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

DIMENSIONAL ETF TRUST

275 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·275 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.8%
vs prior quarter
13F value held
$1.0B
63.0% inst. owned
of float
Holders
275
+37 QoQ
filers reporting
Activity
+83 / −7
+894 added · −757 reduced
this quarter
Concentration
21.56%
Retirement Solution LLC #1
top holder share
AI Holders Summary · Q1 2026

275 institutions reported DFSU in Q1 2026. Retirement Solution LLC leads at 21.6% of the visible book. +37 net new institutions vs prior quarter — accumulation reading.

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
$99M2.4M11.07%Q1 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
$57M1.4M24.57%Q1 202607
Abacus Wealth Partners, LLC
CIK 0001978011
$53M1.3M4.81%Q1 202608
Pathstone Holdings, LLC
CIK 0002011612
$51M1.2M0.20%Q1 202609
Merriman Wealth Management, LLC
CIK 0001568389
$37M989K1.56%Q4 202410
LongView Asset Management LLC
CIK 0002053960
$31M708K21.44%Q4 202511
EP Wealth Advisors, LLC
CIK 0001540569
$29M704K0.14%Q1 202612
Adero Partners, LLC
CIK 0001800593
$20M563K1.32%Q1 202513
Five Oceans Advisors
CIK 0001876326
$19M467K6.95%Q1 202614
Savant Capital, LLC
CIK 0001482880
$19M457K0.09%Q1 202615
Forum Financial Management, LP
CIK 0001911832
$18M450K0.26%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$18M430K0.04%Q1 202617
Apella Capital, LLC
CIK 0001801507
$18M395K0.26%Q1 202618
Pure Financial Advisors, LLC
CIK 0001571556
$17M409K0.24%Q1 202619
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$17M405K0.17%Q1 202620
Heritage Financial Services, LLC
CIK 0001752035
$16M364K1.32%Q4 2025
Page 1 of 14
255 more holders available. Log in →