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

DIMENSIONAL ETF TRUST

907 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 25434V401·Exchange Traded Fund·907 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$8.8B
visible holders
Holders
907
filers reporting
Concentration
35.61%
PRUDENTIAL FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

907 institutions reported DFUS in Q1 2026. PRUDENTIAL FINANCIAL INC leads at 35.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$3.1B44.1M3.85%Q1 202602
Focus Partners Wealth
CIK 0001542153
$687M9.3M0.78%Q4 202503
MASECO LLP
CIK 0002074052
$604M7.4M16.97%Q2 202604
Root Financial Partners, LLC
CIK 0001977181
$426M5.2M16.55%Q2 202605
Plancorp, LLC
CIK 0001599579
$363M4.4M8.85%Q2 202606
Vise Technologies, Inc.
CIK 0001812090
$352M4.7M6.91%Q1 202607
Index Fund Advisors, Inc.
CIK 0001665097
$351M5.0M15.80%Q1 202608
TCI Wealth Advisors, Inc.
CIK 0001583751
$314M3.8M13.57%Q2 202609
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$301M4.3M12.26%Q2 202610
LPL Financial LLC
CIK 0001403438
$279M3.4M0.06%Q2 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$241M3.4M0.36%Q1 202612
Great Waters Wealth Management
CIK 0001964535
$240M2.9M22.28%Q2 202613
Creative Planning
CIK 0001540235
$238M3.4M0.16%Q1 202614
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$221M2.7M1.87%Q2 202615
Zhang Financial LLC
CIK 0001776290
$218M2.7M6.37%Q2 202616
Mariner, LLC
CIK 0001373442
$212M3.0M0.25%Q1 202617
Apella Capital, LLC
CIK 0001801507
$180M2.2M2.54%Q2 202618
G2 CAPITAL MANAGEMENT, LLC / OH
CIK 0001910858
$165M2.3M40.09%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$130M1.6M0.16%Q2 202620
Smartleaf Asset Management LLC
CIK 0002010393
$129M1.9M4.64%Q1 2026
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