.37 Million
2.38% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
233,172
shares
|
$7.33 Million
0.02% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
231,704
shares
|
$7.29 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
230,605
shares
|
$7.25 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
|
$7.22 Million
0.0% of portfolio
|
Q2 2025
Added 143.15%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
222,123
shares
|
$6.99 Million
3.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
217,864
shares
|
$6.85 Million
0.05% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
216,189
shares
|
$6.8 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
|
$6.77 Million
3.04% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
213,635
shares
|
$6.72 Million
2.37% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
212,362
shares
|
$6.68 Million
2.58% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
211,114
shares
|
$6.64 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
|
$6.64 Million
0.29% of portfolio
|
Q2 2025
Added 1.62%
|