13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
DFUV

DIMENSIONAL ETF TRUST

813 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 25434V724·Exchange Traded Fund·813 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$6.5B
53.0% inst. owned
of float
Holders
813
-38 QoQ
filers reporting
Activity
+81 / −73
+974 added · −828 reduced
this quarter
Concentration
31.37%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

813 institutions reported DFUV in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 31.4% of the visible book. -38 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2.1B42.3M3.04%Q1 202602
Savant Capital, LLC
CIK 0001482880
$746M15.4M3.61%Q1 202603
Focus Partners Wealth
CIK 0001542153
$688M14.8M0.78%Q4 202504
Corient Private Wealth LLC
CIK 0001948780
$472M9.7M0.68%Q1 202605
Index Fund Advisors, Inc.
CIK 0001665097
$278M5.7M12.52%Q1 202606
Plancorp, LLC
CIK 0001599579
$278M5.6M7.89%Q1 202607
NORTHERN TRUST CORP
CIK 0000073124· Index
$269M5.5M0.04%Q1 202608
Creative Planning
CIK 0001540235
$240M5.0M0.16%Q1 202609
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$240M4.9M2.42%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$216M4.5M0.23%Q1 202611
TCI Wealth Advisors, Inc.
CIK 0001583751
$168M3.5M8.91%Q1 202612
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$155M3.2M2.68%Q1 202613
Cerity Partners LLC
CIK 0001566475
$123M2.5M0.17%Q1 202614
Modera Wealth Management, LLC
CIK 0001542143
$102M2.2M1.18%Q4 202515
MASECO LLP
CIK 0002074052
$98M2.0M3.07%Q1 202616
Truepoint, Inc.
CIK 0001427748
$94M1.9M2.10%Q1 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$88M1.8M0.18%Q1 202618
Trust Co of the South
CIK 0002008165
$84M1.7M13.46%Q1 202619
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CIK 0001903880
$84M1.7M7.52%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$67M1.4M0.02%Q1 2026
Page 1 of 41
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