DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

DUSB

DIMENSIONAL ETF TRUST

201 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 25434V591·201 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 8.5%

vs prior quarter

13F value held

$762M

45.0% inst. owned

of float

Holders

201

-125 QoQ

filers reporting

Activity

+58 / −79

+911 added · −829 reduced

this quarter

Concentration

23.63%

Planning Center, Inc. #1

top holder share

AI Holders Summary · Q1 2026

201 institutions reported DUSB in Q1 2026. Planning Center, Inc. leads at 23.6% of the visible book. -125 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Planning Center, Inc.

$180M3.6M18.25%Q1 2026 02

Prudent Man Investment Management, Inc.

$81M1.6M27.22%Q1 2026 03

Root Financial Partners, LLC

$77M1.5M3.55%Q1 2026 04

Vise Technologies, Inc.

$59M1.2M1.16%Q1 2026 05

Financial Plan, Inc.

$41M818K4.45%Q1 2026 06

SJS Investment Consulting Inc.

$37M738K4.57%Q1 2026 07

SC&H Financial Advisors, Inc.

$31M607K4.64%Q1 2026 08

DiNuzzo Private Wealth, Inc.

$29M568K3.10%Q1 2026 09

PHILLIPS FINANCIAL MANAGEMENT, LLC

$26M515K1.89%Q1 2026 10

Sterling Wealth Management, Inc.

$25M495K6.89%Q1 2026 11

American Capital Advisory, LLC

$25M484K9.90%Q1 2026 12

Chicago Partners Investment Group LLC

$21M409K0.46%Q1 2026 13

Savant Capital, LLC

$21M409K0.10%Q1 2026 14

Rachor Investment Advisory Services, LLC

$19M384K10.23%Q1 2026 15

Three Arch Wealth Management LLC

$18M363K3.31%Q1 2026 16

Pillar Financial Advisors, LLC

$17M340K10.08%Q1 2026 17

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

$17M328K2.62%Q1 2026 18

Avestar Capital, LLC

$14M273K0.89%Q1 2026 19

Foundry Financial LLC

$12M241K5.17%Q1 2026 20

$12M239K0.01%Q1 2026

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