DIMENSIONAL ETF TRUST (DFIP)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
161
Reporting holders
$789.4M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Matson Money. Inc. | $169.9M | 4,102,699 | 4.73% | 9q | +5.6%+$9.0M |
| Beacon Pointe Advisors, LLC | $48.8M | 1,182,158 | 0.23% | 4q | +4.2%+$2.0M |
| Planning Center, Inc. | $44.8M | 1,085,533 | 4.23% | 9q | +2.5%+$1.1M |
| Hill Investment Group Partners, LLC | $31.7M | 769,537 | 3.24% | 18q | -2.7%-$894.7K |
| PINNEY & SCOFIELD, INC. | $25.4M | 615,557 | 12.42% | 7q | +9.0%+$2.1M |
| Rather & Kittrell, Inc. | $24.2M | 586,834 | 3.38% | 17q | +10.0%+$2.2M |
| Leading Edge Financial Planning LLC | $24.0M | 580,584 | 4.27% | 15q | +12.7%+$2.7M |
| Fortitude Family Office, LLC | $22.4M | 543,933 | 4.35% | 7q | +7.9%+$1.6M |
| Geometric Wealth Advisors | $21.9M | 531,015 | 2.37% | 11q | +3.8%+$802.5K |
| Stratos Investment Management, LLC | $20.2M | 490,315 | 0.73% | 10q | +5.2%+$1.0M |
| Physician Wealth Solutions Inc. | $19.1M | 462,726 | 7.24% | 11q | +8.1%+$1.4M |
| Level Financial Advisors | $15.0M | 362,625 | 3.34% | 14q | +5.8%+$825.7K |
| SCRATCH CAPITAL LLC | $14.4M | 350,137 | 7.17% | 7q | HELD |
| Core Wealth Management, Inc. | $13.0M | 315,342 | 3.66% | 15q | +24.3%+$2.5M |
| Yardley Wealth Management LLC | $13.0M | 315,060 | 5.90% | 8q | +9.3%+$1.1M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $12.8M | 310,187 | 1.82% | 17q | +1.7%+$208.1K |
| KFG WEALTH MANAGEMENT, LLC | $10.9M | 264,903 | 1.23% | 10q | +3.9%+$406.7K |
| Savant Capital, LLC | $10.9M | 263,878 | 0.03% | 3q | +9.9%+$975.4K |
| New Dimensions Wealth Management, LLC | $10.6M | 256,742 | 8.00% | 6q | +9.1%+$885.6K |
| Five Oceans Advisors | $10.5M | 254,425 | 3.37% | 19q | HELD |
| MONOGRAPH WEALTH ADVISORS, LLC | $9.8M | 237,163 | 0.80% | 11q | +1.6%+$156.3K |
| Apella Capital, LLC | $9.6M | 233,025 | 0.14% | 13q | +2.5%+$231.2K |
| Financial Plan, Inc. | $9.5M | 231,318 | 0.91% | 3q | +19.6%+$1.6M |
| Heirloom Wealth Management | $7.8M | 188,774 | 1.13% | 11q | -1.8%-$141.9K |
| Austin Wealth Management, LLC | $7.5M | 181,479 | 1.58% | 12q | +1.0%+$72.8K |
| Sterling Financial Planning, Inc. | $7.4M | 179,710 | 2.02% | 17q | +5.2%+$369.7K |
| ENVESTNET ASSET MANAGEMENT INC | $6.7M | 162,472 | 0.00% | 13q | +18.6%+$1.1M |
| Vestment Financial LLC | $6.6M | 159,371 | 2.94% | 7q | +0.5%+$34.0K |
| Forum Financial Management, LP | $6.0M | 146,508 | 0.08% | 19q | -10.3%-$695.2K |
| GOLDMAN SACHS GROUP INC | $6.0M | 146,317 | 0.00% | 8q | +24.2%+$1.2M |
| Foundry Financial LLC | $5.7M | 138,594 | 1.93% | 3q | +16.0%+$788.6K |
| BCU Wealth Advisors, LLC | $5.3M | 127,636 | 1.75% | 11q | +10.0%+$480.0K |
| Merit Financial Group, LLC | $5.2M | 126,778 | 0.02% | 2q | +160.4%+$3.2M |
| Henrickson Nauta Wealth Advisors, Inc. | $5.2M | 125,241 | 1.26% | 15q | +13.6%+$619.2K |
| Ares Financial Consulting, LLC | $4.5M | 108,404 | 3.21% | 3q | +3.7%+$160.7K |
| McCartney Wealth Management LLC | $4.4M | 106,130 | 3.32% | 3q | +6.1%+$252.4K |
