DIMENSIONAL ETF TRUST (DFEM)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
575
Reporting holders
$7.8B
Reported value
0.0%
Held as options
+35
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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | $640.8M | 15,767,639 | 8.23% | 17q | -3.9%-$25.9M |
| Focus Partners Wealth | $402.3M | 9,899,602 | 0.41% | 8q | +9.8%+$36.0M |
| Focus Partners Advisor Solutions, LLC | $358.6M | 8,824,359 | 3.04% | 16q | +14.6%+$45.6M |
| Sequoia Financial Advisors, LLC | $215.4M | 5,299,151 | 1.07% | 15q | -0.9%-$1.9M |
| Truepoint, Inc. | $201.7M | 4,964,110 | 4.21% | 16q | -6.1%-$13.1M |
| Corient Private Wealth LP | $190.3M | 4,682,678 | 0.12% | 15q | -33.4%-$95.6M |
| Savant Capital, LLC | $177.8M | 4,375,866 | 0.52% | 15q | +3.5%+$6.0M |
| HBK Sorce Advisory LLC | $131.2M | 3,354,929 | 2.49% | 11q | +3.2%+$4.1M |
| Forvis Mazars Wealth Advisors, LLC | $130.5M | 3,210,847 | 2.18% | 16q | +3.9%+$4.9M |
| HighTower Advisors, LLC | $129.7M | 3,192,252 | 0.13% | 17q | -0.9%-$1.1M |
| Parcion Private Wealth LLC | $105.8M | 2,602,795 | 5.87% | 13q | -2.8%-$3.1M |
| Asset Dedication, LLC | $100.1M | 2,462,535 | 6.30% | 17q | -0.9%-$874.2K |
| JMG Financial Group, Ltd. | $94.8M | 2,333,403 | 2.29% | 15q | +0.9%+$863.3K |
| MASECO LLP | $93.8M | 2,307,093 | 2.64% | 5q | +2.7%+$2.5M |
| Greenspring Advisors, LLC | $92.5M | 2,275,109 | 5.12% | 15q | -1.7%-$1.6M |
| LPL Financial LLC | $92.1M | 2,265,466 | 0.02% | 14q | +10.2%+$8.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $87.8M | 2,160,207 | 0.05% | 12q | +104.9%+$44.9M |
| Rockwood Wealth Management, LLC | $87.7M | 2,156,982 | 5.54% | 17q | -4.3%-$4.0M |
| RW Investment Management LLC | $79.4M | 1,953,688 | 6.97% | 14q | -1.0%-$778.9K |
| AWM CAPITAL, LLC | $77.5M | 1,907,601 | 6.21% | 16q | +5.6%+$4.1M |
| BANK OF MONTREAL /CAN/ | $72.9M | 1,792,948 | 0.02% | 15q | +3.2%+$2.3M |
| Beacon Pointe Advisors, LLC | $72.2M | 1,777,623 | 0.34% | 15q | +1.8%+$1.3M |
| Apella Capital, LLC | $65.3M | 1,666,664 | 0.92% | 14q | +0.6%+$371.7K |
| Sageworth Trust Co | $64.0M | 1,575,383 | 2.52% | 15q | -4.5%-$3.0M |
| Symmetry Partners, LLC | $60.5M | 1,487,895 | 3.08% | 8q | +1.0%+$626.5K |
| Mariner, LLC | $60.0M | 1,476,229 | 0.06% | 16q | +9.9%+$5.4M |
| ENVESTNET ASSET MANAGEMENT INC | $59.7M | 1,467,866 | 0.01% | 15q | -1.8%-$1.1M |
| Hill Investment Group Partners, LLC | $56.5M | 1,389,339 | 5.76% | 17q | -3.4%-$2.0M |
| EnRich Financial Partners LLC | $48.8M | 1,201,493 | 11.60% | 11q | -5.6%-$2.9M |
| BRIGHTON JONES LLC | $47.1M | 1,160,159 | 0.88% | 16q | -48.5%-$44.5M |
| Plancorp, LLC | $46.0M | 1,191,181 | 1.12% | 6q | +8.2%+$3.5M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $45.4M | 1,118,058 | 3.05% | 15q | +5.3%+$2.3M |
| OneDigital Investment Advisors LLC | $45.3M | 1,114,346 | 0.38% | 13q | +3.1%+$1.3M |
| Burton Enright Welch | $43.6M | 1,073,188 | 5.12% | 17q | +4.0%+$1.7M |
| Elser Financial Planning, Inc | $42.2M | 1,038,515 | 1.83% | 2q | -0.5%-$222.5K |
| Oakwell Private Wealth Management, LLC | $42.1M | 1,036,887 | 6.99% | 14q | -7.3%-$3.3M |
