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Who Owns DIMENSIONAL ETF TRUST (DFAX)? -- Institutional Holders (2026-03-31)

722 institutions reported holding $8.78B of DIMENSIONAL ETF TRUST (DFAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Focus Partners Wealth ($353.4M), LPL Financial LLC ($291.8M), ALERUS FINANCIAL NA ($285.9M), Geometric Wealth Advisors ($253.2M), Allworth Financial LP ($246.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Focus Partners Wealth$353.4M10.4MTrimmed
2LPL Financial LLC$291.8M8.6MAdded
3ALERUS FINANCIAL NA$285.9M8.4MTrimmed
4Geometric Wealth Advisors$253.2M7.5MAdded
5Allworth Financial LP$246.6M7.3MAdded
6ENVESTNET ASSET MANAGEMENT INC$224.4M6.6MAdded
7MONOGRAPH WEALTH ADVISORS, LLC$209.5M6.2MAdded
8GLENMEDE TRUST CO NA$176.9M5.2MAdded
9Great Waters Wealth Management$166.0M4.9MAdded
10FACTORY MUTUAL INSURANCE CO$163.3M4.8MHold
11COMMONWEALTH EQUITY SERVICES, LLC$146.9M4.3MAdded
12Plancorp, LLC$141.6M3.9MTrimmed
13Royal Bank of Canada$128.0M3.8MAdded
14JFS WEALTH ADVISORS, LLC$127.0M3.7MTrimmed
15Focus Partners Advisor Solutions, LLC$126.6M3.7MAdded
16Triune Financial Partners, LLC$123.3M3.6MAdded
17FIFTH THIRD BANCORP$119.3M3.5MAdded
18CAPTRUST FINANCIAL ADVISORS$100.3M3.0MAdded
19ASSETMARK, INC$97.7M2.9MTrimmed
20D.A. DAVIDSON & CO.$94.6M2.8MTrimmed
21Pathstone Holdings, LLC$86.3M2.5MTrimmed
22UBS Group AG$85.6M2.5MAdded
23RAYMOND JAMES FINANCIAL INC$84.8M2.5MAdded
24BANK OF AMERICA CORP /DE/$83.3M2.5MAdded
25Planning Center, Inc.$82.7M2.4MTrimmed

Source: SEC Form 13F filings · as of 2026-03-31