| Wealthspire Advisors, LLC | $4.1M | 100,344 | 0.02% | new | NEW |
| Porter White Investment Advisors, Inc. | $4.0M | 97,595 | 1.55% | 10q | +3.6%+$138.1K |
| AWM CAPITAL, LLC | $4.0M | 97,231 | 0.32% | 19q | +16.0%+$552.4K |
| Farther Finance Advisors, LLC | $4.0M | 96,227 | 0.03% | 5q | +12.5%+$441.5K |
| Grove Street Fiduciary, LLC | $3.8M | 92,861 | 1.62% | 7q | HELD |
| ENTREWEALTH, LLC | $3.8M | 92,575 | 1.39% | 7q | +13.9%+$458.3K |
| Altiora Financial Group, LLC | $3.3M | 78,994 | 0.51% | 11q | +0.5%+$16.4K |
| City State Bank | $3.2M | 77,711 | 0.73% | 7q | +28.3%+$707.3K |
| Amicus Financial Advisors, LLC | $3.2M | 77,154 | 0.78% | 3q | +38.2%+$879.4K |
| ASSETMARK, INC | $3.2M | 76,723 | 0.01% | 5q | +8.6%+$250.0K |
| BRIGHTON JONES LLC | $3.1M | 74,292 | 0.06% | 2q | +1335.3%+$2.9M |
| Balanced Rock Investment Advisors LLC | $2.8M | 69,050 | 1.78% | 5q | +12.2%+$309.3K |
| MB Generational Wealth, LLC | $2.7M | 65,950 | 1.33% | 5q | +19.7%+$448.6K |
| CFS Investment Advisory Services, LLC | $2.4M | 57,729 | 0.16% | 16q | +2.0%+$47.6K |
| CITADEL ADVISORS LLC | $2.3M | 56,616 | 0.00% | new | NEW |
| NWAM LLC | $2.3M | 56,035 | 0.12% | 8q | +6.8%+$147.0K |
| TCP Asset Management, LLC | $2.3M | 55,207 | 0.26% | 15q | +18.0%+$346.9K |
| Onyx Financial Advisors, LLC | $2.2M | 54,231 | 0.81% | 10q | HELD |
| CreativeOne Wealth, LLC | $2.2M | 52,375 | 0.05% | 8q | +57.3%+$787.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 52,083 | 0.00% | 16q | +9.1%+$179.2K |
| LPL Financial LLC | $2.0M | 47,530 | 0.00% | 15q | +78.0%+$859.1K |
| Equitable Holdings, Inc. | $1.8M | 43,151 | 0.01% | 11q | +12.2%+$192.9K |
| TRUIST FINANCIAL CORP | $1.7M | 42,361 | 0.00% | 8q | +5.5%+$90.8K |
| XY Planning Network, Inc. | $1.7M | 40,592 | 0.21% | 7q | +34.3%+$427.9K |
| Saxony Capital Management, LLC | $1.7M | 40,339 | 0.76% | 11q | +208.5%+$1.1M |
| VESTIA PERSONAL WEALTH ADVISORS | $1.6M | 39,739 | 0.64% | 9q | +24.8%+$325.9K |
| Shearwater Capital LLC | $1.6M | 39,646 | 0.78% | 19q | -6.8%-$119.4K |
| Focus Partners Advisor Solutions, LLC | $1.5M | 36,068 | 0.01% | 8q | +8.8%+$119.8K |
| FMB WEALTH MANAGEMENT | $1.5M | 35,756 | 0.54% | 11q | +13.2%+$171.9K |
| Larson Financial Group LLC | $1.5M | 35,672 | 0.04% | 19q | -58.6%-$2.1M |
| Creative Planning | $1.4M | 34,682 | 0.00% | 2q | -6.2%-$95.0K |
| Centennial Bank/AR/ | $1.4M | 33,892 | 0.45% | 10q | +1.5%+$21.1K |
| SageView Advisory Group, LLC | $1.4M | 33,648 | 0.05% | 15q | -8.1%-$122.6K |
| Focus Partners Wealth | $1.3M | 31,167 | 0.00% | 4q | +11.0%+$127.2K |
| Samalin Investment Counsel, LLC | $1.3M | 30,470 | 0.39% | 16q | +2.9%+$35.4K |
| Krilogy Financial LLC | $1.2M | 29,022 | 0.04% | 15q | -79.9%-$4.8M |
| Tortoise Investment Management, LLC | $1.2M | 28,642 | 0.09% | 16q | +6.3%+$70.1K |
| Modera Wealth Management, LLC | $1.1M | 27,733 | 0.01% | 7q | +116.1%+$614.7K |
| Klingman & Associates, LLC | $1.1M | 26,685 | 0.05% | 16q | HELD |
| Allworth Financial LP | $1.1M | 25,730 | 0.00% | 9q | -1.3%-$13.8K |
