13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
DFSB

DIMENSIONAL ETF TRUST

122 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 25434V674·122 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.9%
vs prior quarter
13F value held
$449M
72.0% inst. owned
of float
Holders
122
-63 QoQ
filers reporting
Activity
+29 / −57
+744 added · −704 reduced
this quarter
Concentration
30.08%
Abacus Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

122 institutions reported DFSB in Q1 2026. Abacus Wealth Partners, LLC leads at 30.1% of the visible book. -63 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Abacus Wealth Partners, LLC
CIK 0001978011
$135M2.6M12.33%Q1 202602
MASECO LLP
CIK 0002074052
$96M1.9M3.01%Q1 202603
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$44M842K0.06%Q1 202604
Quantum Financial Advisors, LLC
CIK 0001929139
$27M526K3.06%Q1 202605
Blue Oak Capital, LLC
CIK 0001307125
$18M334K9.21%Q2 202506
SEI INVESTMENTS CO
CIK 0000350894
$14M261K0.01%Q1 202607
SEEDS INVESTOR LLC
CIK 0002021047
$13M257K1.83%Q1 202608
Simplicity Wealth,LLC
CIK 0001913243
$13M252K0.74%Q1 202609
Miracle Mile Advisors, LLC
CIK 0001585859
$13M245K0.17%Q1 202610
Parkshore Wealth Management, Inc.
CIK 0002024251
$11M216K3.74%Q1 202611
Planning Center, Inc.
CIK 0001910966
$10M189K0.99%Q1 202612
Momentous Wealth Management, Inc.
CIK 0002055574
$10M184K5.44%Q1 202613
Citrine Capital LLC
CIK 0002053242
$9M165K3.71%Q1 202614
Apella Capital, LLC
CIK 0001801507
$8M159K0.12%Q1 202615
Corient Private Wealth LLC
CIK 0001948780
$6M126K0.01%Q1 202616
Allodium Investment Consultants, LLC
CIK 0002052983
$5M105K2.59%Q1 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M95K0.01%Q1 202618
Beacon Pointe Advisors, LLC
CIK 0001744317
$5M89K0.02%Q1 202619
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$4M81K0.04%Q1 202620
OneDigital Investment Advisors LLC
CIK 0001690370
$4M77K0.04%Q1 2026
Page 1 of 7
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