Who Owns DIMENSIONAL ETF TRUST (DFAU)? -- Institutional Holders (2026-06-30)
621 institutions reported holding $9.26B of DIMENSIONAL ETF TRUST (DFAU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sequoia Financial Advisors, LLC ($393.2M), RVW Wealth, LLC ($249.4M), OneDigital Investment Advisors LLC ($235.8M), Sageworth Trust Co ($229.7M), Annex Advisory Services, LLC ($225.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Sequoia Financial Advisors, LLC | $393.2M | 7.6M | Added |
| 2 | RVW Wealth, LLC | $249.4M | 4.8M | Added |
| 3 | OneDigital Investment Advisors LLC | $235.8M | 4.6M | Added |
| 4 | Sageworth Trust Co | $229.7M | 4.4M | Trimmed |
| 5 | Annex Advisory Services, LLC | $225.3M | 4.4M | Added |
| 6 | Allworth Financial LP | $203.8M | 3.9M | Trimmed |
| 7 | Aquire Wealth Advisors, LLC | $186.8M | 3.6M | Added |
| 8 | Focus Partners Wealth | $182.9M | 3.5M | Added |
| 9 | MAI Capital Management | $169.4M | 3.3M | Added |
| 10 | MARS JEWETT FINANCIAL GROUP, INC. | $168.5M | 3.3M | Added |
| 11 | McMill Wealth Management | $163.4M | 2.8M | Added |
| 12 | Modera Wealth Management, LLC | $162.1M | 3.1M | Trimmed |
| 13 | SYM FINANCIAL Corp | $157.0M | 3.0M | Added |
| 14 | Beacon Pointe Advisors, LLC | $152.0M | 2.9M | Added |
| 15 | Kooman & Associates | $148.1M | 2.9M | Trimmed |
| 16 | Spinnaker Investment Group, LLC | $136.7M | 2.6M | Added |
| 17 | Blankinship & Foster, LLC | $133.5M | 2.6M | Trimmed |
| 18 | AE Wealth Management LLC | $124.2M | 2.4M | Added |
| 19 | Apella Capital, LLC | $110.2M | 2.1M | Trimmed |
| 20 | Savant Capital, LLC | $109.0M | 2.1M | Added |
| 21 | Arista Wealth Management, LLC | $108.8M | 2.1M | Added |
| 22 | MASECO LLP | $105.6M | 2.0M | Added |
| 23 | Elser Financial Planning, Inc | $102.9M | 2.0M | Added |
| 24 | WPWealth LLP | $94.4M | 1.8M | Trimmed |
| 25 | 55 North Private Wealth, LLC | $92.9M | 1.8M | Added |
Source: SEC Form 13F filings · as of 2026-06-30