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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
15,247
shares
|
$488,056
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,247
shares
|
$488,056
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
15,219
shares
|
$487,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
15,020
shares
|
$480,790
0.14% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
14,885
shares
|
$476,468
0.12% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14,544
shares
|
$465,553
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,516
shares
|
$464,657
0.03% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
14,464
shares
|
$462,992
0.08% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14,249
shares
|
$456,110
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
14,225
shares
|
$455,342
0.02% of portfolio
|
Q4 2025
Added 64.62%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
14,202
shares
|
$454,606
0.15% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
14,172
shares
|
$453,645
0.24% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
14,168
shares
|
$453,517
0.04% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
13,816
shares
|
$442,250
0.04% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
13,691
shares
|
$438,248
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
13,623
shares
|
$436,072
0.14% of portfolio
|
Q1 2023
Reduced 9.33%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
13,525
shares
|
$432,935
0.01% of portfolio
|
Q4 2023
Reduced 18.94%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
13,503
shares
|
$432,231
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
13,483
shares
|
$431,590
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
13,302
shares
|
$425,797
0.31% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
13,131
shares
|
$420,323
0.3% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
13,037
shares
|
$417,314
0.33% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
13,017
shares
|
$416,674
0.05% of portfolio
|
Q2 2025
Added 241.38%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
12,953
shares
|
$414,625
0.05% of portfolio
|
Q3 2023
Added 0.79%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
12,859
shares
|
$411,616
0.07% of portfolio
|
Q3 2025
New holding
|
|