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

DIMENSIONAL ETF TRUST

474 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 25434V864·Exchange Traded Fund·474 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.8B
visible holders
Holders
474
filers reporting
Concentration
12.33%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

474 institutions reported DFSD in Q2 2026. Focus Partners Wealth leads at 12.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$346M7.3M0.35%Q2 202602
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$303M6.3M2.57%Q2 202603
Apella Capital, LLC
CIK 0001801507
$272M5.8M3.45%Q3 202604
OneDigital Investment Advisors LLC
CIK 0001690370
$185M3.9M1.56%Q2 202605
Savant Capital, LLC
CIK 0001482880
$175M3.7M0.51%Q2 202606
Root Financial Partners, LLC
CIK 0001977181
$174M3.7M5.83%Q3 202607
Vise Technologies, Inc.
CIK 0001812090
$167M3.5M1.89%Q2 202608
Beaird Harris Wealth Management, LLC
CIK 0001908938
$153M3.2M9.57%Q2 202609
Planning Center, Inc.
CIK 0001910966
$139M2.9M13.09%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$128M2.7M0.03%Q2 202611
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$99M2.1M9.81%Q3 202612
Great Waters Wealth Management
CIK 0001964535
$98M2.1M8.84%Q3 202613
HighTower Advisors, LLC
CIK 0001462245
$95M2.0M0.09%Q2 202614
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$94M2.0M7.17%Q3 202615
Rachor Investment Advisory Services, LLC
CIK 0002008792
$73M1.5M35.72%Q2 202616
Rather & Kittrell, Inc.
CIK 0001582112
$68M1.4M9.54%Q2 202617
Diversified Portfolios, Inc.
CIK 0001634212
$64M1.3M4.62%Q2 202618
McIlrath & Eck, LLC
CIK 0001701714
$62M1.3M4.60%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$59M1.2M0.07%Q2 202620
WPWealth LLP
CIK 0001950118
$57M1.2M8.42%Q2 2026
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