DFAX · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFAX)
Who is buying and selling DFAX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 314
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFAX at a glance
- No open-market insider purchases or sales of DFAX were filed in the last 90 days.
- 314 13F filers hold DFAX among their 50 largest positions, worth $6.8B combined. The biggest bets by portfolio weight are Geometric Wealth Advisors (31.0%), Demming Financial Services Corp /adv (30.8%) and Tumwater Wealth Management, LLC (28.8%). In their latest 13Fs, 0 managers opened a new position and 41 added to one.
- No member of Congress has disclosed a trade in DFAX.
DFAX insider trading
No open-market insider purchases or sales of DFAX were filed in the last 90 days.
Who owns DFAX? Hedge funds and superinvestors
314 13F filers hold DFAX among their 50 largest positions, worth $6.8B combined. The biggest bets by portfolio weight are Geometric Wealth Advisors (31.0%), Demming Financial Services Corp /adv (30.8%) and Tumwater Wealth Management, LLC (28.8%). In their latest 13Fs, 0 managers opened a new position and 41 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Alerus Financial NaBank & trust | 13.5% | $308.3M | 8,368,617 | -0.6% shares | Q2 2026 |
| Geometric Wealth AdvisorsWealth manager | 31.0% | $286.6M | 7,779,410 | +4.4% shares | Q2 2026 |
| Allworth Financial LPInvestment manager | 1.0% | $242.9M | 6,594,247 | -9.2% shares | Q2 2026 |
| Monograph Wealth Advisors, LLCWealth manager | 19.6% | $239.1M | 6,491,032 | +5.3% shares | Q2 2026 |
| Great Waters Wealth ManagementWealth manager | 17.8% | $198.0M | 5,348,513 | +5.8% shares | Q3 2026 |
| Glenmede Trust Co NaBank & trust | 0.8% | $192.4M | 5,222,632 | +0.3% shares | Q2 2026 |
| Factory Mutual Insurance CoInsurance company | 1.7% | $177.1M | 4,806,630 | +0.0% shares | Q2 2026 |
| Plancorp, LLCWealth manager | 3.5% | $141.5M | 3,903,563 | -1.0% shares | Q2 2026 |
| Jfs Wealth Advisors, LLCWealth manager | 6.9% | $137.9M | 3,743,466 | +0.2% shares | Q2 2026 |
| Triune Financial Partners, LLCWealth manager | 28.4% | $136.0M | 3,692,741 | +1.7% shares | Q2 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 1.1% | $128.5M | 3,488,957 | -6.4% shares | Q2 2026 |
| D.a. Davidson & Co.Wealth manager | 0.6% | $104.8M | 2,831,810 | +1.5% shares | Q3 2026 |
| Creative Capital Management Investments LLCWealth manager | 21.2% | $93.9M | 2,535,176 | +4.1% shares | Q3 2026 |
| Morton Capital Management LLC/CAAsset manager | 11.2% | $92.9M | 2,508,105 | +1.7% shares | Q3 2026 |
| New Capital Management LPHedge fund | 20.2% | $90.5M | 2,444,053 | +1.4% shares | Q3 2026 |
| Planning Center, Inc.Wealth manager | 8.3% | $88.1M | 2,391,457 | -1.7% shares | Q2 2026 |
| GeoWealth Management, LLCWealth manager | 2.7% | $85.2M | 2,311,945 | -3.3% shares | Q2 2026 |
| Evanson Financial, LLCWealth manager | 4.1% | $84.0M | 2,269,353 | -0.2% shares | Q3 2026 |
| Core Wealth Management, Inc.Wealth manager | 24.8% | $83.3M | 2,250,434 | -2.7% shares | Q3 2026 |
| Tumwater Wealth Management, LLCWealth manager | 28.8% | $79.5M | 2,158,889 | +0.5% shares | Q2 2026 |
| Evanson Asset Management, LLCAsset manager | 4.2% | $78.3M | 2,304,226 | +0.0% shares | Q1 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 2.2% | $76.3M | 2,070,402 | +17.4% shares | Q2 2026 |
| Capstone Financial Advisors, Inc.Wealth manager | 3.7% | $75.3M | 2,043,404 | -1.1% shares | Q2 2026 |
| Cardinal Point Capital Management ULCWealth manager | 4.1% | $74.1M | 2,002,396 | +2.0% shares | Q3 2026 |
| Glassman Wealth ServicesWealth manager | 8.9% | $74.0M | 2,007,568 | +0.5% shares | Q2 2026 |
| Baker Boyer National BankBank & trust | 19.7% | $71.8M | 1,949,537 | +10.6% shares | Q2 2026 |
| Greenspring Advisors, LLCWealth manager | 3.9% | $69.8M | 1,894,281 | -11.6% shares | Q2 2026 |
| BetterWealth, LLCWealth manager | 11.4% | $67.5M | 1,823,321 | +0.8% shares | Q3 2026 |
| LRI Investments, LLCWealth manager | 5.3% | $65.7M | 1,783,165 | +13.3% shares | Q2 2026 |
| HB Wealth Management, LLCWealth manager | 0.3% | $59.9M | 1,619,164 | — | Q3 2026 |
The 30 largest of 314 positions, by value. Each manager counts with its latest 13F (Q3 2026: 159, Q2 2026: 152, Q1 2026: 3). Screen DFAX in the grand portfolio →
DFAX stock trades by members of Congress
No member of Congress has disclosed a trade in DFAX.
DFAX questions and answers
Are insiders buying DFAX stock?
No open-market insider purchases or sales of DFAX were filed in the last 90 days.
Which hedge funds own DFAX?
314 13F filers hold DFAX among their 50 largest positions, worth $6.8B combined. The biggest bets by portfolio weight are Geometric Wealth Advisors (31.0%), Demming Financial Services Corp /adv (30.8%) and Tumwater Wealth Management, LLC (28.8%). In their latest 13Fs, 0 managers opened a new position and 41 added to one.
Has Congress traded DFAX?
No member of Congress has disclosed a trade in DFAX.
Who is the largest holder of DFAX?
Among 13F filers, Alerus Financial Na reports the largest DFAX position, $308.3M (8,368,617 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Geometric Wealth Advisors's: 31.0% of its portfolio.
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