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

DIMENSIONAL ETF TRUST

421 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 25434V666·Exchange Traded Fund·421 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.1B
visible holders
Holders
421
filers reporting
Concentration
32.36%
Savant Capital, LLC #1
top holder share
AI Holders Summary · Q2 2026

421 institutions reported DFLV in Q2 2026. Savant Capital, LLC leads at 32.4% 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
$1.0B25.5M2.97%Q2 202602
Root Financial Partners, LLC
CIK 0001977181
$186M4.7M7.24%Q2 202603
Vise Technologies, Inc.
CIK 0001812090
$182M4.6M2.06%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$175M4.4M0.16%Q2 202605
Foster Group, Inc.
CIK 0001841544
$158M4.0M4.21%Q2 202606
Truepoint, Inc.
CIK 0001427748
$132M3.3M2.76%Q2 202607
Corient Private Wealth LLC
CIK 0001948780
$131M3.3M0.17%Q2 202608
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$124M3.1M8.33%Q2 202609
Cerity Partners LLC
CIK 0001566475
$114M2.9M0.14%Q2 202610
EP Wealth Advisors, LLC
CIK 0001540569
$108M2.7M0.41%Q2 202611
Pathstone Holdings, LLC
CIK 0002011612
$102M2.6M0.30%Q2 202612
Summit Financial Strategies, Inc.
CIK 0001625246
$98M2.5M6.89%Q2 202613
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$92M2.3M1.16%Q2 202614
Beacon Pointe Advisors, LLC
CIK 0001744317
$91M2.3M0.42%Q2 202615
HighTower Advisors, LLC
CIK 0001462245
$89M2.2M0.09%Q2 202616
LPL Financial LLC
CIK 0001403438
$75M1.9M0.02%Q2 202617
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$70M1.8M6.88%Q2 202618
BANK OF MONTREAL /CAN/
CIK 0000927971
$62M1.6M0.02%Q2 202619
Apella Capital, LLC
CIK 0001801507
$61M1.5M0.87%Q2 202620
Quent Capital, LLC
CIK 0001912338
$61M1.5M3.73%Q2 2026
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