DIMENSIONAL ETF TR ETF is a security (CUSIP 25434V773) tracked across SEC portfolio filings. 367 institutional managers reported $4.6B on Form 13F as of 2026-06-30.
Showing 15 of 367 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $1.8B | 55,314,985 |
| Matson Money. Inc. | MASON, OH | $417.5M | 11,919,623 |
| Envestnet Portfolio Solutions, Inc. | BERWYN, PA | $115.9M | 3,308,950 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $115.6M | 3,432,201 |
| FIRST CITIZENS BANK & TRUST CO | RALEIGH, NC | $112.6M | 3,214,071 |
| Corient Private Wealth LLC | Miami, FL | $94.0M | 2,791,449 |
| Creative Planning | Overland Park, KS | $81.7M | 2,426,864 |
| ASSETMARK, INC | CONCORD, CA | $77.9M | 2,224,202 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $69.2M | 1,975,099 |
| Root Financial Partners, LLC | ENCINITAS, CA | $57.3M | 1,635,368 |
| TCI Wealth Advisors, Inc. | Tucson, AZ | $54.7M | 1,562,031 |
| Evanson Financial, LLC | MCLEAN, VA | $50.1M | 1,430,072 |
| Composition Wealth, LLC | LOS ANGELES, CA | $49.9M | 1,423,549 |
| MATHER GROUP, LLC. | CHICAGO, IL | $47.8M | 1,363,387 |
| BANK OF MONTREAL /CAN/ | TORONTO, A6 | $47.7M | 1,417,706 |