13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
DFGX

DIMENSIONAL ETF TRUST

168 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 25434V575·168 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.3%
vs prior quarter
13F value held
$658M
45.0% inst. owned
of float
Holders
168
-61 QoQ
filers reporting
Activity
+60 / −40
+840 added · −695 reduced
this quarter
Concentration
17.21%
Apella Capital, LLC #1
top holder share
AI Holders Summary · Q1 2026

168 institutions reported DFGX in Q1 2026. Apella Capital, LLC leads at 17.2% of the visible book. -61 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Apella Capital, LLC
CIK 0001801507
$113M2.1M1.68%Q1 202602
Planning Center, Inc.
CIK 0001910966
$81M1.6M8.25%Q1 202603
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK 0001767601
$38M717K5.93%Q1 202604
Elser Financial Planning, Inc
CIK 0002028202
$37M708K1.80%Q1 202605
Alpha Financial Advisors, LLC
CIK 0001972138
$37M700K11.25%Q1 202606
Hill Investment Group Partners, LLC
CIK 0001979028
$36M679K3.93%Q1 202607
United Wealth Management, LLC
CIK 0002055362
$35M660K8.61%Q1 202608
Private Wealth Management Group, LLC
CIK 0002011342
$32M619K8.53%Q1 202609
Savant Capital, LLC
CIK 0001482880
$29M554K0.14%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$24M466K0.03%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M465K0.01%Q1 202612
Guardian Wealth Management, LLC
CIK 0002095373
$24M448K7.13%Q1 202613
Verisail Partners, LLC
CIK 0002016904
$23M435K9.26%Q1 202614
LIBERTY WEALTH MANAGEMENT LLC
CIK 0001769302
$20M387K2.54%Q1 202615
Mattern Wealth Management LLC
CIK 0001802376
$19M368K3.77%Q1 202616
Equita Financial Network, Inc.
CIK 0001994461
$18M352K5.81%Q1 202617
Eaton-Cambridge Inc.
CIK 0002011052
$17M325K5.34%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$17M322K0.08%Q1 202619
Vermillion Wealth Management, Inc.
CIK 0001737012
$16M312K6.42%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M310K0.00%Q1 2026
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