13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
DFCF

DIMENSIONAL ETF TRUST

513 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 25434V872·Exchange Traded Fund·513 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$4.0B
visible holders
Holders
513
filers reporting
Concentration
13.90%
Truepoint, Inc. #1
top holder share
AI Holders Summary · Q1 2026

513 institutions reported DFCF in Q1 2026. Truepoint, Inc. leads at 13.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Truepoint, Inc.
CIK 0001427748
$552M13.1M12.30%Q1 202602
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$457M10.8M0.56%Q1 202603
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$426M10.1M4.00%Q2 202604
Petersen Hastings Wealth Advisors Inc.
CIK 0002109614
$208M4.9M17.42%Q2 202605
Apella Capital, LLC
CIK 0001801507
$196M4.7M2.77%Q2 202606
Elser Financial Planning, Inc
CIK 0002028202
$186M4.4M8.08%Q2 202607
True Link Financial Advisors, LLC
CIK 0001846236
$180M4.3M11.12%Q1 202608
Acropolis Investment Management, LLC
CIK 0001318601
$172M4.1M6.77%Q2 202609
Great Waters Wealth Management
CIK 0001964535
$162M3.8M14.99%Q2 202610
Beacon Pointe Advisors, LLC
CIK 0001744317
$157M3.7M0.83%Q1 202611
Savant Capital, LLC
CIK 0001482880
$149M3.5M0.72%Q1 202612
OneDigital Investment Advisors LLC
CIK 0001690370
$141M3.3M1.38%Q1 202613
Beaird Harris Wealth Management, LLC
CIK 0001908938
$139M3.3M8.72%Q2 202614
Allworth Financial LP
CIK 0001555170
$138M3.3M0.56%Q1 202615
Root Financial Partners, LLC
CIK 0001977181
$137M3.2M6.34%Q1 202616
F/m Investments LLC
CIK 0001834499
$128M3.0M8.51%Q1 202617
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$116M2.8M11.51%Q2 202618
Hemington Wealth Management
CIK 0001838234
$114M2.7M14.81%Q3 202519
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$107M2.5M7.74%Q1 202620
Vise Technologies, Inc.
CIK 0001812090
$105M2.5M2.05%Q1 2026
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