DIMENSIONAL ETF TRUST (DFSD)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
440
Reporting holders
$5.8B
Reported value
0.0%
Held as options
+25
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 | $346.4M | 7,253,853 | 0.35% | 8q | +18.5%+$54.0M |
| Focus Partners Advisor Solutions, LLC | $302.7M | 6,339,321 | 2.57% | 14q | +23.6%+$57.9M |
| Apella Capital, LLC | $258.5M | 5,420,887 | 3.65% | 13q | +3.3%+$8.3M |
| OneDigital Investment Advisors LLC | $185.3M | 3,880,784 | 1.56% | 13q | +4.9%+$8.6M |
| Savant Capital, LLC | $174.5M | 3,654,844 | 0.51% | 15q | -6.4%-$11.9M |
| Root Financial Partners, LLC | $173.7M | 3,637,085 | 6.75% | 14q | +21.6%+$30.8M |
| Vise Technologies, Inc. | $166.7M | 3,490,783 | 1.89% | 4q | +53.5%+$58.1M |
| Beaird Harris Wealth Management, LLC | $152.8M | 3,199,436 | 9.57% | 14q | +2.9%+$4.3M |
| Planning Center, Inc. | $138.7M | 2,904,314 | 13.09% | 13q | +3.4%+$4.6M |
| ENVESTNET ASSET MANAGEMENT INC | $128.1M | 2,683,166 | 0.03% | 17q | +10.9%+$12.6M |
| DiNuzzo Private Wealth, Inc. | $99.3M | 2,080,578 | 9.83% | 11q | +1.9%+$1.9M |
| HighTower Advisors, LLC | $95.3M | 1,996,685 | 0.09% | 14q | +1.4%+$1.3M |
| Great Waters Wealth Management | $93.1M | 1,949,171 | 8.62% | 15q | +9.3%+$7.9M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $83.9M | 1,756,850 | 6.15% | 18q | +2.5%+$2.0M |
| Rachor Investment Advisory Services, LLC | $72.5M | 1,519,287 | 35.72% | 3q | +4.6%+$3.2M |
| Rather & Kittrell, Inc. | $68.3M | 1,429,896 | 9.54% | 16q | +7.3%+$4.7M |
| Diversified Portfolios, Inc. | $63.7M | 1,335,001 | 4.62% | 9q | HELD |
| ASSETMARK, INC | $61.3M | 1,284,088 | 0.11% | 17q | +7.8%+$4.5M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $60.7M | 1,271,511 | 8.64% | 16q | +2.1%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $58.7M | 1,229,386 | 0.07% | 19q | +3.9%+$2.2M |
| WPWealth LLP | $56.8M | 1,188,766 | 8.42% | 14q | -1.7%-$1.0M |
| Ruedi Wealth Management, Inc. | $54.7M | 1,144,966 | 12.82% | 15q | +4.3%+$2.3M |
| 55 North Private Wealth, LLC | $51.3M | 1,073,749 | 10.09% | 3q | +22.1%+$9.3M |
| Beacon Pointe Advisors, LLC | $49.9M | 1,045,893 | 0.23% | 14q | +14.0%+$6.1M |
| Financial Plan, Inc. | $49.6M | 1,038,034 | 4.70% | 3q | +13.2%+$5.8M |
| CURIO WEALTH, LLC | $49.3M | 1,033,379 | 15.31% | 7q | +7.8%+$3.6M |
| RAM Investment Partners, LLC | $48.2M | 1,008,448 | 7.70% | 15q | +1.0%+$476.8K |
| CPA Asset Management Group, LLC | $46.8M | 980,940 | 13.49% | 15q | +114.8%+$25.0M |
| Parkwoods Wealth Partners, LLC | $46.4M | 972,134 | 7.46% | 5q | +118.0%+$25.1M |
| Altiora Financial Group, LLC | $41.9M | 876,910 | 6.60% | 9q | -4.9%-$2.2M |
| Woodward Financial Advisors, Inc. | $41.0M | 857,876 | 13.69% | new | FIRST |
| BANK OF AMERICA CORP /DE/ | $40.5M | 847,823 | 0.00% | 15q | +12.8%+$4.6M |
| Signature Resources Capital Management, LLC | $38.8M | 812,642 | 15.30% | 11q | +5.1%+$1.9M |
| Wealthquest Corp | $38.4M | 804,122 | 2.42% | 5q | +10.0%+$3.5M |
| Elser Financial Planning, Inc | $38.1M | 798,092 | 1.65% | 2q | +3.3%+$1.2M |
| ECLECTIC ASSOCIATES INC /ADV | $38.0M | 795,671 | 4.33% | 11q | +16.0%+$5.2M |
| MASECO LLP | $36.9M | 772,357 | 1.04% | 5q | +4.5%+$1.6M |
