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

DIMENSIONAL ETF TRUST

612 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·612 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.4B
visible holders
Holders
612
filers reporting
Concentration
11.48%
Sequoia Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

612 institutions reported DFAU in Q2 2026. Sequoia Financial Advisors, LLC leads at 11.5% 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
OneDigital Investment Advisors LLC
CIK 0001690370
$236M4.6M1.99%Q2 202604
Sageworth Trust Co
CIK 0001482688
$230M4.4M9.05%Q2 202605
Annex Advisory Services, LLC
CIK 0001542287
$225M4.4M3.85%Q2 202606
Aquire Wealth Advisors, LLC
CIK 0001745945
$187M3.6M42.81%Q2 202607
Allworth Financial LP
CIK 0001555170
$179M4.0M0.73%Q1 202608
Modera Wealth Management, LLC
CIK 0001542143
$162M3.1M1.73%Q2 202609
Focus Partners Wealth
CIK 0001542153
$158M3.4M0.18%Q4 202510
SYM FINANCIAL Corp
CIK 0000764739
$157M3.0M12.62%Q2 202611
Kooman & Associates
CIK 0001961850
$148M2.9M39.76%Q2 202612
MARS JEWETT FINANCIAL GROUP, INC.
CIK 0002079098
$141M3.1M44.57%Q1 202613
Spinnaker Investment Group, LLC
CIK 0001911067
$137M2.6M21.91%Q2 202614
Blankinship & Foster, LLC
CIK 0001708872
$133M2.6M26.94%Q2 202615
Beacon Pointe Advisors, LLC
CIK 0001744317
$126M2.8M0.67%Q1 202616
AE Wealth Management LLC
CIK 0001697723
$124M2.4M0.58%Q2 202617
EVOKE WEALTH, LLC
CIK 0001793432
$114M2.5M2.06%Q1 202618
Apella Capital, LLC
CIK 0001801507
$110M2.1M1.56%Q2 202619
Arista Wealth Management, LLC
CIK 0001964758
$109M2.1M11.74%Q2 202620
MASECO LLP
CIK 0002074052
$106M2.0M2.97%Q2 2026
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