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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
280,029
shares
|
$8.96 Million
1.36% of portfolio
|
Q3 2025
Reduced 13.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
278,121
shares
|
$8.9 Million
4.6% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
270,855
shares
|
$8.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
268,779
shares
|
$8.6 Million
5.14% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
263,148
shares
|
$8.42 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
262,448
shares
|
$8.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 47.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
258,020
shares
|
$8.26 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250,076
shares
|
$8 Million
2.37% of portfolio
|
Q1 2023
Added 0.49%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
241,046
shares
|
$7.72 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
240,891
shares
|
$7.71 Million
5.82% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
237,022
shares
|
$7.59 Million
3.09% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
236,772
shares
|
$7.58 Million
0.07% of portfolio
|
Q3 2025
Added 418.2%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
234,234
shares
|
$7.5 Million
2.38% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
233,172
shares
|
$7.46 Million
0.02% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
231,937
shares
|
$7.42 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
231,704
shares
|
$7.42 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
230,605
shares
|
$7.38 Million
0.21% of portfolio
|
Q3 2023
Added 2.79%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
218,663
shares
|
$7 Million
2.99% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
217,864
shares
|
$6.97 Million
0.05% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
216,189
shares
|
$6.92 Million
1.9% of portfolio
|
Q3 2022
Added 2.05%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
215,345
shares
|
$6.89 Million
2.86% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2025 Q3 2025 |
213,657
shares
|
$6.84 Million
2.33% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
212,362
shares
|
$6.8 Million
2.58% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
207,141
shares
|
$6.63 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
205,537
shares
|
$6.58 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.64%
|
|