13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
DFAT

DIMENSIONAL ETF TRUST

865 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 25434V609·Exchange Traded Fund·865 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$5.6B
visible holders
Holders
865
filers reporting
Concentration
15.19%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

865 institutions reported DFAT in Q1 2026. Creative Planning leads at 15.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$844M13.5M0.57%Q1 202602
Focus Partners Wealth
CIK 0001542153
$791M13.3M0.90%Q4 202503
Forum Financial Management, LP
CIK 0001911832
$726M10.4M9.32%Q2 202604
Index Fund Advisors, Inc.
CIK 0001665097
$399M6.4M17.94%Q1 202605
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$357M5.7M3.60%Q1 202606
Pure Financial Advisors, LLC
CIK 0001571556
$345M5.5M4.95%Q1 202607
Savant Capital, LLC
CIK 0001482880
$299M4.8M1.44%Q1 202608
EP Wealth Advisors, LLC
CIK 0001540569
$269M4.3M1.32%Q1 202609
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CIK 0001903880
$184M2.8M16.51%Q1 202610
Corient Private Wealth LLC
CIK 0001948780
$165M2.6M0.24%Q1 202611
Asset Dedication, LLC
CIK 0001475896
$159M2.5M11.11%Q1 202612
Apella Capital, LLC
CIK 0001801507
$144M2.1M2.04%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$128M2.0M0.04%Q1 202614
Willow Creek Wealth Management Inc.
CIK 0001632407
$125M2.2M10.32%Q3 202515
Trust Co of the South
CIK 0002008165
$123M1.8M17.26%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$112M1.8M0.12%Q1 202617
GREAT OAK CAPITAL PARTNERS, LLC
CIK 0002012868
$100M1.4M21.67%Q2 202618
Sequoia Financial Advisors, LLC
CIK 0001599900
$97M1.4M0.48%Q2 202619
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$97M1.6M0.14%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$96M1.5M0.01%Q1 2026
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