| Wheelhouse Advisory Group LLC | $36.8M | 771,244 | 10.39% | 8q | +24.9%+$7.3M |
| GREAT OAK CAPITAL PARTNERS, LLC | $31.6M | 663,877 | 6.82% | 11q | +11.4%+$3.2M |
| NORTHWEST WEALTH MANAGEMENT, LLC | $30.6M | 640,173 | 4.03% | 12q | +15.4%+$4.1M |
| Mattern Wealth Management LLC | $28.9M | 604,523 | 4.74% | 16q | HELD |
| Valued Wealth Advisors LLC | $28.7M | 601,233 | 10.43% | 11q | +7.8%+$2.1M |
| Disciplined Investments, LLC | $27.8M | 582,928 | 4.49% | 15q | +131.3%+$15.8M |
| Allegiance Financial Group Advisory Services LLC | $27.7M | 581,099 | 4.80% | 15q | +13.5%+$3.3M |
| Farther Finance Advisors, LLC | $27.7M | 579,720 | 0.22% | 15q | +2.0%+$554.1K |
| Integrated Wealth Concepts LLC | $26.8M | 562,109 | 0.13% | 15q | +97.6%+$13.3M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $26.2M | 549,062 | 2.07% | 11q | +8.4%+$2.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | $25.9M | 541,966 | 10.33% | 11q | +10.0%+$2.4M |
| LEGACY FINANCIAL GROUP, INC. | $25.7M | 538,926 | 6.01% | 15q | +15.3%+$3.4M |
| Cornerstone Wealth Partners, LLC | $25.3M | 529,635 | 11.76% | 3q | +16.0%+$3.5M |
| SC&H Financial Advisors, Inc. | $25.2M | 528,603 | 3.35% | 17q | +9.2%+$2.1M |
| Factor Wealth Management LTD | $24.9M | 521,101 | 3.76% | 7q | +44.3%+$7.6M |
| Wolfstich Capital, LLC | $24.4M | 511,749 | 18.87% | 3q | +24.9%+$4.9M |
| Sterling Wealth Advisors Inc | $24.2M | 506,127 | 13.14% | 7q | +1.2%+$291.9K |
| Allworth Financial LP | $23.8M | 498,269 | 0.10% | 19q | -46.7%-$20.9M |
| Vestment Financial LLC | $23.5M | 492,736 | 10.53% | 7q | +3.1%+$712.0K |
| Guardian Wealth Management, LLC | $23.4M | 489,267 | 6.55% | 3q | +8.9%+$1.9M |
| AWM CAPITAL, LLC | $22.2M | 464,611 | 1.78% | 19q | +17.3%+$3.3M |
| Three Arch Wealth Management LLC | $21.9M | 458,148 | 3.36% | 3q | +21.8%+$3.9M |
| LPL Financial LLC | $21.7M | 454,790 | 0.00% | 17q | +34.2%+$5.5M |
| Pacific Asset Management, LLC | $21.4M | 448,747 | 10.52% | 7q | +7.1%+$1.4M |
| Verisail Partners, LLC | $20.2M | 423,424 | 7.49% | 7q | +4.2%+$816.4K |
| SageOak Financial, LLC | $20.0M | 418,286 | 12.99% | 7q | +4.2%+$811.9K |
| AlphaStar Capital Management, LLC | $19.6M | 411,277 | 1.25% | 4q | +6.3%+$1.2M |
| Onyx Financial Advisors, LLC | $19.5M | 408,896 | 7.03% | 15q | +5.9%+$1.1M |
| OSAIC HOLDINGS, INC. | $19.5M | 408,555 | 0.02% | 17q | +22.9%+$3.6M |
| Nova R Wealth, Inc. | $19.4M | 406,451 | 5.66% | 7q | +4.4%+$823.1K |
| IMA Advisory Services, Inc. | $19.4M | 406,393 | 1.21% | new | NEW |
| Tillman Hartley LLC | $19.4M | 405,530 | 4.35% | 15q | +10.6%+$1.9M |
| BCU Wealth Advisors, LLC | $19.3M | 404,463 | 6.41% | 11q | +8.1%+$1.5M |
| Sterling Wealth Management, Inc. | $18.7M | 391,353 | 4.65% | 8q | +3.9%+$699.8K |
| Pine Harbor Wealth Management, LLC | $18.6M | 389,887 | 4.99% | 11q | +5.8%+$1.0M |
| Cornerstone Management, Inc. | $18.6M | 389,336 | 2.67% | 7q | +13.4%+$2.2M |
| INTEGRITY ALLIANCE, LLC. | $18.5M | 386,994 | 0.58% | 6q | -0.8%-$144.3K |
| Vestmark Advisory Solutions, Inc. | $18.4M | 386,011 | 0.17% | 14q | HELD |
| Foundry Financial LLC | $17.5M | 365,502 | 5.88% | 3q | +17.6%+$2.6M |
