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

DIMENSIONAL ETF TRUST

597 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 25434V104·Exchange Traded Fund·597 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.2B
visible holders
Holders
597
filers reporting
Concentration
12.18%
Sequoia Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

597 institutions reported DFAU in Q2 2026. Sequoia Financial Advisors, LLC leads at 12.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sequoia Financial Advisors, LLC
CIK 0001599900
$393M7.6M1.96%Q2 202602
RVW Wealth, LLC
CIK 0001756543
$249M4.8M16.42%Q2 202603
Annex Advisory Services, LLC
CIK 0001542287
$225M4.4M3.85%Q2 202604
Sageworth Trust Co
CIK 0001482688
$202M4.5M8.69%Q1 202605
OneDigital Investment Advisors LLC
CIK 0001690370
$200M4.4M1.95%Q1 202606
Allworth Financial LP
CIK 0001555170
$179M4.0M0.73%Q1 202607
Focus Partners Wealth
CIK 0001542153
$158M3.4M0.18%Q4 202508
Modera Wealth Management, LLC
CIK 0001542143
$155M3.3M1.79%Q4 202509
Aquire Wealth Advisors, LLC
CIK 0001745945
$154M3.4M40.53%Q1 202610
Kooman & Associates
CIK 0001961850
$148M2.9M39.76%Q2 202611
MARS JEWETT FINANCIAL GROUP, INC.
CIK 0002079098
$141M3.1M44.57%Q1 202612
Spinnaker Investment Group, LLC
CIK 0001911067
$137M2.6M21.91%Q2 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$126M2.8M0.67%Q1 202614
Blankinship & Foster, LLC
CIK 0001708872
$118M2.6M26.16%Q1 202615
EVOKE WEALTH, LLC
CIK 0001793432
$114M2.5M2.06%Q1 202616
Apella Capital, LLC
CIK 0001801507
$110M2.1M1.56%Q2 202617
Arista Wealth Management, LLC
CIK 0001964758
$109M2.1M11.74%Q2 202618
AE Wealth Management LLC
CIK 0001697723
$105M2.3M0.57%Q1 202619
Elser Financial Planning, Inc
CIK 0002028202
$103M2.0M4.46%Q2 202620
Hemington Wealth Management
CIK 0001838234
$100M2.2M13.02%Q3 2025
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