3 institutions reported holding $1.34B of DIMENSIONAL ETF TRUST (DFAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Envestnet Portfolio Solutions, Inc. ($489.9M), FIRST CITIZENS BANK & TRUST CO ($488.1M), Plancorp, LLC ($365.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $489.9M | 9.7M | New |
| 2 | FIRST CITIZENS BANK & TRUST CO | $488.1M | 9.7M | New |
| 3 | Plancorp, LLC | $365.7M | 7.3M | New |
Source: SEC Form 13F filings · as of 2026-06-30