DOSSIER · 13F Holders · Q1 2026
DEXC

DIMENSIONAL ETF/DIMENSIONAL EMERGIN

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

CUSIP 25434V534·55 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$234M
visible holders
Holders
55
filers reporting
Concentration
49.14%
First Command Advisory Services, Inc. #1
top holder share
AI Holders Summary · Q1 2026

55 institutions reported DEXC in Q1 2026. First Command Advisory Services, Inc. leads at 49.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
First Command Advisory Services, Inc.
CIK 0001727336
$115M1.8M0.77%Q1 2026
02
Brown Financial Advisory
CIK 0001843853
$28M427K13.75%Q1 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$12M180K0.87%Q1 2026
04
Quadcap Wealth Management, LLC
CIK 0002009674
$12M180K1.33%Q1 2026
05
Chicago Partners Investment Group LLC
CIK 0001563525
$10M141K0.23%Q1 2026
06
Prism Advisors, Inc.
CIK 0001717027
$9M143K2.47%Q1 2026
07
Beta Wealth Group, Inc.
CIK 0001594417
$7M103K2.76%Q1 2026
08
R. W. Roge & Company, Inc.
CIK 0001800745
$5M85K2.62%Q1 2026
09
CITADEL ADVISORS LLC
CIK 0001423053
$5M91K0.00%Q4 2025
10
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$5M64K1.21%Q2 2026
11
Mills Wealth Advisors LLC
CIK 0002029294
$5M56K1.45%Q2 2026
12
Keudell/Morrison Wealth Management
CIK 0001785498
$4M50K0.79%Q2 2026
13
QRG CAPITAL MANAGEMENT, INC.
CIK 0001996454
$3M41K0.03%Q2 2026
14
Applied Capital LLC
CIK 0001862965
$3M36K0.95%Q2 2026
15
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M45K0.00%Q1 2026
16
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M36K0.00%Q1 2026
17
Index Fund Advisors, Inc.
CIK 0001665097
$2M26K0.07%Q1 2026
18
Hilltop Holdings Inc.
CIK 0001265131
$1M19K0.11%Q1 2026
19
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1M18K0.00%Q1 2026
20
Farther Finance Advisors, LLC
CIK 0001992825
$1M12K0.01%Q2 2026
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