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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
9,520
shares
|
$304,735
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
9,515
shares
|
$304,575
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
9,376
shares
|
$300,125
0.2% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
9,257
shares
|
$296,316
0.0% of portfolio
|
Q1 2025
Reduced 33.51%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
9,217
shares
|
$295,036
0.18% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
9,207
shares
|
$294,716
0.13% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
9,204
shares
|
$294,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,168
shares
|
$293,467
0.01% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
9,166
shares
|
$293,403
0.1% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,118
shares
|
$291,867
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
9,116
shares
|
$291,803
0.01% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
9,111
shares
|
$291,643
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
9,067
shares
|
$290,234
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
8,959
shares
|
$286,777
0.1% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,852
shares
|
$283,352
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
8,786
shares
|
$281,239
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
8,708
shares
|
$278,743
0.11% of portfolio
|
Q2 2025
Added 48.94%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
8,585
shares
|
$274,805
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,559
shares
|
$273,973
0.03% of portfolio
|
Q3 2025
Reduced 16.61%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
8,533
shares
|
$273,141
0.08% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,435
shares
|
$270,004
0.07% of portfolio
|
Q1 2024
Reduced 80.55%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,422
shares
|
$269,588
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
8,322
shares
|
$266,387
0.1% of portfolio
|
Q3 2025
Added 1.5%
|
|