13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DFSI

DIMENSIONAL ETF TRUST

258 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 25434V690·Exchange Traded Fund·258 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$483M
visible holders
Holders
258
filers reporting
Concentration
11.37%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

258 institutions reported DFSI in Q2 2026. Focus Partners Wealth leads at 11.4% 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
$55M1.2M0.06%Q2 202602
MASECO LLP
CIK 0002074052
$46M1.0M1.28%Q2 202603
AWM CAPITAL, LLC
CIK 0001806820
$45M995K3.59%Q2 202604
Pathstone Holdings, LLC
CIK 0002011612
$44M985K0.13%Q2 202605
Quantum Financial Advisors, LLC
CIK 0001929139
$37M831K3.71%Q2 202606
Francis Financial, Inc.
CIK 0001727514
$35M767K5.67%Q2 202607
Abacus Wealth Partners, LLC
CIK 0001978011
$27M605K2.87%Q2 202608
Adero Partners, LLC
CIK 0001800593
$20M567K1.29%Q1 202509
Five Oceans Advisors
CIK 0001876326
$19M427K6.18%Q2 202610
EP Wealth Advisors, LLC
CIK 0001540569
$19M426K0.07%Q2 202611
LongView Asset Management LLC
CIK 0002053960
$18M424K12.66%Q4 202512
Citrine Capital LLC
CIK 0002053242
$18M393K6.57%Q2 202613
Retirement Solution LLC
CIK 0001914606
$16M349K3.08%Q2 202614
Savant Capital, LLC
CIK 0001482880
$14M309K0.04%Q2 202615
Apella Capital, LLC
CIK 0001801507
$14M304K0.20%Q2 202616
Forum Financial Management, LP
CIK 0001911832
$12M269K0.16%Q2 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$12M275K0.00%Q1 202618
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$11M249K0.01%Q2 202619
Elser Financial Planning, Inc
CIK 0002028202
$11M240K0.47%Q2 202620
Willow Creek Wealth Management Inc.
CIK 0001632407
$11M257K0.87%Q3 2025
Page 1 of 13
238 more holders available. Log in →