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

DIMENSIONAL ETF TRUST

919 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 25434V807·Exchange Traded Fund·919 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$8.3B
visible holders
Holders
919
filers reporting
Concentration
19.86%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q1 2026

919 institutions reported DFIV in Q1 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 19.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1.6B31.2M1.01%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1.2B22.3M1.74%Q1 202603
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$746M14.9M0.45%Q4 202504
Focus Partners Wealth
CIK 0001542153
$690M13.8M0.79%Q4 202505
Savant Capital, LLC
CIK 0001482880
$462M8.8M2.23%Q1 202606
EP Wealth Advisors, LLC
CIK 0001540569
$381M7.2M1.88%Q1 202607
NORTHERN TRUST CORP
CIK 0000073124· Index
$381M7.2M0.05%Q1 202608
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$320M6.1M3.22%Q1 202609
Corient Private Wealth LLC
CIK 0001948780
$287M5.4M0.41%Q1 202610
Farther Finance Advisors, LLC
CIK 0001992825
$255M4.7M1.99%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$251M4.7M0.08%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$221M4.2M0.06%Q1 202613
Kestra Investment Management, LLC
CIK 0001962449
$212M4.0M3.66%Q1 202614
Plancorp, LLC
CIK 0001599579
$208M3.8M5.08%Q2 202615
Index Fund Advisors, Inc.
CIK 0001665097
$187M3.6M8.43%Q1 202616
Creative Planning
CIK 0001540235
$180M3.4M0.12%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$179M3.4M0.01%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$178M3.4M0.19%Q1 202619
Cerity Partners LLC
CIK 0001566475
$170M3.2M0.24%Q1 202620
Foster Group, Inc.
CIK 0001841544
$159M2.9M4.22%Q2 2026
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