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 258 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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,671
shares
|
$213,538
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
6,651
shares
|
$212,898
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
6,650
shares
|
$212,866
0.06% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,551
shares
|
$209,697
0.02% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
6,456
shares
|
$206,656
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
6,455
shares
|
$206,624
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
6,429
shares
|
$205,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
6,401
shares
|
$204,896
0.12% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
6,370
shares
|
$203,903
0.06% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,317
shares
|
$202,207
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
6,305
shares
|
$201,823
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,246
shares
|
$199,934
0.06% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,189
shares
|
$198,109
0.04% of portfolio
|
Q2 2023
Reduced 9.85%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
6,000
shares
|
$192,060
0.06% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
5,940
shares
|
$190,139
0.06% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,753
shares
|
$184,153
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
5,720
shares
|
$183,097
0.06% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,388
shares
|
$172,469
0.0% of portfolio
|
Q4 2024
Added 134.36%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
5,369
shares
|
$171,861
0.08% of portfolio
|
Q2 2025
Reduced 42.54%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
5,295
shares
|
$169,492
0.01% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,184
shares
|
$165,939
0.09% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
5,162
shares
|
$165,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
4,933
shares
|
$157,905
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
4,911
shares
|
$157,201
0.03% of portfolio
|
Q2 2024
Added 100.29%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
4,744
shares
|
$151,855
0.04% of portfolio
|
Q3 2025
Added 0.59%
|
|