13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
DGCB

DIMENSIONAL ETF TRUST

125 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 25434V567·125 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.4%
vs prior quarter
13F value held
$511M
52.0% inst. owned
of float
Holders
125
+113 QoQ
filers reporting
Activity
+77 / −53
+784 added · −680 reduced
this quarter
Concentration
16.33%
Vestmark Advisory Solutions, Inc. #1
top holder share
AI Holders Summary · Q1 2026

125 institutions reported DGCB in Q1 2026. Vestmark Advisory Solutions, Inc. leads at 16.3% of the visible book. +113 net new institutions vs prior quarter — accumulation reading.

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
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$18M325K1.90%Q1 202609
AA Financial Advisors, LLC
CIK 0002016899
$17M316K2.41%Q1 202610
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$17M316K0.00%Q1 202611
OneDigital Investment Advisors LLC
CIK 0001690370
$17M309K0.16%Q1 202612
Wealth Advisors Northwest LLC
CIK 0002053892
$15M281K6.38%Q1 202613
Allworth Financial LP
CIK 0001555170
$15M275K0.06%Q1 202614
RFG Advisory, LLC
CIK 0001633387
$15M272K0.27%Q1 202615
DRAVO BAY LLC
CIK 0001910389
$14M267K5.88%Q1 202616
Mattern Wealth Management LLC
CIK 0001802376
$14M266K2.81%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M222K0.02%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$10M188K0.04%Q1 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$9M169K0.07%Q1 202620
E-Wealth Partners, LLC
CIK 0002129940
$8M149K6.79%Q4 2025
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