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 |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
203,356
shares
|
$6.4 Million
2.89% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
201,380
shares
|
$6.33 Million
2.79% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
200,954
shares
|
$6.32 Million
0.49% of portfolio
|
Q4 2023
Reduced 1.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
195,896
shares
|
$6.16 Million
0.88% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
194,100
shares
|
$6.1 Million
0.35% of portfolio
|
Q3 2022
Added 35.79%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
193,905
shares
|
$6.1 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
193,678
shares
|
$6.09 Million
1.59% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
190,132
shares
|
$5.98 Million
1.09% of portfolio
|
Q3 2025
Reduced 27.02%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
186,832
shares
|
$5.88 Million
0.41% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
183,547
shares
|
$5.77 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
183,431
shares
|
$5.77 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
183,256
shares
|
$5.76 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Rs Crum Inc.
|
Sep 23, 2025 Q2 2025 |
178,542
shares
|
$5.62 Million
1.31% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
176,477
shares
|
$5.55 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
175,613
shares
|
$5.52 Million
1.61% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
162,854
shares
|
$5.12 Million
1.35% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
160,619
shares
|
$5.05 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
157,910
shares
|
$4.97 Million
2.79% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
156,658
shares
|
$4.93 Million
4.43% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
156,166
shares
|
$4.91 Million
0.91% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
154,249
shares
|
$4.85 Million
0.28% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
150,592
shares
|
$4.74 Million
3.76% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
150,192
shares
|
$4.72 Million
2.25% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
148,944
shares
|
$4.68 Million
0.24% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
142,232
shares
|
$4.47 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.77%
|