DIMENSIONAL ETF TRUST (DFSE)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
179
Reporting holders
$461.7M
Reported value
0.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| AWM CAPITAL, LLC | $40.2M | 821,857 | 3.22% | 15q | +8.0%+$3.0M |
| Pathstone Holdings, LLC | $32.9M | 673,453 | 0.10% | 11q | +18.1%+$5.0M |
| MASECO LLP | $29.0M | 594,139 | 0.82% | 5q | +1.0%+$280.3K |
| Focus Partners Wealth | $27.8M | 569,426 | 0.03% | 8q | +6.0%+$1.6M |
| Quantum Financial Advisors, LLC | $25.8M | 528,686 | 2.56% | 14q | -3.2%-$858.1K |
| Five Oceans Advisors | $21.6M | 442,368 | 6.95% | 15q | +0.9%+$199.5K |
| Forum Financial Management, LP | $17.9M | 365,681 | 0.23% | 15q | -2.4%-$434.0K |
| Citrine Capital LLC | $15.8M | 323,640 | 5.86% | 7q | -1.5%-$245.0K |
| Abacus Wealth Partners, LLC | $15.5M | 317,897 | 1.63% | 15q | -6.6%-$1.1M |
| EP Wealth Advisors, LLC | $15.0M | 307,473 | 0.06% | 6q | HELD |
| Savant Capital, LLC | $12.8M | 262,183 | 0.04% | 12q | +22.2%+$2.3M |
| Retirement Solution LLC | $12.6M | 256,769 | 2.45% | 14q | -1.4%-$179.9K |
| Wealthspire Advisors, LLC | $9.4M | 191,799 | 0.05% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $7.9M | 160,804 | 0.00% | 4q | +123.3%+$4.3M |
| Wealth Architects, LLC | $7.6M | 154,990 | 0.60% | 13q | -0.7%-$56.7K |
| Elser Financial Planning, Inc | $6.2M | 126,249 | 0.27% | 2q | HELD |
| SACHEM HILL LLC | $6.0M | 123,011 | 1.07% | 15q | -9.6%-$639.2K |
| Francis Financial, Inc. | $5.3M | 109,210 | 0.87% | 4q | +4.0%+$206.1K |
| Corient Private Wealth LP | $5.2M | 107,070 | 0.00% | 11q | +96.8%+$2.6M |
| Pure Financial Advisors, LLC | $5.1M | 104,452 | 0.06% | 8q | -3.1%-$164.9K |
| Apella Capital, LLC | $4.9M | 102,996 | 0.07% | 11q | +7.8%+$353.2K |
| BRIGHTON JONES LLC | $4.5M | 91,148 | 0.08% | 2q | +11.0%+$440.9K |
| Greenspring Advisors, LLC | $4.5M | 91,141 | 0.25% | 12q | -39.4%-$2.9M |
| TCI Wealth Advisors, Inc. | $4.1M | 84,357 | 0.18% | 5q | -0.8%-$31.6K |
| Balanced Rock Investment Advisors LLC | $4.0M | 81,686 | 2.49% | 7q | -8.1%-$352.9K |
| RAM Investment Partners, LLC | $3.8M | 78,545 | 0.61% | 15q | +10.6%+$366.6K |
| Allodium Investment Consultants, LLC | $3.8M | 77,097 | 1.60% | 7q | HELD |
| DRIVE WEALTH MANAGEMENT, LLC | $3.6M | 72,657 | 0.63% | 12q | -2.3%-$84.6K |
| OneDigital Investment Advisors LLC | $3.3M | 68,228 | 0.03% | 11q | +5.5%+$173.8K |
| New Capital Management LP | $3.3M | 67,834 | 0.76% | 13q | -0.6%-$21.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 66,534 | 0.01% | 12q | -8.9%-$313.2K |
| Cerity Partners LLC | $3.2M | 65,090 | 0.00% | 5q | +132.1%+$1.8M |
| Focus Partners Advisor Solutions, LLC | $3.1M | 63,340 | 0.03% | 14q | +14.9%+$400.8K |
| Asset Dedication, LLC | $3.0M | 62,293 | 0.19% | 15q | -5.0%-$158.7K |
| Perigon Wealth Management, LLC | $2.9M | 59,449 | 0.05% | 11q | HELD |
| GOLDMAN SACHS GROUP INC | $2.9M | 59,016 | 0.00% | 2q | +18.0%+$440.7K |
| HILL ISLAND FINANCIAL LLC | $2.7M | 55,204 | 0.58% | 5q | HELD |
