DFIC institutional holders

DIMENSIONAL ETF TRUST · 13F, 2026Q2

Managers holding636
Shares held330,861,644
Reported value$12.3bn
Quarter flows59 new, 359 added, 140 trimmed, 36 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MERCER GLOBAL ADVISORS INC /ADV41,492,937$1.5bn1.9%
Forum Financial Management, LP16,467,379$613.6m7.9%
Evensky & Katz LLC6,091,469$227.0m11.7%
ENVESTNET ASSET MANAGEMENT INC5,961,527$222.1m0.1%
JMG Financial Group, Ltd.4,973,487$185.3m4.5%
Apella Capital, LLC4,772,870$179.3m2.5%
Greenspring Advisors, LLC4,494,230$167.5m9.3%
HighTower Advisors, LLC4,329,141$161.3m0.2%
RW Investment Management LLC4,217,089$157.1m13.8%
Summit Financial Strategies, Inc.3,967,115$147.8m10.4%
LPL Financial LLC3,963,122$147.7m0.0%
Plancorp, LLC3,901,958$145.5m3.6%
AWM CAPITAL, LLC3,639,850$135.6m10.9%
Cannon Financial Strategists, Inc.3,603,650$134.3m15.3%
Focus Partners Wealth3,422,470$127.5m0.1%
MASECO LLP3,391,403$126.2m3.5%
Sageworth Trust Co3,184,052$118.6m4.7%
ASSETMARK, INC3,132,068$116.7m0.2%
Symmetry Partners, LLC2,983,850$111.2m5.7%
PARK AVENUE SECURITIES LLC2,957,764$110.2m0.7%
Annex Advisory Services, LLC2,662,339$99.2m1.7%
Beacon Pointe Advisors, LLC2,581,098$96.2m0.4%
Pathstone Holdings, LLC2,570,590$95.8m0.3%
JANE STREET GROUP, LLC2,513,803$93.7m0.0%
PHILLIPS FINANCIAL MANAGEMENT, LLC2,464,885$91.8m6.7%

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

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