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

DIMENSIONAL ETF TRUST

255 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·255 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$480M
visible holders
Holders
255
filers reporting
Concentration
11.45%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

255 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
AWM CAPITAL, LLC
CIK 0001806820
$49M1.1M3.44%Q3 202603
MASECO LLP
CIK 0002074052
$46M1.0M1.28%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
Citrine Capital LLC
CIK 0002053242
$19M426K6.48%Q3 202609
EP Wealth Advisors, LLC
CIK 0001540569
$19M426K0.07%Q2 202610
LongView Asset Management LLC
CIK 0002053960
$18M424K12.66%Q4 202511
Five Oceans Advisors
CIK 0001876326
$18M395K6.81%Q3 202612
Apella Capital, LLC
CIK 0001801507
$16M364K0.21%Q3 202613
Retirement Solution LLC
CIK 0001914606
$16M347K2.99%Q3 202614
Savant Capital, LLC
CIK 0001482880
$14M309K0.04%Q2 202615
Forum Financial Management, LP
CIK 0001911832
$12M275K0.16%Q3 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$12M275K0.00%Q1 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$11M249K0.01%Q2 202618
Willow Creek Wealth Management Inc.
CIK 0001632407
$11M257K0.87%Q3 202519
Elser Financial Planning, Inc
CIK 0002028202
$10M228K0.45%Q3 202620
Bank of New York Mellon Corp
CIK 0001390777
$10M228K0.00%Q2 2026
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