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

DIMENSIONAL ETF TRUST

402 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 25434V666·Exchange Traded Fund·402 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.7B
visible holders
Holders
402
filers reporting
Concentration
27.36%
Savant Capital, LLC #1
top holder share
AI Holders Summary · Q1 2026

402 institutions reported DFLV in Q1 2026. Savant Capital, LLC leads at 27.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Savant Capital, LLC
CIK 0001482880
$736M20.6M3.56%Q1 202602
Corient Private Wealth LLC
CIK 0001948780
$242M6.8M0.35%Q1 202603
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$164M4.6M2.02%Q1 202604
Foster Group, Inc.
CIK 0001841544
$158M4.0M4.21%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$131M3.7M0.14%Q1 202606
Truepoint, Inc.
CIK 0001427748
$128M3.6M2.86%Q1 202607
Root Financial Partners, LLC
CIK 0001977181
$112M3.1M5.19%Q1 202608
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$107M3.0M10.95%Q1 202609
EP Wealth Advisors, LLC
CIK 0001540569
$100M2.8M0.49%Q1 202610
Summit Financial Strategies, Inc.
CIK 0001625246
$98M2.5M6.89%Q2 202611
Pathstone Holdings, LLC
CIK 0002011612
$91M2.6M0.36%Q1 202612
Vise Technologies, Inc.
CIK 0001812090
$88M2.6M1.73%Q1 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$78M2.2M0.41%Q1 202614
Cerity Partners LLC
CIK 0001566475
$77M2.2M0.11%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$77M2.2M0.08%Q1 202616
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$70M1.8M6.88%Q2 202617
LPL Financial LLC
CIK 0001403438
$65M1.8M0.02%Q1 202618
Apella Capital, LLC
CIK 0001801507
$61M1.5M0.87%Q2 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$55M1.8M0.30%Q2 202520
Quent Capital, LLC
CIK 0001912338
$53M1.5M3.74%Q1 2026
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