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 617 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $7.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
39,133
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
38,950
shares
|
$1.15 Million
1.86% of portfolio
|
Q1 2025
Added 379.98%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
38,726
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
38,488
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
38,263
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
38,077
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
38,068
shares
|
$1.13 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
37,679
shares
|
$1.12 Million
0.24% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
37,587
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
37,142
shares
|
$1.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
37,077
shares
|
$1.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
36,836
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
36,822
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
36,433
shares
|
$1.08 Million
0.89% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
36,105
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2023
Added 7.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
35,812
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
35,741
shares
|
$1.06 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
35,705
shares
|
$1.06 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
34,953
shares
|
$1.04 Million
0.44% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
34,922
shares
|
$1.03 Million
0.22% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
34,713
shares
|
$1.03 Million
0.57% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
34,671
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
34,607
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
34,243
shares
|
$1.01 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
33,522
shares
|
$993,256
0.21% of portfolio
|
Q1 2025
Added 9.18%
|