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

DFSE

DIMENSIONAL ETF TRUST

185 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 25434V682·185 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 3.3%

vs prior quarter

13F value held

$282M

71.0% inst. owned

of float

Holders

185

+31 QoQ

filers reporting

Activity

+38 / −55

+981 added · −845 reduced

this quarter

Concentration

11.42%

AWM CAPITAL, LLC #1

top holder share

AI Holders Summary · Q1 2026

185 institutions reported DFSE in Q1 2026. AWM CAPITAL, LLC leads at 11.4% of the visible book. +31 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

AWM CAPITAL, LLC

$32M761K2.92%Q1 2026 02

$25M588K0.78%Q1 2026 03

Pathstone Holdings, LLC

$24M570K0.10%Q1 2026 04

Quantum Financial Advisors, LLC

$23M546K2.60%Q1 2026 05

Focus Partners Wealth

$22M533K0.03%Q4 2025 06

Five Oceans Advisors

$19M438K6.72%Q1 2026 07

Forum Financial Management, LP

$16M375K0.22%Q1 2026 08

Abacus Wealth Partners, LLC

$14M340K1.32%Q1 2026 09

Citrine Capital LLC

$14M329K6.04%Q1 2026 10

EP Wealth Advisors, LLC

$13M307K0.06%Q1 2026 11

LongView Asset Management LLC

$12M294K8.50%Q4 2025 12

Retirement Solution LLC

$11M260K2.61%Q1 2026 13

Merriman Wealth Management, LLC

$9M286K0.39%Q4 2024 14

Savant Capital, LLC

$9M215K0.04%Q1 2026 15

Adero Partners, LLC

$7M210K0.46%Q1 2025 16

Willow Creek Wealth Management Inc.

$7M166K0.56%Q3 2025 17

Wealth Architects, LLC

$7M156K0.59%Q1 2026 18

Greenspring Advisors, LLC

$6M150K0.39%Q1 2026 19

SACHEM HILL LLC

$6M136K1.12%Q1 2026 20

Elser Financial Planning, Inc

$5M127K0.26%Q1 2026

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