DIMENSIONAL ETF TRUST (DFNM)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
287
Reporting holders
$2.0B
Reported value
0.0%
Held as options
+18
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | $245.0M | 5,069,659 | 0.25% | 8q | +20.1%+$41.0M |
| Truepoint, Inc. | $155.2M | 3,211,719 | 3.24% | 13q | +3.7%+$5.6M |
| Focus Partners Advisor Solutions, LLC | $79.6M | 1,646,788 | 0.67% | 8q | +36.9%+$21.4M |
| Apella Capital, LLC | $76.8M | 1,590,906 | 1.08% | 16q | +20.5%+$13.1M |
| Foster Group, Inc. | $71.7M | 1,483,405 | 1.91% | 15q | +1.6%+$1.1M |
| Symmetry Partners, LLC | $62.1M | 1,285,613 | 3.17% | 3q | -2.4%-$1.5M |
| GeoWealth Management, LLC | $51.0M | 1,055,345 | 1.60% | 10q | +19.8%+$8.4M |
| Rather & Kittrell, Inc. | $45.4M | 939,121 | 6.34% | 16q | +5.0%+$2.2M |
| Sequoia Financial Advisors, LLC | $43.3M | 896,162 | 0.22% | 16q | +1.8%+$780.0K |
| Pathstone Holdings, LLC | $39.1M | 808,791 | 0.11% | 11q | +2.6%+$993.2K |
| Beaird Harris Wealth Management, LLC | $38.5M | 796,384 | 2.41% | 13q | HELD |
| MBL Wealth, LLC | $37.5M | 776,501 | 2.56% | 16q | +5.0%+$1.8M |
| AWM CAPITAL, LLC | $35.0M | 725,052 | 2.81% | 8q | +0.9%+$318.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $32.5M | 672,029 | 0.04% | 18q | +2.9%+$900.7K |
| Waterford Advisors, LLC | $28.8M | 545,339 | 7.85% | 3q | +1.7%+$475.1K |
| RAM Investment Partners, LLC | $28.2M | 583,595 | 4.51% | 15q | +13.0%+$3.2M |
| LPL Financial LLC | $28.0M | 578,747 | 0.01% | 17q | +11.6%+$2.9M |
| Graves Light Lenhart Wealth, Inc. | $26.9M | 556,651 | 2.51% | 15q | +15.3%+$3.6M |
| Mattern Wealth Management LLC | $26.5M | 548,877 | 4.35% | 18q | +3.5%+$900.4K |
| BANK OF AMERICA CORP /DE/ | $23.3M | 481,181 | 0.00% | 14q | +15.0%+$3.0M |
| ASPIRIANT, LLC | $20.9M | 432,596 | 0.52% | 9q | +0.9%+$186.6K |
| HFM Investment Advisors, LLC | $20.7M | 428,712 | 7.27% | 6q | +19.7%+$3.4M |
| Integrated Wealth Concepts LLC | $18.9M | 391,663 | 0.09% | 17q | +91.3%+$9.0M |
| Savant Capital, LLC | $18.2M | 376,015 | 0.05% | 12q | +21.0%+$3.2M |
| Austin Wealth Management, LLC | $17.5M | 364,914 | 3.71% | 12q | +11.5%+$1.8M |
| Vestment Financial LLC | $17.0M | 351,964 | 7.61% | 7q | +9.8%+$1.5M |
| ASSETMARK, INC | $16.9M | 350,598 | 0.03% | 17q | +5.4%+$870.2K |
| Yardley Wealth Management LLC | $15.9M | 328,185 | 7.21% | 8q | +2.4%+$366.0K |
| Wheelhouse Advisory Group LLC | $15.4M | 318,359 | 4.34% | 8q | +15.0%+$2.0M |
| HighTower Advisors, LLC | $14.0M | 290,185 | 0.01% | 11q | -50.8%-$14.5M |
| Resonant Capital Advisors, LLC | $13.6M | 280,894 | 0.65% | 18q | +3.9%+$504.8K |
| Brady Martz Wealth Solutions, LLC | $13.2M | 272,899 | 1.99% | 7q | +10.2%+$1.2M |
| Strathmore Capital Advisors, Inc. | $12.2M | 255,575 | 3.30% | 6q | -5.6%-$733.0K |
| DOPKINS WEALTH MANAGEMENT, LLC | $12.0M | 247,398 | 4.35% | 8q | +3.1%+$361.6K |
| Vested Financial Planning, LLC | $11.8M | 245,079 | 7.96% | 7q | +21.0%+$2.1M |
| Allworth Financial LP | $11.5M | 237,528 | 0.05% | 15q | +4.4%+$479.2K |
| ENTREWEALTH, LLC | $11.2M | 233,430 | 4.13% | 7q | +9.2%+$937.7K |
