DIMENSIONAL ETF TRUST (DFSB)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
117
Reporting holders
$613.2M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | $150.2M | 2,882,992 | 15.79% | 15q | +10.5%+$14.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $104.9M | 2,013,294 | 0.07% | 6q | +139.2%+$61.1M |
| MASECO LLP | $100.1M | 1,922,639 | 2.81% | 5q | +3.6%+$3.4M |
| Quantum Financial Advisors, LLC | $28.2M | 540,560 | 2.79% | 14q | +2.7%+$739.9K |
| Simplicity Wealth,LLC | $15.1M | 290,108 | 0.51% | 3q | +15.1%+$2.0M |
| SEI INVESTMENTS CO | $14.9M | 285,526 | 0.01% | 10q | +9.3%+$1.3M |
| Corient Private Wealth LP | $14.2M | 271,690 | 0.01% | 11q | +116.4%+$7.6M |
| SEEDS INVESTOR LLC | $13.5M | 258,358 | 1.38% | 7q | +0.6%+$73.7K |
| Composition Wealth, LLC | $12.6M | 241,479 | 0.15% | 4q | -1.5%-$186.9K |
| Parkshore Wealth Management, Inc. | $12.3M | 235,814 | 3.53% | 7q | +9.0%+$1.0M |
| Planning Center, Inc. | $10.1M | 193,316 | 0.95% | 6q | +2.3%+$227.0K |
| Momentous Wealth Management, Inc. | $9.9M | 189,457 | 5.06% | 7q | +2.9%+$276.8K |
| Apella Capital, LLC | $9.4M | 181,331 | 0.13% | 12q | +14.0%+$1.2M |
| Citrine Capital LLC | $8.6M | 164,174 | 3.17% | 7q | -0.6%-$54.0K |
| Shira Ridge Wealth Management | $6.6M | 126,923 | 2.31% | new | NEW |
| Allodium Investment Consultants, LLC | $5.8M | 110,544 | 2.45% | 7q | +5.6%+$303.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.3M | 101,695 | 0.01% | 9q | +7.4%+$363.7K |
| Focus Partners Advisor Solutions, LLC | $4.9M | 94,318 | 0.04% | 13q | +16.3%+$689.2K |
| OneDigital Investment Advisors LLC | $4.8M | 92,956 | 0.04% | 9q | +20.2%+$812.7K |
| Beacon Pointe Advisors, LLC | $4.8M | 92,724 | 0.02% | 4q | +4.3%+$199.4K |
| CITADEL ADVISORS LLC | $4.7M | 90,070 | 0.00% | new | NEW |
| Clarity Wealth Development LLC | $3.8M | 72,072 | 2.08% | new | NEW |
| RAM Investment Partners, LLC | $3.2M | 62,167 | 0.52% | 11q | -1.0%-$32.8K |
| LPL Financial LLC | $2.6M | 49,833 | 0.00% | 11q | +2.8%+$69.9K |
| SUMMIT WEALTH GROUP LLC / CO | $2.6M | 49,039 | 0.21% | 3q | -0.9%-$23.9K |
| BEACON HILL WEALTH MANAGEMENT LTD. | $2.3M | 44,461 | 1.61% | new | FIRST |
| Farther Finance Advisors, LLC | $2.3M | 44,191 | 0.02% | 8q | -5.4%-$131.0K |
| AA Financial Advisors, LLC | $2.2M | 42,282 | 0.26% | 2q | -1.2%-$26.4K |
| Sequoia Financial Advisors, LLC | $1.9M | 36,340 | 0.01% | 6q | +38.6%+$527.8K |
| Creative Capital Management Investments LLC | $1.8M | 34,240 | 0.41% | 14q | +28.6%+$396.6K |
| Wheels Up Wealth, Inc. | $1.6M | 31,600 | 1.40% | 3q | +14.1%+$202.9K |
| OSAIC HOLDINGS, INC. | $1.6M | 31,001 | 0.00% | 6q | +55.9%+$579.3K |
| Vermillion Wealth Management, Inc. | $1.6M | 29,868 | 0.36% | 7q | +1.0%+$16.1K |
| Babb Wealth Advisors LLC | $1.5M | 28,869 | 0.73% | 7q | +14.0%+$185.2K |
| JANE STREET GROUP, LLC | $1.4M | 27,687 | 0.00% | 4q | +129.1%+$812.9K |
| Tanager Wealth Management LLP | $1.4M | 27,362 | 0.12% | 10q | +5.5%+$74.8K |
