DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold

DFAU

DIMENSIONAL ETF TRUST

595 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 25434V104·Exchange Traded Fund·595 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 5.3%

vs prior quarter

13F value held

$3.0B

76.0% inst. owned

of float

Holders

595

-30 QoQ

filers reporting

Activity

+9 / −31

+852 added · −669 reduced

this quarter

Concentration

11.21%

Sequoia Financial Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

595 institutions reported DFAU in Q1 2026. Sequoia Financial Advisors, LLC leads at 11.2% of the visible book. -30 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Sequoia Financial Advisors, LLC

$333M7.4M1.86%Q1 2026 02

RVW Wealth, LLC

$209M4.6M16.27%Q1 2026 03

Sageworth Trust Co

$202M4.5M8.69%Q1 2026 04

OneDigital Investment Advisors LLC

$200M4.4M1.95%Q1 2026 05

Allworth Financial LP

$179M4.0M0.73%Q1 2026 06

Annex Advisory Services, LLC

$167M3.7M3.13%Q1 2026 07

Focus Partners Wealth

$158M3.4M0.18%Q4 2025 08

Modera Wealth Management, LLC

$155M3.3M1.79%Q4 2025 09

Aquire Wealth Advisors, LLC

$154M3.4M40.53%Q1 2026 10

MARS JEWETT FINANCIAL GROUP, INC.

$141M3.1M44.57%Q1 2026 11

Kooman & Associates

$130M2.9M38.62%Q1 2026 12

Beacon Pointe Advisors, LLC

$126M2.8M0.67%Q1 2026 13

Blankinship & Foster, LLC

$118M2.6M26.16%Q1 2026 14

EVOKE WEALTH, LLC

$114M2.5M2.06%Q1 2026 15

Apella Capital, LLC

$106M2.2M1.57%Q1 2026 16

AE Wealth Management LLC

$105M2.3M0.57%Q1 2026 17

Spinnaker Investment Group, LLC

$104M2.3M21.13%Q1 2026 18

Arista Wealth Management, LLC

$93M2.1M11.36%Q1 2026 19

Elser Financial Planning, Inc

$89M2.0M4.34%Q1 2026 20

Krilogy Financial LLC

$87M1.8M2.79%Q1 2026

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