DFAI institutional holders

DIMENSIONAL ETF TRUST · 13F, 2026Q2

Managers holding825
Shares held359,069,545
Reported value$14.8bn
Quarter flows69 new, 465 added, 218 trimmed, 39 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC27,763,226$1.1bn0.3%
First Command Advisory Services, Inc.15,272,021$630.0m3.7%
PRUDENTIAL FINANCIAL INC14,948,542$616.6m0.7%
BANK OF AMERICA CORP /DE/10,409,354$429.4m0.0%
&PARTNERS9,826,699$405.6m1.7%
NORTHERN TRUST CORP7,867,848$324.5m0.0%
SYM FINANCIAL Corp6,729,230$277.6m22.3%
ROYAL BANK OF CANADA6,472,722$267.0m0.0%
COLDSTREAM CAPITAL MANAGEMENT INC5,636,392$232.5m2.1%
LPL Financial LLC4,754,034$196.1m0.0%
UBS Group AG4,567,118$188.4m0.0%
Root Financial Partners, LLC4,528,406$186.8m7.3%
Vise Technologies, Inc.4,495,210$185.4m2.1%
Mariner, LLC4,350,104$179.4m0.2%
MAI Capital Management4,171,293$172.1m0.6%
Annex Advisory Services, LLC4,128,690$170.3m2.9%
Moisand Fitzgerald Tamayo, LLC3,693,307$152.3m14.9%
McKinley Carter Wealth Services, Inc.3,637,438$150.0m7.7%
HighTower Advisors, LLC3,441,572$142.0m0.1%
Corient Private Wealth LP3,074,543$126.8m0.2%
MERCER GLOBAL ADVISORS INC /ADV2,972,994$122.6m0.2%
Pure Financial Advisors, LLC2,926,491$120.7m1.5%
LVZ, Inc.2,918,971$120.4m12.2%
Clearstead Advisors, LLC2,844,690$117.3m1.1%
Sequoia Financial Advisors, LLC2,827,567$116.6m0.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DFAI"). DFAI price history · All 13F data

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