| Samalin Investment Counsel, LLC | $1.4M | 27,209 | 0.44% | 11q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $1.3M | 25,742 | 0.14% | 2q | +359.7%+$1.0M |
| Vise Technologies, Inc. | $1.3M | 25,149 | 0.01% | 3q | +100.7%+$657.6K |
| RW Investment Management LLC | $1.2M | 22,272 | 0.10% | 10q | HELD |
| Root Financial Partners, LLC | $1.1M | 21,465 | 0.04% | 5q | +18.7%+$176.0K |
| Wealth Advisors Northwest LLC | $1.1M | 21,157 | 0.38% | 7q | +20.6%+$188.6K |
| CURIO WEALTH, LLC | $1.1M | 21,108 | 0.34% | 7q | +1.4%+$15.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 20,479 | 0.00% | 14q | +0.6%+$6.4K |
| HighTower Advisors, LLC | $1.0M | 19,418 | 0.00% | 14q | HELD |
| Broadhurst Jeffrey B | $925.0K | 17,750 | 1.97% | 3q | -60.4%-$1.4M |
| Flagstone Financial Management | $901.1K | 17,292 | 0.20% | 7q | +0.9%+$8.4K |
| Strathmore Capital Advisors, Inc. | $897.6K | 17,625 | 0.24% | 5q | +0.9%+$8.0K |
| Rehmann Capital Advisory Group | $892.8K | 17,133 | 0.04% | 13q | +18.8%+$141.1K |
| Modera Wealth Management, LLC | $889.4K | 17,068 | 0.01% | 13q | +29.1%+$200.7K |
| BetterWealth, LLC | $888.1K | 17,042 | 0.16% | 14q | +8.9%+$72.2K |
| Skyline Advisors, Inc. | $856.5K | 16,437 | 0.27% | 7q | -2.5%-$21.6K |
| McCartney Wealth Management LLC | $830.8K | 15,943 | 0.63% | 3q | +14.2%+$103.4K |
| Level Financial Advisors | $801.6K | 15,384 | 0.18% | 13q | +52.9%+$277.5K |
| Clarity Asset Management, Inc. | $778.3K | 14,935 | 0.38% | 2q | +55.2%+$277.0K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $754.9K | 14,486 | 0.59% | 3q | +1.4%+$10.2K |
| Krilogy Financial LLC | $700.3K | 13,439 | 0.02% | 4q | -1.4%-$10.2K |
| Verisail Partners, LLC | $699.7K | 13,427 | 0.26% | 2q | +175.8%+$446.0K |
| Petersen Hastings Wealth Advisors Inc. | $698.2K | 13,398 | 0.06% | 3q | +2.9%+$19.9K |
| DiNuzzo Private Wealth, Inc. | $684.1K | 13,128 | 0.07% | 11q | +23.5%+$130.3K |
| Mason & Associates Inc | $683.6K | 13,119 | 0.11% | 3q | -17.4%-$144.4K |
| Private Advisor Group, LLC | $640.2K | 12,285 | 0.00% | 10q | +11.4%+$65.7K |
| Concord Wealth Partners | $625.2K | 11,999 | 0.07% | 11q | HELD |
| Geometric Wealth Advisors | $624.6K | 11,985 | 0.07% | 6q | +1.0%+$6.4K |
| Vestment Financial LLC | $620.1K | 11,989 | 0.28% | 7q | +7.1%+$41.2K |
| Freedom Day Solutions, LLC | $614.8K | 11,799 | 0.14% | new | NEW |
| WPWealth LLP | $600.8K | 11,529 | 0.09% | 8q | +0.6%+$3.7K |
| Summit Wealth Group, LLC | $588.2K | 11,288 | 0.12% | 6q | +62.9%+$227.2K |
| CAHILL FINANCIAL ADVISORS INC | $549.4K | 10,544 | 0.05% | 12q | -2.6%-$14.9K |
| Kestra Advisory Services, LLC | $500.6K | 9,607 | 0.00% | 14q | +2.2%+$10.8K |
| GRAND WEALTH MANAGEMENT, LLC | $480.2K | 9,214 | 0.20% | 14q | +31.9%+$116.2K |
| FIDUCIARY FINANCIAL GROUP, LLC | $479.5K | 9,201 | 0.05% | 8q | +1.0%+$4.7K |
| Tillman Hartley LLC | $474.8K | 9,112 | 0.11% | new | NEW |
| Rossby Financial, LCC | $467.0K | 8,962 | 0.09% | 4q | +3.5%+$15.7K |
