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Who holds DFAX

DIMENSIONAL ETF TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Focus Partners Wealth10.4M$382.9M0.4%
ALERUS FINANCIAL NA8.4M$308.3M13.5%
LPL Financial LLC8.2M$303.1M0.1%
Geometric Wealth Advisors7.8M$286.6M31.0%
ENVESTNET ASSET MANAGEMENT INC6.7M$246.6M0.1%
Allworth Financial LP6.6M$242.9M1.0%
MONOGRAPH WEALTH ADVISORS, LLC6.5M$239.1M19.6%
GLENMEDE TRUST CO NA5.2M$192.4M0.8%
Great Waters Wealth Management5.1M$186.2M17.2%
FACTORY MUTUAL INSURANCE CO4.8M$177.1M1.7%
COMMONWEALTH EQUITY SERVICES, LLC4.5M$163.9M0.2%
Vermillion Wealth Management, Inc.3.9K$145.4M0.0%
ROYAL BANK OF CANADA3.9M$142.3M0.0%
Plancorp, LLC3.9M$141.5M3.5%
JFS WEALTH ADVISORS, LLC3.7M$137.9M6.9%
Triune Financial Partners, LLC3.7M$136.0M28.4%
Focus Partners Advisor Solutions, LLC3.5M$128.5M1.1%
FIFTH THIRD BANCORP3.3M$121.4M0.2%
BANK OF AMERICA CORP /DE/3.2M$118.1M0.0%
ASSETMARK, INC2.8M$103.7M0.2%
D.A. DAVIDSON & CO.2.8M$102.8M0.6%
UBS Group AG2.7M$99.6M0.0%
RAYMOND JAMES FINANCIAL INC2.6M$96.8M0.0%
Morton Capital Management LLC/CA2.5M$90.8M12.4%
Pathstone Holdings, LLC2.5M$90.7M0.3%
Creative Capital Management Investments LLC2.4M$89.7M20.7%
New Capital Management LP2.4M$88.8M20.2%
Planning Center, Inc.2.4M$88.1M8.3%
Core Wealth Management, Inc.2.3M$85.2M24.0%
GeoWealth Management, LLC2.3M$85.2M2.7%
Evanson Financial, LLC2.3M$83.8M4.1%
CAPTRUST FINANCIAL ADVISORS2.2M$82.2M0.1%
JANE STREET GROUP, LLC2.2M$81.6M0.0%
Tumwater Wealth Management, LLC2.2M$79.5M28.8%
Confluence Wealth Services, Inc.2.1M$76.3M2.2%
Capstone Financial Advisors, Inc.2.0M$75.3M3.7%
Glassman Wealth Services2.0M$74.0M8.9%
Cardinal Point Capital Management ULC2.0M$72.3M4.1%
BAKER BOYER NATIONAL BANK1.9M$71.8M19.7%
Greenspring Advisors, LLC1.9M$69.8M3.9%
BetterWealth, LLC1.8M$66.6M11.8%
LRI Investments, LLC1.8M$65.7M5.3%
MARS JEWETT FINANCIAL GROUP, INC.1.6M$59.9M12.1%
Financial Symmetry Inc1.6M$59.1M19.7%
Trellis Wealth Advisors LLC1.6M$58.8M20.2%
Apella Capital, LLC1.6M$58.6M0.8%
JPMORGAN CHASE & CO1.6M$58.1M0.0%
Asset Dedication, LLC1.6M$57.9M3.6%
HFM Investment Advisors, LLC1.5M$56.5M19.8%
Strathmore Capital Advisors, Inc.1.5M$54.4M14.7%
Altiora Financial Group, LLC1.5M$54.1M8.5%
MASTER'S WEALTH MANAGEMENT INC.1.4M$52.5M15.8%
JACKSON THORNTON WEALTH MANAGEMENT, LLC1.4M$52.0M4.1%
N.E.W. Advisory Services LLC1.4M$51.5M3.4%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad1.4M$50.2M2.5%
Savant Capital, LLC1.3M$49.0M0.1%
DEMMING FINANCIAL SERVICES CORP /ADV1.3M$48.5M30.8%
Warburton Capital Management, LLC1.3M$47.8M19.4%
ShankerValleau Wealth Advisors, Inc.1.3M$47.0M12.4%
Babb Wealth Advisors LLC1.2M$45.7M22.0%
Top Fund Holdings
13F
Top Fund Holdings

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