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 258 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 |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
24,158
shares
|
$773,297
0.17% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
24,091
shares
|
$771,152
0.09% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
23,932
shares
|
$766,063
0.21% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
23,901
shares
|
$765,071
0.49% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
23,039
shares
|
$737,478
0.29% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
22,857
shares
|
$731,652
0.01% of portfolio
|
Q3 2025
Added 35.5%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
22,303
shares
|
$713,919
0.84% of portfolio
|
Q2 2025
Reduced 95.74%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
22,136
shares
|
$708,573
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$700,922
0.45% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
21,858
shares
|
$699,674
0.42% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,436
shares
|
$686,166
0.0% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,102
shares
|
$675,475
0.01% of portfolio
|
Q3 2022
Reduced 51.33%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
21,067
shares
|
$674,354
0.38% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
20,440
shares
|
$654,284
0.01% of portfolio
|
Q3 2025
Added 190.51%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
20,331
shares
|
$650,795
0.35% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
20,235
shares
|
$647,722
0.09% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
20,136
shares
|
$644,553
0.48% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
20,099
shares
|
$643,368
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
19,589
shares
|
$627,043
0.16% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
19,310
shares
|
$618,113
0.21% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
19,253
shares
|
$616,288
0.01% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
19,107
shares
|
$611,615
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
19,010
shares
|
$608,510
0.42% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
18,884
shares
|
$604,476
0.55% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
18,833
shares
|
$602,844
0.03% of portfolio
|
Q3 2025
Reduced 1.69%
|
|