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DFAXDFAX
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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in DIMENSIONAL ETF TRUST

Yes. Captrust holds 2,231,887 shares of DFAX, worth $82.2M, as of its Q2 2026 13F filing. It reduced the position by 720,234 shares (-24.4%) from Q1 2026. Captrust has held DFAX in every 13F on record since Q3 2021, 20 quarterly filings. DFAX is 0.1% of Captrust's reported 13F portfolio.

Current Value

$82.2M

Current Shares

2.2M

Total Value Change

+$74.4M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.2M
-24.4%
$82.2M0.1%$36.63
0
2026-Q1
Increased
3M
+1.9%
$100.3M0.2%$33.43
36
2025-Q4
Increased
2.9M
+970.0%
$94.9M0.2%$32.15
58
2025-Q3
Decreased
270,855
-0.6%
$8.5M0.0%$30.61
0
2025-Q2
Increased
272,362
+0.2%
$8M0.0%$28.48
27
2025-Q1
Decreased
271,708
-4.9%
$7.1M0.0%$25.09
0
2024-Q4
Decreased
285,630
-1.9%
$7.1M0.0%$23.74
0
2024-Q3
Decreased
291,314
-0.6%
$7.9M0.0%$25.56
0

Other major holders of DFAX: Focus Partners Wealth, LPL Financial LLC

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