Who Owns DIMENSIONAL ETF TRUST (DFEV)? -- Institutional Holders (2026-06-30)
301 institutions reported holding $1.55B of DIMENSIONAL ETF TRUST (DFEV) in SEC 13F filings for 2026-06-30. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($120.6M), Asset Dedication, LLC ($105.4M), RITHOLTZ WEALTH MANAGEMENT ($62.3M), Root Financial Partners, LLC ($54.1M), Vise Technologies, Inc. ($53.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $120.6M | 2.9M | Added |
| 2 | Asset Dedication, LLC | $105.4M | 2.5M | Trimmed |
| 3 | RITHOLTZ WEALTH MANAGEMENT | $62.3M | 1.5M | Added |
| 4 | Root Financial Partners, LLC | $54.1M | 1.3M | Added |
| 5 | Vise Technologies, Inc. | $53.8M | 1.3M | Added |
| 6 | Savant Capital, LLC | $43.9M | 1.1M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $43.7M | 1.0M | Added |
| 8 | HighTower Advisors, LLC | $41.7M | 978,026 | Added |
| 9 | B&D White Capital Company, LLC | $34.5M | 807,853 | Added |
| 10 | Beacon Pointe Advisors, LLC | $32.1M | 751,387 | Added |
| 11 | Sensible Money, LLC | $31.9M | 748,053 | Trimmed |
| 12 | FMR LLC | $29.9M | 701,652 | Trimmed |
| 13 | True Wealth Design, LLC | $29.6M | 694,242 | Trimmed |
| 14 | Marquette Asset Management, LLC | $28.7M | 673,678 | Trimmed |
| 15 | Family Investment Center, Inc. | $25.8M | 604,094 | Added |
| 16 | Janney Montgomery Scott LLC | $25.2M | 590,477 | Added |
| 17 | Evanson Financial, LLC | $24.7M | 579,631 | New |
| 18 | NorthAvenue LLC | $23.0M | 538,310 | Trimmed |
| 19 | Cambridge Financial Group, LLC | $21.6M | 505,917 | Trimmed |
| 20 | Index Fund Advisors, Inc. | $21.4M | 501,178 | Added |
| 21 | EAGLE WEALTH STRATEGIES LLC | $20.6M | 483,697 | Trimmed |
| 22 | Alesco Advisors LLC | $19.9M | 467,149 | Added |
| 23 | Strata Wealth Advisors, LLC | $19.4M | 455,010 | Added |
| 24 | Penserra Capital Management LLC | $17.6M | 411,618 | Trimmed |
| 25 | Royal Bank of Canada | $15.8M | 370,885 | Added |
Source: SEC Form 13F filings · as of 2026-06-30