13F Insight
DOSSIER · 13F Holders · Q1 2026
DFSE

DIMENSIONAL ETF TRUST

187 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 25434V682·187 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$290M
visible holders
Holders
187
filers reporting
Concentration
11.11%
AWM CAPITAL, LLC #1
top holder share
AI Holders Summary · Q1 2026

187 institutions reported DFSE in Q1 2026. AWM CAPITAL, LLC leads at 11.1% 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
$32M761K2.92%Q1 202602
Quantum Financial Advisors, LLC
CIK 0001929139
$26M529K2.56%Q2 202603
MASECO LLP
CIK 0002074052
$25M588K0.78%Q1 202604
Pathstone Holdings, LLC
CIK 0002011612
$24M570K0.10%Q1 202605
Focus Partners Wealth
CIK 0001542153
$22M533K0.03%Q4 202506
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
$13M307K0.06%Q1 202611
LongView Asset Management LLC
CIK 0002053960
$12M294K8.50%Q4 202512
Retirement Solution LLC
CIK 0001914606
$11M260K2.61%Q1 202613
Savant Capital, LLC
CIK 0001482880
$9M215K0.04%Q1 202614
Wealth Architects, LLC
CIK 0001611518
$8M155K0.60%Q2 202615
Adero Partners, LLC
CIK 0001800593
$7M210K0.46%Q1 202516
Willow Creek Wealth Management Inc.
CIK 0001632407
$7M166K0.56%Q3 202517
Greenspring Advisors, LLC
CIK 0001922200
$6M150K0.39%Q1 202618
Elser Financial Planning, Inc
CIK 0002028202
$6M126K0.27%Q2 202619
SACHEM HILL LLC
CIK 0001994333
$6M136K1.12%Q1 202620
Apella Capital, LLC
CIK 0001801507
$5M103K0.07%Q2 2026
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