13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DFIS

DIMENSIONAL ETF TRUST

384 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 25434V773·Exchange Traded Fund·384 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.1B
visible holders
Holders
384
filers reporting
Concentration
52.90%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q2 2026

384 institutions reported DFIS in Q2 2026. JONES FINANCIAL COMPANIES LLLP leads at 52.9% 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
$2.2B61.4M0.86%Q2 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
UBS Group AG
CIK 0001610520
$98M2.8M0.01%Q2 202607
Creative Planning
CIK 0001540235
$84M2.4M0.05%Q2 202608
ASSETMARK, INC
CIK 0001344551
$78M2.2M0.13%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$69M2.0M0.02%Q2 202610
PARK AVENUE SECURITIES LLC
CIK 0001071640
$59M1.7M0.46%Q1 202611
Root Financial Partners, LLC
CIK 0001977181
$57M1.6M2.23%Q2 202612
Vise Technologies, Inc.
CIK 0001812090
$55M1.6M0.63%Q2 202613
TCI Wealth Advisors, Inc.
CIK 0001583751
$55M1.6M2.37%Q2 202614
BANK OF MONTREAL /CAN/
CIK 0000927971
$52M1.5M0.02%Q2 202615
Evanson Financial, LLC
CIK 0002140235
$50M1.4M2.45%Q2 202616
Miracle Mile Advisors, LLC
CIK 0001585859
$50M1.4M0.58%Q2 202617
MATHER GROUP, LLC.
CIK 0001527641
$48M1.4M0.42%Q2 202618
Evanson Asset Management, LLC
CIK 0001626379
$47M1.4M2.53%Q1 202619
Cerity Partners LLC
CIK 0001566475
$44M1.3M0.05%Q2 202620
Modern Wealth Management, LLC
CIK 0002001900
$43M1.3M0.74%Q1 2026
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