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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,376,907
shares
|
$44.1 Million
0.08% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
1,326,522
shares
|
$42.5 Million
11.26% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Nov 03, 2025 Q3 2025 |
1,324,538
shares
|
$42.4 Million
18.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,311,972
shares
|
$42 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,309,798
shares
|
$41.9 Million
5.56% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,292,543
shares
|
$41.4 Million
3.65% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,283,535
shares
|
$41.1 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
1,243,062
shares
|
$39.8 Million
15.99% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,225,412
shares
|
$39.2 Million
3.03% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,159,314
shares
|
$37.1 Million
0.19% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,157,500
shares
|
$37.1 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 21, 2025 Q3 2025 |
1,147,400
shares
|
$36.7 Million
15.93% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
1,136,880
shares
|
$36.4 Million
23.2% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,118,790
shares
|
$35.8 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
1,107,791
shares
|
$35.5 Million
11.15% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
1,036,612
shares
|
$33.2 Million
1.21% of portfolio
|
Q3 2025
Reduced 29.84%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
1,034,934
shares
|
$33.1 Million
19.65% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,001,267
shares
|
$32.1 Million
0.04% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
945,802
shares
|
$30.3 Million
4.12% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
916,863
shares
|
$29.3 Million
1.73% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
905,189
shares
|
$29 Million
1.87% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
867,408
shares
|
$27.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
849,436
shares
|
$27.2 Million
15.98% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
849,312
shares
|
$27.2 Million
3.17% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
849,275
shares
|
$27.2 Million
18.32% of portfolio
|
Q3 2025
Added 1.9%
|
|