DIMENSIONAL ETF TRUST (DFEV)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
276
Reporting holders
$1.5B
Reported value
0.0%
Held as options
+20
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 |
|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | $124.6M | 2,920,674 | 0.93% | 15q | +105.0%+$63.8M |
| JONES FINANCIAL COMPANIES LLLP | $120.6M | 2,878,443 | 0.05% | 9q | +40.1%+$34.5M |
| Asset Dedication, LLC | $105.4M | 2,469,715 | 6.63% | 17q | -3.3%-$3.6M |
| Root Financial Partners, LLC | $54.1M | 1,268,143 | 2.10% | 14q | +764.7%+$47.9M |
| Vise Technologies, Inc. | $53.8M | 1,259,797 | 0.61% | 4q | +528.3%+$45.2M |
| Savant Capital, LLC | $43.9M | 1,058,000 | 0.13% | 12q | +545.1%+$37.1M |
| RAYMOND JAMES FINANCIAL INC | $43.7M | 1,025,227 | 0.01% | 7q | +3.8%+$1.6M |
| HighTower Advisors, LLC | $41.7M | 978,026 | 0.04% | 14q | +2.5%+$1.0M |
| B&D White Capital Company, LLC | $34.5M | 807,853 | 3.43% | 3q | +37.5%+$9.4M |
| Beacon Pointe Advisors, LLC | $32.1M | 751,387 | 0.15% | 17q | +24.0%+$6.2M |
| Sensible Money, LLC | $31.9M | 748,053 | 8.46% | 15q | -1.4%-$459.9K |
| FMR LLC | $29.9M | 701,652 | 0.00% | 7q | -4.4%-$1.4M |
| True Wealth Design, LLC | $29.6M | 694,242 | 7.05% | 15q | -1.0%-$300.7K |
| Marquette Asset Management, LLC | $28.7M | 673,678 | 3.69% | 12q | HELD |
| Family Investment Center, Inc. | $25.8M | 604,094 | 4.28% | 11q | +6.1%+$1.5M |
| Evanson Financial, LLC | $24.7M | 579,631 | 1.21% | new | FIRST |
| NorthAvenue LLC | $23.0M | 538,310 | 16.45% | 3q | -2.0%-$462.5K |
| Cambridge Financial Group, LLC | $21.6M | 505,917 | 6.80% | 11q | HELD |
| Index Fund Advisors, Inc. | $21.4M | 501,178 | 0.85% | 15q | +2.6%+$550.9K |
| EAGLE WEALTH STRATEGIES LLC | $20.6M | 483,697 | 7.89% | 6q | -1.0%-$203.4K |
| Alesco Advisors, LLC, An ESL Co | $19.9M | 467,149 | 0.46% | 17q | +4.3%+$824.7K |
| Strata Wealth Advisors, LLC | $19.4M | 455,010 | 4.73% | 10q | +10.5%+$1.8M |
| ROYAL BANK OF CANADA | $15.8M | 370,885 | 0.00% | 15q | +21.4%+$2.8M |
| BANK OF AMERICA CORP /DE/ | $14.8M | 347,527 | 0.00% | 13q | +153.1%+$9.0M |
| EP Wealth Advisors, LLC | $14.6M | 341,314 | 0.06% | 6q | +2033.9%+$13.9M |
| Graves Light Lenhart Wealth, Inc. | $14.5M | 339,406 | 1.35% | 17q | -1.8%-$264.4K |
| Guardian Wealth Management, LLC | $13.8M | 322,338 | 3.86% | 3q | -7.0%-$1.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.3M | 310,644 | 0.01% | 5q | +5234.8%+$13.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $13.2M | 308,779 | 0.01% | 2q | +130.8%+$7.5M |
| AE Wealth Management LLC | $11.8M | 275,843 | 0.05% | 16q | HELD |
| JANE STREET GROUP, LLC | $11.7M | 273,436 | 0.00% | new | NEW |
| Financial Architects, LLC | $11.3M | 264,150 | 5.40% | 11q | -1.5%-$167.9K |
| Blume Capital Management, Inc. | $11.1M | 261,152 | 1.63% | 16q | HELD |
| SPWM Advisors LLC | $11.0M | 274,653 | 10.14% | 3q | +0.8%+$88.1K |
| Cerity Partners LLC | $9.8M | 229,792 | 0.01% | 3q | +1056.0%+$9.0M |
| Vestmark Advisory Solutions, Inc. | $9.7M | 228,087 | 0.09% | 14q | HELD |
