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

DIMENSIONAL ETF TRUST

954 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 25434V807·Exchange Traded Fund·954 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$9.1B
visible holders
Holders
954
filers reporting
Concentration
20.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q2 2026

954 institutions reported DFIV in Q2 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 20.0% 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
$1.8B33.5M0.97%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1.3B24.0M1.60%Q2 202603
Focus Partners Wealth
CIK 0001542153
$929M17.2M0.95%Q2 202604
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$746M14.9M0.45%Q4 202505
Savant Capital, LLC
CIK 0001482880
$574M10.5M1.69%Q2 202606
EP Wealth Advisors, LLC
CIK 0001540569
$497M9.2M1.90%Q2 202607
NORTHERN TRUST CORP
CIK 0000073124· Index
$391M7.2M0.05%Q2 202608
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$320M5.9M2.72%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$275M5.1M0.06%Q2 202610
Farther Finance Advisors, LLC
CIK 0001992825
$255M4.7M1.99%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$253M4.7M0.07%Q2 202612
Plancorp, LLC
CIK 0001599579
$208M3.8M5.08%Q2 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$207M3.8M0.01%Q2 202614
Cerity Partners LLC
CIK 0001566475
$196M3.6M0.24%Q2 202615
Index Fund Advisors, Inc.
CIK 0001665097
$194M3.6M7.70%Q2 202616
Corient Private Wealth LLC
CIK 0001948780
$190M3.5M0.25%Q2 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$188M3.5M0.07%Q2 202618
HighTower Advisors, LLC
CIK 0001462245
$183M3.4M0.18%Q2 202619
Creative Planning
CIK 0001540235
$183M3.4M0.11%Q2 202620
Foster Group, Inc.
CIK 0001841544
$159M2.9M4.22%Q2 2026
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