| Equita Financial Network, Inc. | $2.6M | 52,655 | 0.71% | 6q | +18.8%+$407.1K |
| QUARRY HILL ADVISORS, LLC | $2.6M | 52,268 | 0.98% | 13q | +4.5%+$109.2K |
| Beacon Pointe Advisors, LLC | $2.5M | 50,694 | 0.01% | 4q | +1.8%+$44.2K |
| Laird Norton Wetherby Trust Company, LLC | $2.4M | 49,725 | 0.05% | new | NEW |
| Klaas Financial Asset Advisors, LLC | $2.3M | 47,886 | 0.29% | 9q | HELD |
| Triune Financial Partners, LLC | $2.2M | 44,576 | 0.45% | 5q | -1.6%-$35.7K |
| Cordant, Inc. | $1.9M | 38,343 | 0.68% | 15q | +9.7%+$165.2K |
| Simplicity Wealth,LLC | $1.8M | 37,709 | 0.06% | 4q | +8.8%+$148.3K |
| Planning Center, Inc. | $1.7M | 35,784 | 0.17% | 15q | -1.6%-$28.8K |
| RW Investment Management LLC | $1.7M | 34,137 | 0.15% | 13q | +3.6%+$57.5K |
| Longview Financial Advisors LLC | $1.7M | 34,136 | 0.82% | 7q | -8.9%-$163.6K |
| Clarity Wealth Development LLC | $1.6M | 33,627 | 0.91% | new | NEW |
| Truepoint, Inc. | $1.4M | 29,629 | 0.03% | 14q | -7.3%-$114.5K |
| Cambridge Financial Group, LLC | $1.4M | 28,925 | 0.45% | 11q | +12.5%+$157.1K |
| MISSION WEALTH MANAGEMENT, LP | $1.3M | 26,554 | 0.02% | 3q | +332.0%+$997.5K |
| Burton Enright Welch | $1.2M | 25,287 | 0.15% | 7q | -5.7%-$74.4K |
| BROWN ADVISORY INC | $1.2M | 24,647 | 0.00% | 2q | +48.1%+$391.2K |
| BEACON HILL WEALTH MANAGEMENT LTD. | $1.2M | 24,539 | 0.83% | new | FIRST |
| HighTower Advisors, LLC | $1.1M | 22,640 | 0.00% | 5q | +2.2%+$24.3K |
| Rockbridge Investment Management, LCC | $1.0M | 21,269 | 0.08% | 11q | -11.9%-$140.0K |
| SeedSafe Financial LLC | $1.0M | 20,711 | 0.73% | 3q | HELD |
| Henrickson Nauta Wealth Advisors, Inc. | $1.0M | 20,467 | 0.24% | 13q | +0.9%+$9.2K |
| Modera Wealth Management, LLC | $984.1K | 20,133 | 0.01% | 13q | +22.6%+$181.3K |
| Momentous Wealth Management, Inc. | $976.6K | 19,979 | 0.50% | 7q | -1.1%-$11.1K |
| Cardinal Point Capital Management ULC | $972.6K | 19,898 | 0.06% | 9q | HELD |
| SEVEN MILE ADVISORY | $961.1K | 19,663 | 0.65% | 13q | -4.0%-$39.9K |
| Aspen Capital Management, LLC | $951.8K | 19,473 | 0.21% | 5q | -3.1%-$30.0K |
| HARBOUR INVESTMENTS, INC. | $946.3K | 19,359 | 0.01% | 10q | -3.7%-$36.9K |
| Meritas Wealth Management, LLC | $935.5K | 19,139 | 0.37% | 8q | -5.4%-$53.2K |
| MB Generational Wealth, LLC | $923.0K | 18,883 | 0.45% | 10q | -4.4%-$42.1K |
| Morling Financial Advisors, LLC | $897.5K | 18,361 | 0.25% | 11q | -0.7%-$5.9K |
| NWAM LLC | $892.5K | 18,260 | 0.04% | 8q | +1.6%+$14.4K |
| Sequoia Financial Advisors, LLC | $877.0K | 17,942 | 0.00% | 6q | +11.5%+$90.3K |
| Wheels Up Wealth, Inc. | $791.8K | 16,198 | 0.67% | 3q | -3.4%-$28.1K |
| NewEdge Wealth, LLC | $758.3K | 15,513 | 0.01% | 4q | HELD |
| Creative Capital Management Investments LLC | $740.2K | 15,143 | 0.17% | 14q | HELD |
| JANE STREET GROUP, LLC | $732.1K | 14,977 | 0.00% | 15q | -82.7%-$3.5M |
| LPL Financial LLC | $715.5K | 14,638 | 0.00% | 9q | +13.9%+$87.2K |
