DIMENSIONAL ETF TRUST (DFLV)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
386
Reporting holders
$5.7B
Reported value
0.0%
Held as options
+28
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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | $1.0B | 25,486,113 | 2.97% | 15q | +23.6%+$192.9M |
| Corient Private Wealth LP | $262.8M | 6,644,801 | 0.17% | 15q | -1.8%-$5.0M |
| Root Financial Partners, LLC | $186.4M | 4,713,950 | 7.24% | 6q | +49.9%+$62.1M |
| Vise Technologies, Inc. | $181.6M | 4,593,828 | 2.06% | 5q | +78.0%+$79.6M |
| Cetera Investment Advisers | $174.9M | 4,424,238 | 0.16% | 4q | +20.6%+$29.9M |
| Foster Group, Inc. | $158.3M | 4,003,590 | 4.21% | 10q | -1.4%-$2.2M |
| Truepoint, Inc. | $132.2M | 3,343,050 | 2.76% | 14q | -6.8%-$9.6M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $124.2M | 3,140,205 | 8.33% | 14q | +4.8%+$5.7M |
| Cerity Partners LLC | $113.8M | 2,877,128 | 0.14% | 9q | +32.8%+$28.1M |
| EP Wealth Advisors, LLC | $108.1M | 2,732,777 | 0.41% | 14q | -2.2%-$2.4M |
| Pathstone Holdings, LLC | $102.3M | 2,586,574 | 0.30% | 11q | +1.3%+$1.3M |
| Summit Financial Strategies, Inc. | $98.1M | 2,481,330 | 6.89% | 11q | +3.0%+$2.9M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $92.4M | 2,337,885 | 1.16% | 5q | -49.1%-$89.1M |
| Beacon Pointe Advisors, LLC | $91.4M | 2,312,335 | 0.42% | 15q | +5.5%+$4.8M |
| HighTower Advisors, LLC | $88.9M | 2,247,684 | 0.09% | 14q | +4.0%+$3.4M |
| LPL Financial LLC | $75.5M | 1,908,901 | 0.02% | 12q | +5.5%+$4.0M |
| DiNuzzo Private Wealth, Inc. | $69.5M | 1,758,222 | 6.88% | 11q | -2.6%-$1.8M |
| Acropolis Investment Management, LLC | $68.7M | 1,825,001 | 1.43% | 14q | +101.2%+$34.6M |
| BANK OF MONTREAL /CAN/ | $62.0M | 1,567,008 | 0.02% | 15q | +7.1%+$4.1M |
| Apella Capital, LLC | $61.3M | 1,536,111 | 0.87% | 9q | +4.9%+$2.8M |
| Quent Capital, LLC | $60.7M | 1,534,807 | 3.73% | 14q | +4.0%+$2.3M |
| Index Fund Advisors, Inc. | $57.2M | 1,446,042 | 2.27% | 14q | +5.7%+$3.1M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $53.9M | 1,363,899 | 3.95% | 14q | -3.4%-$1.9M |
| MATHER GROUP, LLC. | $50.6M | 1,279,784 | 0.44% | 15q | +2.8%+$1.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $42.7M | 1,080,970 | 0.03% | 4q | +184.2%+$27.7M |
| Mariner, LLC | $42.6M | 1,077,734 | 0.04% | 11q | -5.1%-$2.3M |
| TWO SIGMA INVESTMENTS, LP | $41.8M | 1,056,800 | 0.03% | new | NEW |
| ECLECTIC ASSOCIATES INC /ADV | $40.8M | 1,032,580 | 4.65% | 8q | +54.2%+$14.3M |
| Diversified Portfolios, Inc. | $40.5M | 1,024,846 | 2.94% | 13q | +11.8%+$4.3M |
| BANK OF AMERICA CORP /DE/ | $40.5M | 1,024,753 | 0.00% | 13q | +6.9%+$2.6M |
| Destiny Wealth Partners, LLC | $40.2M | 988,557 | 5.67% | 9q | -2.6%-$1.1M |
| Team Hewins, LLC | $37.0M | 935,378 | 10.12% | 13q | -1.0%-$355.6K |
| GREAT OAK CAPITAL PARTNERS, LLC | $37.0M | 922,973 | 7.99% | 11q | +1.0%+$371.3K |
| OneDigital Investment Advisors LLC | $36.5M | 923,950 | 0.31% | 11q | -1.4%-$506.9K |
| RAYMOND JAMES FINANCIAL INC | $36.4M | 920,376 | 0.01% | 7q | +17.3%+$5.4M |
