DIMENSIONAL ETF TRUST

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DFAX·25434V880·US·ETF

DFAX institutional ownership changes in Q2 2026: 55 institutions opened or added positions, 35 trimmed or exited. DFAX (DIMENSIONAL ETF TRUST) is held by 95 institutional investors as of Q2 2026. Top institutional shareholders: Focus Partners Wealth ($382.9M), LPL Financial LLC ($303.1M), ENVESTNET ASSET MANAGEMENT INC ($246.6M). Net institutional sentiment: Mixed.

95

Holders

(17 Elite)

$3.5B

Total Value

61% (90)

Consensus

55 buying - 35 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)62

Activist (13D/13G)72

Congressional (STOCK Act)61

Holder Quality

64

★★★★★

Elite

62

★★★★

Strong

72

★★★

Solid

30

★★

Below

63

★

Weak

Held by 95 funds

17 elite

Who's Trading

Source dates: Price Oct 21, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFAX.

Top Holders

Top Holders (95)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	10.4M(-0.1%)	$382.9M	0.4%	+41.16%	0
LPL Financial LLC	Decreased	8.2M(-4.2%)	$303.1M	0.1%	+77.79%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	6.7M(+1.4%)	$246.6M	0.1%	+78.67%	31
Allworth Financial LP	Decreased	6.6M(-9.2%)	$242.9M	1.0%	+48.15%	0
GLENMEDE TRUST CO NA	Increased	5.2M(+0.3%)	$192.4M	0.8%	+62.12%	43
FACTORY MUTUAL INSURANCE CO	Unchanged	4.8M	$177.1M	1.7%	+32.72%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	4.5M(+2.9%)	$163.9M	0.2%	+63.76%	37
ROYAL BANK OF CANADA	Increased	3.9M(+2.5%)	$142.3M	0.0%	+49.29%	31
FIFTH THIRD BANCORP	Decreased	3.3M(-6.2%)	$121.4M	0.2%	+9.25%	0
BANK OF AMERICA CORP /DE/	Increased	3.2M(+30.8%)	$118.1M	0.0%	+28.29%	38
ASSETMARK, INC	Decreased	2.8M(-2.1%)	$103.7M	0.2%	+67.28%	0
D.A. DAVIDSON & CO.	Increased	2.8M(+0.3%)	$102.8M	0.6%	+99.15%	42
UBS Group AG	Increased	2.7M(+7.3%)	$99.6M	0.0%	+51.12%	32
RAYMOND JAMES FINANCIAL INC	Increased	2.6M(+5.2%)	$96.8M	0.0%	+31.43%	32
Pathstone Holdings, LLC	Decreased	2.5M(-3.1%)	$90.7M	0.3%	+61.08%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	2.2M(-24.4%)	$82.2M	0.1%	+16.77%	0
JANE STREET GROUP, LLC	Increased	2.2M(+396.1%)	$81.6M	0.0%	+1.50%	48
JPMORGAN CHASE & CO	Increased	1.6M(+5.6%)	$58.1M	0.0%	+15.95%	31
Savant Capital, LLC	Increased	1.3M(+64.1%)	$49M	0.1%	+25.76%	51
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1.2M(+8.1%)	$44.8M	0.1%	+32.46%	32

Showing 1-20 of 100

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DFAXDIMENSIONAL ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer