13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DFNM

DIMENSIONAL ETF TRUST

309 institutions still hold DIMENSIONAL ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V849·Exchange Traded Fund·309 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
309
filers reporting
Concentration
20.82%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

309 institutions reported DFNM in Q2 2026. Focus Partners Wealth leads at 20.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$245M5.1M0.25%Q2 202602
Truepoint, Inc.
CIK 0001427748
$155M3.2M3.24%Q2 202603
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$80M1.6M0.67%Q2 202604
Apella Capital, LLC
CIK 0001801507
$77M1.6M1.08%Q2 202605
Foster Group, Inc.
CIK 0001841544
$72M1.5M1.91%Q2 202606
Symmetry Partners, LLC
CIK 0001697493
$62M1.3M3.17%Q2 202607
GeoWealth Management, LLC
CIK 0001593387
$51M1.1M1.60%Q2 202608
Rather & Kittrell, Inc.
CIK 0001582112
$45M939K6.34%Q2 202609
Sequoia Financial Advisors, LLC
CIK 0001599900
$43M896K0.22%Q2 202610
Pathstone Holdings, LLC
CIK 0002011612
$39M809K0.11%Q2 202611
Beaird Harris Wealth Management, LLC
CIK 0001908938
$38M796K2.41%Q2 202612
MBL Wealth, LLC
CIK 0001845785
$38M777K2.56%Q2 202613
AWM CAPITAL, LLC
CIK 0001806820
$35M725K2.81%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$32M672K0.04%Q2 202615
Waterford Advisors, LLC
CIK 0001960657
$29M545K7.85%Q2 202616
RAM Investment Partners, LLC
CIK 0001989672
$28M584K4.51%Q2 202617
LPL Financial LLC
CIK 0001403438
$28M579K0.01%Q2 202618
Graves Light Lenhart Wealth, Inc.
CIK 0001759803
$27M557K2.51%Q2 202619
Mattern Wealth Management LLC
CIK 0001802376
$27M549K4.35%Q2 202620
PBMares Wealth Management LLC
CIK 0001801682
$26M536K4.97%Q3 2025
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