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 665 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $8.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
843,934
shares
|
$27 Million
0.03% of portfolio
|
Q3 2025
Added 35.66%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
804,425
shares
|
$25.7 Million
0.14% of portfolio
|
Q3 2025
Added 18.73%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
804,146
shares
|
$25.7 Million
8.58% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
789,739
shares
|
$25.3 Million
3.26% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
771,282
shares
|
$24.7 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
770,365
shares
|
$24.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
742,395
shares
|
$23.8 Million
14.77% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
736,908
shares
|
$23.6 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
727,249
shares
|
$23.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
720,685
shares
|
$23.1 Million
4.75% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
712,319
shares
|
$22.8 Million
15.57% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
710,754
shares
|
$22.8 Million
6.93% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
695,190
shares
|
$22.3 Million
5.32% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
693,173
shares
|
$22.2 Million
0.11% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
691,489
shares
|
$22.1 Million
0.06% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
681,656
shares
|
$21.8 Million
2.35% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
674,460
shares
|
$21.6 Million
0.54% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
663,324
shares
|
$21.2 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
647,771
shares
|
$20.7 Million
6.52% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
632,551
shares
|
$20.2 Million
0.95% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
631,792
shares
|
$20.2 Million
5.43% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
616,122
shares
|
$19.7 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
613,767
shares
|
$19.6 Million
6.48% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
596,902
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
553,615
shares
|
$17.7 Million
14.09% of portfolio
|
Q3 2025
Added 1.37%
|
|