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DFAL — Dimensional ETF Trust Institutional Holders · Q2 2026

Who owns Dimensional ETF Trust (DFAL)? 4 institutions reported holding $1.35B in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Envestnet Portfolio Solutions, Inc. ($489.9M), First Citizens Bank & Trust Co ($488.1M), Plancorp, LLC ($365.7M).

RankInstitutionValueSharesChange
1Envestnet Portfolio Solutions, Inc.$489.9M9.7MNew
2FIRST CITIZENS BANK & TRUST CO$488.1M9.7MNew
3Plancorp, LLC$365.7M7.3MNew
4Parkside Financial Bank & Trust$1.7M34,175New

Source: SEC Form 13F filings · as of 2026-06-30