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

DIMENSIONAL ETF TRUST

969 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 25434V500·Exchange Traded Fund·969 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6.4B
visible holders
Holders
969
filers reporting
Concentration
35.53%
Creative Planning #1
top holder share
AI Holders Summary · Q2 2026

969 institutions reported DFAS in Q2 2026. Creative Planning leads at 35.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$2.3B27.8M1.34%Q2 202602
NORTHERN TRUST CORP
CIK 0000073124· Index
$778M9.4M0.09%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$562M6.8M0.04%Q2 202604
Index Fund Advisors, Inc.
CIK 0001665097
$485M5.9M19.25%Q2 202605
Focus Partners Wealth
CIK 0001542153
$270M3.3M0.28%Q2 202606
Pure Financial Advisors, LLC
CIK 0001571556
$269M3.3M3.42%Q2 202607
TCI Wealth Advisors, Inc.
CIK 0001583751
$232M2.8M10.05%Q2 202608
Root Financial Partners, LLC
CIK 0001977181
$192M2.3M7.45%Q2 202609
Vise Technologies, Inc.
CIK 0001812090
$184M2.2M2.09%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$154M1.9M0.04%Q2 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$124M1.5M0.15%Q2 202612
Midwest Trust Co
CIK 0002077080
$109M1.3M1.24%Q2 202613
Savant Capital, LLC
CIK 0001482880
$105M1.3M0.31%Q2 202614
BANK OF MONTREAL /CAN/
CIK 0000927971
$103M1.2M0.03%Q2 202615
Confluence Wealth Services, Inc.
CIK 0001910411
$102M1.2M2.91%Q2 202616
Plancorp, LLC
CIK 0001599579
$101M1.2M2.46%Q2 202617
Evanson Financial, LLC
CIK 0002140235
$100M1.2M4.91%Q2 202618
ROYAL BANK OF CANADA
CIK 0001000275
$99M1.2M0.01%Q2 202619
Great Waters Wealth Management
CIK 0001964535
$95M1.2M8.77%Q2 202620
HighTower Advisors, LLC
CIK 0001462245
$93M1.1M0.09%Q2 2026
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