13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
DFAE

DIMENSIONAL ETF TRUST

706 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 25434V302·Exchange Traded Fund·706 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.7%
vs prior quarter
13F value held
$3.1B
71.0% inst. owned
of float
Holders
706
-65 QoQ
filers reporting
Activity
+8 / −12
+913 added · −889 reduced
this quarter
Concentration
14.03%
Retirement Systems of Alabama #1
top holder share
AI Holders Summary · Q1 2026

706 institutions reported DFAE in Q1 2026. Retirement Systems of Alabama leads at 14.0% of the visible book. -65 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Retirement Systems of Alabama
CIK 0001593051
$429M12.7M1.43%Q1 202602
MATHER GROUP, LLC.
CIK 0001527641
$409M12.1M4.08%Q1 202603
FMR LLC
CIK 0000315066
$333M9.8M0.02%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$230M6.8M0.02%Q1 202605
UBS Group AG
CIK 0001610520
$229M6.8M0.03%Q1 202606
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$146M4.3M1.80%Q1 202607
Mariner, LLC
CIK 0001373442
$144M4.3M0.17%Q1 202608
Foster Group, Inc.
CIK 0001841544
$129M3.8M3.82%Q1 202609
Root Financial Partners, LLC
CIK 0001977181
$109M3.2M5.06%Q1 202610
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$105M3.1M1.18%Q1 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$91M2.7M0.06%Q1 202612
WASHINGTON TRUST BANK
CIK 0000861787
$88M2.6M6.51%Q1 202613
Vise Technologies, Inc.
CIK 0001812090
$87M2.7M1.71%Q1 202614
Wealthspire Advisors, LLC
CIK 0001646247
$82M2.4M0.65%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$80M2.4M0.08%Q1 202616
Cerity Partners LLC
CIK 0001566475
$78M2.3M0.11%Q1 202617
McKinley Carter Wealth Services, Inc.
CIK 0001484265
$74M2.2M4.25%Q1 202618
EVOKE WEALTH, LLC
CIK 0001793432
$72M2.1M1.30%Q1 202619
Annex Advisory Services, LLC
CIK 0001542287
$71M2.1M1.33%Q1 202620
HighTower Advisors, LLC
CIK 0001462245
$70M2.1M0.07%Q1 2026
Page 1 of 36
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