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

DIMENSIONAL ETF TRUST

620 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 25434V815·Exchange Traded Fund·620 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.4B
visible holders
Holders
620
filers reporting
Concentration
29.01%
Savant Capital, LLC #1
top holder share
AI Holders Summary · Q2 2026

620 institutions reported DFSV in Q2 2026. Savant Capital, LLC leads at 29.0% 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
$976M25.0M2.87%Q2 202602
MATHER GROUP, LLC.
CIK 0001527641
$257M6.6M2.24%Q2 202603
JMG Financial Group, Ltd.
CIK 0001314404
$245M6.3M5.91%Q2 202604
Focus Partners Wealth
CIK 0001542153
$182M4.7M0.19%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$182M4.7M0.17%Q2 202606
Cerity Partners LLC
CIK 0001566475
$173M4.5M0.21%Q2 202607
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$158M4.1M2.35%Q2 202608
Corient Private Wealth LLC
CIK 0001948780
$126M3.2M0.16%Q2 202609
Modera Wealth Management, LLC
CIK 0001542143
$114M2.9M1.22%Q2 202610
Index Fund Advisors, Inc.
CIK 0001665097
$110M2.8M4.38%Q2 202611
Pathstone Holdings, LLC
CIK 0002011612
$103M2.7M0.30%Q2 202612
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$98M2.8M3.05%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$92M2.4M0.02%Q2 202614
LPL Financial LLC
CIK 0001403438
$92M2.4M0.02%Q2 202615
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$86M2.2M0.73%Q2 202616
Creative Planning
CIK 0001540235
$85M2.2M0.05%Q2 202617
Arista Wealth Management, LLC
CIK 0001964758
$83M2.2M9.01%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$76M2.0M0.02%Q2 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$66M1.7M0.00%Q2 202620
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$58M1.5M0.54%Q2 2026
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