Dimensional ETF Trust - DFAX

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$8.319B

QoQ value delta ($000)

+$1.496B (+21.92%)

Implied price effect (QoQ)

+5.15%

Total shares

251,629,633

QoQ shares delta

+34,625,777 (+15.96%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 4 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Focus Partners Wealth	349,404	10,675,346	0.4%
ALERUS FINANCIAL NA	276,001	8,432,666	13.5%
LPL Financial LLC	264,033	8,067,009	0.07%
Geometric Wealth Advisors	240,512	7,348,368	30.94%
Allworth Financial LP	216,372	6,610,841	0.89%
ENVESTNET ASSET MANAGEMENT INC	214,706	6,559,941	0.06%
MONOGRAPH WEALTH ADVISORS, LLC	198,369	6,060,776	19.48%
GLENMEDE TRUST CO NA	168,321	5,142,715	0.8%
Great Waters Wealth Management	158,655	4,847,406	17.45%
FACTORY MUTUAL INSURANCE CO	157,321	4,806,630	1.59%
COMMONWEALTH EQUITY SERVICES, LLC	133,569	4,080,963	0.18%
Plancorp, LLC	130,789	3,996,011	3.95%
Triune Financial Partners, LLC	125,638	3,620,714	29.37%
JFS WEALTH ADVISORS, LLC	124,044	3,789,938	6.99%
ROYAL BANK OF CANADA	121,355	3,707,781	0.02%
Focus Partners Advisor Solutions, LLC	112,684	3,442,846	1.38%
COMERICA BANK	110,249	3,368,439	0.44%
CAPTRUST FINANCIAL ADVISORS	94,858	2,898,200	0.18%
ASSETMARK, INC	94,636	2,891,445	0.19%
D.A. DAVIDSON & CO.	92,127	2,814,774	0.56%
Pathstone Holdings, LLC	86,833	2,653,016	0.33%
Planning Center, Inc.	85,383	2,608,713	8.72%
GeoWealth Management, LLC	79,467	2,427,980	2.93%
Core Wealth Management, Inc.	78,516	2,398,910	24.46%
New Capital Management LP	76,982	2,352,036	19.34%