13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DFEM

DIMENSIONAL ETF TRUST

608 institutions still hold DIMENSIONAL ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V732·Exchange Traded Fund·608 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.3B
visible holders
Holders
608
filers reporting
Concentration
19.17%
Forum Financial Management, LP #1
top holder share
AI Holders Summary · Q2 2026

608 institutions reported DFEM in Q2 2026. Forum Financial Management, LP leads at 19.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Forum Financial Management, LP
CIK 0001911832
$641M15.8M8.23%Q2 202602
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$359M8.8M3.04%Q2 202603
Focus Partners Wealth
CIK 0001542153
$277M8.4M0.32%Q4 202504
Corient Private Wealth LLC
CIK 0001948780
$243M7.0M0.35%Q1 202605
Sequoia Financial Advisors, LLC
CIK 0001599900
$215M5.3M1.07%Q2 202606
Truepoint, Inc.
CIK 0001427748
$202M5.0M4.21%Q2 202607
Savant Capital, LLC
CIK 0001482880
$146M4.2M0.71%Q1 202608
HBK Sorce Advisory LLC
CIK 0001379995
$131M3.4M2.49%Q2 202609
HighTower Advisors, LLC
CIK 0001462245
$130M3.2M0.13%Q2 202610
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$107M3.1M2.03%Q1 202611
Parcion Private Wealth LLC
CIK 0001801263
$106M2.6M5.87%Q2 202612
Asset Dedication, LLC
CIK 0001475896
$100M2.5M6.30%Q2 202613
JMG Financial Group, Ltd.
CIK 0001314404
$95M2.3M2.29%Q2 202614
MASECO LLP
CIK 0002074052
$94M2.3M2.64%Q2 202615
LPL Financial LLC
CIK 0001403438
$92M2.3M0.02%Q2 202616
Rockwood Wealth Management, LLC
CIK 0001983670
$88M2.2M5.54%Q2 202617
Evensky & Katz LLC
CIK 0001357867
$82M2.4M4.64%Q1 202618
Greenspring Advisors, LLC
CIK 0001922200
$80M2.3M4.87%Q1 202619
RW Investment Management LLC
CIK 0001631627
$79M2.0M6.97%Q2 202620
AWM CAPITAL, LLC
CIK 0001806820
$78M1.9M6.21%Q2 2026
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