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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
30,230
shares
|
$967,662
0.24% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
30,200
shares
|
$966,701
0.37% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
29,950
shares
|
$958,699
0.0% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
29,119
shares
|
$932,099
0.22% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
28,551
shares
|
$913,917
0.0% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
28,269
shares
|
$904,890
0.02% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
28,200
shares
|
$902,682
0.07% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
28,099
shares
|
$899,448
0.26% of portfolio
|
Q1 2024
Added 55.61%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
27,697
shares
|
$886,580
0.0% of portfolio
|
Q3 2025
Added 43.58%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
27,595
shares
|
$883,315
0.02% of portfolio
|
Q3 2025
Added 25.73%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
27,442
shares
|
$878,418
0.04% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
27,319
shares
|
$874,481
0.31% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
27,090
shares
|
$867,150
0.2% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
26,421
shares
|
$845,736
0.01% of portfolio
|
Q2 2025
Added 65.67%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
26,178
shares
|
$837,957
0.16% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
25,873
shares
|
$828,194
0.41% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
25,839
shares
|
$827,106
0.26% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
25,469
shares
|
$815,262
0.5% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
25,090
shares
|
$803,130
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
25,082
shares
|
$802,874
0.0% of portfolio
|
Q3 2025
Added 31.8%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$800,250
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
24,729
shares
|
$791,575
0.13% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
24,439
shares
|
$782,292
0.46% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
24,242
shares
|
$775,986
0.29% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
24,167
shares
|
$773,585
0.09% of portfolio
|
Q3 2025
Reduced 1.63%
|
|