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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
517
shares
|
$15,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
465
shares
|
$13,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
460
shares
|
$13,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
330
shares
|
$9,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
309
shares
|
$9,155
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
189
shares
|
$5,600
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
174
shares
|
$5,155
0.0% of portfolio
|
Q2 2022
Added 10.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
159
shares
|
$4,711
0.0% of portfolio
|
Q1 2023
Reduced 10.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
158
shares
|
$4,681
0.0% of portfolio
|
Q4 2023
Reduced 4.82%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
152
shares
|
$4,503
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
129
shares
|
$3,822
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
125
shares
|
$3,703
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
72
shares
|
$2,133
0.0% of portfolio
|
Q1 2025
Reduced 96.76%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
30
shares
|
$888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
22
shares
|
$651
0.47% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|