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 666 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,092
shares
|
$66,964
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,056
shares
|
$65,812
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,940
shares
|
$62,099
0.0% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,893
shares
|
$60,594
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,834
shares
|
$58,706
0.08% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,823
shares
|
$58,354
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
1,626
shares
|
$52,048
0.02% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,616
shares
|
$51,728
0.0% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,539
shares
|
$49,263
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,225
shares
|
$39,212
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,134
shares
|
$36,299
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,132
shares
|
$36,235
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,074
shares
|
$34,378
0.0% of portfolio
|
Q3 2025
Added 1391.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
1,039
shares
|
$33,258
0.01% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
883
shares
|
$28,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
759
shares
|
$24,295
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
668
shares
|
$21,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
593
shares
|
$18,981
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
557
shares
|
$17,829
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
517
shares
|
$16,549
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
417
shares
|
$13,348
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
416
shares
|
$13,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
330
shares
|
$10,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
294
shares
|
$9,410
0.0% of portfolio
|
Q2 2025
Reduced 93.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
276
shares
|
$8,834
0.0% of portfolio
|
Q2 2025
New holding
|
|