| OSAIC HOLDINGS, INC. | $11.1M | 230,567 | 0.01% | 18q | +273.2%+$8.2M |
| West Financial Advisors, LLC | $10.4M | 215,661 | 1.58% | 12q | +6.8%+$663.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.2M | 212,330 | 0.02% | 12q | +1.9%+$191.0K |
| 55 North Private Wealth, LLC | $10.2M | 211,718 | 2.01% | 3q | +78.4%+$4.5M |
| ENVESTNET ASSET MANAGEMENT INC | $9.8M | 203,458 | 0.00% | 18q | +46.8%+$3.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $9.8M | 202,981 | 0.01% | 12q | +130.0%+$5.5M |
| Plancorp, LLC | $9.7M | 201,949 | 0.24% | 6q | +14.8%+$1.3M |
| Citrine Capital LLC | $9.7M | 200,893 | 3.59% | 7q | +4.2%+$387.1K |
| Guardian Wealth Management, LLC | $9.6M | 198,012 | 2.68% | 3q | +6.0%+$537.9K |
| 25 LLC | $9.4M | 195,416 | 2.59% | 14q | -6.1%-$611.3K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $9.2M | 189,628 | 0.14% | 15q | -7.7%-$760.5K |
| Outbound Financial Inc | $9.1M | 188,504 | 5.90% | 5q | +12.2%+$989.9K |
| VESTIA PERSONAL WEALTH ADVISORS | $8.6M | 178,237 | 3.36% | 9q | +20.6%+$1.5M |
| Porter White Investment Advisors, Inc. | $8.5M | 176,591 | 3.29% | 15q | +3.9%+$318.8K |
| Forza Wealth Management, LLC | $8.4M | 174,200 | 2.58% | 5q | +78.7%+$3.7M |
| Compass Financial Group, Inc. | $8.0M | 164,506 | 3.36% | 15q | -0.5%-$42.3K |
| RW Investment Management LLC | $7.9M | 164,205 | 0.70% | 14q | -1.0%-$80.1K |
| Mills Wealth Advisors LLC | $7.9M | 164,031 | 2.50% | 15q | +26.4%+$1.7M |
| Corient Private Wealth LP | $7.9M | 163,754 | 0.01% | 15q | +100.2%+$4.0M |
| Concurrent Investment Advisors, LLC | $7.9M | 162,601 | 0.07% | 2q | -15.4%-$1.4M |
| JPMORGAN CHASE & CO | $7.4M | 153,321 | 0.00% | 12q | +13.1%+$859.7K |
| Optimus Capital Advisors, LLC | $7.4M | 152,320 | 3.95% | new | FIRST |
| Core Wealth Management, Inc. | $7.3M | 150,593 | 2.05% | 15q | +8.9%+$592.7K |
| MARYLAND CAPITAL ADVISORS INC. | $7.2M | 149,261 | 2.31% | 14q | +1.5%+$104.7K |
| United Wealth Management, LLC | $6.7M | 138,321 | 1.50% | 7q | +3.8%+$244.2K |
| COLLECTIVE FAMILY OFFICE LLC | $5.9M | 121,903 | 1.20% | 18q | +4.6%+$260.8K |
| Kings Path Partners LLC | $5.7M | 118,323 | 1.52% | 6q | +184.1%+$3.7M |
| Johnson Wealth Management, LLC | $5.6M | 116,659 | 2.39% | 4q | +1.1%+$61.9K |
| BCO Wealth Management LLC | $5.4M | 112,137 | 2.96% | 7q | +3.6%+$186.4K |
| Verus Financial Partners, Inc. | $5.2M | 108,310 | 0.45% | 14q | +13.1%+$605.4K |
| Root Financial Partners, LLC | $5.2M | 107,262 | 0.20% | 8q | +40.0%+$1.5M |
| Tillman Hartley LLC | $5.1M | 106,022 | 1.15% | 5q | +4.1%+$201.5K |
| SENTINEL WEALTH MANAGEMENT, INC. | $5.0M | 102,659 | 3.50% | 5q | HELD |
| MAINSAIL ASSET MANAGEMENT, LLC | $4.9M | 102,190 | 1.93% | 3q | +0.7%+$34.7K |
| American Investment Services, Inc. | $4.8M | 98,541 | 1.01% | 17q | +0.5%+$25.3K |
| Elequin Capital, LP | $4.4M | 91,480 | 0.13% | new | NEW |
| DiNuzzo Private Wealth, Inc. | $4.3M | 88,249 | 0.42% | 11q | +2.5%+$104.1K |
| Washington Trust Advisors, Inc. | $3.9M | 80,864 | 0.29% | 4q | -1.5%-$59.1K |
| Aurelius Family Office LLC | $3.9M | 80,663 | 1.54% | 7q | +16.0%+$537.9K |
