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

DIMENSIONAL ETF TRUST

213 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 25434V617·Exchange Traded Fund·213 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$454M
visible holders
Holders
213
filers reporting
Concentration
17.02%
First Pacific Financial #1
top holder share
AI Holders Summary · Q2 2026

213 institutions reported DFAW in Q2 2026. First Pacific Financial leads at 17.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
First Pacific Financial
CIK 0001810089
$77M935K9.22%Q2 202602
Wealth Management Nebraska
CIK 0002042783
$59M804K6.01%Q1 202603
Arlington Financial Advisors, LLC
CIK 0001716539
$55M659K6.92%Q2 202604
Farther Finance Advisors, LLC
CIK 0001992825
$30M367K0.24%Q2 202605
Sivia Capital Partners, LLC
CIK 0002012032
$28M342K3.44%Q2 202606
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$21M253K4.80%Q2 202607
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$20M241K1.98%Q2 202608
Plancorp, LLC
CIK 0001599579
$18M214K0.43%Q2 202609
Abacus Planning Group, Inc.
CIK 0001602730
$18M212K2.17%Q2 202610
Bryant Woods Investment Advisors, LLC
CIK 0001910641
$15M176K4.05%Q2 202611
Apella Capital, LLC
CIK 0001801507
$13M159K0.19%Q2 202612
Keyes, Stange & Wooten Wealth Management, LLC
CIK 0002011352
$13M158K5.21%Q2 202613
JPMORGAN CHASE & CO
CIK 0000019617
$13M175K0.00%Q1 202614
Greenspring Advisors, LLC
CIK 0001922200
$12M163K0.73%Q1 202615
Stratos Investment Management, LLC
CIK 0001707206
$12M160K0.47%Q1 202616
Physician Wealth Advisors, Inc.
CIK 0001795173
$11M151K1.56%Q4 202517
Triune Financial Partners, LLC
CIK 0002040393
$11M144K2.53%Q1 202618
MASECO LLP
CIK 0002074052
$10M142K0.33%Q1 202619
HFG Wealth Management, LLC
CIK 0002027836
$10M134K5.44%Q1 202620
Royal Harbor Partners, LLC
CIK 0001801876
$9M124K3.10%Q1 2026
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