DIMENSIONAL ETF TRUST

$DFAX
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Smart money positioned

5 of the Top-200 alpha managers hold $DFAX as of the latest 13F snapshot.

13F holders
676
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$DFAX is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.09% to 0.50%, with an average of 0.26% of portfolio. Largest holder: RFG Advisory, LLC at 0.50%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
RFG Advisory, LLC
0.50% NEW
α +16.2pts
02
Truepoint, Inc.
0.28% held
α +21.4pts
03
NerdWallet Wealth Partners, LLC
0.19% NEW
α +11.3pts
04
Fiduciary Alliance LLC
0.09% held
α +16.8pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 676 · Source: 13F-HR
01
Sage Financial Group Inc.
14.15% of portfolio
16,830,326 sh
02
Fpr Partners LLC
1.00% of portfolio
14,517,460 sh
03
Corre Partners Management, LLC
0.39% of portfolio
10,402,150 sh
04
Taconic Capital Advisors LP
0.08% of portfolio
8,590,950 sh
05
HGI Capital Management, LLC
4.03% of portfolio
7,884,130 sh
06
Raine Group LLC
31.71% of portfolio
7,454,243 sh
07
Marquette Asset Management, LLC
0.06% of portfolio
6,604,704 sh
08
Highland Capital Management, LLC
0.44% of portfolio
6,229,798 sh
09
Knuff & Co LLC
19.86% of portfolio
6,166,855 sh
10
Madison Investment Advisors, LLC
0.18% of portfolio
5,904,242 sh
See all 676 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $DFAX in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DFAX in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:52 UTC.