| Wescott Financial Advisory Group, LLC | $3.8M | 79,330 | 0.30% | 15q | -1.2%-$46.5K |
| Vise Technologies, Inc. | $3.8M | 77,713 | 0.04% | 4q | +94.0%+$1.8M |
| STIFEL FINANCIAL CORP | $3.7M | 77,050 | 0.00% | 16q | -7.1%-$285.0K |
| MB Generational Wealth, LLC | $3.7M | 75,937 | 1.80% | 4q | +33.7%+$925.3K |
| Private Advisor Group, LLC | $3.7M | 75,612 | 0.02% | 17q | +27.6%+$789.7K |
| QUARRY HILL ADVISORS, LLC | $3.6M | 75,101 | 1.39% | 15q | +10.6%+$348.4K |
| Aspen Wealth Management LLC | $3.6M | 75,033 | 0.62% | 15q | -28.1%-$1.4M |
| Vermillion Wealth Management, Inc. | $3.6M | 73,634 | 0.83% | 7q | +6.6%+$220.0K |
| SCRATCH CAPITAL LLC | $3.4M | 70,456 | 1.69% | 7q | -4.1%-$147.4K |
| Baker Avenue Asset Management, LP | $3.4M | 69,540 | 0.06% | 14q | +9.5%+$292.9K |
| Modera Wealth Management, LLC | $3.3M | 69,130 | 0.04% | 15q | -2.3%-$80.4K |
| BWM Planning, LLC | $3.3M | 68,662 | 0.77% | 8q | +14.6%+$421.6K |
| TRUIST FINANCIAL CORP | $3.3M | 68,393 | 0.00% | 18q | +2.2%+$69.7K |
| E-Wealth Partners, LLC | $3.3M | 67,295 | 2.35% | 2q | -30.7%-$1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.1M | 64,324 | 0.15% | 11q | -8.1%-$274.8K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $3.1M | 63,109 | 0.24% | 9q | +48.9%+$1.0M |
| Summit Wealth Group, LLC | $3.0M | 61,832 | 0.61% | 6q | -4.6%-$143.1K |
| Note Advisors, LLC | $3.0M | 61,502 | 1.29% | 7q | +6.6%+$182.8K |
| Tassel Capital Management, Inc. | $3.0M | 61,178 | 1.38% | 7q | -1.8%-$55.1K |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $3.0M | 61,130 | 2.41% | 3q | -1.5%-$46.4K |
| GEM Asset Management, LLC | $2.9M | 60,859 | 1.16% | 15q | HELD |
| Platform Wealth Management, LLC | $2.8M | 57,058 | 1.01% | 2q | +99.6%+$1.4M |
| Financial Engines Advisors L.L.C. | $2.7M | 56,893 | 0.00% | 8q | +17.5%+$410.5K |
| Aerodigm Wealth, LLC | $2.7M | 55,852 | 0.91% | 3q | +299.0%+$2.0M |
Showing the largest 100 of 294 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 | 287 | $2.0B | 40,513,947 | 23 | 157 | 61 | 0.0% |
| Q1 2026 | 269 | $1.7B | 36,297,898 | 25 | 143 | 50 | 0.0% |
| Q4 2025 | 265 | $1.6B | 33,431,984 | 18 | 133 | 48 | 0.0% |
| Q3 2025 | 239 | $1.4B | 28,516,066 | 21 | 122 | 60 | 0.0% |
| Q2 2025 | 227 | $1.2B | 26,012,802 | 16 | 94 | 86 | 0.0% |
| Q1 2025 | 225 | $1.2B | 24,286,463 | 19 | 90 | 71 | 0.0% |
| Q4 2024 | 216 | $1.2B | 24,806,278 | 14 | 90 | 49 | 0.0% |
| Q3 2024 | 179 | $956.7M | 19,712,138 | 26 | 71 | 39 | 0.0% |
| Q2 2024 | 160 | $885.2M | 18,524,591 | 18 | 64 | 42 | 0.0% |
| Q1 2024 | 154 | $860.3M | 17,894,326 | 13 | 60 | 38 | 0.0% |
| Q4 2023 | 153 | $767.4M | 15,826,309 | 22 | 59 | 46 | 0.0% |
| Q3 2023 | 130 | $640.1M | 13,762,441 | 23 | 42 | 40 | 0.0% |
| Q2 2023 | 115 | $543.9M | 11,418,379 | 7 | 55 | 33 | 0.0% |
| Q1 2023 | 113 | $468.8M | 9,703,945 | 19 | 52 | 22 | 0.0% |
| Q4 2022 | 94 | $381.5M | 8,002,203 | 26 | 33 | 11 | 0.0% |
| Q3 2022 | 70 | $286.6M | 6,143,395 | 16 | 33 | 13 | 0.0% |
| Q2 2022 | 59 | $138.8M | 2,886,024 | 31 | 14 | 8 | 0.0% |
| Q1 2022 | 27 | $55.1M | 1,136,197 | 20 | 5 | 1 | 0.0% |
| Q4 2021 | 10 | $23.3M | 461,674 | 9 | 0 | 0 | 0.0% |