| CPA Asset Management Group, LLC | $1.0M | 24,935 | 0.30% | 15q | -83.1%-$5.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 24,667 | 0.00% | 12q | +1.4%+$14.3K |
| Kane Co Wealth Management, Inc. | $922.7K | 22,366 | 0.70% | 3q | +51.7%+$314.4K |
| Tower Research Capital LLC (TRC) | $883.7K | 21,421 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $863.3K | 20,926 | 0.00% | 2q | +101.4%+$434.7K |
| Plan Group Financial, LLC | $846.9K | 20,528 | 0.17% | 13q | -16.1%-$162.7K |
| SeedSafe Financial LLC | $809.1K | 19,613 | 0.58% | 3q | -1.5%-$12.5K |
| Essential Planning, LLC. | $790.6K | 19,164 | 0.22% | 3q | +31.5%+$189.4K |
| Meritas Wealth Management, LLC | $764.0K | 18,520 | 0.30% | 5q | +146.4%+$454.0K |
| Foster Group, Inc. | $746.5K | 18,094 | 0.02% | 10q | HELD |
| ROYAL BANK OF CANADA | $698.0K | 16,908 | 0.00% | 15q | -64.8%-$1.3M |
| Aspire Private Capital, LLC | $691.0K | 16,749 | 0.14% | 13q | +44.9%+$214.1K |
| Visionary Horizons, LLC | $672.2K | 16,294 | 0.28% | 11q | +1.5%+$10.1K |
| NORTHWEST WEALTH MANAGEMENT, LLC | $671.0K | 16,264 | 0.09% | 17q | -1.5%-$9.9K |
| CITIGROUP INC | $641.7K | 15,554 | 0.00% | 8q | +17.9%+$97.4K |
| Greenspring Advisors, LLC | $628.4K | 15,232 | 0.03% | 3q | -7.4%-$50.3K |
| CURIO WEALTH, LLC | $594.3K | 14,406 | 0.18% | 7q | -1.6%-$9.4K |
| FIRETHORN WEALTH PARTNERS, LLC | $563.7K | 13,665 | 0.18% | 18q | -1.4%-$7.8K |
| Donalies Financial Planning, LLC | $544.1K | 13,189 | 0.40% | 3q | +4.6%+$24.0K |
| Lynx Investment Advisory | $538.2K | 13,045 | 0.18% | 9q | +50.8%+$181.3K |
| Factor Wealth Management LTD | $538.0K | 13,040 | 0.08% | 2q | +41.1%+$156.6K |
| RAYMOND JAMES FINANCIAL INC | $537.1K | 13,020 | 0.00% | 2q | +110.7%+$282.2K |
| Vestmark Advisory Solutions, Inc. | $499.9K | 12,117 | 0.00% | 8q | HELD |
| Kestra Advisory Services, LLC | $451.1K | 10,933 | 0.00% | 4q | +20.4%+$76.3K |
Showing the largest 100 of 167 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 | 161 | $789.4M | 19,123,693 | 10 | 88 | 38 | 0.0% |
| Q1 2026 | 161 | $755.4M | 18,099,435 | 21 | 70 | 38 | 0.0% |
| Q4 2025 | 155 | $768.9M | 18,500,005 | 17 | 74 | 31 | 0.0% |
| Q3 2025 | 139 | $687.6M | 16,282,236 | 13 | 77 | 28 | 0.0% |
| Q2 2025 | 130 | $614.2M | 14,691,614 | 8 | 66 | 34 | 0.0% |
| Q1 2025 | 130 | $604.1M | 14,346,508 | 12 | 63 | 29 | 0.0% |
| Q4 2024 | 120 | $554.9M | 13,699,927 | 11 | 59 | 27 | 0.0% |
| Q3 2024 | 102 | $499.4M | 11,857,144 | 11 | 52 | 22 | 0.0% |
| Q2 2024 | 96 | $396.1M | 9,683,044 | 10 | 49 | 24 | 0.0% |
| Q1 2024 | 90 | $257.6M | 6,247,647 | 15 | 37 | 22 | 0.0% |
| Q4 2023 | 83 | $241.2M | 5,847,484 | 13 | 33 | 26 | 0.0% |
| Q3 2023 | 74 | $200.8M | 5,042,675 | 7 | 33 | 21 | 0.0% |
| Q2 2023 | 71 | $170.8M | 4,136,913 | 10 | 29 | 19 | 0.0% |
| Q1 2023 | 68 | $160.4M | 3,738,828 | 11 | 27 | 16 | 0.0% |
| Q4 2022 | 64 | $160.4M | 3,895,833 | 11 | 22 | 12 | 0.0% |
| Q3 2022 | 58 | $102.0M | 2,499,622 | 11 | 29 | 14 | 0.0% |
| Q2 2022 | 51 | $90.1M | 2,045,162 | 22 | 17 | 8 | 0.0% |
| Q1 2022 | 33 | $66.3M | 1,387,989 | 17 | 12 | 3 | 0.0% |
| Q4 2021 | 18 | $36.9M | 742,926 | 13 | 0 | 0 | 0.0% |