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

DIMENSIONAL ETF TRUST

624 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·624 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.6B
visible holders
Holders
624
filers reporting
Concentration
10.96%
Sequoia Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

624 institutions reported DFAU in Q2 2026. Sequoia Financial Advisors, LLC leads at 11.0% 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
Allworth Financial LP
CIK 0001555170
$204M3.9M0.86%Q2 202607
Aquire Wealth Advisors, LLC
CIK 0001745945
$187M3.6M42.81%Q2 202608
Focus Partners Wealth
CIK 0001542153
$183M3.5M0.19%Q2 202609
MAI Capital Management
CIK 0001040197
$169M3.3M0.64%Q2 202610
MARS JEWETT FINANCIAL GROUP, INC.
CIK 0002079098
$168M3.3M34.10%Q2 202611
Modera Wealth Management, LLC
CIK 0001542143
$162M3.1M1.73%Q2 202612
SYM FINANCIAL Corp
CIK 0000764739
$157M3.0M12.62%Q2 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$152M2.9M0.71%Q2 202614
Kooman & Associates
CIK 0001961850
$148M2.9M39.76%Q2 202615
Spinnaker Investment Group, LLC
CIK 0001911067
$137M2.6M21.91%Q2 202616
Blankinship & Foster, LLC
CIK 0001708872
$133M2.6M26.94%Q2 202617
AE Wealth Management LLC
CIK 0001697723
$124M2.4M0.58%Q2 202618
Apella Capital, LLC
CIK 0001801507
$110M2.1M1.56%Q2 202619
Savant Capital, LLC
CIK 0001482880
$109M2.1M0.32%Q2 202620
Arista Wealth Management, LLC
CIK 0001964758
$109M2.1M11.74%Q2 2026
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