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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
149,539
shares
|
$4.79 Million
0.66% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
149,510
shares
|
$4.79 Million
2.24% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
142,755
shares
|
$4.57 Million
0.02% of portfolio
|
Q3 2025
Added 317.28%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
142,232
shares
|
$4.55 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
141,465
shares
|
$4.53 Million
1.24% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
140,000
shares
|
$4.48 Million
0.2% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
137,599
shares
|
$4.4 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
137,431
shares
|
$4.4 Million
1.37% of portfolio
|
Q2 2025
Added 36.58%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
136,715
shares
|
$4.38 Million
3.72% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
136,213
shares
|
$4.36 Million
0.19% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
134,690
shares
|
$4.31 Million
0.2% of portfolio
|
Q2 2022
Added 104.19%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
131,829
shares
|
$4.22 Million
0.43% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
129,774
shares
|
$4.15 Million
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
126,663
shares
|
$4.05 Million
0.06% of portfolio
|
Q4 2023
Reduced -0.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
119,671
shares
|
$3.83 Million
0.13% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
119,485
shares
|
$3.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
118,364
shares
|
$3.79 Million
1.99% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
117,940
shares
|
$3.78 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
116,804
shares
|
$3.74 Million
0.52% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
116,433
shares
|
$3.73 Million
1.61% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
115,846
shares
|
$3.71 Million
0.61% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
115,651
shares
|
$3.7 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
115,504
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
114,987
shares
|
$3.68 Million
1.01% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
113,308
shares
|
$3.63 Million
1.88% of portfolio
|
Q3 2025
Reduced 1.58%
|
|