Who Owns DIMENSIONAL ETF TRUST (DFAT)? -- Institutional Holders (2026-06-30)
882 institutions reported holding $11.57B of DIMENSIONAL ETF TRUST (DFAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($930.0M), Focus Partners Wealth ($873.2M), Forum Financial Management, LP ($725.8M), Index Fund Advisors, Inc. ($442.4M), Pure Financial Advisors, LLC ($399.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $930.0M | 13.3M | Trimmed |
| 2 | Focus Partners Wealth | $873.2M | 12.5M | Trimmed |
| 3 | Forum Financial Management, LP | $725.8M | 10.4M | Added |
| 4 | Index Fund Advisors, Inc. | $442.4M | 6.3M | Trimmed |
| 5 | Pure Financial Advisors, LLC | $399.3M | 5.7M | Added |
| 6 | Focus Partners Advisor Solutions, LLC | $393.7M | 5.6M | Trimmed |
| 7 | Savant Capital, LLC | $375.0M | 5.4M | Added |
| 8 | EP Wealth Advisors, LLC | $332.2M | 4.8M | Added |
| 9 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $196.7M | 2.8M | Trimmed |
| 10 | Asset Dedication, LLC | $178.2M | 2.5M | Added |
| 11 | Apella Capital, LLC | $144.1M | 2.1M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $128.3M | 1.8M | Trimmed |
| 13 | Corient Private Wealth LLC | $126.1M | 1.8M | Trimmed |
| 14 | HighTower Advisors, LLC | $124.8M | 1.8M | Trimmed |
| 15 | Trust Co of the South | $122.6M | 1.8M | Trimmed |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $117.6M | 1.7M | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $113.2M | 1.6M | Added |
| 18 | EARNED WEALTH ADVISORS, LLC | $105.3M | 1.5M | Added |
| 19 | Smartleaf Asset Management LLC | $104.2M | 1.5M | Hold |
| 20 | Truepoint, Inc. | $102.3M | 1.5M | Trimmed |
| 21 | GREAT OAK CAPITAL PARTNERS, LLC | $100.2M | 1.4M | Added |
| 22 | Sequoia Financial Advisors, LLC | $97.3M | 1.4M | Added |
| 23 | Cerity Partners LLC | $93.4M | 1.3M | Added |
| 24 | LPL Financial LLC | $88.0M | 1.3M | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.6M | 1.2M | Added |
Source: SEC Form 13F filings · as of 2026-06-30