13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
DFSV

DIMENSIONAL ETF TRUST

587 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 25434V815·Exchange Traded Fund·587 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.2%
vs prior quarter
13F value held
$2.9B
57.0% inst. owned
of float
Holders
587
+22 QoQ
filers reporting
Activity
+22 / −53
+790 added · −716 reduced
this quarter
Concentration
22.86%
Savant Capital, LLC #1
top holder share
AI Holders Summary · Q1 2026

587 institutions reported DFSV in Q1 2026. Savant Capital, LLC leads at 22.9% of the visible book. +22 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Savant Capital, LLC
CIK 0001482880
$661M18.9M3.20%Q1 202602
Corient Private Wealth LLC
CIK 0001948780
$257M7.3M0.37%Q1 202603
MATHER GROUP, LLC.
CIK 0001527641
$230M6.6M2.30%Q1 202604
JMG Financial Group, Ltd.
CIK 0001314404
$217M6.2M5.97%Q1 202605
Cerity Partners LLC
CIK 0001566475
$151M4.3M0.21%Q1 202606
Focus Partners Wealth
CIK 0001542153
$142M4.3M0.16%Q4 202507
Cetera Investment Advisers
CIK 0001666741
$136M3.9M0.14%Q1 202608
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$135M3.9M2.34%Q1 202609
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$98M2.8M3.05%Q1 202610
Index Fund Advisors, Inc.
CIK 0001665097
$97M2.8M4.35%Q1 202611
Pathstone Holdings, LLC
CIK 0002011612
$97M2.8M0.38%Q1 202612
Modera Wealth Management, LLC
CIK 0001542143
$88M2.7M1.01%Q4 202513
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$80M2.3M0.02%Q1 202614
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$78M2.2M0.96%Q1 202615
Creative Planning
CIK 0001540235
$78M2.2M0.05%Q1 202616
LPL Financial LLC
CIK 0001403438
$78M2.2M0.02%Q1 202617
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$74M2.1M0.74%Q1 202618
Arista Wealth Management, LLC
CIK 0001964758
$74M2.1M8.97%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$68M1.9M0.02%Q1 202620
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$56M1.9M0.31%Q2 2025
Page 1 of 30
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