DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex

DFUS

DIMENSIONAL ETF TRUST

884 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·884 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 0.8%

vs prior quarter

13F value held

$8.4B

65.0% inst. owned

of float

Holders

884

-120 QoQ

filers reporting

Activity

+77 / −41

+1,006 added · −896 reduced

this quarter

Concentration

37.10%

PRUDENTIAL FINANCIAL INC #1

top holder share

AI Holders Summary · Q1 2026

884 institutions reported DFUS in Q1 2026. PRUDENTIAL FINANCIAL INC leads at 37.1% of the visible book. -120 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

PRUDENTIAL FINANCIAL INC

$3.1B44.1M3.85%Q1 2026 02

Focus Partners Wealth

$687M9.3M0.78%Q4 2025 03

$531M7.5M16.65%Q1 2026 04

Root Financial Partners, LLC

$434M6.1M20.09%Q1 2026 05

Vise Technologies, Inc.

$352M4.7M6.91%Q1 2026 06

Index Fund Advisors, Inc.

$351M5.0M15.80%Q1 2026 07

$330M4.5M9.39%Q1 2026 08

SAX WEALTH ADVISORS, LLC

$287M3.9M13.89%Q1 2026 09

LPL Financial LLC

$260M3.7M0.07%Q1 2026 10

MERCER GLOBAL ADVISORS INC /ADV

$241M3.4M0.36%Q1 2026 11

Creative Planning

$238M3.4M0.16%Q1 2026 12

TCI Wealth Advisors, Inc.

$236M3.3M12.51%Q1 2026 13

$212M3.0M0.25%Q1 2026 14

Great Waters Wealth Management

$200M2.8M21.15%Q1 2026 15

Focus Partners Advisor Solutions, LLC

$180M2.5M1.81%Q1 2026 16

Zhang Financial LLC

$179M2.4M6.69%Q4 2025 17

Apella Capital, LLC

$169M2.2M2.51%Q1 2026 18

G2 CAPITAL MANAGEMENT, LLC / OH

$165M2.3M40.09%Q1 2026 19

Smartleaf Asset Management LLC

$129M1.9M4.64%Q1 2026 20

EARNED WEALTH ADVISORS, LLC

$120M1.7M8.02%Q1 2026

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