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

DIMENSIONAL ETF TRUST

900 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 25434V609·Exchange Traded Fund·900 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6.1B
visible holders
Holders
900
filers reporting
Concentration
15.35%
Creative Planning #1
top holder share
AI Holders Summary · Q2 2026

900 institutions reported DFAT in Q2 2026. Creative Planning leads at 15.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$930M13.3M0.54%Q2 202602
Focus Partners Wealth
CIK 0001542153
$873M12.5M0.89%Q2 202603
Forum Financial Management, LP
CIK 0001911832
$726M10.4M9.32%Q2 202604
Index Fund Advisors, Inc.
CIK 0001665097
$442M6.3M17.56%Q2 202605
Pure Financial Advisors, LLC
CIK 0001571556
$399M5.7M5.08%Q2 202606
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$394M5.6M3.34%Q2 202607
Savant Capital, LLC
CIK 0001482880
$375M5.4M1.10%Q2 202608
EP Wealth Advisors, LLC
CIK 0001540569
$332M4.8M1.27%Q2 202609
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CIK 0001903880
$197M2.8M15.55%Q2 202610
Asset Dedication, LLC
CIK 0001475896
$178M2.5M11.21%Q2 202611
Apella Capital, LLC
CIK 0001801507
$144M2.1M2.04%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$128M1.8M0.03%Q2 202613
Corient Private Wealth LLC
CIK 0001948780
$126M1.8M0.16%Q2 202614
Willow Creek Wealth Management Inc.
CIK 0001632407
$125M2.2M10.32%Q3 202515
HighTower Advisors, LLC
CIK 0001462245
$125M1.8M0.12%Q2 202616
Trust Co of the South
CIK 0002008165
$123M1.8M17.26%Q2 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$118M1.7M0.15%Q2 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$113M1.6M0.01%Q2 202619
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$105M1.5M6.79%Q2 202620
Smartleaf Asset Management LLC
CIK 0002010393
$104M1.5M3.39%Q2 2026
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