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

DIMENSIONAL ETF TRUST

365 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 25434V773·Exchange Traded Fund·365 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.7B
visible holders
Holders
365
filers reporting
Concentration
51.27%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q1 2026

365 institutions reported DFIS in Q1 2026. JONES FINANCIAL COMPANIES LLLP leads at 51.3% 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
$1.9B58.7M0.92%Q1 202602
Matson Money. Inc.
CIK 0001672512
$418M11.9M11.63%Q2 202603
NATIXIS ADVISORS, LLC
CIK 0001018331
$383M11.4M0.53%Q1 202604
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$116M3.3M0.56%Q2 202605
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$113M3.2M1.68%Q2 202606
Corient Private Wealth LLC
CIK 0001948780
$94M2.8M0.13%Q1 202607
Creative Planning
CIK 0001540235
$82M2.4M0.06%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$62M1.8M0.02%Q1 202609
PARK AVENUE SECURITIES LLC
CIK 0001071640
$59M1.7M0.46%Q1 202610
Evanson Financial, LLC
CIK 0002140235
$50M1.4M2.45%Q2 202611
MATHER GROUP, LLC.
CIK 0001527641
$50M1.5M0.50%Q1 202612
Miracle Mile Advisors, LLC
CIK 0001585859
$50M1.4M0.58%Q2 202613
TCI Wealth Advisors, Inc.
CIK 0001583751
$48M1.4M2.55%Q1 202614
BANK OF MONTREAL /CAN/
CIK 0000927971
$48M1.4M0.02%Q1 202615
Evanson Asset Management, LLC
CIK 0001626379
$47M1.4M2.53%Q1 202616
Savant Capital, LLC
CIK 0001482880
$44M1.3M0.21%Q1 202617
Modern Wealth Management, LLC
CIK 0002001900
$43M1.3M0.74%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$43M1.3M0.01%Q1 202619
Wescott Financial Advisory Group, LLC
CIK 0001864880
$40M1.2M3.50%Q1 202620
CWM, LLC
CIK 0001535847
$38M1.1M0.10%Q1 2026
Page 1 of 19
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