DIMENSIONAL ETF TRUST (DCOR)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
233
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+24
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pure Financial Advisors, LLC | $180.0M | 2,195,146 | 2.29% | 11q | -1.7%-$3.1M |
| Bernicke Wealth Management, Ltd. | $162.2M | 1,978,011 | 18.83% | 3q | +1.0%+$1.6M |
| BRIGHTON JONES LLC | $96.4M | 1,176,212 | 1.79% | 11q | -42.4%-$71.1M |
| LRI Investments, LLC | $87.9M | 1,071,907 | 7.07% | 10q | +8.3%+$6.8M |
| Your Advocates Ltd., LLP | $86.0M | 1,048,990 | 24.58% | 11q | -1.3%-$1.2M |
| Quantum Financial Advisors, LLC | $73.4M | 894,764 | 7.26% | 6q | +7.6%+$5.2M |
| Rather & Kittrell, Inc. | $59.5M | 726,297 | 8.32% | 11q | +8.1%+$4.5M |
| Integrated Wealth Concepts LLC | $55.2M | 672,906 | 0.27% | 8q | +97.5%+$27.2M |
| Stratos Investment Management, LLC | $54.5M | 664,264 | 1.97% | 7q | +3.6%+$1.9M |
| Foundations Investment Advisors, LLC | $51.2M | 624,972 | 0.53% | 4q | +5.2%+$2.5M |
| MONOGRAPH WEALTH ADVISORS, LLC | $46.5M | 567,396 | 3.82% | 11q | +9.3%+$4.0M |
| Private Advisor Group, LLC | $44.6M | 544,143 | 0.20% | 9q | -17.3%-$9.4M |
| OneDigital Investment Advisors LLC | $44.3M | 540,704 | 0.37% | 10q | +4.6%+$1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $37.8M | 461,690 | 1.87% | 10q | -3.4%-$1.3M |
| SC&H Financial Advisors, Inc. | $37.1M | 452,203 | 4.92% | 11q | +6.7%+$2.3M |
| KFG WEALTH MANAGEMENT, LLC | $33.4M | 407,966 | 3.78% | 10q | HELD |
| Keyes, Stange & Wooten Wealth Management, LLC | $33.2M | 405,324 | 13.26% | 11q | +6.0%+$1.9M |
| BCO Wealth Management LLC | $33.2M | 405,069 | 18.11% | 7q | +1.7%+$563.1K |
| GREAT OAK CAPITAL PARTNERS, LLC | $33.0M | 400,422 | 7.13% | 11q | +1.4%+$446.7K |
| Hardy Reed LLC | $32.6M | 397,070 | 2.09% | 11q | +13.2%+$3.8M |
| Sageworth Trust Co | $30.5M | 372,379 | 1.20% | 10q | +1.9%+$569.4K |
| BEACON HILL WEALTH MANAGEMENT LTD. | $28.5M | 347,773 | 19.75% | new | FIRST |
| Geneos Wealth Management Inc. | $28.0M | 341,244 | 0.57% | 7q | +3.3%+$897.1K |
| ENVESTNET ASSET MANAGEMENT INC | $27.6M | 336,258 | 0.01% | 12q | +13.8%+$3.4M |
| OSAIC HOLDINGS, INC. | $27.1M | 330,075 | 0.03% | 10q | +72.6%+$11.4M |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $27.0M | 329,785 | 12.60% | 7q | +3.9%+$1.0M |
| Vantage Point Financial LLC | $23.3M | 284,211 | 7.10% | 7q | -5.7%-$1.4M |
| SageOak Financial, LLC | $22.3M | 271,900 | 14.50% | 7q | +0.6%+$139.9K |
| Mariner, LLC | $22.0M | 268,947 | 0.02% | 9q | +13.3%+$2.6M |
| Cypress Point Wealth Management, LLC | $20.5M | 249,842 | 4.17% | 11q | -1.5%-$304.5K |
| Orion Porfolio Solutions, LLC | $19.0M | 231,715 | 0.15% | 12q | +3.4%+$619.4K |
| Altiora Financial Group, LLC | $18.3M | 223,160 | 2.88% | 9q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 211,734 | 0.02% | 11q | +3.0%+$513.6K |
| Amicus Financial Advisors, LLC | $15.9M | 194,121 | 3.91% | 3q | +196.9%+$10.6M |
