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 |
|---|---|---|---|---|---|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
140,543
shares
|
$4.29 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
140,000
shares
|
$4.28 Million
0.2% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
137,676
shares
|
$4.21 Million
2.58% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
137,431
shares
|
$4.2 Million
1.37% of portfolio
|
Q2 2025
Added 36.58%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
134,690
shares
|
$4.11 Million
0.2% of portfolio
|
Q2 2022
Added 104.19%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
133,749
shares
|
$4.09 Million
1.19% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
130,350
shares
|
$3.98 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
127,638
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
127,010
shares
|
$3.88 Million
0.41% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
126,663
shares
|
$3.87 Million
0.06% of portfolio
|
Q4 2023
Reduced -0.0%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
121,686
shares
|
$3.72 Million
3.49% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
121,252
shares
|
$3.7 Million
0.64% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
120,346
shares
|
$3.68 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
119,700
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
118,955
shares
|
$3.63 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
118,364
shares
|
$3.62 Million
1.99% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
117,940
shares
|
$3.6 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
116,599
shares
|
$3.56 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
115,651
shares
|
$3.53 Million
1.23% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
115,123
shares
|
$3.52 Million
2.01% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
113,893
shares
|
$3.48 Million
0.73% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
112,697
shares
|
$3.44 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
112,020
shares
|
$3.42 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
110,896
shares
|
$3.39 Million
1.48% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
110,217
shares
|
$3.37 Million
0.86% of portfolio
|
Q2 2025
Reduced 59.25%
|