13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DFAC

DIMENSIONAL ETF TRUST

1,295 institutions still hold DIMENSIONAL ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V708·Exchange Traded Fund·1,295 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$14.9B
visible holders
Holders
1,295
filers reporting
Concentration
21.73%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

1,295 institutions reported DFAC in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 21.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3.2B73.2M4.01%Q2 202602
Forum Financial Management, LP
CIK 0001911832
$1.9B42.6M24.27%Q2 202603
Focus Partners Wealth
CIK 0001542153
$1.9B42.1M1.91%Q2 202604
LPL Financial LLC
CIK 0001403438
$822M18.5M0.18%Q2 202605
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$781M17.6M6.62%Q2 202606
Apella Capital, LLC
CIK 0001801507
$713M16.1M10.08%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$613M13.8M0.14%Q2 202608
Savant Capital, LLC
CIK 0001482880
$604M13.6M1.77%Q2 202609
Greenspring Advisors, LLC
CIK 0001922200
$561M12.6M31.06%Q2 202610
Rockwood Wealth Management, LLC
CIK 0001983670
$547M12.3M34.59%Q2 202611
SJS Investment Consulting Inc.
CIK 0001894302
$416M9.4M45.28%Q2 202612
Geometric Wealth Advisors
CIK 0001900576
$402M9.1M43.45%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$371M8.4M0.47%Q2 202614
Plancorp, LLC
CIK 0001599579
$350M7.9M8.54%Q2 202615
Wealthspire Advisors, LLC
CIK 0001646247
$335M7.5M1.84%Q2 202616
MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588
$313M7.1M25.74%Q2 202617
Symmetry Partners, LLC
CIK 0001697493
$298M6.7M15.17%Q2 202618
Allworth Financial LP
CIK 0001555170
$287M6.5M1.22%Q2 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$264M5.9M0.02%Q2 202620
Beacon Pointe Advisors, LLC
CIK 0001744317
$261M5.9M1.21%Q2 2026
Page 1 of 65
1275 more holders available. Log in →