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 257 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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,234,134
shares
|
$360 Million
3.18% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
8,380,637
shares
|
$268 Million
14.39% of portfolio
|
Q3 2025
Added 136.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
8,087,211
shares
|
$259 Million
0.08% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
7,291,015
shares
|
$233 Million
33.26% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,861,971
shares
|
$220 Million
0.98% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,666,431
shares
|
$213 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,969,193
shares
|
$191 Million
19.99% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,135,490
shares
|
$164 Million
0.8% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,117,849
shares
|
$164 Million
0.74% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,817,439
shares
|
$154 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
4,806,630
shares
|
$154 Million
1.49% of portfolio
|
Q3 2025
Added 68.04%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
4,536,974
shares
|
$145 Million
16.82% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,052,050
shares
|
$130 Million
4.09% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,827,152
shares
|
$123 Million
0.02% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,770,416
shares
|
$121 Million
6.99% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
3,680,826
shares
|
$118 Million
29.1% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,421,443
shares
|
$110 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,273,413
shares
|
$105 Million
0.47% of portfolio
|
Q2 2023
Added 6.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,046,252
shares
|
$97.5 Million
1.16% of portfolio
|
Q3 2025
Reduced 17.2%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,905,314
shares
|
$93 Million
0.2% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
2,806,089
shares
|
$89.8 Million
12.94% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
2,797,757
shares
|
$89.6 Million
0.58% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
2,793,813
shares
|
$89.4 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
2,762,854
shares
|
$88.4 Million
4.35% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
2,418,949
shares
|
$77.4 Million
24.44% of portfolio
|
Q3 2025
Added 0.82%
|
|