Who Owns DIMENSIONAL ETF TRUST (DFLV)? -- Institutional Holders (2026-06-30)
407 institutions reported holding $5.52B of DIMENSIONAL ETF TRUST (DFLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Savant Capital, LLC ($1.01B), Root Financial Partners, LLC ($186.4M), Vise Technologies, Inc. ($181.6M), Cetera Investment Advisers ($174.9M), Foster Group, Inc. ($158.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Savant Capital, LLC | $1.01B | 25.5M | Added |
| 2 | Root Financial Partners, LLC | $186.4M | 4.7M | Added |
| 3 | Vise Technologies, Inc. | $181.6M | 4.6M | Added |
| 4 | Cetera Investment Advisers | $174.9M | 4.4M | Added |
| 5 | Foster Group, Inc. | $158.3M | 4.0M | Trimmed |
| 6 | Truepoint, Inc. | $132.2M | 3.3M | Trimmed |
| 7 | Corient Private Wealth LLC | $131.4M | 3.3M | Trimmed |
| 8 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $124.2M | 3.1M | Added |
| 9 | Cerity Partners LLC | $113.8M | 2.9M | Added |
| 10 | EP Wealth Advisors, LLC | $108.1M | 2.7M | Trimmed |
| 11 | Pathstone Holdings, LLC | $102.3M | 2.6M | Added |
| 12 | Summit Financial Strategies, Inc. | $98.1M | 2.5M | Added |
| 13 | COLDSTREAM CAPITAL MANAGEMENT INC | $92.4M | 2.3M | Trimmed |
| 14 | Beacon Pointe Advisors, LLC | $91.4M | 2.3M | Added |
| 15 | HighTower Advisors, LLC | $88.9M | 2.2M | Added |
| 16 | LPL Financial LLC | $75.5M | 1.9M | Added |
| 17 | DiNuzzo Private Wealth, Inc. | $69.5M | 1.8M | Trimmed |
| 18 | BANK OF MONTREAL /CAN/ | $62.0M | 1.6M | Added |
| 19 | Apella Capital, LLC | $61.3M | 1.5M | Added |
| 20 | Quent Capital, LLC | $60.7M | 1.5M | Added |
| 21 | Index Fund Advisors, Inc. | $57.2M | 1.4M | Added |
| 22 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $53.9M | 1.4M | Trimmed |
| 23 | MATHER GROUP, LLC. | $50.6M | 1.3M | Added |
| 24 | Mariner, LLC | $42.6M | 1.1M | Trimmed |
| 25 | TWO SIGMA INVESTMENTS, LP | $41.8M | 1.1M | New |
Source: SEC Form 13F filings · as of 2026-06-30