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

DIMENSIONAL ETF TRUST

893 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·893 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$8.5B
visible holders
Holders
893
filers reporting
Concentration
36.63%
PRUDENTIAL FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

893 institutions reported DFUS in Q1 2026. PRUDENTIAL FINANCIAL INC leads at 36.6% 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
$531M7.5M16.65%Q1 202604
Root Financial Partners, LLC
CIK 0001977181
$434M6.1M20.09%Q1 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
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$301M4.3M12.26%Q2 202609
LPL Financial LLC
CIK 0001403438
$260M3.7M0.07%Q1 202610
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$241M3.4M0.36%Q1 202611
Great Waters Wealth Management
CIK 0001964535
$240M2.9M22.28%Q2 202612
Creative Planning
CIK 0001540235
$238M3.4M0.16%Q1 202613
TCI Wealth Advisors, Inc.
CIK 0001583751
$236M3.3M12.51%Q1 202614
Mariner, LLC
CIK 0001373442
$212M3.0M0.25%Q1 202615
Apella Capital, LLC
CIK 0001801507
$180M2.2M2.54%Q2 202616
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$180M2.5M1.81%Q1 202617
Zhang Financial LLC
CIK 0001776290
$179M2.4M6.69%Q4 202518
G2 CAPITAL MANAGEMENT, LLC / OH
CIK 0001910858
$165M2.3M40.09%Q1 202619
Smartleaf Asset Management LLC
CIK 0002010393
$129M1.9M4.64%Q1 202620
Flagstone Financial Management
CIK 0001968890
$127M1.6M28.50%Q2 2026
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