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

DIMENSIONAL ETF TRUST

660 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·660 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$4.7B
visible holders
Holders
660
filers reporting
Concentration
29.33%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

660 institutions reported DFIC in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 29.3% 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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$222M6.0M0.05%Q2 202604
Evensky & Katz LLC
CIK 0001357867
$215M6.1M12.24%Q1 202605
JMG Financial Group, Ltd.
CIK 0001314404
$185M5.0M4.48%Q2 202606
Apella Capital, LLC
CIK 0001801507
$179M4.8M2.53%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$161M4.3M0.16%Q2 202608
Greenspring Advisors, LLC
CIK 0001922200
$159M4.5M9.67%Q1 202609
RW Investment Management LLC
CIK 0001631627
$157M4.2M13.79%Q2 202610
Summit Financial Strategies, Inc.
CIK 0001625246
$148M4.0M10.38%Q2 202611
LPL Financial LLC
CIK 0001403438
$148M4.0M0.03%Q2 202612
Plancorp, LLC
CIK 0001599579
$145M3.9M3.55%Q2 202613
AWM CAPITAL, LLC
CIK 0001806820
$136M3.6M10.86%Q2 202614
Cannon Financial Strategists, Inc.
CIK 0002031123
$134M3.6M15.28%Q2 202615
MASECO LLP
CIK 0002074052
$126M3.4M3.55%Q2 202616
Sageworth Trust Co
CIK 0001482688
$119M3.2M4.67%Q2 202617
ASSETMARK, INC
CIK 0001344551
$117M3.1M0.20%Q2 202618
Symmetry Partners, LLC
CIK 0001697493
$111M3.0M5.67%Q2 202619
Focus Partners Wealth
CIK 0001542153
$110M3.2M0.13%Q4 202520
Wealthstream Advisors, Inc.
CIK 0001833780
$106M3.2M16.06%Q3 2025
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