DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

DFEV

DIMENSIONAL ETF TRUST

286 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 25434V740·286 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 7.1%

vs prior quarter

13F value held

$605M

63.0% inst. owned

of float

Holders

286

-21 QoQ

filers reporting

Activity

+8 / −76

+822 added · −714 reduced

this quarter

Concentration

15.09%

Asset Dedication, LLC #1

top holder share

AI Holders Summary · Q1 2026

286 institutions reported DFEV in Q1 2026. Asset Dedication, LLC leads at 15.1% of the visible book. -21 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Asset Dedication, LLC

$91M2.6M6.40%Q1 2026 02

JONES FINANCIAL COMPANIES LLLP

$72M2.1M0.03%Q1 2026 03

RITHOLTZ WEALTH MANAGEMENT

$51M1.4M0.88%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

$35M988K0.01%Q1 2026 05

HighTower Advisors, LLC

$34M955K0.04%Q1 2026 06

EXENCIAL WEALTH ADVISORS, LLC

$30M832K0.93%Q1 2026 07

Sensible Money, LLC

$27M759K8.26%Q1 2026 08

$26M734K0.00%Q1 2026 09

True Wealth Design, LLC

$25M701K6.96%Q1 2026 10

Marquette Asset Management, LLC

$23M675K3.36%Q4 2025 11

Beacon Pointe Advisors, LLC

$22M606K0.11%Q1 2026 12

B&D White Capital Company, LLC

$21M588K2.60%Q1 2026 13

Evanson Asset Management, LLC

$21M585K1.12%Q1 2026 14

Family Investment Center, Inc.

$20M569K3.92%Q1 2026 15

NorthAvenue LLC

$20M549K15.62%Q1 2026 16

Cambridge Financial Group, LLC

$18M507K6.14%Q1 2026 17

GOLDMAN SACHS GROUP INC

$18M500K0.00%Q1 2026 18

EAGLE WEALTH STRATEGIES LLC

$17M488K7.66%Q1 2026 19

Index Fund Advisors, Inc.

$17M488K0.79%Q1 2026 20

ALESCO ADVISORS LLC

$16M448K0.41%Q1 2026

Page 1 of 15

266 more holders available. Log in →