DIMENSIONAL ETF TRUST (DFSI)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
231
Reporting holders
$780.6M
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | $55.0M | 1,218,472 | 0.06% | 8q | +4.6%+$2.4M |
| MASECO LLP | $45.7M | 1,012,064 | 1.28% | 5q | +2.5%+$1.1M |
| AWM CAPITAL, LLC | $44.9M | 995,334 | 3.59% | 15q | +6.9%+$2.9M |
| Pathstone Holdings, LLC | $44.4M | 984,898 | 0.13% | 11q | +23.9%+$8.6M |
| Quantum Financial Advisors, LLC | $37.5M | 831,098 | 3.71% | 14q | -1.1%-$420.0K |
| Francis Financial, Inc. | $34.6M | 767,312 | 5.67% | 15q | +1.1%+$370.1K |
| Abacus Wealth Partners, LLC | $27.3M | 605,285 | 2.87% | 15q | +3.3%+$865.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $20.9M | 464,520 | 0.01% | 6q | +154.0%+$12.7M |
| Five Oceans Advisors | $19.2M | 426,583 | 6.18% | 15q | +5.6%+$1.0M |
| EP Wealth Advisors, LLC | $19.2M | 426,228 | 0.07% | 6q | +2.4%+$453.7K |
| Citrine Capital LLC | $17.7M | 393,481 | 6.57% | 7q | +0.9%+$157.8K |
| Retirement Solution LLC | $15.8M | 349,466 | 3.08% | 14q | HELD |
| Savant Capital, LLC | $14.0M | 309,218 | 0.04% | 12q | +14.2%+$1.7M |
| Apella Capital, LLC | $13.8M | 303,754 | 0.20% | 12q | +4.8%+$631.1K |
| Forum Financial Management, LP | $12.1M | 269,201 | 0.16% | 15q | +2.1%+$244.4K |
| Elser Financial Planning, Inc | $10.8M | 239,760 | 0.47% | 2q | +2.8%+$297.7K |
| Corient Private Wealth LP | $10.6M | 235,690 | 0.01% | 15q | +85.5%+$4.9M |
| Bank of New York Mellon Corp | $10.3M | 228,448 | 0.00% | 2q | +289.6%+$7.7M |
| Balanced Rock Investment Advisors LLC | $10.0M | 220,624 | 6.21% | 7q | +3.2%+$312.9K |
| Wealthspire Advisors, LLC | $9.9M | 218,754 | 0.05% | 8q | +274.7%+$7.2M |
| HILL ISLAND FINANCIAL LLC | $9.2M | 203,314 | 1.96% | 5q | +5.0%+$437.7K |
| Allodium Investment Consultants, LLC | $9.1M | 201,944 | 3.87% | 7q | +4.1%+$356.8K |
| Planning Center, Inc. | $8.4M | 185,179 | 0.79% | 15q | +1.9%+$152.8K |
| Focus Partners Advisor Solutions, LLC | $8.3M | 184,872 | 0.07% | 14q | +35.6%+$2.2M |
| New Capital Management LP | $8.1M | 179,986 | 1.85% | 13q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.1M | 156,527 | 0.01% | 12q | +3.1%+$212.3K |
| Pure Financial Advisors, LLC | $7.0M | 155,082 | 0.09% | 9q | HELD |
| Wealth Architects, LLC | $6.9M | 153,263 | 0.55% | 13q | +0.9%+$59.4K |
| RAM Investment Partners, LLC | $6.4M | 141,673 | 1.02% | 15q | +13.2%+$746.4K |
| QUARRY HILL ADVISORS, LLC | $5.9M | 130,867 | 2.27% | 14q | +8.9%+$480.0K |
| Greenspring Advisors, LLC | $5.5M | 122,708 | 0.31% | 12q | -42.4%-$4.1M |
| Beacon Pointe Advisors, LLC | $5.5M | 122,582 | 0.03% | 10q | -7.0%-$415.0K |
| OneDigital Investment Advisors LLC | $5.4M | 120,549 | 0.05% | 11q | +7.9%+$398.8K |
| Perigon Wealth Management, LLC | $5.0M | 111,569 | 0.08% | 11q | HELD |
