DFAE institutional holders

DIMENSIONAL ETF TRUST · 13F, 2026Q2

Managers holding713
Shares held209,803,287
Reported value$8.4bn
Quarter flows81 new, 297 added, 256 trimmed, 39 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Retirement Systems of Alabama12,668,769$509.4m1.5%
MATHER GROUP, LLC.12,473,477$501.6m4.4%
FMR LLC9,655,546$388.2m0.0%
BANK OF AMERICA CORP /DE/7,986,445$321.1m0.0%
UBS Group AG6,959,996$279.9m0.0%
Mariner, LLC4,358,277$175.2m0.2%
Foster Group, Inc.3,569,348$143.5m3.8%
Root Financial Partners, LLC3,080,099$123.9m4.8%
Vise Technologies, Inc.2,965,059$119.2m1.4%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,803,185$112.7m0.1%
MAI Capital Management2,587,135$104.0m0.4%
Cerity Partners LLC2,553,687$102.7m0.1%
Washington Trust Bank2,515,047$101.1m7.1%
HighTower Advisors, LLC2,473,379$99.5m0.1%
TCI Wealth Advisors, Inc.2,436,573$98.0m4.2%
Wealthspire Advisors, LLC2,373,919$95.5m0.5%
ROYAL BANK OF CANADA2,327,473$93.6m0.0%
McKinley Carter Wealth Services, Inc.2,299,652$92.5m4.8%
Annex Advisory Services, LLC2,267,929$91.2m1.6%
Cetera Investment Advisers2,236,440$89.9m0.1%
Focus Partners Wealth2,169,299$87.2m0.1%
COLDSTREAM CAPITAL MANAGEMENT INC2,121,551$85.3m0.8%
True Link Financial Advisors, LLC1,851,959$74.5m4.3%
ENVESTNET ASSET MANAGEMENT INC1,669,301$67.1m0.0%
Corient Private Wealth LP1,591,105$64.0m0.1%

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

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