DFAX: Dimensional Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
715 institutions reported holding $9.55B of Dimensional Etf Trust on Form 13F (701 the quarter before). 44 opened a new position and 24 sold out. Shares held by institutions: +3%.
| Largest holders | Shares | Value |
|---|---|---|
| Focus Partners Wealth | 10,393,265 | $382.89M |
| ALERUS FINANCIAL NA | 8,368,617 | $308.30M |
| LPL Financial LLC | 8,228,270 | $303.13M |
| Geometric Wealth Advisors | 7,779,410 | $286.59M |
| ENVESTNET ASSET MANAGEMENT INC | 6,693,905 | $246.60M |
| Allworth Financial LP | 6,594,247 | $242.93M |
| MONOGRAPH WEALTH ADVISORS, LLC | 6,491,032 | $239.13M |
| GLENMEDE TRUST CO NA | 5,222,632 | $192.40M |
| Great Waters Wealth Management | 5,054,079 | $186.19M |
| FACTORY MUTUAL INSURANCE CO | 4,806,630 | $177.08M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.