| Freedom Investment Management, Inc. | $9.7M | 227,828 | 2.71% | 11q | -11.5%-$1.3M |
| Cordant, Inc. | $8.9M | 208,986 | 3.21% | 17q | HELD |
| Corient Private Wealth LP | $8.9M | 208,936 | 0.01% | 11q | +86.3%+$4.1M |
| Tortoise Investment Management, LLC | $8.5M | 199,815 | 0.64% | 16q | -2.0%-$175.9K |
| Mills Wealth Advisors LLC | $8.3M | 195,432 | 2.63% | 15q | +11.2%+$838.5K |
| DiNuzzo Private Wealth, Inc. | $8.2M | 192,576 | 0.81% | 11q | -6.2%-$545.2K |
| ENVESTNET ASSET MANAGEMENT INC | $8.0M | 187,074 | 0.00% | 17q | +12.0%+$852.5K |
| Apella Capital, LLC | $7.8M | 190,445 | 0.11% | 2q | +3.3%+$250.6K |
| VESTIA PERSONAL WEALTH ADVISORS | $7.7M | 367,532 | 3.01% | 9q | +118.9%+$4.2M |
| Waverly Advisors, LLC | $7.6M | 178,657 | 0.04% | 9q | -4.6%-$369.8K |
| Estate Counselors, LLC | $7.5M | 175,090 | 0.64% | 4q | -4.6%-$357.8K |
| Sterling Financial Planning, Inc. | $7.4M | 173,234 | 2.01% | 16q | -2.1%-$159.8K |
| United Wealth Management, LLC | $6.9M | 161,153 | 1.55% | 7q | -0.8%-$54.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.5M | 152,178 | 0.05% | 4q | -3.9%-$263.5K |
| Breakwater Capital Group | $6.4M | 149,813 | 0.77% | 15q | -2.9%-$191.2K |
| Timonier Family Office, LTD. | $6.4M | 148,895 | 1.79% | 6q | -1.0%-$67.1K |
| SAX WEALTH ADVISORS, LLC | $6.3M | 176,662 | 0.26% | 7q | +44.7%+$2.0M |
| Steward Partners Investment Advisory, LLC | $6.2M | 145,847 | 0.03% | 16q | +30.8%+$1.5M |
| Creative Planning | $6.1M | 143,196 | 0.00% | 4q | +2.3%+$138.8K |
| Integrity Advisory Solutions, LLC | $6.1M | 142,291 | 0.62% | 4q | +3.5%+$206.9K |
| Versant Capital Management, Inc | $5.9M | 138,902 | 0.53% | 12q | +76.9%+$2.6M |
| TRUIST FINANCIAL CORP | $5.9M | 137,162 | 0.01% | 13q | +12.8%+$665.5K |
| Farther Finance Advisors, LLC | $5.6M | 131,189 | 0.04% | 14q | +4.5%+$241.7K |
| MISSION WEALTH MANAGEMENT, LP | $5.4M | 127,114 | 0.07% | new | NEW |
| MARYLAND CAPITAL ADVISORS INC. | $5.3M | 125,110 | 1.71% | 16q | -6.1%-$345.9K |
| Focus Partners Advisor Solutions, LLC | $5.3M | 124,971 | 0.05% | 6q | +348.3%+$4.1M |
| Integrated Wealth Concepts LLC | $5.2M | 121,736 | 0.03% | 11q | +81.6%+$2.3M |
| McCartney Wealth Management LLC | $5.1M | 119,413 | 3.86% | 3q | +2.3%+$114.3K |
| DRAVO BAY LLC | $5.1M | 119,393 | 1.76% | 8q | +5.7%+$274.9K |
| Baird Financial Group, Inc. | $5.0M | 116,550 | 0.01% | 6q | +4.0%+$193.5K |
| EQ WEALTH ADVISORS, LLC | $4.9M | 114,988 | 2.70% | 7q | -1.6%-$80.0K |
| OneDigital Investment Advisors LLC | $4.8M | 111,781 | 0.04% | 11q | +9.8%+$425.8K |
| United Asset Strategies, Inc. | $4.6M | 108,298 | 0.33% | 2q | +58.5%+$1.7M |
| INTEGRITY ALLIANCE, LLC. | $4.4M | 102,048 | 0.14% | 6q | -8.0%-$379.8K |
| White Wing Wealth Management | $4.2M | 98,866 | 2.20% | 10q | -2.5%-$106.3K |
| Composition Wealth, LLC | $4.2M | 98,525 | 0.05% | 4q | -4.0%-$177.3K |
| Wealth Advisors Northwest LLC | $4.1M | 95,185 | 1.39% | 7q | +3.2%+$125.3K |
| Chicago Partners Investment Group LLC | $4.1M | 99,932 | 0.08% | 16q | +5.6%+$215.6K |
| Pathstone Holdings, LLC | $4.0M | 92,673 | 0.01% | 11q | -3.2%-$131.9K |
| NewEdge Advisors, LLC | $3.8M | 89,928 | 0.01% | new | NEW |
| Verum Partners LLC | $3.8M | 88,972 | 0.57% | 15q | HELD |
| Golden Bell Financial Planning LLC | $3.7M | 86,555 | 2.72% | 7q | +1.5%+$53.8K |
| Astra Wealth Partners LLC | $3.7M | 86,449 | 1.96% | 7q | -0.7%-$24.7K |
| Foundry Financial LLC | $3.6M | 83,616 | 1.20% | 3q | +7.9%+$260.7K |
| Glass Jacobson Investment Advisors llc | $3.6M | 83,399 | 1.11% | 14q | +2.9%+$101.4K |
| LAM GROUP, INC. | $3.5M | 82,260 | 1.74% | 15q | HELD |
| Brookstone Capital Management | $3.3M | 78,500 | 0.03% | 4q | +745.4%+$3.0M |
| OSAIC HOLDINGS, INC. | $3.1M | 72,963 | 0.00% | 17q | +126.1%+$1.7M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $3.1M | 72,816 | 0.59% | 13q | -2.5%-$80.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 67,229 | 0.00% | 13q | +2.3%+$64.6K |
| Viaable, LLC | $2.8M | 67,231 | 2.32% | new | FIRST |
| Main Street Financial Solutions, LLC | $2.7M | 64,445 | 0.18% | 7q | -5.4%-$156.2K |
| Sequoia Financial Advisors, LLC | $2.6M | 61,518 | 0.01% | 14q | HELD |
| Parkshore Wealth Management, Inc. | $2.6M | 60,796 | 0.75% | 4q | +22.7%+$479.3K |
| NORTHERN TRUST CORP | $2.6M | 60,790 | 0.00% | new | NEW |
| ARK & TLK INVESTMENTS, LLC | $2.5M | 59,470 | 0.63% | 5q | +7.3%+$172.1K |
| JPMORGAN CHASE & CO | $2.5M | 58,295 | 0.00% | 15q | +1.9%+$46.8K |
| McGrath & Associates, Inc. | $2.4M | 56,926 | 3.16% | 7q | +2.3%+$54.5K |
| Abel Hall, LLC | $2.4M | 56,567 | 0.42% | 11q | +1.8%+$42.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.3M | 52,921 | 0.00% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $2.2M | 52,549 | 0.00% | 6q | -31.5%-$1.0M |
| CITADEL ADVISORS LLC | $2.2M | 52,533 | 0.00% | new | NEW |
| Squire Investment Management Company, LLC | $2.2M | 52,422 | 0.54% | new | NEW |
| CARDIFF PARK ADVISORS, LLC | $2.2M | 51,814 | 0.17% | 17q | +2.0%+$43.7K |
Showing the largest 100 of 289 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 | 276 | $1.5B | 36,595,372 | 34 | 110 | 73 | 0.0% |
| Q1 2026 | 256 | $1.1B | 29,627,945 | 34 | 100 | 62 | 0.0% |
| Q4 2025 | 238 | $905.0M | 26,920,856 | 20 | 90 | 65 | 0.0% |
| Q3 2025 | 215 | $801.2M | 25,145,048 | 29 | 95 | 47 | 0.0% |
| Q2 2025 | 193 | $707.1M | 23,577,767 | 19 | 78 | 60 | 0.0% |
| Q1 2025 | 181 | $696.5M | 25,753,556 | 23 | 81 | 38 | 0.0% |
| Q4 2024 | 170 | $520.6M | 19,862,954 | 16 | 72 | 30 | 0.0% |
| Q3 2024 | 145 | $508.5M | 17,868,240 | 12 | 80 | 25 | 0.0% |
| Q2 2024 | 137 | $434.2M | 15,791,544 | 15 | 68 | 25 | 0.0% |
| Q1 2024 | 120 | $313.1M | 12,049,223 | 9 | 61 | 27 | 0.0% |
| Q4 2023 | 116 | $326.6M | 12,978,784 | 19 | 53 | 19 | 0.0% |
| Q3 2023 | 95 | $237.0M | 10,017,014 | 10 | 57 | 16 | 0.0% |
| Q2 2023 | 92 | $242.0M | 9,926,997 | 12 | 52 | 15 | 0.0% |
| Q1 2023 | 84 | $208.3M | 8,907,312 | 22 | 42 | 8 | 0.0% |
| Q4 2022 | 62 | $177.7M | 7,856,349 | 17 | 25 | 4 | 0.0% |
| Q3 2022 | 42 | $73.5M | 3,569,900 | 18 | 16 | 5 | 0.0% |
| Q2 2022 | 26 | $53.8M | 2,304,952 | 25 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $2.0K | 68 | 1 | 0 | 0 | 0.0% |