13F Insight
DOSSIER · 13F Holders · Q2 2026
DUSB

DIMENSIONAL ETF TRUST

206 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 25434V591·206 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$907M
visible holders
Holders
206
filers reporting
Concentration
20.60%
Planning Center, Inc. #1
top holder share
AI Holders Summary · Q2 2026

206 institutions reported DUSB in Q2 2026. Planning Center, Inc. leads at 20.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Planning Center, Inc.
CIK 0001910966
$187M3.7M17.63%Q2 202602
Root Financial Partners, LLC
CIK 0001977181
$106M2.1M3.55%Q3 202603
Vise Technologies, Inc.
CIK 0001812090
$91M1.8M1.03%Q2 202604
Prudent Man Investment Management, Inc.
CIK 0002054263
$80M1.6M27.15%Q2 202605
Savant Capital, LLC
CIK 0001482880
$52M1.0M0.15%Q2 202606
SJS Investment Consulting Inc.
CIK 0001894302
$37M738K4.08%Q2 202607
Financial Harvest, LLC
CIK 0002052933
$36M717K17.00%Q3 202608
SC&H Financial Advisors, Inc.
CIK 0001907898
$35M699K4.89%Q3 202609
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$32M632K3.17%Q3 202610
Financial Plan, Inc.
CIK 0002107584
$30M587K2.83%Q2 202611
American Capital Advisory, LLC
CIK 0002018007
$26M512K9.46%Q2 202612
Sterling Wealth Management, Inc.
CIK 0002011149
$26M513K6.67%Q3 202613
Pillar Financial Advisors, LLC
CIK 0002054958
$26M508K14.04%Q3 202614
Three Arch Wealth Management LLC
CIK 0002109462
$25M499K4.01%Q3 202615
Foundry Financial LLC
CIK 0002085325
$21M420K6.59%Q3 202616
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$21M413K1.60%Q3 202617
Rachor Investment Advisory Services, LLC
CIK 0002008792
$20M392K9.81%Q2 202618
Chicago Partners Investment Group LLC
CIK 0001563525
$19M384K0.39%Q2 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$19M381K0.03%Q3 202620
Aspen Capital Management, LLC
CIK 0002065974
$18M351K3.94%Q2 2026
Page 1 of 11
186 more holders available. Log in →