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

DIMENSIONAL ETF TRUST

871 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 25434V203·Exchange Traded Fund·871 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6.2B
visible holders
Holders
871
filers reporting
Concentration
18.40%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

871 institutions reported DFAI in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 18.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.1B27.8M0.27%Q2 202602
First Command Advisory Services, Inc.
CIK 0001727336
$630M15.3M3.75%Q2 202603
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$617M14.9M0.67%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$429M10.4M0.03%Q2 202605
&PARTNERS
CIK 0000107136
$406M9.8M1.66%Q2 202606
NORTHERN TRUST CORP
CIK 0000073124· Index
$325M7.9M0.04%Q2 202607
SYM FINANCIAL Corp
CIK 0000764739
$278M6.7M22.31%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$267M6.5M0.04%Q2 202609
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$233M5.6M2.91%Q2 202610
Root Financial Partners, LLC
CIK 0001977181
$203M4.9M6.81%Q3 202611
LPL Financial LLC
CIK 0001403438
$196M4.8M0.04%Q2 202612
Annex Advisory Services, LLC
CIK 0001542287
$190M4.6M3.11%Q3 202613
UBS Group AG
CIK 0001610520
$188M4.6M0.02%Q2 202614
Vise Technologies, Inc.
CIK 0001812090
$185M4.5M2.10%Q2 202615
Mariner, LLC
CIK 0001373442
$179M4.4M0.19%Q2 202616
MAI Capital Management
CIK 0001040197
$172M4.2M0.65%Q2 202617
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$156M3.8M15.70%Q3 202618
McKinley Carter Wealth Services, Inc.
CIK 0001484265
$156M3.8M7.92%Q3 202619
HighTower Advisors, LLC
CIK 0001462245
$142M3.4M0.14%Q2 202620
Corient Private Wealth LLC
CIK 0001948780
$127M3.1M0.16%Q2 2026
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