| Northland Capital Management LLC | $705.8K | 14,439 | 0.38% | 13q | -16.8%-$142.7K |
| Vise Technologies, Inc. | $682.4K | 13,960 | 0.01% | 3q | +100.2%+$341.5K |
| Root Financial Partners, LLC | $682.4K | 13,960 | 0.03% | 4q | +7.8%+$49.3K |
| Farther Finance Advisors, LLC | $669.6K | 13,698 | 0.01% | 12q | -4.1%-$28.8K |
| Foster Group, Inc. | $668.9K | 13,685 | 0.02% | 4q | -4.7%-$33.2K |
| XY Planning Network, Inc. | $661.7K | 13,537 | 0.08% | 3q | +149.2%+$396.2K |
| Syverson Strege & Co | $653.2K | 13,363 | 0.14% | 11q | HELD |
| BetterWealth, LLC | $638.8K | 13,068 | 0.11% | 14q | +5.8%+$34.8K |
| Trellis Wealth Advisors LLC | $630.0K | 12,889 | 0.22% | 12q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $613.4K | 12,550 | 0.07% | 9q | +13.3%+$72.1K |
| Three Arch Wealth Management LLC | $602.6K | 12,329 | 0.09% | 3q | +54.2%+$211.8K |
| Sensenig Capital Advisors, Inc | $583.7K | 11,942 | 0.53% | 3q | -7.3%-$45.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $578.7K | 11,839 | 0.00% | 14q | +1.1%+$6.1K |
| Flagstone Financial Management | $564.3K | 11,545 | 0.13% | 6q | -1.4%-$8.2K |
| Addison Advisors LLC | $536.3K | 10,971 | 0.25% | 12q | -59.9%-$799.6K |
| NewEdge Advisors, LLC | $531.2K | 10,868 | 0.00% | 11q | -7.5%-$43.4K |
| GRAND WEALTH MANAGEMENT, LLC | $522.7K | 10,693 | 0.22% | 15q | +20.8%+$90.1K |
| Parcion Private Wealth LLC | $517.1K | 10,580 | 0.03% | 8q | HELD |
| Modern Wealth Management, LLC | $514.9K | 10,534 | 0.01% | 2q | +38.9%+$144.3K |
| Rehmann Capital Advisory Group | $511.0K | 10,455 | 0.02% | 8q | +6.1%+$29.3K |
| Heck Capital Advisors, LLC | $504.6K | 10,323 | 0.03% | 6q | -2.5%-$13.1K |
| Midwest Trust Co | $498.8K | 10,205 | 0.01% | 5q | +19.3%+$80.6K |
| Babb Wealth Advisors LLC | $489.2K | 10,008 | 0.24% | 7q | -9.9%-$53.6K |
| Hill Investment Group Partners, LLC | $456.3K | 9,335 | 0.05% | 11q | -2.2%-$10.1K |
| Freedom Financial Partners LLC | $455.7K | 9,323 | 0.15% | 7q | -14.2%-$75.7K |
Showing the largest 100 of 183 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 | 179 | $461.7M | 9,450,858 | 19 | 65 | 55 | 0.0% |
| Q1 2026 | 169 | $379.1M | 8,918,928 | 17 | 64 | 48 | 0.0% |
| Q4 2025 | 159 | $346.0M | 8,337,477 | 13 | 74 | 31 | 0.0% |
| Q3 2025 | 143 | $330.2M | 8,035,157 | 13 | 62 | 32 | 0.0% |
| Q2 2025 | 136 | $289.8M | 7,611,973 | 16 | 56 | 31 | 0.0% |
| Q1 2025 | 132 | $241.7M | 7,180,800 | 16 | 49 | 27 | 0.0% |
| Q4 2024 | 124 | $225.2M | 6,798,608 | 11 | 59 | 15 | 0.0% |
| Q3 2024 | 108 | $208.0M | 5,871,309 | 16 | 61 | 12 | 0.0% |
| Q2 2024 | 99 | $185.1M | 5,532,128 | 13 | 47 | 15 | 0.0% |
| Q1 2024 | 88 | $149.8M | 4,650,395 | 9 | 51 | 9 | 0.0% |
| Q4 2023 | 85 | $140.6M | 4,450,786 | 16 | 39 | 6 | 0.0% |
| Q3 2023 | 67 | $118.5M | 4,033,290 | 12 | 32 | 9 | 0.0% |
| Q2 2023 | 56 | $105.3M | 3,456,356 | 17 | 27 | 4 | 0.0% |
| Q1 2023 | 45 | $81.1M | 2,714,913 | 16 | 14 | 7 | 0.0% |
| Q4 2022 | 29 | $68.4M | 2,425,952 | 24 | 0 | 0 | 0.0% |