13F Insight
DOSSIER · 13F Holders · Q2 2026
DFEV

DIMENSIONAL ETF TRUST

313 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 25434V740·313 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$858M
visible holders
Holders
313
filers reporting
Concentration
14.05%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q2 2026

313 institutions reported DFEV in Q2 2026. JONES FINANCIAL COMPANIES LLLP leads at 14.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$121M2.9M0.05%Q2 202602
Asset Dedication, LLC
CIK 0001475896
$105M2.5M6.63%Q2 202603
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$62M1.5M0.93%Q2 202604
Root Financial Partners, LLC
CIK 0001977181
$54M1.3M2.10%Q2 202605
Vise Technologies, Inc.
CIK 0001812090
$54M1.3M0.61%Q2 202606
Savant Capital, LLC
CIK 0001482880
$44M1.1M0.13%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$44M1.0M0.01%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$42M978K0.04%Q2 202609
B&D White Capital Company, LLC
CIK 0001752523
$34M808K3.43%Q2 202610
Beacon Pointe Advisors, LLC
CIK 0001744317
$32M751K0.15%Q2 202611
Sensible Money, LLC
CIK 0001965229
$32M748K8.46%Q2 202612
FMR LLC
CIK 0000315066
$30M702K0.00%Q2 202613
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$30M832K0.93%Q1 202614
True Wealth Design, LLC
CIK 0001966033
$30M694K7.05%Q2 202615
Marquette Asset Management, LLC
CIK 0001395067
$29M674K3.69%Q2 202616
Family Investment Center, Inc.
CIK 0001897700
$26M604K4.28%Q2 202617
Evanson Financial, LLC
CIK 0002140235
$25M580K1.21%Q2 202618
NorthAvenue LLC
CIK 0002123735
$23M538K16.45%Q2 202619
Cambridge Financial Group, LLC
CIK 0002085256
$22M506K6.80%Q2 202620
Index Fund Advisors, Inc.
CIK 0001665097
$21M501K0.85%Q2 2026
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