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

DIMENSIONAL ETF TRUST

378 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·378 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.1B
visible holders
Holders
378
filers reporting
Concentration
52.27%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q2 2026

378 institutions reported DFIS in Q2 2026. JONES FINANCIAL COMPANIES LLLP leads at 52.3% 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
$2.2B61.4M0.86%Q2 202602
Matson Money. Inc.
CIK 0001672512
$443M12.2M12.38%Q3 202603
NATIXIS ADVISORS, LLC
CIK 0001018331
$383M11.4M0.53%Q1 202604
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$123M3.4M1.83%Q3 202605
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$116M3.3M0.55%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
$84M2.3M0.14%Q3 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$69M2.0M0.02%Q2 202610
Root Financial Partners, LLC
CIK 0001977181
$65M1.8M2.20%Q3 202611
PARK AVENUE SECURITIES LLC
CIK 0001071640
$59M1.7M0.46%Q1 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
$47M1.3M0.40%Q3 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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