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

DIMENSIONAL ETF TRUST

725 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·725 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.1B
visible holders
Holders
725
filers reporting
Concentration
14.03%
Retirement Systems of Alabama #1
top holder share
AI Holders Summary · Q1 2026

725 institutions reported DFAE in Q1 2026. Retirement Systems of Alabama leads at 14.0% of the visible book.

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
$144M3.6M3.81%Q2 202609
Root Financial Partners, LLC
CIK 0001977181
$109M3.2M5.06%Q1 202610
Annex Advisory Services, LLC
CIK 0001542287
$91M2.3M1.56%Q2 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
HighTower Advisors, LLC
CIK 0001462245
$70M2.1M0.07%Q1 202620
Focus Partners Wealth
CIK 0001542153
$70M2.2M0.08%Q4 2025
Page 1 of 37
705 more holders available. Log in →