| BCO Wealth Management LLC | $17.1M | 357,978 | 9.32% | 7q | HELD |
| DRAVO BAY LLC | $16.8M | 352,796 | 5.83% | 8q | +16.4%+$2.4M |
| Integrity Advisory Solutions, LLC | $16.8M | 352,635 | 1.73% | 4q | +15.0%+$2.2M |
| Brady Martz Wealth Solutions, LLC | $16.6M | 347,791 | 2.51% | 7q | +1.9%+$315.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.5M | 345,242 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $16.4M | 343,272 | 0.00% | 17q | +5.2%+$803.0K |
| Essential Planning, LLC. | $16.2M | 338,620 | 4.57% | 14q | +28.5%+$3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $16.1M | 338,127 | 0.80% | 9q | +14.0%+$2.0M |
| STUDIO INVESTMENT MANAGEMENT LLC | $15.7M | 328,907 | 2.65% | 7q | +2.9%+$444.7K |
| Kondo Wealth Advisors, Inc. | $15.6M | 327,035 | 5.22% | 7q | +5.5%+$808.5K |
| Parkshore Wealth Management, Inc. | $15.3M | 321,133 | 4.40% | 7q | +12.7%+$1.7M |
| Oceanside Advisors LLC | $14.9M | 313,001 | 7.54% | 11q | +4.2%+$597.2K |
| LIBERTY WEALTH MANAGEMENT LLC | $14.8M | 309,664 | 1.85% | 3q | HELD |
| STEVENS CAPITAL PARTNERS | $14.6M | 305,400 | 2.77% | 2q | +27.0%+$3.1M |
| CLIENT 1ST ADVISORY GROUP, LLC | $14.4M | 301,973 | 3.76% | 13q | +1.8%+$256.2K |
| Johnson Wealth Management, LLC | $14.2M | 298,214 | 6.03% | 4q | +10.4%+$1.3M |
| Shira Ridge Wealth Management | $14.2M | 296,404 | 4.94% | 15q | +4.7%+$629.1K |
| RAYMOND JAMES FINANCIAL INC | $13.9M | 291,673 | 0.00% | 7q | +4.6%+$610.1K |
| TRUIST FINANCIAL CORP | $13.7M | 287,212 | 0.02% | 14q | +15.2%+$1.8M |
| BEACON HILL WEALTH MANAGEMENT LTD. | $13.6M | 284,950 | 9.43% | new | FIRST |
| City State Bank | $13.6M | 284,141 | 3.11% | 10q | +8.0%+$1.0M |
| Stratos Investment Management, LLC | $13.5M | 282,386 | 0.49% | 5q | +5.4%+$692.4K |
| Discipline Wealth Solutions, LLC | $13.4M | 280,039 | 1.17% | 4q | +5.6%+$708.1K |
| Kestra Investment Management, LLC | $13.3M | 278,096 | 0.26% | 7q | +31.9%+$3.2M |
Showing the largest 100 of 451 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 | 440 | $5.8B | 121,250,438 | 36 | 262 | 85 | 0.0% |
| Q1 2026 | 415 | $5.2B | 109,304,478 | 34 | 244 | 69 | 0.0% |
| Q4 2025 | 395 | $4.6B | 96,400,117 | 28 | 214 | 68 | 0.0% |
| Q3 2025 | 351 | $3.9B | 81,760,724 | 30 | 213 | 64 | 0.0% |
| Q2 2025 | 334 | $3.4B | 71,775,115 | 24 | 175 | 86 | 0.0% |
| Q1 2025 | 320 | $3.1B | 65,231,272 | 30 | 179 | 62 | 0.0% |
| Q4 2024 | 304 | $3.1B | 66,542,213 | 33 | 158 | 41 | 0.0% |
| Q3 2024 | 236 | $2.2B | 45,717,498 | 24 | 127 | 55 | 0.0% |
| Q2 2024 | 229 | $1.8B | 39,283,669 | 26 | 139 | 34 | 0.0% |
| Q1 2024 | 203 | $1.5B | 31,621,751 | 19 | 114 | 42 | 0.0% |
| Q4 2023 | 202 | $1.2B | 26,401,006 | 22 | 100 | 35 | 0.0% |
| Q3 2023 | 170 | $841.4M | 18,371,887 | 21 | 97 | 35 | 0.0% |
| Q2 2023 | 157 | $690.8M | 14,903,152 | 19 | 85 | 32 | 0.0% |
| Q1 2023 | 143 | $560.0M | 12,003,539 | 22 | 75 | 29 | 0.0% |
| Q4 2022 | 124 | $441.0M | 9,588,919 | 25 | 42 | 21 | 0.0% |
| Q3 2022 | 85 | $316.4M | 6,884,380 | 21 | 37 | 23 | 0.0% |
| Q2 2022 | 68 | $283.0M | 6,029,251 | 40 | 15 | 11 | 0.0% |
| Q1 2022 | 32 | $533.2M | 11,139,406 | 10 | 13 | 6 | 0.0% |
| Q4 2021 | 32 | $546.3M | 10,937,359 | 24 | 0 | 0 | 0.0% |