13F Insight
DOSSIER · 13F Holders · Q1 2026
DFEV

DIMENSIONAL ETF TRUST

298 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 25434V740·298 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$643M
visible holders
Holders
298
filers reporting
Concentration
14.20%
Asset Dedication, LLC #1
top holder share
AI Holders Summary · Q1 2026

298 institutions reported DFEV in Q1 2026. Asset Dedication, LLC leads at 14.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Asset Dedication, LLC
CIK 0001475896
$91M2.6M6.40%Q1 202602
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$72M2.1M0.03%Q1 202603
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$51M1.4M0.88%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$35M988K0.01%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$34M955K0.04%Q1 202606
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$30M832K0.93%Q1 202607
True Wealth Design, LLC
CIK 0001966033
$30M694K7.05%Q2 202608
Marquette Asset Management, LLC
CIK 0001395067
$29M674K3.69%Q2 202609
Sensible Money, LLC
CIK 0001965229
$27M759K8.26%Q1 202610
FMR LLC
CIK 0000315066
$26M734K0.00%Q1 202611
Family Investment Center, Inc.
CIK 0001897700
$26M604K4.28%Q2 202612
Evanson Financial, LLC
CIK 0002140235
$25M580K1.21%Q2 202613
NorthAvenue LLC
CIK 0002123735
$23M538K16.45%Q2 202614
Beacon Pointe Advisors, LLC
CIK 0001744317
$22M606K0.11%Q1 202615
Cambridge Financial Group, LLC
CIK 0002085256
$22M506K6.80%Q2 202616
B&D White Capital Company, LLC
CIK 0001752523
$21M588K2.60%Q1 202617
Evanson Asset Management, LLC
CIK 0001626379
$21M585K1.12%Q1 202618
Janney Montgomery Scott LLC
CIK 0001329948
$21M580K0.05%Q1 202619
EAGLE WEALTH STRATEGIES LLC
CIK 0002009882
$21M484K7.89%Q2 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$18M500K0.00%Q1 2026
Page 1 of 15
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