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

DIMENSIONAL ETF TRUST

648 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 25434V799·Exchange Traded Fund·648 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$4.5B
visible holders
Holders
648
filers reporting
Concentration
30.24%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

648 institutions reported DFIC in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 30.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1.4B38.5M2.02%Q1 202602
Forum Financial Management, LP
CIK 0001911832
$614M16.5M7.88%Q2 202603
Evensky & Katz LLC
CIK 0001357867
$215M6.1M12.24%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$193M5.4M0.05%Q1 202605
Apella Capital, LLC
CIK 0001801507
$179M4.8M2.53%Q2 202606
JMG Financial Group, Ltd.
CIK 0001314404
$170M4.8M4.68%Q1 202607
Greenspring Advisors, LLC
CIK 0001922200
$159M4.5M9.67%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$153M4.3M0.16%Q1 202609
RW Investment Management LLC
CIK 0001631627
$150M4.2M14.56%Q1 202610
Summit Financial Strategies, Inc.
CIK 0001625246
$148M4.0M10.38%Q2 202611
Plancorp, LLC
CIK 0001599579
$145M3.9M3.55%Q2 202612
AWM CAPITAL, LLC
CIK 0001806820
$125M3.5M11.30%Q1 202613
LPL Financial LLC
CIK 0001403438
$125M3.5M0.03%Q1 202614
Cannon Financial Strategists, Inc.
CIK 0002031123
$123M3.5M16.14%Q1 202615
Sageworth Trust Co
CIK 0001482688
$115M3.2M4.93%Q1 202616
MASECO LLP
CIK 0002074052
$113M3.2M3.53%Q1 202617
Symmetry Partners, LLC
CIK 0001697493
$111M3.0M5.67%Q2 202618
Focus Partners Wealth
CIK 0001542153
$110M3.2M0.13%Q4 202519
Wealthstream Advisors, Inc.
CIK 0001833780
$106M3.2M16.06%Q3 202520
Annex Advisory Services, LLC
CIK 0001542287
$99M2.7M1.69%Q2 2026
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