DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DFAE

DIMENSIONAL ETF TRUST

753 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 25434V302·Exchange Traded Fund·753 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3.6B
visible holders
Holders
753
filers reporting
Concentration
13.98%
Retirement Systems of Alabama #1
top holder share
AI Holders Summary · Q2 2026

753 institutions reported DFAE in Q2 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
$509M12.7M1.53%Q2 2026
02
MATHER GROUP, LLC.
CIK 0001527641
$502M12.5M4.37%Q2 2026
03
FMR LLC
CIK 0000315066
$388M9.7M0.02%Q2 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$321M8.0M0.02%Q2 2026
05
UBS Group AG
CIK 0001610520
$280M7.0M0.04%Q2 2026
06
Mariner, LLC
CIK 0001373442
$175M4.4M0.18%Q2 2026
07
Foster Group, Inc.
CIK 0001841544
$144M3.6M3.81%Q2 2026
08
Root Financial Partners, LLC
CIK 0001977181
$124M3.1M4.81%Q2 2026
09
Vise Technologies, Inc.
CIK 0001812090
$119M3.0M1.35%Q2 2026
10
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$113M2.8M0.06%Q2 2026
11
MAI Capital Management
CIK 0001040197
$104M2.6M0.39%Q2 2026
12
Cerity Partners LLC
CIK 0001566475
$103M2.6M0.12%Q2 2026
13
WASHINGTON TRUST BANK
CIK 0000861787
$101M2.5M7.07%Q2 2026
14
HighTower Advisors, LLC
CIK 0001462245
$99M2.5M0.10%Q2 2026
15
TCI Wealth Advisors, Inc.
CIK 0001583751
$98M2.4M4.24%Q2 2026
16
Wealthspire Advisors, LLC
CIK 0001646247
$95M2.4M0.53%Q2 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$94M2.3M0.01%Q2 2026
18
McKinley Carter Wealth Services, Inc.
CIK 0001484265
$92M2.3M4.77%Q2 2026
19
Annex Advisory Services, LLC
CIK 0001542287
$91M2.3M1.56%Q2 2026
20
Cetera Investment Advisers
CIK 0001666741
$90M2.2M0.08%Q2 2026
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