Who Owns DIMENSIONAL ETF TRUST (DFAE)? -- Institutional Holders (2026-03-31)
689 institutions reported holding $7.07B of DIMENSIONAL ETF TRUST (DFAE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Retirement Systems of Alabama ($429.0M), MATHER GROUP, LLC. ($409.3M), FMR LLC ($333.0M), BANK OF AMERICA CORP /DE/ ($230.1M), UBS Group AG ($228.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Retirement Systems of Alabama | $429.0M | 12.7M | Hold |
| 2 | MATHER GROUP, LLC. | $409.3M | 12.1M | Trimmed |
| 3 | FMR LLC | $333.0M | 9.8M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $230.1M | 6.8M | Added |
| 5 | UBS Group AG | $228.9M | 6.8M | Added |
| 6 | COLDSTREAM CAPITAL MANAGEMENT INC | $145.9M | 4.3M | Added |
| 7 | Mariner, LLC | $144.0M | 4.3M | Added |
| 8 | Foster Group, Inc. | $128.5M | 3.8M | Trimmed |
| 9 | Root Financial Partners, LLC | $109.3M | 3.2M | Added |
| 10 | FACTORY MUTUAL INSURANCE CO | $104.5M | 3.1M | Hold |
| 11 | Horizon Investments, LLC | $94.1M | 2.8M | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $90.8M | 2.7M | Added |
| 13 | Washington Trust Bank | $88.3M | 2.6M | Added |
| 14 | Vise Technologies, Inc. | $87.0M | 2.7M | Hold |
| 15 | Wealthspire Advisors, LLC | $82.5M | 2.4M | Trimmed |
| 16 | Cetera Investment Advisers | $79.6M | 2.4M | Trimmed |
| 17 | Cerity Partners LLC | $78.5M | 2.3M | Added |
| 18 | McKinley Carter Wealth Services, Inc. | $73.8M | 2.2M | Added |
| 19 | Focus Partners Wealth | $73.4M | 2.2M | Trimmed |
| 20 | EVOKE WEALTH, LLC | $72.1M | 2.1M | Added |
| 21 | Annex Advisory Services, LLC | $71.1M | 2.1M | New |
| 22 | HighTower Advisors, LLC | $70.2M | 2.1M | Added |
| 23 | TCI Wealth Advisors, Inc. | $69.6M | 2.1M | Added |
| 24 | Royal Bank of Canada | $65.2M | 1.9M | Trimmed |
| 25 | True Link Financial Advisors, LLC | $61.6M | 1.8M | Added |
Source: SEC Form 13F filings · as of 2026-03-31