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

DIMENSIONAL ETF TRUST

202 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 25434V591·202 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$771M
visible holders
Holders
202
filers reporting
Concentration
23.36%
Planning Center, Inc. #1
top holder share
AI Holders Summary · Q1 2026

202 institutions reported DUSB in Q1 2026. Planning Center, Inc. leads at 23.4% 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
$180M3.6M18.25%Q1 202602
Prudent Man Investment Management, Inc.
CIK 0002054263
$81M1.6M27.22%Q1 202603
Root Financial Partners, LLC
CIK 0001977181
$77M1.5M3.55%Q1 202604
Vise Technologies, Inc.
CIK 0001812090
$59M1.2M1.16%Q1 202605
Financial Plan, Inc.
CIK 0002107584
$41M818K4.45%Q1 202606
SJS Investment Consulting Inc.
CIK 0001894302
$37M738K4.08%Q2 202607
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$32M624K3.13%Q2 202608
SC&H Financial Advisors, Inc.
CIK 0001907898
$31M607K4.64%Q1 202609
PHILLIPS FINANCIAL MANAGEMENT, LLC
CIK 0001350660
$26M515K1.89%Q1 202610
Sterling Wealth Management, Inc.
CIK 0002011149
$25M495K6.89%Q1 202611
American Capital Advisory, LLC
CIK 0002018007
$25M484K9.90%Q1 202612
Chicago Partners Investment Group LLC
CIK 0001563525
$21M409K0.46%Q1 202613
Savant Capital, LLC
CIK 0001482880
$21M409K0.10%Q1 202614
Rachor Investment Advisory Services, LLC
CIK 0002008792
$20M392K9.81%Q2 202615
Pillar Financial Advisors, LLC
CIK 0002054958
$20M386K10.26%Q2 202616
Three Arch Wealth Management LLC
CIK 0002109462
$18M363K3.31%Q1 202617
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK 0001767601
$18M350K2.53%Q2 202618
Avestar Capital, LLC
CIK 0001704404
$14M273K0.89%Q1 202619
Foundry Financial LLC
CIK 0002085325
$13M265K4.54%Q2 202620
Onyx Financial Advisors, LLC
CIK 0001957840
$13M254K4.64%Q2 2026
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