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

DIMENSIONAL ETF TRUST

754 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 25434V880·Exchange Traded Fund·754 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.9B
visible holders
Holders
754
filers reporting
Concentration
9.75%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

754 institutions reported DFAX in Q2 2026. Focus Partners Wealth leads at 9.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$383M10.4M0.39%Q2 202602
ALERUS FINANCIAL NA
CIK 0000919458
$308M8.4M13.49%Q2 202603
LPL Financial LLC
CIK 0001403438
$303M8.2M0.07%Q2 202604
Geometric Wealth Advisors
CIK 0001900576
$287M7.8M31.00%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$247M6.7M0.06%Q2 202606
Allworth Financial LP
CIK 0001555170
$243M6.6M1.03%Q2 202607
MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588
$239M6.5M19.64%Q2 202608
GLENMEDE TRUST CO NA
CIK 0000314949
$192M5.2M0.85%Q2 202609
Great Waters Wealth Management
CIK 0001964535
$186M5.1M17.25%Q2 202610
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$177M4.8M1.66%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$164M4.5M0.21%Q2 202612
Glenmede Investment Management, LP
CIK 0001644465
$161M5.1M0.78%Q3 202513
ROYAL BANK OF CANADA
CIK 0001000275
$142M3.9M0.02%Q2 202614
Plancorp, LLC
CIK 0001599579
$142M3.9M3.45%Q2 202615
JFS WEALTH ADVISORS, LLC
CIK 0001568068
$138M3.7M6.88%Q2 202616
Triune Financial Partners, LLC
CIK 0002040393
$136M3.7M28.41%Q2 202617
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$129M3.5M1.09%Q2 202618
FIFTH THIRD BANCORP
CIK 0000035527
$121M3.3M0.20%Q2 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$118M3.2M0.01%Q2 202620
COMERICA BANK
CIK 0000901541
$110M3.4M0.44%Q4 2025
Page 1 of 38
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