13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
DFIP

DIMENSIONAL ETF TRUST

175 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 25434V856·175 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.4%
vs prior quarter
13F value held
$539M
64.0% inst. owned
of float
Holders
175
-21 QoQ
filers reporting
Activity
+66 / −48
+936 added · −867 reduced
this quarter
Concentration
30.08%
Matson Money. Inc. #1
top holder share
AI Holders Summary · Q1 2026

175 institutions reported DFIP in Q1 2026. Matson Money. Inc. leads at 30.1% 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
01
Matson Money. Inc.
CIK 0001672512
$162M3.9M4.97%Q1 202602
Beacon Pointe Advisors, LLC
CIK 0001744317
$47M1.1M0.25%Q1 202603
Planning Center, Inc.
CIK 0001910966
$44M1.1M4.48%Q1 202604
Hill Investment Group Partners, LLC
CIK 0001979028
$33M791K3.65%Q1 202605
PINNEY & SCOFIELD, INC.
CIK 0002056763
$24M565K12.71%Q1 202606
Rather & Kittrell, Inc.
CIK 0001582112
$22M534K3.44%Q1 202607
Leading Edge Financial Planning LLC
CIK 0001967205
$21M515K4.52%Q1 202608
Geometric Wealth Advisors
CIK 0001900576
$21M512K2.67%Q1 202609
Fortitude Family Office, LLC
CIK 0001950506
$21M504K4.70%Q1 202610
Stratos Investment Management, LLC
CIK 0001707206
$19M466K0.78%Q1 202611
Physician Wealth Solutions Inc.
CIK 0002007116
$18M428K7.39%Q1 202612
SCRATCH CAPITAL LLC
CIK 0002055324
$15M349K8.34%Q1 202613
Level Financial Advisors
CIK 0001871734
$14M343K3.65%Q1 202614
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK 0001767601
$13M305K2.01%Q1 202615
Yardley Wealth Management LLC
CIK 0002044323
$12M288K6.16%Q1 202616
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$11M255K1.38%Q1 202617
Five Oceans Advisors
CIK 0001876326
$11M254K3.84%Q1 202618
Core Wealth Management, Inc.
CIK 0001965150
$11M254K3.24%Q1 202619
Savant Capital, LLC
CIK 0001482880
$10M240K0.05%Q1 202620
New Dimensions Wealth Management, LLC
CIK 0002068447
$10M235K8.35%Q1 2026
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