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 667 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
12,710
shares
|
$406,847
0.21% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
12,683
shares
|
$405,982
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
12,683
shares
|
$405,982
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
12,673
shares
|
$405,662
0.04% of portfolio
|
Q3 2025
Added 33.08%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
12,635
shares
|
$404,446
0.14% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
12,634
shares
|
$404,414
0.04% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
12,558
shares
|
$401,981
0.02% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,470
shares
|
$399,164
0.01% of portfolio
|
Q3 2025
Added 37.61%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
12,440
shares
|
$398,204
0.11% of portfolio
|
Q2 2023
Reduced 2.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
12,424
shares
|
$397,692
0.0% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
12,372
shares
|
$396,027
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
12,324
shares
|
$394,491
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
12,189
shares
|
$390,169
0.02% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
12,130
shares
|
$388,281
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
11,999
shares
|
$384,087
0.05% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,981
shares
|
$383,511
0.0% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
11,793
shares
|
$377,493
0.03% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
11,718
shares
|
$375,093
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,680
shares
|
$373,876
0.07% of portfolio
|
Q2 2023
Added 1.57%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
11,574
shares
|
$370,483
0.22% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,402
shares
|
$364,978
0.01% of portfolio
|
Q3 2022
Added 8.62%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
11,295
shares
|
$361,552
0.2% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
11,272
shares
|
$360,816
0.02% of portfolio
|
Q3 2025
New holding
|
|