13F Insight
DOSSIER · 13F Holders · Q4 2025ETF · Exchange Traded Fund
DFSI

DIMENSIONAL ETF TRUST

249 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·249 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$449M
visible holders
Holders
249
filers reporting
Concentration
11.14%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

249 institutions reported DFSI in Q4 2025. Focus Partners Wealth leads at 11.1% 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
$50M1.2M0.06%Q4 202502
MASECO LLP
CIK 0002074052
$42M988K1.31%Q1 202603
AWM CAPITAL, LLC
CIK 0001806820
$39M931K3.57%Q1 202604
Quantum Financial Advisors, LLC
CIK 0001929139
$37M831K3.71%Q2 202605
Pathstone Holdings, LLC
CIK 0002011612
$34M795K0.13%Q1 202606
Francis Financial, Inc.
CIK 0001727514
$32M759K5.97%Q1 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
LongView Asset Management LLC
CIK 0002053960
$18M424K12.66%Q4 202511
Citrine Capital LLC
CIK 0002053242
$18M393K6.57%Q2 202612
EP Wealth Advisors, LLC
CIK 0001540569
$18M416K0.09%Q1 202613
Retirement Solution LLC
CIK 0001914606
$15M350K3.51%Q1 202614
Apella Capital, LLC
CIK 0001801507
$14M304K0.20%Q2 202615
Forum Financial Management, LP
CIK 0001911832
$12M269K0.16%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$12M275K0.00%Q1 202617
Savant Capital, LLC
CIK 0001482880
$11M271K0.06%Q1 202618
Elser Financial Planning, Inc
CIK 0002028202
$11M240K0.47%Q2 202619
Willow Creek Wealth Management Inc.
CIK 0001632407
$11M257K0.87%Q3 202520
Allodium Investment Consultants, LLC
CIK 0002052983
$9M202K3.87%Q2 2026
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