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 |
|---|---|---|---|---|---|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
547,167
shares
|
$17.5 Million
16.26% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
542,419
shares
|
$17.4 Million
4.84% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
533,692
shares
|
$17.1 Million
2.62% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
528,606
shares
|
$16.9 Million
10.62% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
526,643
shares
|
$16.9 Million
6.72% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
506,012
shares
|
$16.2 Million
4.45% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
505,748
shares
|
$16.2 Million
8.31% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
477,166
shares
|
$15.3 Million
8.56% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
475,427
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2025
Added 34.15%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
473,551
shares
|
$15.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
465,637
shares
|
$14.9 Million
3.09% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
464,189
shares
|
$14.9 Million
3.85% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
457,436
shares
|
$14.6 Million
6.49% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
456,562
shares
|
$14.6 Million
7.54% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
454,680
shares
|
$14.6 Million
5.09% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
440,901
shares
|
$14.1 Million
7.26% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
429,642
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
429,229
shares
|
$13.7 Million
0.11% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
414,724
shares
|
$13.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Oct 15, 2025 Q3 2025 |
394,556
shares
|
$12.6 Million
25.26% of portfolio
|
Q2 2025
Reduced 36.97%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
393,987
shares
|
$12.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
393,858
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 35.16%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
393,733
shares
|
$12.6 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
383,935
shares
|
$12.3 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
381,687
shares
|
$12.2 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.86%
|
|