| Tumwater Wealth Management, LLC | $35.9M | 906,834 | 12.97% | 7q | +1.3%+$471.9K |
| Linscomb Wealth, Inc. | $34.3M | 866,940 | 1.49% | 9q | +3.4%+$1.1M |
| Disciplined Investments, LLC | $33.7M | 853,250 | 5.45% | 15q | +114.6%+$18.0M |
| EnRich Financial Partners LLC | $33.7M | 852,592 | 8.01% | 11q | -6.1%-$2.2M |
| Wescott Financial Advisory Group, LLC | $31.7M | 802,407 | 2.46% | 15q | +5.3%+$1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.5M | 787,192 | 0.05% | 12q | +14.7%+$4.0M |
| Tilson Financial Group, Inc. | $31.2M | 788,526 | 8.57% | 13q | +0.9%+$283.9K |
| Fort Vancouver Investment Management, LLC | $30.7M | 775,331 | 14.32% | 9q | -0.8%-$257.2K |
| Lakeshore Financial Planning, Inc. | $30.3M | 767,113 | 9.76% | 12q | -17.7%-$6.5M |
| WPWealth LLP | $29.8M | 754,491 | 4.43% | 15q | -8.6%-$2.8M |
| ACORN CREEK CAPITAL LLC | $29.6M | 747,506 | 9.88% | 11q | -5.5%-$1.7M |
| ENVESTNET ASSET MANAGEMENT INC | $29.1M | 736,899 | 0.01% | 13q | +19.7%+$4.8M |
| TOBIAS FINANCIAL ADVISORS, INC. | $28.3M | 715,031 | 3.59% | 14q | +3.4%+$942.6K |
| VeraBank, N.A. | $28.1M | 710,583 | 4.65% | 14q | +28.2%+$6.2M |
| STAGE HARBOR FINANCIAL, LLC | $27.8M | 703,973 | 16.08% | 11q | +5.5%+$1.5M |
| Wealth Architects, LLC | $27.2M | 686,834 | 2.14% | 14q | -1.4%-$392.6K |
| Three Arch Wealth Management LLC | $25.8M | 652,830 | 3.96% | 3q | +5.7%+$1.4M |
| Evanson Financial, LLC | $24.2M | 611,465 | 1.18% | new | FIRST |
| Creative Planning | $23.9M | 604,791 | 0.01% | 10q | +3.9%+$903.8K |
| Compass Advisory Group LLC | $22.2M | 561,619 | 5.28% | 2q | +1.3%+$286.6K |
| Clearstead Advisors, LLC | $21.8M | 550,562 | 0.21% | 7q | +3.4%+$724.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.7M | 497,099 | 0.02% | 14q | +83.0%+$8.9M |
| Foundry Financial LLC | $18.9M | 477,912 | 6.36% | 3q | +11.9%+$2.0M |
| West Financial Advisors, LLC | $18.6M | 471,407 | 2.83% | 2q | -17.6%-$4.0M |
| Trinity Financial Advisors LLC | $18.6M | 471,031 | 4.79% | 14q | +1.8%+$337.7K |
| Financial Engines Advisors L.L.C. | $18.4M | 464,937 | 0.03% | 4q | +5.2%+$916.6K |
| JPMORGAN CHASE & CO | $17.8M | 448,487 | 0.00% | 11q | +5.9%+$988.2K |
| Austin Asset Management Co Inc | $17.1M | 432,061 | 2.38% | 14q | HELD |
| KELLY FINANCIAL GROUP LLC | $16.9M | 427,276 | 3.75% | 7q | +1.2%+$208.0K |
| SACHEM HILL LLC | $16.8M | 425,503 | 2.99% | 15q | HELD |
| Burk Holdings LLC | $15.7M | 397,202 | 5.81% | 7q | +8.2%+$1.2M |
| Advisory Alpha, LLC | $15.6M | 394,851 | 0.38% | 9q | +6.0%+$887.8K |
| Sterling Wealth Management, Inc. | $15.1M | 382,903 | 3.76% | 10q | +0.7%+$111.6K |
| BOS Asset Management, LLC | $15.1M | 381,679 | 3.50% | 10q | HELD |
| Equita Financial Network, Inc. | $15.1M | 381,015 | 4.18% | 4q | +4.9%+$705.6K |
| Chicago Partners Investment Group LLC | $15.0M | 372,554 | 0.30% | 15q | HELD |
| Allworth Financial LP | $14.9M | 377,908 | 0.06% | 11q | +6.1%+$852.6K |
| MARYLAND CAPITAL ADVISORS INC. | $14.4M | 363,491 | 4.61% | 14q | +3.5%+$484.6K |
| LIBERTY WEALTH MANAGEMENT LLC | $13.7M | 382,353 | 1.71% | 14q | HELD |
