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 |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
4,709
shares
|
$150,735
0.05% of portfolio
|
Q4 2022
Reduced 98.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,672
shares
|
$149,550
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,574
shares
|
$146,413
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,360
shares
|
$139,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,352
shares
|
$139,307
0.01% of portfolio
|
Q3 2025
Added 35.7%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
4,239
shares
|
$135,690
0.03% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
4,130
shares
|
$132,201
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
4,071
shares
|
$130,312
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,052
shares
|
$129,704
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,921
shares
|
$125,511
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,905
shares
|
$124,999
0.0% of portfolio
|
Q3 2025
Reduced 64.63%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,710
shares
|
$118,757
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,655
shares
|
$116,996
0.0% of portfolio
|
Q3 2025
Added 76.06%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
3,398
shares
|
$108,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
3,319
shares
|
$106,241
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
3,107
shares
|
$99,455
0.01% of portfolio
|
Q2 2025
Added 1944.08%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
2,819
shares
|
$90,236
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,646
shares
|
$84,698
0.03% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,517
shares
|
$80,569
0.0% of portfolio
|
Q4 2023
Reduced 36.44%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
2,475
shares
|
$79,224
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
2,413
shares
|
$77,240
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
2,391
shares
|
$76,535
0.01% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,254
shares
|
$72,150
0.0% of portfolio
|
Q3 2025
Reduced 80.22%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,127
shares
|
$68,085
0.04% of portfolio
|
Q4 2024
Reduced 67.75%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,093
shares
|
$66,996
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|