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

DIMENSIONAL ETF TRUST

180 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 25434V856·180 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$589M
visible holders
Holders
180
filers reporting
Concentration
28.99%
Matson Money. Inc. #1
top holder share
AI Holders Summary · Q3 2026

180 institutions reported DFIP in Q3 2026. Matson Money. Inc. leads at 29.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Matson Money. Inc.
CIK 0001672512
$171M4.4M4.78%Q3 202602
Beacon Pointe Advisors, LLC
CIK 0001744317
$49M1.2M0.23%Q2 202603
Planning Center, Inc.
CIK 0001910966
$45M1.1M4.23%Q2 202604
Hemington Wealth Management
CIK 0001838234
$39M913K5.01%Q3 202505
Hill Investment Group Partners, LLC
CIK 0001979028
$32M770K3.24%Q2 202606
PINNEY & SCOFIELD, INC.
CIK 0002056763
$25M616K12.42%Q2 202607
Rather & Kittrell, Inc.
CIK 0001582112
$24M587K3.38%Q2 202608
Leading Edge Financial Planning LLC
CIK 0001967205
$24M581K4.27%Q2 202609
Fortitude Family Office, LLC
CIK 0001950506
$23M595K3.97%Q3 202610
Geometric Wealth Advisors
CIK 0001900576
$22M531K2.37%Q2 202611
Stratos Investment Management, LLC
CIK 0001707206
$20M490K0.73%Q2 202612
Physician Wealth Solutions Inc.
CIK 0002007116
$18M465K7.14%Q3 202613
Level Financial Advisors
CIK 0001871734
$15M381K3.29%Q3 202614
SCRATCH CAPITAL LLC
CIK 0002055324
$14M350K7.17%Q2 202615
Yardley Wealth Management LLC
CIK 0002044323
$13M315K5.90%Q2 202616
Core Wealth Management, Inc.
CIK 0001965150
$13M324K3.77%Q3 202617
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$11M287K1.22%Q3 202618
Savant Capital, LLC
CIK 0001482880
$11M264K0.03%Q2 202619
New Dimensions Wealth Management, LLC
CIK 0002068447
$11M257K8.00%Q2 202620
MONOGRAPH WEALTH ADVISORS, LLC
CIK 0001776588
$10M237K0.80%Q2 2026
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