13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
DFAW

DIMENSIONAL ETF TRUST

208 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 25434V617·Exchange Traded Fund·208 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.8%
vs prior quarter
13F value held
$399M
49.0% inst. owned
of float
Holders
208
+61 QoQ
filers reporting
Activity
+12 / −33
+922 added · −878 reduced
this quarter
Concentration
16.01%
First Pacific Financial #1
top holder share
AI Holders Summary · Q1 2026

208 institutions reported DFAW in Q1 2026. First Pacific Financial leads at 16.0% of the visible book. +61 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
First Pacific Financial
CIK 0001810089
$64M865K8.22%Q1 202602
Wealth Management Nebraska
CIK 0002042783
$59M804K6.01%Q1 202603
Arlington Financial Advisors, LLC
CIK 0001716539
$48M648K6.81%Q1 202604
Farther Finance Advisors, LLC
CIK 0001992825
$27M362K0.25%Q1 202605
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$21M281K5.00%Q1 202606
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$17M233K1.85%Q1 202607
Abacus Planning Group, Inc.
CIK 0001602730
$16M212K2.10%Q1 202608
Plancorp, LLC
CIK 0001599579
$13M175K0.38%Q1 202609
Keyes, Stange & Wooten Wealth Management, LLC
CIK 0002011352
$13M172K5.67%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$13M175K0.00%Q1 202611
Bryant Woods Investment Advisors, LLC
CIK 0001910641
$12M169K4.58%Q1 202612
Greenspring Advisors, LLC
CIK 0001922200
$12M163K0.73%Q1 202613
Stratos Investment Management, LLC
CIK 0001707206
$12M160K0.47%Q1 202614
Apella Capital, LLC
CIK 0001801507
$11M143K0.17%Q1 202615
Physician Wealth Advisors, Inc.
CIK 0001795173
$11M151K1.56%Q4 202516
Triune Financial Partners, LLC
CIK 0002040393
$11M144K2.53%Q1 202617
MASECO LLP
CIK 0002074052
$10M142K0.33%Q1 202618
HFG Wealth Management, LLC
CIK 0002027836
$10M134K5.44%Q1 202619
Sivia Capital Partners, LLC
CIK 0002012032
$10M130K1.86%Q1 202620
Royal Harbor Partners, LLC
CIK 0001801876
$9M124K3.10%Q1 2026
Page 1 of 11
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