13F Insight
DOSSIER · 13F Holders · Q4 2025ETF · Exchange Traded Fund
DFSD

DIMENSIONAL ETF TRUST

448 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 25434V864·Exchange Traded Fund·448 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$2.5B
visible holders
Holders
448
filers reporting
Concentration
10.30%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

448 institutions reported DFSD in Q4 2025. Focus Partners Wealth leads at 10.3% 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
$261M5.4M0.30%Q4 202502
Apella Capital, LLC
CIK 0001801507
$259M5.4M3.65%Q2 202603
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$245M5.1M2.47%Q1 202604
Savant Capital, LLC
CIK 0001482880
$187M3.9M0.90%Q1 202605
OneDigital Investment Advisors LLC
CIK 0001690370
$177M3.7M1.73%Q1 202606
Beaird Harris Wealth Management, LLC
CIK 0001908938
$153M3.2M9.57%Q2 202607
Root Financial Partners, LLC
CIK 0001977181
$143M3.0M6.62%Q1 202608
Planning Center, Inc.
CIK 0001910966
$134M2.8M13.62%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$116M2.4M0.03%Q1 202610
Vise Technologies, Inc.
CIK 0001812090
$109M2.3M2.14%Q1 202611
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$99M2.1M9.83%Q2 202612
HighTower Advisors, LLC
CIK 0001462245
$94M2.0M0.10%Q1 202613
Great Waters Wealth Management
CIK 0001964535
$93M1.9M8.62%Q2 202614
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$82M1.7M5.95%Q1 202615
Rachor Investment Advisory Services, LLC
CIK 0002008792
$73M1.5M35.72%Q2 202616
Diversified Portfolios, Inc.
CIK 0001634212
$64M1.3M5.26%Q1 202617
Rather & Kittrell, Inc.
CIK 0001582112
$64M1.3M9.84%Q1 202618
McIlrath & Eck, LLC
CIK 0001701714
$62M1.3M4.60%Q1 202619
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK 0001767601
$61M1.3M8.64%Q2 202620
ASSETMARK, INC
CIK 0001344551
$59M1.2M0.12%Q4 2025
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