13F Insight
DOSSIER · 13F Holders · Q4 2025ETF · Exchange Traded FundInflation hedgeYield
DFAX

DIMENSIONAL ETF TRUST

734 institutions still hold DIMENSIONAL ETF TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V880·Exchange Traded Fund·734 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 1.8%
vs prior quarter
13F value held
$3.7B
54.0% inst. owned
of float
Holders
734
+68 QoQ
filers reporting
Activity
+25 / −83
+827 added · −756 reduced
this quarter
Concentration
9.57%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

734 institutions reported DFAX in Q4 2025. Focus Partners Wealth leads at 9.6% of the visible book. +68 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$349M10.7M0.40%Q4 202502
LPL Financial LLC
CIK 0001403438
$292M8.6M0.08%Q1 202603
ALERUS FINANCIAL NA
CIK 0000919458
$286M8.4M14.15%Q1 202604
Geometric Wealth Advisors
CIK 0001900576
$253M7.5M31.71%Q1 202605
Allworth Financial LP
CIK 0001555170
$247M7.3M1.00%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$224M6.6M0.06%Q1 202607
MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588
$209M6.2M19.86%Q1 202608
GLENMEDE TRUST CO NA
CIK 0000314949
$177M5.2M0.87%Q1 202609
Great Waters Wealth Management
CIK 0001964535
$166M4.9M17.57%Q1 202610
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$163M4.8M1.84%Q1 202611
Glenmede Investment Management, LP
CIK 0001644465
$161M5.1M0.78%Q3 202512
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$147M4.3M0.21%Q1 202613
Plancorp, LLC
CIK 0001599579
$142M3.9M4.03%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$128M3.8M0.02%Q1 202615
JFS WEALTH ADVISORS, LLC
CIK 0001568068
$127M3.7M7.10%Q1 202616
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$127M3.7M1.28%Q1 202617
Triune Financial Partners, LLC
CIK 0002040393
$123M3.6M29.32%Q1 202618
FIFTH THIRD BANCORP
CIK 0000035527
$119M3.5M0.22%Q1 202619
COMERICA BANK
CIK 0000901541
$110M3.4M0.44%Q4 202520
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$100M3.0M0.17%Q1 2026
Page 1 of 37
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