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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
376,612
shares
|
$12.1 Million
6.96% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
370,310
shares
|
$11.9 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
369,406
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
364,007
shares
|
$11.7 Million
0.19% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
359,418
shares
|
$11.5 Million
1.63% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
357,145
shares
|
$11.4 Million
6.77% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
346,144
shares
|
$11.1 Million
0.11% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
326,431
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
326,172
shares
|
$10.4 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
323,147
shares
|
$10.3 Million
1.32% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
322,197
shares
|
$10.3 Million
2.07% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
322,015
shares
|
$10.3 Million
0.15% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
313,913
shares
|
$10 Million
1.17% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
308,472
shares
|
$9.87 Million
3.38% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
306,513
shares
|
$9.81 Million
3.96% of portfolio
|
Q3 2023
Added 4.41%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
304,825
shares
|
$9.76 Million
4.11% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
303,423
shares
|
$9.71 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
300,295
shares
|
$9.61 Million
4.8% of portfolio
|
Q4 2022
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
299,035
shares
|
$9.57 Million
0.82% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
294,398
shares
|
$9.42 Million
2.42% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
292,412
shares
|
$9.36 Million
0.35% of portfolio
|
Q3 2022
Reduced 3.46%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
291,925
shares
|
$9.34 Million
2.95% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
289,011
shares
|
$9.25 Million
1.01% of portfolio
|
Q3 2025
Added 289.47%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
285,965
shares
|
$9.15 Million
2.33% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
281,775
shares
|
$9.02 Million
3.45% of portfolio
|
Q3 2025
Reduced 5.25%
|
|