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 |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
207,788
shares
|
$6.35 Million
2.86% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
207,535
shares
|
$6.34 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
203,356
shares
|
$6.21 Million
2.89% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
200,954
shares
|
$6.14 Million
0.49% of portfolio
|
Q4 2023
Reduced 1.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
200,487
shares
|
$6.12 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
196,488
shares
|
$6 Million
0.57% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
194,100
shares
|
$5.93 Million
0.35% of portfolio
|
Q3 2022
Added 35.79%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
193,678
shares
|
$5.92 Million
1.59% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
186,812
shares
|
$5.71 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
183,547
shares
|
$5.61 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
183,256
shares
|
$5.6 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
182,326
shares
|
$5.57 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
176,477
shares
|
$5.39 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
175,613
shares
|
$5.36 Million
1.61% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
162,854
shares
|
$4.98 Million
1.35% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
160,619
shares
|
$4.91 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
156,658
shares
|
$4.79 Million
4.43% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
156,166
shares
|
$4.77 Million
0.91% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
150,941
shares
|
$4.61 Million
0.27% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
150,592
shares
|
$4.6 Million
3.76% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
150,192
shares
|
$4.59 Million
2.25% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
148,944
shares
|
$4.55 Million
0.24% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
144,800
shares
|
$4.42 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
141,439
shares
|
$4.32 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
141,439
shares
|
$4.32 Million
0.62% of portfolio
|
Q2 2025
Added 6.7%
|