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 |
|---|---|---|---|---|---|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
8,250
shares
|
$264,082
0.16% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
8,110
shares
|
$259,601
0.12% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,109
shares
|
$259,569
0.08% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,012
shares
|
$256,464
0.0% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
7,981
shares
|
$255,471
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
7,967
shares
|
$255,023
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
7,837
shares
|
$250,862
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
7,797
shares
|
$249,581
0.06% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,732
shares
|
$247,501
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
7,718
shares
|
$247,053
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
7,678
shares
|
$245,772
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
7,619
shares
|
$243,884
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,543
shares
|
$241,451
0.04% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
7,423
shares
|
$237,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
7,420
shares
|
$237,514
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
7,311
shares
|
$234,025
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2025 Q3 2025 |
7,267
shares
|
$232,616
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,249
shares
|
$232,040
0.01% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
6,964
shares
|
$222,917
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
6,946
shares
|
$222,341
0.16% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,927
shares
|
$221,733
0.0% of portfolio
|
Q3 2025
Reduced 92.84%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
6,896
shares
|
$220,740
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
6,891
shares
|
$220,580
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
6,788
shares
|
$217,283
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
6,716
shares
|
$214,979
0.0% of portfolio
|
Q1 2025
New holding
|
|