| Equita Financial Network, Inc. | $461.6K | 8,858 | 0.13% | new | NEW |
| Aspen Capital Management, LLC | $440.6K | 8,455 | 0.10% | 6q | +6.5%+$26.9K |
| MISSION WEALTH MANAGEMENT, LP | $437.7K | 8,399 | 0.01% | 3q | +1.0%+$4.3K |
| Creative Planning | $423.1K | 8,119 | 0.00% | 5q | +35.5%+$110.9K |
| Ballast Rock Private Wealth LLC | $406.1K | 7,794 | 0.19% | 3q | HELD |
| SAX WEALTH ADVISORS, LLC | $405.2K | 7,831 | 0.02% | 9q | +6.3%+$24.1K |
| Shore Point Advisors, LLC | $403.8K | 7,748 | 0.14% | 6q | -1.5%-$6.3K |
| Stewardship Advisors, LLC | $402.0K | 7,714 | 0.08% | 7q | +9.3%+$34.3K |
| COMPASS CAPITAL CORP /MA/ /ADV | $380.3K | 7,460 | 0.12% | 7q | HELD |
| M. Kulyk & Associates, LLC | $372.7K | 7,153 | 0.06% | 5q | -22.9%-$110.9K |
| Wealthcare Advisory Partners LLC | $371.6K | 7,131 | 0.01% | 6q | +5.4%+$19.1K |
| XY Planning Network, Inc. | $367.5K | 7,053 | 0.05% | 5q | HELD |
| Financial Plan, Inc. | $359.7K | 6,902 | 0.03% | 3q | HELD |
| Fortis Capital Management LLC | $338.0K | 6,487 | 0.04% | 2q | -14.5%-$57.3K |
| ROYAL BANK OF CANADA | $297.0K | 5,702 | 0.00% | 4q | HELD |
| E-Wealth Partners, LLC | $286.3K | 5,494 | 0.21% | new | NEW |
| Legacy Financial Advisors, Inc. | $274.6K | 5,270 | 0.03% | 6q | -7.8%-$23.2K |
| ENVESTNET ASSET MANAGEMENT INC | $270.1K | 5,183 | 0.00% | 2q | +6.3%+$16.0K |
| Greenspring Advisors, LLC | $270.0K | 5,181 | 0.01% | 5q | HELD |
| Ariadne Wealth Management, LP | $243.2K | 4,666 | 0.11% | 7q | HELD |
| Washington Trust Advisors, Inc. | $235.2K | 4,514 | 0.02% | 4q | +26.3%+$48.9K |
| Long Island Wealth Management, Inc. | $227.9K | 4,374 | 0.09% | 3q | HELD |
| Signature Resources Capital Management, LLC | $223.9K | 4,297 | 0.09% | 5q | +2.7%+$5.8K |
| EnRich Financial Partners LLC | $223.7K | 4,293 | 0.05% | 10q | +4.9%+$10.4K |
| Brookstone Capital Management | $218.6K | 4,195 | 0.00% | 2q | -2.8%-$6.3K |
| Sprinkle Financial Consultants LLC | $215.4K | 4,133 | 0.08% | 8q | +1.0%+$2.2K |
Showing the largest 100 of 122 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 | 117 | $613.2M | 11,771,231 | 9 | 70 | 18 | 0.0% |
| Q1 2026 | 112 | $490.5M | 9,477,241 | 9 | 53 | 13 | 0.0% |
| Q4 2025 | 105 | $472.2M | 9,116,145 | 9 | 66 | 6 | 0.0% |
| Q3 2025 | 90 | $416.4M | 7,816,627 | 9 | 44 | 10 | 0.0% |
| Q2 2025 | 86 | $345.5M | 6,590,709 | 8 | 31 | 20 | 0.0% |
| Q1 2025 | 83 | $273.6M | 5,446,850 | 13 | 36 | 11 | 0.0% |
| Q4 2024 | 78 | $244.2M | 4,793,968 | 14 | 39 | 6 | 0.0% |
| Q3 2024 | 57 | $177.7M | 3,343,209 | 8 | 24 | 9 | 0.0% |
| Q2 2024 | 55 | $160.6M | 3,136,401 | 13 | 21 | 9 | 0.0% |
| Q1 2024 | 46 | $149.9M | 2,895,003 | 9 | 24 | 4 | 0.0% |
| Q4 2023 | 41 | $163.8M | 3,156,088 | 9 | 16 | 5 | 0.0% |
| Q3 2023 | 32 | $76.3M | 1,529,912 | 8 | 13 | 4 | 0.0% |
| Q2 2023 | 27 | $61.3M | 1,199,418 | 10 | 8 | 4 | 0.0% |
| Q1 2023 | 18 | $67.8M | 1,305,307 | 10 | 4 | 3 | 0.0% |
| Q4 2022 | 10 | $57.9M | 1,148,152 | 9 | 0 | 0 | 0.0% |