Who Owns DIMENSIONAL ETF TRUST (DFAI)? -- Institutional Holders (2026-06-30)
855 institutions reported holding $14.79B of DIMENSIONAL ETF TRUST (DFAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.15B), First Command Advisory Services, Inc. ($630.0M), PRUDENTIAL FINANCIAL INC ($616.6M), BANK OF AMERICA CORP /DE/ ($429.4M), &PARTNERS ($405.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.15B | 27.8M | Added |
| 2 | First Command Advisory Services, Inc. | $630.0M | 15.3M | Added |
| 3 | PRUDENTIAL FINANCIAL INC | $616.6M | 14.9M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $429.4M | 10.4M | Added |
| 5 | &PARTNERS | $405.6M | 9.8M | Added |
| 6 | NORTHERN TRUST CORP | $324.5M | 7.9M | Added |
| 7 | SYM FINANCIAL Corp | $277.6M | 6.7M | Added |
| 8 | Royal Bank of Canada | $267.0M | 6.5M | Added |
| 9 | COLDSTREAM CAPITAL MANAGEMENT INC | $232.5M | 5.6M | Trimmed |
| 10 | LPL Financial LLC | $196.1M | 4.8M | Added |
| 11 | UBS Group AG | $188.4M | 4.6M | Added |
| 12 | Root Financial Partners, LLC | $186.8M | 4.5M | Added |
| 13 | Vise Technologies, Inc. | $185.4M | 4.5M | Added |
| 14 | Mariner, LLC | $179.4M | 4.4M | Added |
| 15 | MAI Capital Management | $172.1M | 4.2M | Added |
| 16 | Annex Advisory Services, LLC | $170.3M | 4.1M | Added |
| 17 | Moisand Fitzgerald Tamayo, LLC | $152.3M | 3.7M | Added |
| 18 | McKinley Carter Wealth Services, Inc. | $150.0M | 3.6M | Added |
| 19 | HighTower Advisors, LLC | $142.0M | 3.4M | Added |
| 20 | Corient Private Wealth LLC | $126.8M | 3.1M | Trimmed |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $122.6M | 3.0M | Added |
| 22 | Pure Financial Advisors, LLC | $120.7M | 2.9M | Trimmed |
| 23 | LVZ, Inc. | $120.4M | 2.9M | Added |
| 24 | Clearstead Advisors, LLC | $117.3M | 2.8M | Added |
| 25 | Sequoia Financial Advisors, LLC | $116.6M | 2.8M | Added |
Source: SEC Form 13F filings · as of 2026-06-30