DIMENSIONAL ETF TRUST

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DFAX·25434V880·US·etf·Unknown - Unknown

WORLD EX US CORE

DFAX (DIMENSIONAL ETF TRUST) is held by 93 institutional investors as of Q1 2026. Largest holders: Focus Partners Wealth ($353.4M), LPL Financial LLC ($291.8M), Allworth Financial LP ($246.6M). Net institutional sentiment: Mixed.

93

Holders

Avg rating(17 Elite)

$3B

Total Value

60% (100)

Fund Consensus

55 buying - 36 selling

Smart Money Verdict

View all

65Positive Momentum (Unconfirmed)Single Source

Institutional (13F)65

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how DFAX's score breaks down across 4 SEC sources

Holder Quality

17

★★★★★

Elite

36

★★★★

Strong

33

★★★

Solid

12

★★

Below

2

★

Weak

Held by 93 funds

17 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (93)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	10.4M(-2.6%)	$353.4M	0.4%	+38.38%	0
LPL Financial LLC	Increased	8.6M(+6.5%)	$291.8M	0.1%	+73.71%	33
Allworth Financial LP	Increased	7.3M(+9.8%)	$246.6M	1.0%	+45.29%	48
ENVESTNET ASSET MANAGEMENT INC	Increased	6.6M(+0.7%)	$224.4M	0.1%	+77.53%	31
FACTORY MUTUAL INSURANCE CO	Unchanged	4.8M	$163.3M	1.8%	+30.47%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	4.3M(+6.0%)	$146.9M	0.2%	+63.73%	38
ROYAL BANK OF CANADA	Increased	3.8M(+1.6%)	$128M	0.0%	+44.94%	31
FIFTH THIRD BANCORP	Increased	3.5M(+389x)	$119.3M	0.2%	+4.20%	58
CAPTRUST FINANCIAL ADVISORS	Increased	3M(+1.9%)	$100.3M	0.2%	+14.49%	36
ASSETMARK, INC	Decreased	2.9M(-0.6%)	$97.7M	0.2%	+64.59%	0
D.A. DAVIDSON & CO.	Decreased	2.8M(-1.1%)	$94.6M	0.6%	+96.24%	0
Pathstone Holdings, LLC	Decreased	2.5M(-4.2%)	$86.3M	0.3%	+58.57%	0
UBS Group AG	Increased	2.5M(+15.3%)	$85.6M	0.0%	+54.10%	34
RAYMOND JAMES FINANCIAL INC	Increased	2.5M(+7.1%)	$84.8M	0.0%	+31.12%	32
BANK OF AMERICA CORP /DE/	Increased	2.5M(+25.5%)	$83.3M	0.0%	+31.67%	37
JPMORGAN CHASE & CO	Increased	1.5M(+238.5%)	$49.5M	0.0%	+14.24%	47
Financial Engines Advisors L.L.C.	Decreased	1.2M(-5.5%)	$41.5M	0.1%	+54.06%	0
Private Advisor Group, LLC	Decreased	1.2M(-1.7%)	$39.2M	0.2%	+58.08%	0
HighTower Advisors, LLC	Decreased	1.1M(-2.9%)	$38.9M	0.0%	+52.04%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1.1M(+58.4%)	$38.2M	0.1%	+31.93%	41

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer