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

DIMENSIONAL ETF TRUST

301 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 25434V716·Exchange Traded Fund·301 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
301
filers reporting
Concentration
21.22%
Retirement Solution LLC #1
top holder share
AI Holders Summary · Q2 2026

301 institutions reported DFSU in Q2 2026. Retirement Solution LLC leads at 21.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Retirement Solution LLC
CIK 0001914606
$255M5.5M49.95%Q2 202602
AWM CAPITAL, LLC
CIK 0001806820
$164M3.5M13.11%Q2 202603
Quantum Financial Advisors, LLC
CIK 0001929139
$111M2.4M10.98%Q2 202604
Focus Partners Wealth
CIK 0001542153
$101M2.2M0.10%Q2 202605
MASECO LLP
CIK 0002074052
$96M2.1M2.71%Q2 202606
Citrine Capital LLC
CIK 0002053242
$73M1.6M27.08%Q2 202607
Pathstone Holdings, LLC
CIK 0002011612
$70M1.5M0.20%Q2 202608
Abacus Wealth Partners, LLC
CIK 0001978011
$61M1.3M6.37%Q2 202609
EP Wealth Advisors, LLC
CIK 0001540569
$34M735K0.13%Q2 202610
LongView Asset Management LLC
CIK 0002053960
$31M708K21.44%Q4 202511
Savant Capital, LLC
CIK 0001482880
$26M549K0.08%Q2 202612
Five Oceans Advisors
CIK 0001876326
$23M490K7.34%Q2 202613
Forum Financial Management, LP
CIK 0001911832
$22M471K0.28%Q2 202614
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$21M460K0.03%Q2 202615
Adero Partners, LLC
CIK 0001800593
$20M563K1.32%Q1 202516
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$20M416K0.03%Q2 202617
Pure Financial Advisors, LLC
CIK 0001571556
$20M420K0.25%Q2 202618
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$19M416K0.16%Q2 202619
Apella Capital, LLC
CIK 0001801507
$19M409K0.27%Q2 202620
Gibson Capital, LLC
CIK 0001427372
$18M376K2.87%Q2 2026
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