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

DIMENSIONAL ETF TRUST

875 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·875 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6.2B
visible holders
Holders
875
filers reporting
Concentration
18.36%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

875 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
LPL Financial LLC
CIK 0001403438
$196M4.8M0.04%Q2 202611
UBS Group AG
CIK 0001610520
$188M4.6M0.02%Q2 202612
Root Financial Partners, LLC
CIK 0001977181
$187M4.5M7.26%Q2 202613
Vise Technologies, Inc.
CIK 0001812090
$185M4.5M2.10%Q2 202614
Cable Hill Partners, LLC
CIK 0001674581
$185M5.7M18.04%Q1 202515
Mariner, LLC
CIK 0001373442
$179M4.4M0.19%Q2 202616
MAI Capital Management
CIK 0001040197
$172M4.2M0.65%Q2 202617
Annex Advisory Services, LLC
CIK 0001542287
$170M4.1M2.91%Q2 202618
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$152M3.7M14.88%Q2 202619
McKinley Carter Wealth Services, Inc.
CIK 0001484265
$150M3.6M7.73%Q2 202620
HighTower Advisors, LLC
CIK 0001462245
$142M3.4M0.14%Q2 2026
Page 1 of 44
855 more holders available. Log in →