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

DIMENSIONAL ETF TRUST

531 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 25434V872·Exchange Traded Fund·531 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.4B
visible holders
Holders
531
filers reporting
Concentration
12.89%
Truepoint, Inc. #1
top holder share
AI Holders Summary · Q2 2026

531 institutions reported DFCF in Q2 2026. Truepoint, Inc. leads at 12.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Truepoint, Inc.
CIK 0001427748
$569M13.5M11.87%Q2 202602
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$543M12.9M0.59%Q2 202603
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$426M10.1M4.00%Q2 202604
HB Wealth Management, LLC
CIK 0001911253
$377M9.4M1.93%Q3 202605
Petersen Hastings Wealth Advisors Inc.
CIK 0002109614
$208M4.9M17.42%Q2 202606
Apella Capital, LLC
CIK 0001801507
$204M5.1M2.59%Q3 202607
True Link Financial Advisors, LLC
CIK 0001846236
$187M4.4M10.83%Q2 202608
Acropolis Investment Management, LLC
CIK 0001318601
$173M4.3M6.97%Q3 202609
Great Waters Wealth Management
CIK 0001964535
$170M4.2M15.31%Q3 202610
Beacon Pointe Advisors, LLC
CIK 0001744317
$165M3.9M0.76%Q2 202611
Root Financial Partners, LLC
CIK 0001977181
$159M4.0M5.32%Q3 202612
Vise Technologies, Inc.
CIK 0001812090
$155M3.7M1.76%Q2 202613
Elser Financial Planning, Inc
CIK 0002028202
$152M3.8M6.67%Q3 202614
OneDigital Investment Advisors LLC
CIK 0001690370
$147M3.5M1.24%Q2 202615
F/m Investments LLC
CIK 0001834499
$144M3.4M7.32%Q2 202616
Savant Capital, LLC
CIK 0001482880
$143M3.4M0.42%Q2 202617
Beaird Harris Wealth Management, LLC
CIK 0001908938
$139M3.3M8.72%Q2 202618
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$119M3.0M9.14%Q3 202619
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$118M2.9M11.69%Q3 202620
Hemington Wealth Management
CIK 0001838234
$114M2.7M14.81%Q3 2025
Page 1 of 27
511 more holders available. Log in →