Who Owns DIMENSIONAL ETF TRUST (DFAS)? -- Institutional Holders (2026-03-31)
902 institutions reported holding $10.43B of DIMENSIONAL ETF TRUST (DFAS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Creative Planning ($1.87B), NORTHERN TRUST CORP ($653.9M), BANK OF AMERICA CORP /DE/ ($470.8M), Index Fund Advisors, Inc. ($419.7M), Focus Partners Wealth ($249.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $1.87B | 26.2M | Added |
| 2 | NORTHERN TRUST CORP | $653.9M | 9.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $470.8M | 6.6M | Trimmed |
| 4 | Index Fund Advisors, Inc. | $419.7M | 5.9M | Added |
| 5 | Focus Partners Wealth | $249.9M | 3.4M | Trimmed |
| 6 | Pure Financial Advisors, LLC | $227.5M | 3.2M | Added |
| 7 | TCI Wealth Advisors, Inc. | $184.6M | 2.6M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $122.5M | 1.7M | Added |
| 9 | Root Financial Partners, LLC | $112.8M | 1.6M | Added |
| 10 | Midwest Trust Co | $97.9M | 1.4M | Trimmed |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $96.6M | 1.4M | Added |
| 12 | Plancorp, LLC | $94.2M | 1.3M | Trimmed |
| 13 | Vise Technologies, Inc. | $87.6M | 1.3M | Hold |
| 14 | Royal Bank of Canada | $87.1M | 1.2M | Added |
| 15 | BANK OF MONTREAL /CAN/ | $86.2M | 1.2M | Added |
| 16 | Evanson Asset Management, LLC | $86.1M | 1.2M | Added |
| 17 | Premier Financial Group | $85.3M | 1.2M | Trimmed |
| 18 | Washington Trust Bank | $81.2M | 1.1M | Trimmed |
| 19 | Great Waters Wealth Management | $78.0M | 1.1M | Added |
| 20 | Savant Capital, LLC | $77.7M | 1.1M | Trimmed |
| 21 | First Command Advisory Services, Inc. | $77.7M | 1.1M | Trimmed |
| 22 | Confluence Wealth Services, Inc. | $74.2M | 1.0M | Added |
| 23 | RAYMOND JAMES FINANCIAL INC | $73.1M | 1.0M | Added |
| 24 | UBS Group AG | $72.1M | 1.0M | Added |
| 25 | HighTower Advisors, LLC | $70.9M | 996,253 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31