| GREAT OAK CAPITAL PARTNERS, LLC | $42.0M | 1,087,715 | 9.09% | 11q | -1.3%-$563.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $41.9M | 1,030,632 | 3.07% | 16q | -7.0%-$3.1M |
| Rather & Kittrell, Inc. | $41.5M | 1,021,198 | 5.80% | 16q | -0.9%-$375.1K |
| Rockbridge Investment Management, LCC | $40.0M | 985,390 | 3.25% | 17q | +4.7%+$1.8M |
| Seaside Wealth Management, Inc. | $38.9M | 957,955 | 9.62% | 13q | -0.8%-$294.2K |
| Kooman & Associates | $38.8M | 954,934 | 10.42% | 15q | -4.5%-$1.8M |
| NORTHERN TRUST CORP | $38.8M | 953,835 | 0.00% | 5q | +1558.0%+$36.4M |
| OLD MISSION CAPITAL LLC | $38.5M | 947,716 | 0.61% | 6q | +117.4%+$20.8M |
| MONOGRAPH WEALTH ADVISORS, LLC | $37.1M | 912,431 | 3.04% | 16q | +1.1%+$410.3K |
| Leading Edge Financial Planning LLC | $36.9M | 908,460 | 6.57% | 15q | +4.6%+$1.6M |
| Your Advocates Ltd., LLP | $34.0M | 837,466 | 9.73% | 14q | -4.5%-$1.6M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $33.2M | 817,938 | 2.37% | 3q | -9.7%-$3.6M |
| Vestmark Advisory Solutions, Inc. | $32.0M | 787,822 | 0.30% | 14q | -21.2%-$8.6M |
| BANK OF AMERICA CORP /DE/ | $31.9M | 785,076 | 0.00% | 14q | -2.4%-$781.3K |
| Curated Wealth Partners LLC | $31.4M | 3,276,399 | 1.92% | new | NEW |
| Financial Plan, Inc. | $31.0M | 763,903 | 2.95% | 3q | +4.6%+$1.4M |
| Sensible Money, LLC | $30.5M | 751,422 | 8.10% | 15q | HELD |
| Peterson Wealth Advisors, LLC | $29.3M | 721,033 | 3.46% | 9q | +3.0%+$844.7K |
| DiNuzzo Private Wealth, Inc. | $29.1M | 716,843 | 2.88% | 11q | -3.2%-$949.1K |
| Stratos Investment Management, LLC | $28.9M | 711,907 | 1.05% | 10q | -0.7%-$212.5K |
| Syverson Strege & Co | $28.8M | 709,279 | 6.28% | 17q | -5.1%-$1.5M |
| AdvisorNet Financial, Inc | $28.5M | 700,959 | 1.30% | 16q | +1.8%+$511.0K |
| Financial Engines Advisors L.L.C. | $27.9M | 685,305 | 0.05% | 10q | +4.8%+$1.3M |
| RS CRUM INC. | $27.2M | 669,821 | 5.10% | 16q | -1.2%-$342.3K |
| KEB ASSET MANAGEMENT, LLC | $26.4M | 649,273 | 4.27% | 16q | +10.1%+$2.4M |
| Integris Wealth Management, LLC | $26.2M | 644,883 | 5.29% | 12q | -4.7%-$1.3M |
| Tencap Wealth Coaching, LLC | $26.1M | 640,307 | 8.26% | 3q | +6.7%+$1.6M |
| Eaton-Cambridge Inc. | $26.0M | 638,713 | 7.30% | 11q | -2.6%-$687.0K |
| CHOREO, LLC | $25.7M | 632,244 | 0.28% | 2q | +3923.7%+$25.1M |
| Miramar Fiduciary Corp | $24.8M | 610,769 | 24.54% | 11q | -32.3%-$11.9M |
| GOLDMAN SACHS GROUP INC | $24.7M | 608,711 | 0.00% | 2q | +129.5%+$14.0M |
| RFG Advisory, LLC | $24.5M | 602,160 | 0.38% | 14q | -5.6%-$1.5M |
| Evanson Financial, LLC | $24.4M | 599,751 | 1.19% | new | FIRST |
| COMMONWEALTH EQUITY SERVICES, LLC | $24.2M | 594,664 | 0.03% | 17q | -0.6%-$152.4K |
| Pinnacle Financial Group, LLC / IL | $24.0M | 591,602 | 5.87% | 17q | +1.9%+$454.6K |
| Integrated Wealth Concepts LLC | $24.0M | 590,374 | 0.12% | 9q | +119.6%+$13.1M |
| Stordahl Capital Management, Inc. | $23.6M | 579,855 | 4.32% | 17q | -5.7%-$1.4M |
| Heritage Investment Group, Inc. | $23.2M | 571,797 | 3.12% | 13q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.2M | 571,292 | 0.01% | 11q | +151.3%+$14.0M |
| Woodward Financial Advisors, Inc. | $22.9M | 563,555 | 7.66% | new | FIRST |
