13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
DFEM

DIMENSIONAL ETF TRUST

628 institutions still hold DIMENSIONAL ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V732·Exchange Traded Fund·628 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$3.4B
visible holders
Holders
628
filers reporting
Concentration
18.68%
Forum Financial Management, LP #1
top holder share
AI Holders Summary · Q3 2026

628 institutions reported DFEM in Q3 2026. Forum Financial Management, LP leads at 18.7% 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
$632M15.9M8.21%Q3 202602
Focus Partners Wealth
CIK 0001542153
$402M9.9M0.41%Q2 202603
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$359M8.8M3.04%Q2 202604
Sequoia Financial Advisors, LLC
CIK 0001599900
$215M5.3M1.07%Q2 202605
Truepoint, Inc.
CIK 0001427748
$202M5.0M4.21%Q2 202606
Savant Capital, LLC
CIK 0001482880
$178M4.4M0.52%Q2 202607
HBK Sorce Advisory LLC
CIK 0001379995
$131M3.4M2.49%Q2 202608
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$131M3.3M2.14%Q3 202609
HighTower Advisors, LLC
CIK 0001462245
$130M3.2M0.12%Q2 202610
Parcion Private Wealth LLC
CIK 0001801263
$106M2.6M5.87%Q2 202611
Asset Dedication, LLC
CIK 0001475896
$100M2.5M6.30%Q2 202612
Corient Private Wealth LLC
CIK 0001948780
$95M2.3M0.12%Q2 202613
JMG Financial Group, Ltd.
CIK 0001314404
$95M2.3M2.29%Q2 202614
MASECO LLP
CIK 0002074052
$94M2.3M2.64%Q2 202615
Greenspring Advisors, LLC
CIK 0001922200
$92M2.3M5.12%Q2 202616
LPL Financial LLC
CIK 0001403438
$92M2.3M0.02%Q2 202617
Rockwood Wealth Management, LLC
CIK 0001983670
$88M2.2M5.54%Q2 202618
Evensky & Katz LLC
CIK 0001357867
$82M2.4M4.64%Q1 202619
AWM CAPITAL, LLC
CIK 0001806820
$81M2.0M5.68%Q3 202620
RW Investment Management LLC
CIK 0001631627
$79M2.0M6.97%Q2 2026
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