| Hutchens & Kramer Investment Management Group, LLC | $15.9M | 193,799 | 4.26% | 11q | -2.3%-$368.7K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $14.7M | 178,804 | 10.30% | 3q | +18.1%+$2.2M |
| DecisionPoint Financial, LLC | $13.6M | 166,389 | 2.53% | 11q | +0.5%+$72.1K |
| Heritage Investment Group, Inc. | $13.3M | 162,743 | 1.79% | 7q | -3.3%-$450.3K |
| Essential Planning, LLC. | $13.3M | 162,396 | 3.76% | 8q | +19.1%+$2.1M |
| Farther Finance Advisors, LLC | $12.8M | 155,897 | 0.10% | 10q | HELD |
| Morton Capital Management LLC/CA | $12.6M | 154,034 | 1.73% | 11q | HELD |
| EverSource Wealth Advisors, LLC | $12.6M | 153,132 | 0.42% | 11q | -9.5%-$1.3M |
| HEFFERNAN ADVISORY, INC | $12.4M | 151,842 | 10.42% | 3q | +2.7%+$326.2K |
| B&D White Capital Company, LLC | $11.5M | 140,042 | 1.14% | 5q | HELD |
| Aspen Capital Management, LLC | $10.5M | 128,126 | 2.32% | 6q | +8.7%+$843.2K |
| Truepoint, Inc. | $10.2M | 123,898 | 0.21% | 10q | HELD |
| XY Planning Network, Inc. | $9.8M | 119,331 | 1.23% | 6q | +12.3%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $9.7M | 118,700 | 0.01% | new | NEW |
| Smartleaf Asset Management LLC | $9.5M | 115,935 | 0.31% | 10q | HELD |
| ABLE Financial Group, LLC | $9.3M | 113,387 | 1.56% | 5q | -0.6%-$59.4K |
| Prospect Financial Group LLC | $9.2M | 112,825 | 7.45% | 5q | -0.5%-$50.8K |
| Sageworth Trust Co of South Dakota | $9.1M | 111,540 | 5.64% | 10q | +15.8%+$1.2M |
| BDFS Capital LLC | $9.1M | 111,492 | 3.97% | 3q | +8.7%+$733.1K |
| Keating Financial Advisory Services, Inc. | $8.5M | 103,984 | 1.12% | 3q | +15.2%+$1.1M |
| BIP Wealth, LLC | $8.4M | 102,752 | 0.24% | 8q | +33.9%+$2.1M |
| Elser Financial Planning, Inc | $8.3M | 101,762 | 0.36% | 2q | -1.0%-$82.1K |
| HB Wealth Management, LLC | $8.2M | 100,309 | 0.05% | 6q | -2.3%-$194.6K |
| Archford Capital Strategies, LLC | $8.1M | 99,273 | 0.82% | 7q | +1.5%+$117.7K |
| Kestra Advisory Services, LLC | $7.8M | 95,467 | 0.03% | 11q | +13.4%+$923.7K |
| LPL Financial LLC | $7.7M | 94,386 | 0.00% | 7q | +35.3%+$2.0M |
| Integras Partners LLC | $7.3M | 89,498 | 4.05% | 2q | -0.7%-$48.4K |
| Vise Technologies, Inc. | $7.1M | 86,550 | 0.08% | new | NEW |
| Plancorp, LLC | $7.1M | 86,025 | 0.17% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $6.5M | 79,516 | 0.00% | 5q | +11.7%+$680.4K |
| WorthPointe, LLC | $6.5M | 78,812 | 1.62% | 6q | -10.4%-$749.5K |
| ENTREWEALTH, LLC | $6.4M | 75,440 | 2.37% | 4q | HELD |
| Focus Partners Wealth | $6.3M | 76,913 | 0.01% | 5q | +28.8%+$1.4M |
| Eldridge Investment Advisors, Inc. | $6.3M | 76,428 | 1.24% | 8q | +18.7%+$989.0K |
| GOLDMAN SACHS GROUP INC | $6.2M | 76,235 | 0.00% | new | NEW |
| Selective Wealth Management, Inc. | $6.2M | 76,109 | 1.64% | 3q | +99.3%+$3.1M |
| Capital Investment Advisory Services, LLC | $6.1M | 73,832 | 0.37% | 11q | -3.7%-$235.8K |
| Cyndeo Wealth Partners, LLC | $5.8M | 71,289 | 0.28% | 8q | +6.2%+$339.0K |
| TCI Wealth Advisors, Inc. | $5.8M | 71,170 | 0.25% | 5q | +2.2%+$124.7K |
