DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

DCOR

DIMENSIONAL ETF TRUST

226 institutions still hold DIMENSIONAL ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V625·226 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 2.1%

vs prior quarter

13F value held

$956M

62.0% inst. owned

of float

Holders

226

-16 QoQ

filers reporting

Activity

+80 / −19

+978 added · −896 reduced

this quarter

Concentration

16.84%

Pure Financial Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

226 institutions reported DCOR in Q1 2026. Pure Financial Advisors, LLC leads at 16.8% of the visible book. -16 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Pure Financial Advisors, LLC

$161M2.2M2.31%Q1 2026 02

Your Advocates Ltd., LLP

$77M1.1M23.37%Q1 2026 03

BRIGHTON JONES LLC

$74M1.0M3.10%Q1 2026 04

LRI Investments, LLC

$71M989K6.32%Q1 2026 05

Quantum Financial Advisors, LLC

$60M831K6.72%Q1 2026 06

Rather & Kittrell, Inc.

$48M672K7.47%Q1 2026 07

Private Advisor Group, LLC

$47M658K0.22%Q1 2026 08

Stratos Investment Management, LLC

$46M641K1.85%Q1 2026 09

FOUNDATIONS INVESTMENT ADVISORS, LLC

$43M594K0.53%Q1 2026 10

MONOGRAPH WEALTH ADVISORS, LLC

$37M519K3.55%Q1 2026 11

OneDigital Investment Advisors LLC

$37M517K0.36%Q1 2026 12

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

$34M478K1.96%Q1 2026 13

SC&H Financial Advisors, Inc.

$31M424K4.61%Q1 2026 14

GREAT OAK CAPITAL PARTNERS, LLC

$30M395K6.88%Q1 2026 15

KFG WEALTH MANAGEMENT, LLC

$30M409K3.81%Q1 2026 16

BCO Wealth Management LLC

$29M398K17.24%Q1 2026 17

Keyes, Stange & Wooten Wealth Management, LLC

$28M382K12.30%Q1 2026 18

$25M351K1.84%Q1 2026 19

Integrated Wealth Concepts LLC

$25M341K0.20%Q1 2026 20

Geneos Wealth Management Inc.

$24M330K0.55%Q1 2026

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