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Who Owns DIMENSIONAL ETF TRUST (DFAX)? -- Institutional Holders (2026-06-30)

733 institutions reported holding $9.72B of DIMENSIONAL ETF TRUST (DFAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($382.9M), ALERUS FINANCIAL NA ($308.3M), LPL Financial LLC ($303.1M), Geometric Wealth Advisors ($286.6M), ENVESTNET ASSET MANAGEMENT INC ($246.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Focus Partners Wealth$382.9M10.4MTrimmed
2ALERUS FINANCIAL NA$308.3M8.4MTrimmed
3LPL Financial LLC$303.1M8.2MTrimmed
4Geometric Wealth Advisors$286.6M7.8MAdded
5ENVESTNET ASSET MANAGEMENT INC$246.6M6.7MAdded
6Allworth Financial LP$242.9M6.6MTrimmed
7MONOGRAPH WEALTH ADVISORS, LLC$239.1M6.5MAdded
8GLENMEDE TRUST CO NA$192.4M5.2MAdded
9Great Waters Wealth Management$186.2M5.1MAdded
10FACTORY MUTUAL INSURANCE CO$177.1M4.8MHold
11COMMONWEALTH EQUITY SERVICES, LLC$163.9M4.5MAdded
12Royal Bank of Canada$142.3M3.9MAdded
13Plancorp, LLC$141.5M3.9MTrimmed
14JFS WEALTH ADVISORS, LLC$137.9M3.7MAdded
15Triune Financial Partners, LLC$136.0M3.7MAdded
16Focus Partners Advisor Solutions, LLC$128.5M3.5MTrimmed
17FIFTH THIRD BANCORP$121.4M3.3MTrimmed
18BANK OF AMERICA CORP /DE/$118.1M3.2MAdded
19ASSETMARK, INC$103.7M2.8MTrimmed
20D.A. DAVIDSON & CO.$102.8M2.8MAdded
21UBS Group AG$99.6M2.7MAdded
22RAYMOND JAMES FINANCIAL INC$96.8M2.6MAdded
23Morton Capital Management LLC/CA$90.8M2.5MAdded
24Pathstone Holdings, LLC$90.7M2.5MTrimmed
25Creative Capital Management Investments LLC$89.7M2.4MAdded

Source: SEC Form 13F filings · as of 2026-06-30