Who Owns DIMENSIONAL ETF TRUST (DFAT)? -- Institutional Holders (2026-03-31)
834 institutions reported holding $10.38B of DIMENSIONAL ETF TRUST (DFAT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Creative Planning ($844.4M), Focus Partners Wealth ($821.9M), Forum Financial Management, LP ($646.3M), Index Fund Advisors, Inc. ($398.7M), Focus Partners Advisor Solutions, LLC ($356.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $844.4M | 13.5M | Trimmed |
| 2 | Focus Partners Wealth | $821.9M | 13.1M | Trimmed |
| 3 | Forum Financial Management, LP | $646.3M | 10.3M | Added |
| 4 | Index Fund Advisors, Inc. | $398.7M | 6.4M | Trimmed |
| 5 | Focus Partners Advisor Solutions, LLC | $356.9M | 5.7M | Added |
| 6 | Pure Financial Advisors, LLC | $344.6M | 5.5M | Added |
| 7 | Savant Capital, LLC | $298.7M | 4.8M | Trimmed |
| 8 | EP Wealth Advisors, LLC | $268.6M | 4.3M | Added |
| 9 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $183.5M | 2.8M | Added |
| 10 | Corient Private Wealth LLC | $164.7M | 2.6M | Trimmed |
| 11 | Asset Dedication, LLC | $158.6M | 2.5M | Trimmed |
| 12 | Apella Capital, LLC | $141.3M | 2.1M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $127.9M | 2.0M | Added |
| 14 | HighTower Advisors, LLC | $112.4M | 1.8M | Trimmed |
| 15 | Trust Co of the South | $111.8M | 1.8M | Trimmed |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $97.0M | 1.6M | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $95.6M | 1.5M | Added |
| 18 | EARNED WEALTH ADVISORS, LLC | $93.4M | 1.5M | Added |
| 19 | GREAT OAK CAPITAL PARTNERS, LLC | $92.7M | 1.4M | Added |
| 20 | Truepoint, Inc. | $92.5M | 1.5M | Trimmed |
| 21 | Smartleaf Asset Management LLC | $91.3M | 1.5M | Added |
| 22 | Plancorp, LLC | $90.1M | 1.4M | Trimmed |
| 23 | Sequoia Financial Advisors, LLC | $85.8M | 1.4M | Added |
| 24 | Abacus Wealth Partners, LLC | $84.8M | 1.4M | Trimmed |
| 25 | LPL Financial LLC | $75.6M | 1.2M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31