DOSSIER · 13F Holders · Q2 2026
DFAL

DIMENSIONAL ETF TRUST

3 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 25434V526·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.3B
visible holders
Holders
3
filers reporting
Concentration
36.46%
Envestnet Portfolio Solutions, Inc. #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported DFAL in Q2 2026. Envestnet Portfolio Solutions, Inc. leads at 36.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$490M9.7M2.35%Q2 2026
02
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$488M9.7M7.30%Q2 2026
03
Plancorp, LLC
CIK 0001599579
$366M7.3M8.92%Q2 2026