13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
DFAI

DIMENSIONAL ETF TRUST

832 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 25434V203·Exchange Traded Fund·832 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.2%
vs prior quarter
13F value held
$5.6B
70.0% inst. owned
of float
Holders
832
-117 QoQ
filers reporting
Activity
+70 / −71
+963 added · −841 reduced
this quarter
Concentration
18.22%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

832 institutions reported DFAI in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 18.2% of the visible book. -117 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.0B26.0M0.27%Q1 202602
First Command Advisory Services, Inc.
CIK 0001727336
$581M14.9M3.91%Q1 202603
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$439M11.3M0.54%Q1 202604
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$435M11.2M5.35%Q1 202605
&PARTNERS
CIK 0000107136
$355M9.1M1.75%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$347M8.9M0.03%Q1 202607
NORTHERN TRUST CORP
CIK 0000073124· Index
$268M6.9M0.04%Q1 202608
SYM FINANCIAL Corp
CIK 0000764739
$254M6.5M25.37%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$230M5.9M0.04%Q1 202610
Cable Hill Partners, LLC
CIK 0001674581
$185M5.7M18.04%Q1 202511
Mariner, LLC
CIK 0001373442
$167M4.3M0.19%Q1 202612
UBS Group AG
CIK 0001610520
$163M4.2M0.02%Q1 202613
Root Financial Partners, LLC
CIK 0001977181
$162M4.2M7.51%Q1 202614
LPL Financial LLC
CIK 0001403438
$156M4.0M0.04%Q1 202615
Annex Advisory Services, LLC
CIK 0001542287
$152M3.9M2.86%Q1 202616
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$140M3.6M15.07%Q1 202617
McKinley Carter Wealth Services, Inc.
CIK 0001484265
$136M3.5M7.83%Q1 202618
Vise Technologies, Inc.
CIK 0001812090
$130M3.4M2.55%Q1 202619
Corient Private Wealth LLC
CIK 0001948780
$125M3.2M0.18%Q1 202620
One Capital Management, LLC
CIK 0001606588
$115M3.0M3.16%Q1 2026
Page 1 of 42
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