13F Insight
DOSSIER · 13F Holders · Q1 2026
DCOR

DIMENSIONAL ETF TRUST

233 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 25434V625·233 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
233
filers reporting
Concentration
15.81%
Pure Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

233 institutions reported DCOR in Q1 2026. Pure Financial Advisors, LLC leads at 15.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Pure Financial Advisors, LLC
CIK 0001571556
$161M2.2M2.31%Q1 202602
LRI Investments, LLC
CIK 0002023325
$88M1.1M7.07%Q2 202603
Your Advocates Ltd., LLP
CIK 0001774437
$77M1.1M23.37%Q1 202604
BRIGHTON JONES LLC
CIK 0001360798
$74M1.0M3.10%Q1 202605
Quantum Financial Advisors, LLC
CIK 0001929139
$73M895K7.26%Q2 202606
Rather & Kittrell, Inc.
CIK 0001582112
$48M672K7.47%Q1 202607
Private Advisor Group, LLC
CIK 0001567755
$47M658K0.22%Q1 202608
Stratos Investment Management, LLC
CIK 0001707206
$46M641K1.85%Q1 202609
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$43M594K0.53%Q1 202610
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$38M462K1.87%Q2 202611
MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588
$37M519K3.55%Q1 202612
OneDigital Investment Advisors LLC
CIK 0001690370
$37M517K0.36%Q1 202613
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$33M408K3.78%Q2 202614
Keyes, Stange & Wooten Wealth Management, LLC
CIK 0002011352
$33M405K13.26%Q2 202615
BCO Wealth Management LLC
CIK 0002054749
$33M405K18.11%Q2 202616
GREAT OAK CAPITAL PARTNERS, LLC
CIK 0002012868
$33M400K7.13%Q2 202617
Annandale Capital, LLC
CIK 0001811739
$31M436K4.44%Q1 202618
SC&H Financial Advisors, Inc.
CIK 0001907898
$31M424K4.61%Q1 202619
RIVERCHASE WEALTH MANAGEMENT, LLC
CIK 0002055985
$27M330K12.60%Q2 202620
Sageworth Trust Co
CIK 0001482688
$26M365K1.13%Q1 2026
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