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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
369,260
shares
|
$10.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
368,639
shares
|
$10.9 Million
1.76% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
364,393
shares
|
$10.8 Million
6.97% of portfolio
|
Q1 2025
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
360,272
shares
|
$10.7 Million
6.89% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
352,644
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
350,993
shares
|
$10.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
346,094
shares
|
$10.3 Million
1.46% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
342,426
shares
|
$10.1 Million
4.03% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
340,783
shares
|
$10.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 33.36%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
340,511
shares
|
$10.1 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
327,764
shares
|
$9.71 Million
1.45% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
325,255
shares
|
$9.64 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
323,469
shares
|
$9.58 Million
4.19% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
311,542
shares
|
$9.23 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
310,840
shares
|
$9.21 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
310,772
shares
|
$9.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
309,426
shares
|
$9.17 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
309,424
shares
|
$9.17 Million
5.76% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
308,472
shares
|
$9.14 Million
3.39% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
306,513
shares
|
$9.08 Million
3.96% of portfolio
|
Q3 2023
Added 4.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
305,219
shares
|
$9.04 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
301,669
shares
|
$8.94 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
300,295
shares
|
$8.9 Million
4.8% of portfolio
|
Q4 2022
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
294,493
shares
|
$8.73 Million
0.02% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
292,412
shares
|
$8.66 Million
0.35% of portfolio
|
Q3 2022
Reduced 3.46%
|