Who Owns DIMENSIONAL ETF TRUST (DFIS)? -- Institutional Holders (2026-06-30)
382 institutions reported holding $5.46B of DIMENSIONAL ETF TRUST (DFIS) in SEC 13F filings for 2026-06-30. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($2.16B), NATIXIS ADVISORS, LLC ($458.8M), Matson Money. Inc. ($417.5M), Envestnet Portfolio Solutions, Inc. ($115.9M), FIRST CITIZENS BANK & TRUST CO ($112.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $2.16B | 61.4M | Added |
| 2 | NATIXIS ADVISORS, LLC | $458.8M | 13.1M | Added |
| 3 | Matson Money. Inc. | $417.5M | 11.9M | Hold |
| 4 | Envestnet Portfolio Solutions, Inc. | $115.9M | 3.3M | Added |
| 5 | FIRST CITIZENS BANK & TRUST CO | $112.6M | 3.2M | Added |
| 6 | UBS Group AG | $98.1M | 2.8M | Added |
| 7 | Creative Planning | $84.4M | 2.4M | Trimmed |
| 8 | ASSETMARK, INC | $77.9M | 2.2M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $69.2M | 2.0M | Added |
| 10 | PARK AVENUE SECURITIES LLC | $64.9M | 1.9M | Added |
| 11 | Modern Wealth Management, LLC | $61.0M | 1.7M | Added |
| 12 | Root Financial Partners, LLC | $57.3M | 1.6M | Added |
| 13 | Vise Technologies, Inc. | $55.4M | 1.6M | Added |
| 14 | TCI Wealth Advisors, Inc. | $54.7M | 1.6M | Added |
| 15 | BANK OF MONTREAL /CAN/ | $52.5M | 1.5M | Added |
| 16 | Evanson Financial, LLC | $50.1M | 1.4M | New |
| 17 | Miracle Mile Advisors, LLC | $49.9M | 1.4M | Added |
| 18 | MATHER GROUP, LLC. | $47.8M | 1.4M | Trimmed |
| 19 | Cerity Partners LLC | $44.4M | 1.3M | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.5M | 1.2M | Added |
| 21 | Wescott Financial Advisory Group, LLC | $42.0M | 1.2M | Added |
| 22 | Discipline Wealth Solutions, LLC | $35.6M | 1.0M | Added |
| 23 | Savant Capital, LLC | $34.3M | 980,075 | Trimmed |
| 24 | BANK OF AMERICA CORP /DE/ | $32.2M | 918,993 | Added |
| 25 | Focus Partners Wealth | $30.6M | 873,168 | Added |
Source: SEC Form 13F filings · as of 2026-06-30