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

DIMENSIONAL ETF TRUST

202 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 25434V591·202 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$879M
visible holders
Holders
202
filers reporting
Concentration
21.26%
Planning Center, Inc. #1
top holder share
AI Holders Summary · Q2 2026

202 institutions reported DUSB in Q2 2026. Planning Center, Inc. leads at 21.3% 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
$95M1.9M3.68%Q2 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
Financial Harvest, LLC
CIK 0002052933
$42M831K17.45%Q2 202607
SJS Investment Consulting Inc.
CIK 0001894302
$37M738K4.08%Q2 202608
SC&H Financial Advisors, Inc.
CIK 0001907898
$33M646K4.35%Q2 202609
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$32M624K3.13%Q2 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
$25M499K6.30%Q2 202613
Three Arch Wealth Management LLC
CIK 0002109462
$22M425K3.31%Q2 202614
Rachor Investment Advisory Services, LLC
CIK 0002008792
$20M392K9.81%Q2 202615
Pillar Financial Advisors, LLC
CIK 0002054958
$20M386K10.26%Q2 202616
Chicago Partners Investment Group LLC
CIK 0001563525
$19M384K0.39%Q2 202617
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$18M362K1.35%Q2 202618
Aspen Capital Management, LLC
CIK 0002065974
$18M351K3.94%Q2 202619
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK 0001767601
$18M350K2.53%Q2 202620
Avestar Capital, LLC
CIK 0001704404
$15M297K0.84%Q2 2026
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