13F Insight
DOSSIER · 13F Holders · Q1 2026
DGCB

DIMENSIONAL ETF TRUST

130 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 25434V567·130 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$520M
visible holders
Holders
130
filers reporting
Concentration
16.03%
Vestmark Advisory Solutions, Inc. #1
top holder share
AI Holders Summary · Q1 2026

130 institutions reported DGCB in Q1 2026. Vestmark Advisory Solutions, Inc. leads at 16.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$83M1.5M0.93%Q1 202602
Integrity Advisory Solutions, LLC
CIK 0002057931
$64M1.2M8.39%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$47M866K0.00%Q1 202604
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$46M843K1.73%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$36M657K0.01%Q1 202606
Three Arch Wealth Management LLC
CIK 0002109462
$30M560K5.45%Q1 202607
Tencap Wealth Coaching, LLC
CIK 0002107751
$24M440K8.98%Q1 202608
Wealth Advisors Northwest LLC
CIK 0002053892
$21M382K7.13%Q2 202609
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$18M322K1.74%Q2 202610
AA Financial Advisors, LLC
CIK 0002016899
$18M321K2.11%Q2 202611
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$17M316K0.00%Q1 202612
OneDigital Investment Advisors LLC
CIK 0001690370
$17M309K0.16%Q1 202613
RFG Advisory, LLC
CIK 0001633387
$16M285K0.24%Q2 202614
Mattern Wealth Management LLC
CIK 0001802376
$15M275K2.47%Q2 202615
Allworth Financial LP
CIK 0001555170
$15M275K0.06%Q1 202616
DRAVO BAY LLC
CIK 0001910389
$14M267K5.88%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M222K0.02%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$10M188K0.04%Q1 202619
Outbound Financial Inc
CIK 0002144328
$10M175K6.20%Q2 202620
Betterment LLC
CIK 0001633901
$10M177K0.02%Q1 2026
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