13F Insight
DOSSIER · 13F Holders · Q2 2026
DFSE

DIMENSIONAL ETF TRUST

199 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 25434V682·199 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$328M
visible holders
Holders
199
filers reporting
Concentration
12.26%
AWM CAPITAL, LLC #1
top holder share
AI Holders Summary · Q2 2026

199 institutions reported DFSE in Q2 2026. AWM CAPITAL, LLC leads at 12.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AWM CAPITAL, LLC
CIK 0001806820
$40M822K3.22%Q2 202602
Pathstone Holdings, LLC
CIK 0002011612
$33M673K0.10%Q2 202603
MASECO LLP
CIK 0002074052
$29M594K0.82%Q2 202604
Focus Partners Wealth
CIK 0001542153
$28M569K0.03%Q2 202605
Quantum Financial Advisors, LLC
CIK 0001929139
$26M529K2.56%Q2 202606
Five Oceans Advisors
CIK 0001876326
$22M442K6.95%Q2 202607
Forum Financial Management, LP
CIK 0001911832
$18M366K0.23%Q2 202608
Citrine Capital LLC
CIK 0002053242
$16M324K5.86%Q2 202609
Abacus Wealth Partners, LLC
CIK 0001978011
$16M318K1.63%Q2 202610
EP Wealth Advisors, LLC
CIK 0001540569
$15M307K0.06%Q2 202611
Savant Capital, LLC
CIK 0001482880
$13M262K0.04%Q2 202612
Retirement Solution LLC
CIK 0001914606
$13M257K2.45%Q2 202613
LongView Asset Management LLC
CIK 0002053960
$12M294K8.50%Q4 202514
Wealthspire Advisors, LLC
CIK 0001646247
$9M192K0.05%Q2 202615
Wealth Architects, LLC
CIK 0001611518
$8M155K0.60%Q2 202616
Adero Partners, LLC
CIK 0001800593
$7M210K0.46%Q1 202517
Willow Creek Wealth Management Inc.
CIK 0001632407
$7M166K0.56%Q3 202518
Elser Financial Planning, Inc
CIK 0002028202
$6M126K0.27%Q2 202619
SACHEM HILL LLC
CIK 0001994333
$6M123K1.07%Q2 202620
Francis Financial, Inc.
CIK 0001727514
$5M109K0.87%Q2 2026
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