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 |
|---|---|---|---|---|---|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
85,881
shares
|
$2.75 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
83,627
shares
|
$2.68 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
81,894
shares
|
$2.62 Million
0.02% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
80,694
shares
|
$2.58 Million
1.67% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
79,852
shares
|
$2.56 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
78,963
shares
|
$2.53 Million
0.53% of portfolio
|
Q3 2025
Added 23.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
77,933
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
77,883
shares
|
$2.49 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
77,808
shares
|
$2.49 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
77,239
shares
|
$2.47 Million
0.41% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
76,991
shares
|
$2.46 Million
3.59% of portfolio
|
Q3 2025
Added 21.86%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
75,640
shares
|
$2.42 Million
1.55% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
71,210
shares
|
$2.28 Million
0.55% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
71,075
shares
|
$2.28 Million
0.28% of portfolio
|
Q3 2025
Added 70.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
70,589
shares
|
$2.26 Million
0.09% of portfolio
|
Q3 2022
Added 38.86%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
69,373
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
69,080
shares
|
$2.21 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
68,678
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
68,583
shares
|
$2.2 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
67,284
shares
|
$2.15 Million
0.93% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
66,899
shares
|
$2.14 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
65,862
shares
|
$2.11 Million
1.21% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
65,057
shares
|
$2.08 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
64,606
shares
|
$2.07 Million
1.43% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
64,383
shares
|
$2.06 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|