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

DIMENSIONAL ETF TRUST

743 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·743 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.3B
visible holders
Holders
743
filers reporting
Concentration
15.27%
Retirement Systems of Alabama #1
top holder share
AI Holders Summary · Q2 2026

743 institutions reported DFAE in Q2 2026. Retirement Systems of Alabama leads at 15.3% 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 202602
MATHER GROUP, LLC.
CIK 0001527641
$502M12.5M4.37%Q2 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
$124M3.1M4.81%Q2 202610
WASHINGTON TRUST BANK
CIK 0000861787
$101M2.5M7.07%Q2 202611
HighTower Advisors, LLC
CIK 0001462245
$99M2.5M0.10%Q2 202612
TCI Wealth Advisors, Inc.
CIK 0001583751
$98M2.4M4.24%Q2 202613
McKinley Carter Wealth Services, Inc.
CIK 0001484265
$92M2.3M4.77%Q2 202614
Annex Advisory Services, LLC
CIK 0001542287
$91M2.3M1.56%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$91M2.7M0.06%Q1 202616
Vise Technologies, Inc.
CIK 0001812090
$87M2.7M1.71%Q1 202617
Wealthspire Advisors, LLC
CIK 0001646247
$82M2.4M0.65%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$80M2.4M0.08%Q1 202619
Cerity Partners LLC
CIK 0001566475
$78M2.3M0.11%Q1 202620
True Link Financial Advisors, LLC
CIK 0001846236
$74M1.9M4.31%Q2 2026
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