Who Owns DIMENSIONAL ETF TRUST (DFAS)? -- Institutional Holders (2026-06-30)
939 institutions reported holding $12.60B of DIMENSIONAL ETF TRUST (DFAS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($2.29B), NORTHERN TRUST CORP ($778.1M), BANK OF AMERICA CORP /DE/ ($561.7M), Index Fund Advisors, Inc. ($484.8M), Focus Partners Wealth ($269.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $2.29B | 27.8M | Added |
| 2 | NORTHERN TRUST CORP | $778.1M | 9.4M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $561.7M | 6.8M | Added |
| 4 | Index Fund Advisors, Inc. | $484.8M | 5.9M | Trimmed |
| 5 | Focus Partners Wealth | $269.8M | 3.3M | Trimmed |
| 6 | Pure Financial Advisors, LLC | $268.7M | 3.3M | Added |
| 7 | TCI Wealth Advisors, Inc. | $232.3M | 2.8M | Added |
| 8 | Root Financial Partners, LLC | $191.8M | 2.3M | Added |
| 9 | Vise Technologies, Inc. | $184.3M | 2.2M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $154.3M | 1.9M | Added |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $124.1M | 1.5M | Added |
| 12 | Midwest Trust Co | $109.4M | 1.3M | Trimmed |
| 13 | Savant Capital, LLC | $105.4M | 1.3M | Added |
| 14 | BANK OF MONTREAL /CAN/ | $102.8M | 1.2M | Added |
| 15 | Confluence Wealth Services, Inc. | $101.8M | 1.2M | Added |
| 16 | Plancorp, LLC | $100.6M | 1.2M | Trimmed |
| 17 | Evanson Financial, LLC | $100.3M | 1.2M | New |
| 18 | Royal Bank of Canada | $98.9M | 1.2M | Trimmed |
| 19 | Great Waters Wealth Management | $94.7M | 1.2M | Added |
| 20 | HighTower Advisors, LLC | $92.8M | 1.1M | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $92.8M | 1.1M | Added |
| 22 | Washington Trust Bank | $91.9M | 1.1M | Trimmed |
| 23 | UBS Group AG | $87.9M | 1.1M | Added |
| 24 | Moisand Fitzgerald Tamayo, LLC | $80.7M | 979,623 | Added |
| 25 | Focus Partners Advisor Solutions, LLC | $77.7M | 943,404 | Added |
Source: SEC Form 13F filings · as of 2026-06-30