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

DIMENSIONAL ETF TRUST

500 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 25434V781·Exchange Traded Fund·500 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.1B
visible holders
Holders
500
filers reporting
Concentration
25.82%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

500 institutions reported DISV in Q2 2026. Focus Partners Wealth leads at 25.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$538M13.4M0.55%Q2 202602
Forum Financial Management, LP
CIK 0001911832
$226M5.6M2.91%Q2 202603
MATHER GROUP, LLC.
CIK 0001527641
$209M5.2M1.82%Q2 202604
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$125M3.1M1.06%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$120M3.0M0.01%Q2 202606
Savant Capital, LLC
CIK 0001482880
$109M2.6M0.32%Q2 202607
UBS Group AG
CIK 0001610520
$100M2.5M0.01%Q2 202608
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$96M2.4M1.43%Q2 202609
Cerity Partners LLC
CIK 0001566475
$64M1.6M0.08%Q2 202610
Integrated Wealth Concepts LLC
CIK 0001737109
$57M1.4M0.28%Q2 202611
NORTHERN TRUST CORP
CIK 0000073124· Index
$53M1.3M0.01%Q2 202612
Evanson Financial, LLC
CIK 0002140235
$49M1.2M2.38%Q2 202613
Asset Dedication, LLC
CIK 0001475896
$49M1.2M3.06%Q2 202614
Evanson Asset Management, LLC
CIK 0001626379
$47M1.2M2.51%Q1 202615
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$46M1.2M1.44%Q1 202616
Corient Private Wealth LLC
CIK 0001948780
$41M1.0M0.05%Q2 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$39M999K0.01%Q1 202618
MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588
$39M980K3.23%Q2 202619
HighTower Advisors, LLC
CIK 0001462245
$39M978K0.04%Q2 202620
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CIK 0001903880
$38M958K3.04%Q2 2026
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