Who Owns DIMENSIONAL ETF TRUST (DFAI)? -- Institutional Holders (2026-06-30)

475 institutions reported holding $6.45B of DIMENSIONAL ETF TRUST (DFAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.15B), SYM FINANCIAL Corp ($277.6M), Root Financial Partners, LLC ($186.8M), Annex Advisory Services, LLC ($170.3M), Moisand Fitzgerald Tamayo, LLC ($152.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$1.15B27.8MAdded
2SYM FINANCIAL Corp$277.6M6.7MAdded
3Root Financial Partners, LLC$186.8M4.5MAdded
4Annex Advisory Services, LLC$170.3M4.1MAdded
5Moisand Fitzgerald Tamayo, LLC$152.3M3.7MAdded
6McKinley Carter Wealth Services, Inc.$150.0M3.6MAdded
7LVZ, Inc.$120.4M2.9MAdded
8Sequoia Financial Advisors, LLC$116.6M2.8MAdded
9COMMONWEALTH EQUITY SERVICES, LLC$108.6M2.6MAdded
10Klaas Financial Asset Advisors, LLC$100.7M2.4MAdded
11Apollon Wealth Management, LLC$99.1M2.4MAdded
12Marquette Asset Management, LLC$92.6M2.2MAdded
13Zhang Financial LLC$87.1M2.1MAdded
14RAM Investment Partners, LLC$79.8M1.9MAdded
15Berman McAleer LLC$75.2M1.8MTrimmed
16Financial Management Professionals, Inc.$71.5M1.7MAdded
17Bedel Financial Consulting, Inc.$65.3M1.6MAdded
18RVW Wealth, LLC$63.0M1.5MAdded
19Pioneer Wealth Management Group$62.6M1.5MAdded
20Wealth Dimensions Group, Ltd.$60.4M1.5MAdded
21First National Advisers, LLC$59.5M1.4MTrimmed
22Great Point Wealth Advisors, LLC$52.6M1.3MAdded
23Spinnaker Investment Group, LLC$52.0M1.3MAdded
24MATHER GROUP, LLC.$50.4M1.2MAdded
25Everhart Financial Group, Inc.$49.8M1.2MAdded

Source: SEC Form 13F filings · as of 2026-06-30