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

DIMENSIONAL ETF TRUST

917 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 25434V401·Exchange Traded Fund·917 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$9.3B
visible holders
Holders
917
filers reporting
Concentration
35.10%
PRUDENTIAL FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

917 institutions reported DFUS in Q2 2026. PRUDENTIAL FINANCIAL INC leads at 35.1% 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
$3.3B39.8M3.55%Q2 202602
Focus Partners Wealth
CIK 0001542153
$774M9.4M0.79%Q2 202603
MASECO LLP
CIK 0002074052
$604M7.4M16.97%Q2 202604
Root Financial Partners, LLC
CIK 0001977181
$426M5.2M16.55%Q2 202605
Index Fund Advisors, Inc.
CIK 0001665097
$409M5.0M16.23%Q2 202606
Vise Technologies, Inc.
CIK 0001812090
$397M4.8M4.49%Q2 202607
Plancorp, LLC
CIK 0001599579
$363M4.4M8.85%Q2 202608
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$322M3.9M0.40%Q2 202609
TCI Wealth Advisors, Inc.
CIK 0001583751
$314M3.8M13.57%Q2 202610
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$301M4.3M12.26%Q2 202611
LPL Financial LLC
CIK 0001403438
$279M3.4M0.06%Q2 202612
Creative Planning
CIK 0001540235
$272M3.3M0.16%Q2 202613
Great Waters Wealth Management
CIK 0001964535
$240M2.9M22.28%Q2 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
$214M2.6M0.23%Q2 202617
G2 CAPITAL MANAGEMENT, LLC / OH
CIK 0001910858
$193M2.4M42.05%Q2 202618
Apella Capital, LLC
CIK 0001801507
$180M2.2M2.54%Q2 202619
Smartleaf Asset Management LLC
CIK 0002010393
$152M1.9M4.93%Q2 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$145M1.8M0.01%Q2 2026
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