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 |
|---|---|---|---|---|---|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
11,120
shares
|
$355,951
0.29% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
11,066
shares
|
$354,222
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
11,029
shares
|
$353,038
0.08% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
10,978
shares
|
$351,405
0.03% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,920
shares
|
$349,549
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
10,706
shares
|
$342,699
0.06% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
10,486
shares
|
$335,656
0.04% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
10,420
shares
|
$333,544
0.24% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,277
shares
|
$328,966
0.06% of portfolio
|
Q1 2024
Added 18.67%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
10,263
shares
|
$328,518
0.02% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
10,218
shares
|
$327,078
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
10,206
shares
|
$326,694
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
10,185
shares
|
$326,021
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
10,142
shares
|
$324,645
0.01% of portfolio
|
Q4 2025
Reduced 72.44%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
10,051
shares
|
$321,732
0.03% of portfolio
|
Q3 2025
Added 37.74%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
10,051
shares
|
$321,732
0.05% of portfolio
|
Q3 2025
Added 37.74%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,000
shares
|
$320,100
0.06% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,988
shares
|
$319,715
0.01% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
9,912
shares
|
$317,283
0.24% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
9,826
shares
|
$314,530
0.0% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,784
shares
|
$313,185
0.01% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
9,738
shares
|
$311,713
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
9,717
shares
|
$311,041
0.04% of portfolio
|
Q1 2023
Added 42147.83%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
9,618
shares
|
$307,872
0.0% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
9,594
shares
|
$307,103
0.08% of portfolio
|
Q3 2025
Reduced 3.46%
|
|