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

DIMENSIONAL ETF TRUST

502 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·502 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$3.6B
56.0% inst. owned
of float
Holders
502
-25 QoQ
filers reporting
Activity
+39 / −36
+843 added · −855 reduced
this quarter
Concentration
15.26%
Truepoint, Inc. #1
top holder share
AI Holders Summary · Q1 2026

502 institutions reported DFCF in Q1 2026. Truepoint, Inc. leads at 15.3% of the visible book. -25 net institutions QoQ — distribution reading.

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
$192M4.5M2.16%Q1 202604
Apella Capital, LLC
CIK 0001801507
$188M4.4M2.79%Q1 202605
Petersen Hastings Wealth Advisors Inc.
CIK 0002109614
$187M4.4M17.93%Q4 202506
True Link Financial Advisors, LLC
CIK 0001846236
$180M4.3M11.12%Q1 202607
Elser Financial Planning, Inc
CIK 0002028202
$178M4.2M8.62%Q1 202608
Beacon Pointe Advisors, LLC
CIK 0001744317
$157M3.7M0.83%Q1 202609
Savant Capital, LLC
CIK 0001482880
$149M3.5M0.72%Q1 202610
Acropolis Investment Management, LLC
CIK 0001318601
$147M3.5M6.48%Q1 202611
Great Waters Wealth Management
CIK 0001964535
$147M3.5M15.51%Q1 202612
OneDigital Investment Advisors LLC
CIK 0001690370
$141M3.3M1.38%Q1 202613
Allworth Financial LP
CIK 0001555170
$138M3.3M0.56%Q1 202614
Root Financial Partners, LLC
CIK 0001977181
$137M3.2M6.34%Q1 202615
Beaird Harris Wealth Management, LLC
CIK 0001908938
$136M3.2M9.27%Q1 202616
F/m Investments LLC
CIK 0001834499
$128M3.0M8.51%Q1 202617
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$107M2.5M7.74%Q1 202618
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$106M2.5M11.47%Q1 202619
Vise Technologies, Inc.
CIK 0001812090
$105M2.5M2.05%Q1 202620
Stratos Investment Management, LLC
CIK 0001707206
$84M2.0M3.38%Q1 2026
Page 1 of 26
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