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

DIMENSIONAL ETF TRUST

854 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 25434V724·Exchange Traded Fund·854 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$7.0B
visible holders
Holders
854
filers reporting
Concentration
33.95%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

854 institutions reported DFUV in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 33.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2.4B43.4M2.95%Q2 202602
Savant Capital, LLC
CIK 0001482880
$839M15.2M2.46%Q2 202603
Focus Partners Wealth
CIK 0001542153
$782M14.2M0.80%Q2 202604
Index Fund Advisors, Inc.
CIK 0001665097
$318M5.8M12.64%Q2 202605
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$275M5.0M2.33%Q2 202606
NORTHERN TRUST CORP
CIK 0000073124· Index
$269M4.9M0.03%Q2 202607
Creative Planning
CIK 0001540235
$268M4.9M0.16%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$244M4.4M0.23%Q2 202609
TCI Wealth Advisors, Inc.
CIK 0001583751
$223M4.0M9.63%Q2 202610
Corient Private Wealth LLC
CIK 0001948780
$209M3.8M0.27%Q2 202611
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$185M3.4M2.69%Q2 202612
Plancorp, LLC
CIK 0001599579
$178M3.2M4.35%Q2 202613
Cerity Partners LLC
CIK 0001566475
$145M2.6M0.18%Q2 202614
Modera Wealth Management, LLC
CIK 0001542143
$126M2.3M1.35%Q2 202615
MASECO LLP
CIK 0002074052
$110M2.0M3.09%Q2 202616
Truepoint, Inc.
CIK 0001427748
$105M1.9M2.18%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$102M1.9M0.17%Q2 202618
Trust Co of the South
CIK 0002008165
$95M1.7M13.34%Q2 202619
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CIK 0001903880
$92M1.7M7.26%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$77M1.4M0.02%Q2 2026
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