| Triune Financial Partners, LLC | $5.0M | 111,174 | 1.05% | 5q | +0.8%+$40.0K |
| TCI Wealth Advisors, Inc. | $5.0M | 110,345 | 0.22% | 15q | +2.0%+$98.8K |
| Laurel Wealth Planning LLC | $4.9M | 107,963 | 2.15% | 2q | +13.8%+$589.4K |
| BROWN ADVISORY INC | $4.7M | 104,113 | 0.01% | 5q | +6.5%+$284.6K |
| Donalies Financial Planning, LLC | $4.5M | 100,617 | 3.34% | 3q | -1.3%-$61.9K |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 99,011 | 0.00% | 6q | -5.0%-$234.1K |
| Angeles Investment Advisors, LLC | $4.4M | 97,979 | 0.27% | 4q | -10.9%-$542.5K |
| BRIGHTON JONES LLC | $4.4M | 97,777 | 0.08% | 2q | +11.6%+$457.2K |
| Garde Capital, Inc. | $4.2M | 94,113 | 0.19% | 10q | +0.9%+$38.7K |
| Aspen Capital Management, LLC | $4.2M | 92,563 | 0.92% | 6q | +1.1%+$43.9K |
| Equita Financial Network, Inc. | $4.0M | 88,291 | 1.11% | 8q | +34.1%+$1.0M |
| JANE STREET GROUP, LLC | $3.9M | 86,254 | 0.00% | 15q | -68.7%-$8.5M |
| RW Investment Management LLC | $3.9M | 85,972 | 0.34% | 14q | +1.1%+$42.2K |
| Cerity Partners LLC | $3.8M | 84,219 | 0.00% | 5q | +93.6%+$1.8M |
| Simplicity Wealth,LLC | $3.7M | 82,737 | 0.13% | 4q | +8.8%+$301.3K |
| Asset Dedication, LLC | $3.6M | 80,540 | 0.23% | 15q | -13.2%-$550.6K |
| Sequoia Financial Advisors, LLC | $3.5M | 78,288 | 0.02% | 6q | -7.6%-$290.2K |
| Momentous Wealth Management, Inc. | $3.4M | 74,975 | 1.73% | 7q | HELD |
| Clarity Wealth Development LLC | $3.3M | 74,188 | 1.86% | new | NEW |
| Cardinal Point Capital Management ULC | $3.3M | 73,261 | 0.19% | 10q | HELD |
| BEACON HILL WEALTH MANAGEMENT LTD. | $3.1M | 67,915 | 2.12% | new | FIRST |
| Revolve Wealth Partners, LLC | $2.8M | 61,850 | 0.29% | 11q | -2.5%-$70.5K |
| Rockbridge Investment Management, LCC | $2.7M | 60,831 | 0.22% | 14q | -12.0%-$375.3K |
| Addison Advisors LLC | $2.7M | 59,271 | 1.26% | 12q | -36.2%-$1.5M |
| Truepoint, Inc. | $2.5M | 56,106 | 0.05% | 14q | -12.4%-$359.0K |
| Cambridge Financial Group, LLC | $2.4M | 53,237 | 0.76% | 11q | +14.0%+$295.6K |
| LPL Financial LLC | $2.3M | 51,216 | 0.00% | 9q | +17.5%+$343.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 50,588 | 0.00% | 14q | -1.3%-$31.0K |
| MISSION WEALTH MANAGEMENT, LP | $2.3M | 50,110 | 0.03% | 3q | +734.1%+$2.0M |
| Henrickson Nauta Wealth Advisors, Inc. | $2.2M | 48,794 | 0.54% | 14q | +4.6%+$95.8K |
| Modern Wealth Management, LLC | $2.2M | 48,709 | 0.03% | 2q | +71.5%+$915.9K |
| Foster Group, Inc. | $2.2M | 48,414 | 0.06% | 6q | -1.5%-$32.5K |
| Creative Capital Management Investments LLC | $2.2M | 48,039 | 0.50% | 14q | +3.5%+$72.4K |
| Northland Capital Management LLC | $2.2M | 48,027 | 1.17% | 13q | +26.3%+$451.4K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $2.1M | 45,887 | 0.35% | 14q | HELD |
| Mutual Advisors, LLC | $1.9M | 43,124 | 0.04% | new | NEW |
