Who Owns DIMENSIONAL ETF TRUST (DFUV)? -- Institutional Holders (2026-06-30)
821 institutions reported holding $12.01B of DIMENSIONAL ETF TRUST (DFUV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($2.39B), Savant Capital, LLC ($839.1M), Focus Partners Wealth ($782.1M), Index Fund Advisors, Inc. ($318.4M), Focus Partners Advisor Solutions, LLC ($275.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $2.39B | 43.4M | Added |
| 2 | Savant Capital, LLC | $839.1M | 15.2M | Trimmed |
| 3 | Focus Partners Wealth | $782.1M | 14.2M | Trimmed |
| 4 | Index Fund Advisors, Inc. | $318.4M | 5.8M | Added |
| 5 | Focus Partners Advisor Solutions, LLC | $275.0M | 5.0M | Added |
| 6 | NORTHERN TRUST CORP | $269.2M | 4.9M | Trimmed |
| 7 | Creative Planning | $267.6M | 4.9M | Trimmed |
| 8 | HighTower Advisors, LLC | $243.8M | 4.4M | Trimmed |
| 9 | TCI Wealth Advisors, Inc. | $222.5M | 4.0M | Added |
| 10 | Corient Private Wealth LLC | $209.1M | 3.8M | Trimmed |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $184.6M | 3.4M | Added |
| 12 | Plancorp, LLC | $178.4M | 3.2M | Trimmed |
| 13 | Cerity Partners LLC | $145.5M | 2.6M | Added |
| 14 | Modera Wealth Management, LLC | $126.1M | 2.3M | Added |
| 15 | MASECO LLP | $110.0M | 2.0M | Trimmed |
| 16 | Truepoint, Inc. | $104.6M | 1.9M | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $102.0M | 1.9M | Added |
| 18 | Trust Co of the South | $94.8M | 1.7M | Trimmed |
| 19 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $91.8M | 1.7M | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $77.5M | 1.4M | Added |
| 21 | Integrated Wealth Concepts LLC | $76.3M | 1.4M | Added |
| 22 | Beacon Pointe Advisors, LLC | $73.8M | 1.3M | Trimmed |
| 23 | LPL Financial LLC | $73.8M | 1.3M | Trimmed |
| 24 | Evanson Financial, LLC | $72.5M | 1.3M | New |
| 25 | CHOREO, LLC | $70.6M | 1.3M | Added |
Source: SEC Form 13F filings · as of 2026-06-30