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 665 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 |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
35,833
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
35,705
shares
|
$1.14 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
35,704
shares
|
$1.14 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
35,693
shares
|
$1.14 Million
0.13% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
35,212
shares
|
$1.13 Million
0.91% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
34,904
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
34,612
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
33,685
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
33,651
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
33,627
shares
|
$1.08 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
33,627
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
33,579
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 194.89%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
33,315
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
33,069
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
33,012
shares
|
$1.06 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
32,146
shares
|
$1.03 Million
0.41% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
31,941
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2025
Reduced 44.95%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
31,789
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
31,776
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
31,434
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2022
Reduced 13.72%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
31,158
shares
|
$997,367
0.02% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
31,073
shares
|
$994,646
0.69% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
30,950
shares
|
$990,709
0.44% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
30,854
shares
|
$987,636
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
30,241
shares
|
$968,014
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|