13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
DFNM

DIMENSIONAL ETF TRUST

318 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 25434V849·Exchange Traded Fund·318 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$2.0B
visible holders
Holders
318
filers reporting
Concentration
11.91%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q3 2026

318 institutions reported DFNM in Q3 2026. Focus Partners Wealth leads at 11.9% 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
$236M5.1M0.24%Q3 202602
Truepoint, Inc.
CIK 0001427748
$117M2.5M2.38%Q3 202603
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$91M2.0M0.73%Q3 202604
Apella Capital, LLC
CIK 0001801507
$78M1.7M0.99%Q3 202605
Foster Group, Inc.
CIK 0001841544
$61M1.3M1.65%Q3 202606
Symmetry Partners, LLC
CIK 0001697493
$56M1.2M2.85%Q3 202607
AWM CAPITAL, LLC
CIK 0001806820
$52M1.1M3.65%Q3 202608
Sequoia Financial Advisors, LLC
CIK 0001599900
$48M1.0M0.23%Q3 202609
Rather & Kittrell, Inc.
CIK 0001582112
$44M955K5.94%Q3 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$40M872K0.00%Q3 202611
MBL Wealth, LLC
CIK 0001845785
$38M833K2.29%Q3 202612
Beaird Harris Wealth Management, LLC
CIK 0001908938
$38M824K2.44%Q3 202613
Pathstone Holdings, LLC
CIK 0002011612
$36M792K0.10%Q3 202614
GeoWealth Management, LLC
CIK 0001593387
$34M743K1.15%Q3 202615
Waterford Advisors, LLC
CIK 0001960657
$29M545K7.85%Q2 202616
Graves Light Lenhart Wealth, Inc.
CIK 0001759803
$28M612K2.64%Q3 202617
LPL Financial LLC
CIK 0001403438
$26M573K0.01%Q3 202618
PBMares Wealth Management LLC
CIK 0001801682
$26M536K4.97%Q3 202519
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M551K0.03%Q3 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$23M481K0.00%Q2 2026
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