| Wealth Advisors Northwest LLC | $5.8M | 70,691 | 1.98% | 7q | +26.4%+$1.2M |
| Cerity Partners LLC | $5.8M | 70,633 | 0.01% | 7q | -1.3%-$77.5K |
| Allworth Financial LP | $5.5M | 67,138 | 0.02% | 11q | +8.0%+$409.3K |
| Asset One Wealth Management LLC | $5.4M | 65,306 | 0.57% | 2q | +1.2%+$66.6K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $5.4M | 65,872 | 0.93% | 5q | +29.7%+$1.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $5.3M | 64,941 | 0.06% | new | NEW |
| Wealthspire Advisors, LLC | $5.3M | 64,537 | 0.03% | 8q | -2.8%-$149.6K |
| Beacon Pointe Advisors, LLC | $5.2M | 63,621 | 0.02% | 4q | +52.5%+$1.8M |
| Investment Advisory Group, LLC | $5.0M | 61,020 | 1.09% | 10q | +3.5%+$170.9K |
| Simplicity Wealth,LLC | $4.9M | 59,845 | 0.17% | 3q | +239.2%+$3.5M |
| Alpha Financial Advisors, LLC | $4.7M | 57,371 | 1.23% | 5q | HELD |
| FMB WEALTH MANAGEMENT | $4.6M | 56,412 | 1.70% | 11q | +20.9%+$800.0K |
| CreativeOne Wealth, LLC | $4.5M | 54,940 | 0.10% | 11q | +17.9%+$685.4K |
| Global Retirement Partners, LLC | $4.3M | 51,976 | 0.07% | 5q | +108.1%+$2.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $4.1M | 49,764 | 0.00% | 2q | +102.9%+$2.1M |
| Strathmore Capital Advisors, Inc. | $4.0M | 48,762 | 1.08% | 6q | +6.1%+$230.7K |
| Burton Enright Welch | $3.9M | 47,278 | 0.46% | 5q | -4.7%-$192.2K |
| GeoWealth Management, LLC | $3.8M | 46,780 | 0.12% | 9q | -0.5%-$20.9K |
| TRUIST FINANCIAL CORP | $3.8M | 46,295 | 0.00% | 12q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $3.5M | 42,370 | 0.00% | 3q | +18.8%+$549.2K |
| Outbound Financial Inc | $3.4M | 41,871 | 2.22% | 5q | -2.6%-$91.9K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $3.4M | 40,920 | 0.53% | 11q | +6.4%+$203.0K |
| Modera Wealth Management, LLC | $2.8M | 34,014 | 0.03% | 9q | HELD |
| Mesirow Financial Investment Management, Inc. | $2.8M | 33,901 | 0.04% | 8q | +3.1%+$84.6K |
| Prospera Financial Services Inc | $2.8M | 33,573 | 0.04% | 5q | +12.9%+$314.7K |
| Note Advisors, LLC | $2.7M | 33,347 | 1.19% | 7q | +10.1%+$250.3K |
| NORTHERN TRUST CORP | $2.7M | 33,309 | 0.00% | 7q | +78.2%+$1.2M |
Showing the largest 100 of 244 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 233 | $2.2B | 26,636,802 | 31 | 109 | 45 | 0.0% |
| Q1 2026 | 209 | $1.8B | 25,280,104 | 22 | 111 | 32 | 0.0% |
| Q4 2025 | 195 | $1.6B | 21,442,027 | 21 | 85 | 36 | 0.0% |
| Q3 2025 | 173 | $1.3B | 17,728,809 | 16 | 83 | 32 | 0.0% |
| Q2 2025 | 165 | $1.1B | 16,111,898 | 40 | 72 | 28 | 0.0% |
| Q1 2025 | 129 | $952.2M | 15,503,283 | 18 | 75 | 16 | 0.0% |
| Q4 2024 | 117 | $869.3M | 13,540,796 | 22 | 55 | 14 | 0.0% |
| Q3 2024 | 89 | $509.8M | 8,050,240 | 15 | 50 | 9 | 0.0% |
| Q2 2024 | 79 | $380.5M | 6,392,090 | 15 | 48 | 6 | 0.0% |
| Q1 2024 | 69 | $227.9M | 3,890,353 | 29 | 28 | 5 | 0.0% |
| Q4 2023 | 43 | $163.0M | 3,050,229 | 31 | 2 | 6 | 0.0% |
| Q3 2023 | 10 | $25.4M | 527,297 | 10 | 0 | 0 | 0.0% |