YM=F institutional holders

DIMENSIONAL ETF TRUST · 13F, 2026Q2

Managers holding798
Shares held218,475,136
Reported value$12.0bn
Quarter flows72 new, 233 added, 259 trimmed, 42 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MERCER GLOBAL ADVISORS INC /ADV43,369,886$2.4bn2.9%
Savant Capital, LLC15,249,311$839.1m2.5%
Focus Partners Wealth14,217,663$782.1m0.8%
Index Fund Advisors, Inc.5,787,541$318.4m12.6%
Focus Partners Advisor Solutions, LLC4,999,844$275.0m2.3%
NORTHERN TRUST CORP4,892,951$269.2m0.0%
Creative Planning4,865,323$267.6m0.2%
HighTower Advisors, LLC4,432,562$243.8m0.2%
TCI Wealth Advisors, Inc.4,044,731$222.5m9.6%
Corient Private Wealth LP3,801,714$209.1m0.3%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,355,094$184.6m2.7%
Plancorp, LLC3,242,114$178.4m4.4%
Cerity Partners LLC2,644,308$145.5m0.2%
Modera Wealth Management, LLC2,291,735$126.1m1.3%
MASECO LLP1,999,281$110.0m3.1%
Truepoint, Inc.1,902,222$104.6m2.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,853,369$102.0m0.2%
Trust Co of the South1,722,466$94.8m13.3%
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,669,238$91.8m7.3%
RAYMOND JAMES FINANCIAL INC1,408,163$77.5m0.0%
Integrated Wealth Concepts LLC1,387,899$76.3m0.4%
Beacon Pointe Advisors, LLC1,342,005$73.8m0.3%
LPL Financial LLC1,341,644$73.8m0.0%
Evanson Financial, LLC1,317,420$72.5m3.6%
CHOREO, LLC1,283,006$70.6m0.8%

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

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