Who Owns DIMENSIONAL ETF TRUST (DFLV)? -- Institutional Holders (2026-03-31)
390 institutions reported holding $4.81B of DIMENSIONAL ETF TRUST (DFLV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Savant Capital, LLC ($736.4M), Corient Private Wealth LLC ($241.6M), COLDSTREAM CAPITAL MANAGEMENT INC ($163.9M), Foster Group, Inc. ($145.0M), Cetera Investment Advisers ($131.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Savant Capital, LLC | $736.4M | 20.6M | Added |
| 2 | Corient Private Wealth LLC | $241.6M | 6.8M | Trimmed |
| 3 | COLDSTREAM CAPITAL MANAGEMENT INC | $163.9M | 4.6M | Added |
| 4 | Foster Group, Inc. | $145.0M | 4.1M | Trimmed |
| 5 | Cetera Investment Advisers | $131.0M | 3.7M | Added |
| 6 | Truepoint, Inc. | $128.0M | 3.6M | Added |
| 7 | Root Financial Partners, LLC | $112.3M | 3.1M | Added |
| 8 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $107.0M | 3.0M | Added |
| 9 | EP Wealth Advisors, LLC | $99.8M | 2.8M | Trimmed |
| 10 | Pathstone Holdings, LLC | $91.2M | 2.6M | Trimmed |
| 11 | Vise Technologies, Inc. | $88.3M | 2.6M | Hold |
| 12 | Summit Financial Strategies, Inc. | $86.0M | 2.4M | Added |
| 13 | Beacon Pointe Advisors, LLC | $78.2M | 2.2M | Added |
| 14 | Cerity Partners LLC | $77.4M | 2.2M | Added |
| 15 | HighTower Advisors, LLC | $77.2M | 2.2M | Trimmed |
| 16 | LPL Financial LLC | $64.6M | 1.8M | Added |
| 17 | DiNuzzo Private Wealth, Inc. | $64.4M | 1.8M | Trimmed |
| 18 | Apella Capital, LLC | $54.7M | 1.5M | Added |
| 19 | Quent Capital, LLC | $52.7M | 1.5M | Added |
| 20 | BANK OF MONTREAL /CAN/ | $52.3M | 1.5M | Added |
| 21 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $50.4M | 1.4M | Trimmed |
| 22 | Index Fund Advisors, Inc. | $48.9M | 1.4M | Added |
| 23 | EXENCIAL WEALTH ADVISORS, LLC | $47.4M | 1.3M | Added |
| 24 | MATHER GROUP, LLC. | $44.5M | 1.2M | Added |
| 25 | Premier Financial Group | $40.9M | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-03-31