DOSSIER · 13F Holders · Q4 2025ETF · Exchange Traded FundHigh-convictionMulti-bagger

DFSI

DIMENSIONAL ETF TRUST

243 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 25434V690·Exchange Traded Fund·243 13F holders·last filed Dec 31, 2025

Market cap

—

▼ 3.9%

vs prior quarter

13F value held

$449M

47.0% inst. owned

of float

Holders

243

-64 QoQ

filers reporting

Activity

+42 / −46

+779 added · −772 reduced

this quarter

Concentration

11.13%

Focus Partners Wealth #1

top holder share

AI Holders Summary · Q4 2025

243 institutions reported DFSI in Q4 2025. Focus Partners Wealth leads at 11.1% of the visible book. -64 net institutions QoQ — distribution reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Focus Partners Wealth

$50M1.2M0.06%Q4 2025 02

$42M988K1.31%Q1 2026 03

AWM CAPITAL, LLC

$39M931K3.57%Q1 2026 04

Quantum Financial Advisors, LLC

$36M840K4.00%Q1 2026 05

Pathstone Holdings, LLC

$34M795K0.13%Q1 2026 06

Francis Financial, Inc.

$32M759K5.97%Q1 2026 07

Abacus Wealth Partners, LLC

$25M586K2.27%Q1 2026 08

Adero Partners, LLC

$20M567K1.29%Q1 2025 09

Merriman Wealth Management, LLC

$19M588K0.80%Q4 2024 10

LongView Asset Management LLC

$18M424K12.66%Q4 2025 11

EP Wealth Advisors, LLC

$18M416K0.09%Q1 2026 12

Five Oceans Advisors

$17M404K6.20%Q1 2026 13

Citrine Capital LLC

$17M390K7.17%Q1 2026 14

Retirement Solution LLC

$15M350K3.51%Q1 2026 15

Apella Capital, LLC

$13M290K0.20%Q1 2026 16

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$12M275K0.00%Q1 2026 17

Savant Capital, LLC

$11M271K0.06%Q1 2026 18

Forum Financial Management, LP

$11M264K0.16%Q1 2026 19

Willow Creek Wealth Management Inc.

$11M257K0.87%Q3 2025 20

Elser Financial Planning, Inc

$10M233K0.48%Q1 2026

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