# DIMENSIONAL ETF TR ETF

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.

## Summary

- Issuer: DIMENSIONAL ETF TR
- Class: ETF
- CUSIP: 25434V773
- 13F holders: 367
- 13F value: $4.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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.](https://search.stillhousedata.com/firm/110425) | 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](https://search.stillhousedata.com/firm/319448) | Miami, FL | $94.0M | 2,791,449 |
| [Creative Planning](https://search.stillhousedata.com/firm/105348) | Overland Park, KS | $81.7M | 2,426,864 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $77.9M | 2,224,202 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $69.2M | 1,975,099 |
| [Root Financial Partners, LLC](https://search.stillhousedata.com/firm/290289) | ENCINITAS, CA | $57.3M | 1,635,368 |
| [TCI Wealth Advisors, Inc.](https://search.stillhousedata.com/firm/107373) | 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.](https://search.stillhousedata.com/firm/156005) | CHICAGO, IL | $47.8M | 1,363,387 |
| BANK OF MONTREAL /CAN/ | TORONTO, A6 | $47.7M | 1,417,706 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/25434v773.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.