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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
112,762
shares
|
$3.61 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
111,424
shares
|
$3.57 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
110,896
shares
|
$3.55 Million
1.48% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
110,665
shares
|
$3.54 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
110,486
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2025
Added 39.75%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
110,379
shares
|
$3.53 Million
0.57% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
108,405
shares
|
$3.47 Million
0.09% of portfolio
|
Q3 2021
Reduced 17.52%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
107,691
shares
|
$3.45 Million
0.74% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
105,978
shares
|
$3.39 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
103,866
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 96.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
102,962
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
101,935
shares
|
$3.26 Million
1.09% of portfolio
|
Q3 2025
Added 186.69%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
101,922
shares
|
$3.26 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
99,673
shares
|
$3.19 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
98,696
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
96,382
shares
|
$3.09 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,678
shares
|
$3.06 Million
0.08% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
94,008
shares
|
$3.01 Million
0.1% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
93,204
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
91,508
shares
|
$2.93 Million
0.17% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
90,231
shares
|
$2.89 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
89,849
shares
|
$2.88 Million
0.16% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
89,722
shares
|
$2.87 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
89,205
shares
|
$2.86 Million
1.38% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
86,176
shares
|
$2.76 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.06%
|
|