13F Insight
DOSSIER · 13F Holders · Q4 2025ETF · Exchange Traded FundBellwetherCompounder
DFNM

DIMENSIONAL ETF TRUST

291 institutions still hold DIMENSIONAL ETF TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V849·Exchange Traded Fund·291 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 4.9%
vs prior quarter
13F value held
$1.0B
58.0% inst. owned
of float
Holders
291
-103 QoQ
filers reporting
Activity
+40 / −38
+741 added · −756 reduced
this quarter
Concentration
17.00%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

291 institutions reported DFNM in Q4 2025. Focus Partners Wealth leads at 17.0% of the visible book. -103 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$176M3.7M0.20%Q4 202502
Truepoint, Inc.
CIK 0001427748
$148M3.1M3.31%Q1 202603
Foster Group, Inc.
CIK 0001841544
$70M1.5M2.08%Q1 202604
Apella Capital, LLC
CIK 0001801507
$64M1.3M0.95%Q1 202605
Symmetry Partners, LLC
CIK 0001697493
$63M1.3M3.61%Q1 202606
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$57M1.2M0.58%Q1 202607
Rather & Kittrell, Inc.
CIK 0001582112
$43M894K6.61%Q1 202608
GeoWealth Management, LLC
CIK 0001593387
$42M881K1.52%Q1 202609
Sequoia Financial Advisors, LLC
CIK 0001599900
$42M880K0.24%Q1 202610
Beaird Harris Wealth Management, LLC
CIK 0001908938
$38M796K2.59%Q1 202611
Pathstone Holdings, LLC
CIK 0002011612
$38M788K0.15%Q1 202612
MBL Wealth, LLC
CIK 0001845785
$35M740K2.68%Q1 202613
AWM CAPITAL, LLC
CIK 0001806820
$34M718K3.12%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$31M653K0.04%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$28M589K0.03%Q1 202616
PBMares Wealth Management LLC
CIK 0001801682
$26M536K4.97%Q3 202517
Waterford Advisors, LLC
CIK 0001960657
$25M536K8.09%Q1 202618
Mattern Wealth Management LLC
CIK 0001802376
$25M530K4.96%Q1 202619
LPL Financial LLC
CIK 0001403438
$25M519K0.01%Q1 202620
RAM Investment Partners, LLC
CIK 0001989672
$25M516K4.35%Q1 2026
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