| RFG Advisory, LLC | $13.4M | 340,059 | 0.21% | 15q | +2.5%+$322.8K |
| McKinley Carter Wealth Services, Inc. | $13.4M | 338,555 | 0.69% | 2q | +8.3%+$1.0M |
| Navigate Wealth Management, LLC | $12.7M | 318,313 | 7.88% | 2q | +9.3%+$1.1M |
| Focus Partners Wealth | $12.7M | 321,136 | 0.01% | 8q | +10.6%+$1.2M |
| Pillar Financial Advisors, LLC | $12.7M | 321,024 | 6.64% | 7q | +7.2%+$848.1K |
| Modera Wealth Management, LLC | $12.7M | 320,229 | 0.14% | 13q | +81.1%+$5.7M |
| MONOGRAPH WEALTH ADVISORS, LLC | $12.6M | 318,423 | 1.03% | 11q | +7.9%+$917.1K |
| TCI Wealth Advisors, Inc. | $12.1M | 307,093 | 0.53% | 12q | +4.2%+$489.2K |
| Focus Partners Advisor Solutions, LLC | $12.1M | 305,126 | 0.10% | 10q | +27.9%+$2.6M |
| LEGACY FINANCIAL GROUP, INC. | $12.0M | 304,363 | 2.81% | 14q | +6.1%+$691.1K |
| Level Financial Advisors | $12.0M | 302,324 | 2.67% | 14q | +4.0%+$464.5K |
| FIDUCIARY FINANCIAL GROUP, LLC | $11.9M | 300,749 | 1.35% | 9q | +20.9%+$2.1M |
| Gemmer Asset Management LLC | $11.9M | 300,648 | 0.80% | 15q | +5.6%+$625.7K |
| Golden Bell Financial Planning LLC | $11.2M | 282,956 | 8.23% | 7q | +2.8%+$300.3K |
| SAX WEALTH ADVISORS, LLC | $11.1M | 311,098 | 0.45% | 13q | +8.0%+$819.7K |
| FinDec Wealth Services, Inc. | $10.9M | 276,532 | 12.92% | 15q | -3.0%-$335.9K |
| Private Advisory Group LLC | $10.8M | 272,639 | 0.58% | new | NEW |
| WJ Wealth Management, LLC | $10.5M | 265,332 | 4.14% | 2q | +11.2%+$1.1M |
| Prudent Man Investment Management, Inc. | $10.3M | 301,855 | 3.52% | 7q | -1.0%-$103.5K |
| Mustard Seed Financial, LLC | $10.3M | 259,655 | 5.33% | 11q | +16.5%+$1.5M |
| Atlantic Union Bankshares Corp | $10.2M | 257,927 | 0.17% | 9q | +10.5%+$967.5K |
| Ruedi Wealth Management, Inc. | $10.1M | 255,378 | 2.37% | 15q | -1.9%-$190.4K |
| MML INVESTORS SERVICES, LLC | $9.9M | 250,031 | 0.02% | 9q | +10.3%+$927.2K |
| OSAIC HOLDINGS, INC. | $9.6M | 243,503 | 0.01% | 13q | +14.0%+$1.2M |
| VANCE WEALTH, LLC | $9.3M | 235,682 | 2.10% | 6q | +3.7%+$331.2K |
| Longview Financial Advisors LLC | $9.2M | 233,381 | 4.56% | 7q | +1.9%+$172.7K |
Showing the largest 100 of 393 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 | 386 | $5.7B | 143,234,568 | 49 | 177 | 95 | 0.0% |
| Q1 2026 | 358 | $4.8B | 133,425,079 | 42 | 174 | 75 | 0.0% |
| Q4 2025 | 343 | $4.3B | 126,213,329 | 33 | 164 | 61 | 0.0% |
| Q3 2025 | 300 | $3.4B | 103,725,913 | 31 | 164 | 45 | 0.0% |
| Q2 2025 | 281 | $3.0B | 97,089,066 | 30 | 151 | 54 | 0.0% |
| Q1 2025 | 259 | $2.7B | 87,401,668 | 24 | 152 | 43 | 0.0% |
| Q4 2024 | 253 | $2.3B | 77,844,483 | 21 | 119 | 38 | 0.0% |
| Q3 2024 | 203 | $2.0B | 64,454,122 | 25 | 109 | 36 | 0.0% |
| Q2 2024 | 188 | $1.6B | 55,656,304 | 26 | 102 | 24 | 0.0% |
| Q1 2024 | 163 | $1.3B | 44,459,762 | 22 | 94 | 20 | 0.0% |
| Q4 2023 | 146 | $1.0B | 37,949,579 | 27 | 79 | 14 | 0.0% |
| Q3 2023 | 108 | $681.3M | 27,443,293 | 16 | 70 | 9 | 0.0% |
| Q2 2023 | 95 | $501.5M | 19,993,903 | 22 | 56 | 7 | 0.0% |
| Q1 2023 | 76 | $348.6M | 13,866,127 | 44 | 25 | 4 | 0.0% |
| Q4 2022 | 35 | $247.9M | 10,074,487 | 27 | 0 | 0 | 0.0% |