13F Insight
DOSSIER · 13F Holders · Q3 2026
DFGP

DIMENSIONAL ETF TRUST

194 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 25434V583·194 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1.6B
visible holders
Holders
194
filers reporting
Concentration
23.79%
Forum Financial Management, LP #1
top holder share
AI Holders Summary · Q3 2026

194 institutions reported DFGP in Q3 2026. Forum Financial Management, LP leads at 23.8% 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
$370M7.1M4.81%Q3 202602
MASECO LLP
CIK 0002074052
$224M4.1M6.29%Q2 202603
Symmetry Partners, LLC
CIK 0001697493
$136M2.5M6.94%Q2 202604
von Borstel & Associates, Inc.
CIK 0002041065
$82M1.5M18.85%Q1 202605
Beacon Pointe Advisors, LLC
CIK 0001744317
$64M1.2M0.30%Q2 202606
Jentner Corp
CIK 0001695908
$60M1.1M15.97%Q2 202507
WPWealth LLP
CIK 0001950118
$59M1.1M8.70%Q2 202608
Ruedi Wealth Management, Inc.
CIK 0001940678
$57M1.1M13.46%Q2 202609
Elser Financial Planning, Inc
CIK 0002028202
$53M1.0M2.32%Q3 202610
CURIO WEALTH, LLC
CIK 0002049201
$51M931K15.73%Q2 202611
Integrity Advisory Solutions, LLC
CIK 0002057931
$50M917K5.14%Q2 202612
PENOBSCOT WEALTH MANAGEMENT
CIK 0001875768
$47M907K12.14%Q3 202613
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$47M858K0.44%Q2 202614
Beaird Harris Wealth Management, LLC
CIK 0001908938
$40M743K2.54%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$39M713K0.01%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M709K0.00%Q2 202617
TCI Wealth Advisors, Inc.
CIK 0001583751
$37M685K1.61%Q2 202618
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$35M649K1.11%Q2 202619
AE Wealth Management LLC
CIK 0001697723
$33M611K0.15%Q2 202620
Allworth Financial LP
CIK 0001555170
$33M597K0.14%Q2 2026
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