13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
DFEM

DIMENSIONAL ETF TRUST

586 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 25434V732·Exchange Traded Fund·586 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.8%
vs prior quarter
13F value held
$3.0B
61.0% inst. owned
of float
Holders
586
+26 QoQ
filers reporting
Activity
+57 / −91
+833 added · −653 reduced
this quarter
Concentration
19.04%
Forum Financial Management, LP #1
top holder share
AI Holders Summary · Q1 2026

586 institutions reported DFEM in Q1 2026. Forum Financial Management, LP leads at 19.0% of the visible book. +26 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Forum Financial Management, LP
CIK 0001911832
$567M16.4M8.02%Q1 202602
Focus Partners Wealth
CIK 0001542153
$277M8.4M0.32%Q4 202503
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$266M7.7M2.68%Q1 202604
Corient Private Wealth LLC
CIK 0001948780
$243M7.0M0.35%Q1 202605
Sequoia Financial Advisors, LLC
CIK 0001599900
$185M5.3M1.03%Q1 202606
Truepoint, Inc.
CIK 0001427748
$183M5.3M4.07%Q1 202607
Savant Capital, LLC
CIK 0001482880
$146M4.2M0.71%Q1 202608
HBK Sorce Advisory LLC
CIK 0001379995
$133M3.2M2.63%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$111M3.2M0.12%Q1 202610
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$107M3.1M2.03%Q1 202611
Parcion Private Wealth LLC
CIK 0001801263
$93M2.7M5.73%Q1 202612
Asset Dedication, LLC
CIK 0001475896
$86M2.5M6.01%Q1 202613
Greenspring Advisors, LLC
CIK 0001922200
$80M2.3M4.87%Q1 202614
JMG Financial Group, Ltd.
CIK 0001314404
$80M2.3M2.20%Q1 202615
Rockwood Wealth Management, LLC
CIK 0001983670
$78M2.3M5.57%Q1 202616
MASECO LLP
CIK 0002074052
$78M2.2M2.43%Q1 202617
LPL Financial LLC
CIK 0001403438
$71M2.1M0.02%Q1 202618
RW Investment Management LLC
CIK 0001631627
$68M2.0M6.60%Q1 202619
Apella Capital, LLC
CIK 0001801507
$64M1.7M0.95%Q1 202620
CWM, LLC
CIK 0001535847
$63M1.8M0.17%Q1 2026
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