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 |
|---|---|---|---|---|---|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
53,557
shares
|
$1.71 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
53,495
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
52,237
shares
|
$1.67 Million
0.27% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
51,743
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
51,629
shares
|
$1.65 Million
1.06% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
50,846
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
50,534
shares
|
$1.62 Million
0.23% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
49,337
shares
|
$1.58 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
49,133
shares
|
$1.57 Million
0.44% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
49,051
shares
|
$1.57 Million
0.6% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
49,045
shares
|
$1.57 Million
1.12% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Unconventional Investor, LLC
|
Nov 06, 2025 Q3 2025 |
48,888
shares
|
$1.56 Million
0.77% of portfolio
|
Q4 2021
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
48,649
shares
|
$1.56 Million
0.26% of portfolio
|
Q3 2025
Added 74.79%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
48,578
shares
|
$1.55 Million
0.35% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
48,542
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
47,614
shares
|
$1.52 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
47,089
shares
|
$1.51 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
47,085
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
46,763
shares
|
$1.5 Million
1.14% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,110
shares
|
$1.48 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
45,851
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
45,160
shares
|
$1.45 Million
0.77% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
44,589
shares
|
$1.43 Million
0.22% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
44,290
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.07%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
44,168
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.14%
|
|