13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
DFAC

DIMENSIONAL ETF TRUST

1,246 institutions still hold DIMENSIONAL ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V708·Exchange Traded Fund·1,246 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.2%
vs prior quarter
13F value held
$13.1B
73.0% inst. owned
of float
Holders
1,246
-61 QoQ
filers reporting
Activity
+33 / −25
+975 added · −830 reduced
this quarter
Concentration
20.85%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

1,246 institutions reported DFAC in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 20.8% of the visible book. -61 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2.7B70.3M4.04%Q1 202602
Focus Partners Wealth
CIK 0001542153
$1.7B42.7M1.93%Q4 202503
Forum Financial Management, LP
CIK 0001911832
$1.6B42.3M23.27%Q1 202604
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$693M17.8M6.99%Q1 202605
LPL Financial LLC
CIK 0001403438
$680M17.5M0.18%Q1 202606
Apella Capital, LLC
CIK 0001801507
$662M15.7M9.82%Q1 202607
Greenspring Advisors, LLC
CIK 0001922200
$519M13.4M31.65%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$515M13.3M0.14%Q1 202609
Savant Capital, LLC
CIK 0001482880
$481M12.4M2.33%Q1 202610
Rockwood Wealth Management, LLC
CIK 0001983670
$469M12.1M33.59%Q1 202611
Plancorp, LLC
CIK 0001599579
$419M10.3M11.90%Q1 202612
SJS Investment Consulting Inc.
CIK 0001894302
$359M9.2M43.82%Q1 202613
Geometric Wealth Advisors
CIK 0001900576
$338M8.7M42.32%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$324M8.3M0.45%Q1 202615
Allworth Financial LP
CIK 0001555170
$300M7.7M1.21%Q1 202616
Wealthspire Advisors, LLC
CIK 0001646247
$292M7.5M2.29%Q1 202617
MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588
$266M6.8M25.19%Q1 202618
Symmetry Partners, LLC
CIK 0001697493
$260M6.7M14.86%Q1 202619
Beacon Pointe Advisors, LLC
CIK 0001744317
$229M5.9M1.21%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$228M5.9M0.02%Q1 2026
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