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 $8.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,971
shares
|
$1.41 Million
0.23% of portfolio
|
Q3 2025
Added 18.3%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
43,719
shares
|
$1.4 Million
0.88% of portfolio
|
Q3 2021
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
43,089
shares
|
$1.38 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
42,592
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
42,467
shares
|
$1.36 Million
0.62% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
42,331
shares
|
$1.36 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
42,262
shares
|
$1.35 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
42,002
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Added 225.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
41,942
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.41%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
41,634
shares
|
$1.33 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
39,447
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
39,199
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Reduced 35.47%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
38,829
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
38,763
shares
|
$1.24 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
38,726
shares
|
$1.24 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
38,077
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
37,627
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
37,587
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
37,492
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
37,473
shares
|
$1.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
37,069
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
36,797
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
36,556
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
36,105
shares
|
$1.16 Million
0.29% of portfolio
|
Q1 2023
Added 7.96%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
35,901
shares
|
$1.15 Million
0.44% of portfolio
|
Q3 2025
Added 0.83%
|
|