13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
DFGP

DIMENSIONAL ETF TRUST

179 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 25434V583·179 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.5%
vs prior quarter
13F value held
$1.4B
46.0% inst. owned
of float
Holders
179
+102 QoQ
filers reporting
Activity
+10 / −40
+942 added · −781 reduced
this quarter
Concentration
25.16%
Forum Financial Management, LP #1
top holder share
AI Holders Summary · Q1 2026

179 institutions reported DFGP in Q1 2026. Forum Financial Management, LP leads at 25.2% of the visible book. +102 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
$353M6.5M5.00%Q1 202602
MASECO LLP
CIK 0002074052
$208M3.9M6.52%Q1 202603
Symmetry Partners, LLC
CIK 0001697493
$137M2.5M7.84%Q1 202604
WPWealth LLP
CIK 0001950118
$64M1.2M9.80%Q1 202605
Beacon Pointe Advisors, LLC
CIK 0001744317
$64M1.2M0.34%Q1 202606
Jentner Corp
CIK 0001695908
$60M1.1M15.97%Q2 202507
Ruedi Wealth Management, Inc.
CIK 0001940678
$54M993K13.81%Q1 202608
PENOBSCOT WEALTH MANAGEMENT
CIK 0001875768
$49M905K14.43%Q1 202609
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$46M858K0.51%Q1 202610
CURIO WEALTH, LLC
CIK 0002049201
$45M838K15.46%Q1 202611
Integrity Advisory Solutions, LLC
CIK 0002057931
$42M781K5.57%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M685K0.01%Q1 202613
Beaird Harris Wealth Management, LLC
CIK 0001908938
$34M633K2.32%Q1 202614
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$33M616K1.26%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$33M615K0.00%Q1 202616
TCI Wealth Advisors, Inc.
CIK 0001583751
$33M615K1.76%Q1 202617
AE Wealth Management LLC
CIK 0001697723
$32M584K0.17%Q1 202618
MilWealth Group LLC
CIK 0001972750
$28M512K6.58%Q1 202619
Straight Path Wealth Management
CIK 0001902506
$26M489K7.05%Q1 202620
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$25M460K2.68%Q1 2026
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