DIMENSIONAL ETF TRUST (DEXC)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
54
Reporting holders
$299.4M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | $116.8M | 1,415,065 | 0.69% | 6q | -20.2%-$29.6M |
| Brown Financial Advisory | $35.5M | 429,629 | 14.82% | 6q | +0.5%+$189.0K |
| ENVESTNET ASSET MANAGEMENT INC | $19.8M | 239,156 | 0.00% | 3q | +556.5%+$16.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.8M | 191,547 | 0.00% | new | NEW |
| Quadcap Wealth Management, LLC | $15.6M | 189,287 | 1.52% | 6q | +5.3%+$783.2K |
| Chicago Partners Investment Group LLC | $12.1M | 159,601 | 0.24% | 6q | +13.5%+$1.4M |
| Prism Advisors, Inc. | $11.4M | 137,678 | 2.76% | 5q | -3.6%-$426.9K |
| HANCOCK WHITNEY CORP | $10.9M | 132,449 | 0.18% | new | NEW |
| Beta Wealth Group, Inc. | $8.0M | 97,439 | 3.02% | 5q | -5.3%-$446.1K |
| GOLDMAN SACHS GROUP INC | $7.5M | 90,922 | 0.00% | new | NEW |
| Strategic Investment Solutions, Inc. /IL | $5.3M | 64,098 | 1.21% | 2q | +530.5%+$4.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $4.7M | 56,393 | 0.00% | 2q | +221.1%+$3.2M |
| Mills Wealth Advisors LLC | $4.6M | 55,643 | 1.45% | 7q | -0.6%-$29.9K |
| Keudell/Morrison Wealth Management | $4.2M | 50,419 | 0.79% | 6q | -76.2%-$13.3M |
| QRG CAPITAL MANAGEMENT, INC. | $3.4M | 41,009 | 0.03% | new | NEW |
| JANE STREET GROUP, LLC | $3.3M | 40,251 | 0.00% | 7q | -10.7%-$396.5K |
| Applied Capital LLC | $3.0M | 35,871 | 0.95% | 4q | -8.3%-$266.9K |
| Index Fund Advisors, Inc. | $2.0M | 23,949 | 0.08% | 5q | -6.4%-$134.7K |
| CITADEL ADVISORS LLC | $1.4M | 17,279 | 0.00% | 4q | -80.5%-$5.9M |
| Hilltop Holdings Inc. | $1.3M | 15,522 | 0.10% | 6q | -18.5%-$291.9K |
| Cerity Partners LLC | $1.1M | 13,330 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $1.0M | 12,163 | 0.01% | 6q | +7.8%+$72.3K |
| FIDUCIARY FINANCIAL GROUP, LLC | $868.7K | 10,515 | 0.10% | 5q | -2.5%-$22.0K |
| Madrid Wealth Management, LLC | $823.5K | 9,968 | 0.54% | 3q | -3.0%-$25.1K |
| Citrine Capital LLC | $774.5K | 9,375 | 0.29% | 4q | HELD |
| SouthState Bank Corp | $751.6K | 9,098 | 0.03% | 5q | HELD |
| Bulwark Capital Corp | $737.0K | 8,921 | 0.41% | 3q | -1.7%-$13.0K |
| RAYMOND JAMES FINANCIAL INC | $676.9K | 8,194 | 0.00% | 3q | +18.7%+$106.8K |
| Beacon Pointe Advisors, LLC | $582.2K | 7,047 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $539.7K | 6,533 | 0.01% | 2q | -40.5%-$366.6K |
| Kane Co Wealth Management, Inc. | $480.0K | 5,810 | 0.36% | 3q | -1.7%-$8.3K |
| Quantinno Capital Management LP | $471.1K | 5,702 | 0.00% | 2q | -4.0%-$19.7K |
| Corus Family Wealth Advisors | $391.7K | 4,742 | 0.27% | 2q | +23.9%+$75.6K |
| Financial Symmetry Inc | $389.2K | 4,711 | 0.13% | 6q | HELD |
| McGrath & Associates, Inc. | $383.8K | 4,646 | 0.50% | new | NEW |
| Focus Partners Wealth | $340.2K | 4,118 | 0.00% | 5q | HELD |
| Financial Security Advisor, Inc. | $307.5K | 3,723 | 0.05% | 3q | HELD |
| Opus Financial Solutions LLC | $306.0K | 3,704 | 0.25% | 3q | -1.8%-$5.5K |
| TCI Wealth Advisors, Inc. | $239.0K | 2,893 | 0.01% | new | NEW |
| Vise Technologies, Inc. | $218.6K | 2,646 | 0.00% | new | NEW |
| Root Financial Partners, LLC | $218.6K | 2,646 | 0.01% | 3q | +124.2%+$121.1K |
| Highland Investment Advisors LLC | $207.1K | 2,507 | 0.09% | new | FIRST |
| BANK OF MONTREAL /CAN/ | $198.9K | 2,408 | 0.00% | 7q | -17.3%-$41.7K |
| DecisionPoint Financial, LLC | $182.0K | 2,285 | 0.03% | 5q | -10.7%-$21.7K |
| Asset Dedication, LLC | $172.3K | 2,086 | 0.01% | 7q | -8.0%-$15.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $93.0K | 1,126 | 0.00% | new | NEW |
| Prudent Man Investment Management, Inc. | $89.3K | 1,475 | 0.03% | 3q | HELD |
| CNB Bank | $87.5K | 1,059 | 0.03% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $85.8K | 1,038 | 0.00% | 4q | -5.6%-$5.1K |
| CARDIFF PARK ADVISORS, LLC | $41.3K | 500 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $31.8K | 385 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $16.5K | 200 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $9.5K | 115 | 0.00% | new | NEW |
| R. W. Roge & Company, Inc. | $7.0K | 84,530 | 2.92% | 6q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.8K | 34 | 0.00% | 4q | -60.9%-$4.4K |
| FLOW TRADERS U.S. LLC | $1.3K | 16,037 | 0.05% | new | NEW |
| CX Institutional | $629 | 7,615 | 0.02% | new | NEW |
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 | 54 | $299.4M | 3,638,910 | 11 | 10 | 22 | 0.0% |
| Q1 2026 | 49 | $238.2M | 3,696,200 | 11 | 16 | 12 | 0.0% |
| Q4 2025 | 39 | $216.6M | 3,569,218 | 7 | 15 | 7 | 0.0% |
| Q3 2025 | 29 | $182.6M | 3,222,492 | 8 | 13 | 4 | 0.0% |
| Q2 2025 | 22 | $175.5M | 3,214,758 | 7 | 12 | 1 | 0.0% |
| Q1 2025 | 14 | $124.8M | 2,617,330 | 7 | 6 | 1 | 0.0% |
| Q4 2024 | 10 | $29.9M | 615,093 | 10 | 0 | 0 | 0.0% |