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

DIMENSIONAL ETF TRUST

319 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 25434V823·Exchange Traded Fund·319 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$760M
visible holders
Holders
319
filers reporting
Concentration
11.59%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

319 institutions reported DFAR in Q2 2026. Focus Partners Wealth leads at 11.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$88M3.4M0.09%Q2 202602
Adero Partners, LLC
CIK 0001800593
$74M3.1M4.87%Q1 202503
HighTower Advisors, LLC
CIK 0001462245
$71M2.7M0.07%Q2 202604
Root Financial Partners, LLC
CIK 0001977181
$61M2.3M2.36%Q2 202605
Vise Technologies, Inc.
CIK 0001812090
$57M2.2M0.65%Q2 202606
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$53M2.0M0.06%Q2 202607
Elwood & Goetz Wealth Advisory Group, LLC
CIK 0001752758
$47M1.8M6.95%Q2 202608
RAM Investment Partners, LLC
CIK 0001989672
$38M1.5M6.09%Q2 202609
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$38M1.5M3.72%Q2 202610
Savant Capital, LLC
CIK 0001482880
$32M1.2M0.09%Q2 202611
GREAT OAK CAPITAL PARTNERS, LLC
CIK 0002012868
$29M1.1M6.20%Q2 202612
Rather & Kittrell, Inc.
CIK 0001582112
$26M1.0M3.69%Q2 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$25M937K0.11%Q2 202614
Sequoia Financial Advisors, LLC
CIK 0001599900
$20M758K0.10%Q2 202615
Burton Enright Welch
CIK 0002105919
$20M750K2.31%Q2 202616
Wealth Dimensions Group, Ltd.
CIK 0001846462
$19M718K3.36%Q2 202617
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$17M657K1.26%Q2 202618
United Wealth Management, LLC
CIK 0002055362
$16M600K3.53%Q2 202619
North Berkeley Wealth Management, LLC
CIK 0002062383
$16M593K6.27%Q2 202620
Fidato Wealth LLC
CIK 0001711360
$14M544K8.31%Q2 2026
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