| Emprise Bank | $22.8M | 561,470 | 8.40% | 10q | +3.1%+$687.0K |
| Aspen Capital Management, LLC | $22.7M | 557,707 | 5.00% | 6q | +4.4%+$948.4K |
| Creative Planning | $22.5M | 553,746 | 0.01% | 11q | +2.4%+$528.2K |
| Discipline Wealth Solutions, LLC | $22.5M | 553,073 | 1.96% | 11q | +17.0%+$3.3M |
| Private Wealth Management Group, LLC | $22.4M | 550,557 | 5.19% | 11q | -1.9%-$441.0K |
| Cambridge Financial Group, LLC | $22.1M | 544,360 | 6.97% | 11q | +0.5%+$110.8K |
| Concurrent Investment Advisors, LLC | $21.5M | 529,512 | 0.18% | 2q | +4.4%+$897.7K |
| CAPSTONE CAPITAL LLC | $21.2M | 522,387 | 12.13% | 11q | HELD |
| Henrickson Nauta Wealth Advisors, Inc. | $20.9M | 515,022 | 5.10% | 17q | +3.9%+$778.9K |
| Ballentine Capital Advisors, Inc | $20.9M | 514,824 | 7.88% | 11q | -5.3%-$1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | $20.5M | 503,491 | 3.21% | 12q | HELD |
| Versant Capital Management, Inc | $20.4M | 501,593 | 1.83% | 13q | +63.6%+$7.9M |
| SACHEM HILL LLC | $20.1M | 495,103 | 3.58% | 15q | -3.8%-$802.4K |
| Squire Investment Management Company, LLC | $19.9M | 488,613 | 4.78% | 11q | +1.7%+$324.1K |
| Arax Advisory Partners | $19.5M | 478,612 | 0.13% | 3q | -10.7%-$2.3M |
| Flagstone Financial Management | $19.4M | 477,389 | 4.34% | 14q | -2.1%-$422.5K |
| Kondo Wealth Advisors, Inc. | $18.9M | 464,509 | 6.31% | 7q | +1.3%+$233.7K |
| DecisionPoint Financial, LLC | $18.9M | 474,963 | 3.49% | 13q | +8.8%+$1.5M |
| Equita Financial Network, Inc. | $18.9M | 463,928 | 5.23% | 12q | HELD |
| Peirce Capital Management, LLC | $18.7M | 459,338 | 6.84% | 11q | -3.7%-$719.1K |
| Straight Path Wealth Management | $18.3M | 451,026 | 4.28% | 17q | -1.7%-$322.1K |
| Financial Planning Navigators CORP | $18.3M | 450,591 | 6.85% | 3q | -6.1%-$1.2M |
| Planning Center, Inc. | $18.3M | 450,063 | 1.73% | 15q | -6.6%-$1.3M |
| CARDIFF PARK ADVISORS, LLC | $18.2M | 447,960 | 1.41% | 17q | +5.8%+$1.0M |
Showing the largest 100 of 594 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 | 575 | $7.8B | 195,304,786 | 51 | 237 | 189 | 0.0% |
| Q1 2026 | 540 | $6.6B | 189,276,481 | 52 | 258 | 132 | 0.0% |
| Q4 2025 | 508 | $6.1B | 184,832,517 | 34 | 249 | 111 | 0.0% |
| Q3 2025 | 455 | $5.2B | 161,116,258 | 37 | 243 | 104 | 0.0% |
| Q2 2025 | 430 | $4.6B | 154,905,685 | 38 | 210 | 121 | 0.0% |
| Q1 2025 | 407 | $3.9B | 149,335,999 | 34 | 239 | 76 | 0.0% |
| Q4 2024 | 384 | $3.8B | 144,434,572 | 28 | 207 | 50 | 0.0% |
| Q3 2024 | 314 | $3.5B | 123,723,491 | 26 | 194 | 53 | 0.0% |
| Q2 2024 | 292 | $3.1B | 115,568,761 | 25 | 175 | 46 | 0.0% |
| Q1 2024 | 275 | $2.7B | 107,027,003 | 20 | 180 | 49 | 0.0% |
| Q4 2023 | 263 | $2.3B | 93,283,698 | 20 | 150 | 29 | 0.0% |
| Q3 2023 | 217 | $1.6B | 68,163,889 | 27 | 140 | 22 | 0.0% |
| Q2 2023 | 197 | $1.4B | 59,090,408 | 25 | 118 | 31 | 0.0% |
| Q1 2023 | 176 | $1.1B | 47,043,573 | 29 | 104 | 14 | 0.0% |
| Q4 2022 | 142 | $756.1M | 33,628,521 | 45 | 58 | 10 | 0.0% |
| Q3 2022 | 90 | $425.5M | 20,748,899 | 43 | 35 | 8 | 0.0% |
| Q2 2022 | 49 | $254.9M | 10,708,138 | 48 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $2.0K | 67 | 1 | 0 | 0 | 0.0% |