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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,389,931
shares
|
$76.5 Million
2.91% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,350,070
shares
|
$75.2 Million
4.71% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
2,336,795
shares
|
$74.8 Million
22.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
2,210,604
shares
|
$70.8 Million
11.38% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
2,171,396
shares
|
$69.5 Million
30.27% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,160,852
shares
|
$69.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,105,402
shares
|
$67.4 Million
24.55% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
2,092,625
shares
|
$67 Million
3.57% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,039,661
shares
|
$65.3 Million
4.4% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,016,614
shares
|
$64.6 Million
11.54% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,905,325
shares
|
$61 Million
8.44% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,839,453
shares
|
$58.9 Million
3.35% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
1,801,189
shares
|
$57.7 Million
14.86% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,790,092
shares
|
$57.3 Million
3.91% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,725,295
shares
|
$55.2 Million
0.0% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,695,811
shares
|
$54.3 Million
2.86% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
1,688,017
shares
|
$54 Million
17.62% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
1,642,803
shares
|
$52.6 Million
20.98% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,601,462
shares
|
$51.3 Million
0.02% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
1,573,404
shares
|
$50.4 Million
20.03% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,467,909
shares
|
$47 Million
4.74% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,457,609
shares
|
$46.7 Million
3.99% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
1,445,271
shares
|
$46.3 Million
8.3% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
1,438,802
shares
|
$46.1 Million
21.82% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,379,082
shares
|
$44.1 Million
3.54% of portfolio
|
Q3 2025
Added 10.1%
|
|