13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
DFSU

DIMENSIONAL ETF TRUST

280 institutions still hold DIMENSIONAL ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V716·Exchange Traded Fund·280 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
280
filers reporting
Concentration
21.04%
Retirement Solution LLC #1
top holder share
AI Holders Summary · Q1 2026

280 institutions reported DFSU in Q1 2026. Retirement Solution LLC leads at 21.0% 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
$225M5.5M53.13%Q1 202602
AWM CAPITAL, LLC
CIK 0001806820
$135M3.3M12.20%Q1 202603
Quantum Financial Advisors, LLC
CIK 0001929139
$111M2.4M10.98%Q2 202604
MASECO LLP
CIK 0002074052
$83M2.0M2.61%Q1 202605
Focus Partners Wealth
CIK 0001542153
$82M1.9M0.09%Q4 202506
Citrine Capital LLC
CIK 0002053242
$73M1.6M27.08%Q2 202607
Abacus Wealth Partners, LLC
CIK 0001978011
$61M1.3M6.37%Q2 202608
Pathstone Holdings, LLC
CIK 0002011612
$51M1.2M0.20%Q1 202609
LongView Asset Management LLC
CIK 0002053960
$31M708K21.44%Q4 202510
EP Wealth Advisors, LLC
CIK 0001540569
$29M704K0.14%Q1 202611
Five Oceans Advisors
CIK 0001876326
$23M490K7.34%Q2 202612
Forum Financial Management, LP
CIK 0001911832
$22M471K0.28%Q2 202613
Adero Partners, LLC
CIK 0001800593
$20M563K1.32%Q1 202514
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$20M416K0.03%Q2 202615
Apella Capital, LLC
CIK 0001801507
$19M409K0.27%Q2 202616
Savant Capital, LLC
CIK 0001482880
$19M457K0.09%Q1 202617
Pure Financial Advisors, LLC
CIK 0001571556
$17M409K0.24%Q1 202618
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$17M405K0.17%Q1 202619
Heritage Financial Services, LLC
CIK 0001752035
$16M364K1.32%Q4 202520
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$16M383K0.02%Q1 2026
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