| Syverson Strege & Co | $1.9M | 43,119 | 0.42% | 11q | HELD |
| Laird Norton Wetherby Trust Company, LLC | $1.9M | 42,829 | 0.04% | new | NEW |
| FIDUCIARY FINANCIAL GROUP, LLC | $1.9M | 41,988 | 0.21% | 9q | +39.5%+$536.1K |
| Trellis Wealth Advisors LLC | $1.8M | 39,093 | 0.61% | 15q | HELD |
| Vise Technologies, Inc. | $1.7M | 37,957 | 0.02% | 4q | +96.3%+$839.8K |
| MB Generational Wealth, LLC | $1.7M | 37,356 | 0.83% | 10q | -2.9%-$50.7K |
| CAHILL FINANCIAL ADVISORS INC | $1.7M | 37,289 | 0.16% | 12q | +21.7%+$299.4K |
| Cordant, Inc. | $1.7M | 37,032 | 0.60% | 15q | +23.3%+$315.1K |
| Composition Wealth, LLC | $1.6M | 35,133 | 0.02% | 4q | +122.5%+$872.3K |
| Level Financial Advisors | $1.6M | 35,064 | 0.35% | 14q | +1.1%+$17.4K |
| Wheels Up Wealth, Inc. | $1.6M | 34,897 | 1.33% | 3q | +4.0%+$60.5K |
| Root Financial Partners, LLC | $1.5M | 33,535 | 0.06% | 6q | +17.3%+$223.0K |
| NWAM LLC | $1.5M | 33,493 | 0.08% | 8q | +4.2%+$60.2K |
| Longview Financial Advisors LLC | $1.5M | 32,181 | 0.72% | 7q | -1.4%-$21.2K |
| XY Planning Network, Inc. | $1.4M | 31,798 | 0.18% | 5q | +137.3%+$829.7K |
| HighTower Advisors, LLC | $1.4M | 30,527 | 0.00% | 14q | +3.6%+$47.4K |
| DiNuzzo Private Wealth, Inc. | $1.3M | 28,558 | 0.13% | 11q | HELD |
| Chicago Partners Investment Group LLC | $1.3M | 28,279 | 0.03% | 13q | +7.1%+$84.4K |
| BetterWealth, LLC | $1.2M | 26,765 | 0.21% | 14q | +2.0%+$23.5K |
| Farther Finance Advisors, LLC | $1.2M | 26,064 | 0.01% | 12q | -4.3%-$53.4K |
| Wealth Management Strategies, Inc. | $1.1M | 24,957 | 0.44% | 7q | HELD |
| GRAND WEALTH MANAGEMENT, LLC | $1.0M | 23,118 | 0.43% | 15q | +20.8%+$179.8K |
| CGN Advisors LLC | $1.0M | 23,017 | 0.08% | 4q | -5.3%-$58.6K |
| OSAIC HOLDINGS, INC. | $1.0M | 22,879 | 0.00% | 9q | +102.2%+$521.4K |
| Babb Wealth Advisors LLC | $1.0M | 22,710 | 0.49% | 7q | -8.4%-$94.5K |
| Modera Wealth Management, LLC | $950.5K | 21,076 | 0.01% | 13q | +21.8%+$170.3K |
| Bridgewater Advisors Inc. | $940.9K | 20,366 | 0.05% | 6q | +2.8%+$26.0K |
| Kestra Advisory Services, LLC | $939.1K | 20,823 | 0.00% | 11q | +6.8%+$59.4K |
| MML INVESTORS SERVICES, LLC | $931.0K | 20,644 | 0.00% | 5q | -31.6%-$429.3K |
| NewEdge Advisors, LLC | $903.9K | 20,043 | 0.00% | 15q | -11.7%-$119.7K |
Showing the largest 100 of 237 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 | 231 | $780.6M | 17,300,212 | 19 | 122 | 47 | 0.0% |
| Q1 2026 | 221 | $678.3M | 15,955,571 | 21 | 81 | 69 | 0.0% |
| Q4 2025 | 208 | $640.3M | 14,935,860 | 14 | 96 | 44 | 0.0% |
| Q3 2025 | 192 | $584.2M | 14,261,717 | 15 | 83 | 36 | 0.0% |
| Q2 2025 | 183 | $502.7M | 12,755,598 | 16 | 77 | 47 | 0.0% |
| Q1 2025 | 174 | $420.8M | 12,063,034 | 23 | 70 | 37 | 0.0% |
| Q4 2024 | 157 | $372.8M | 11,352,237 | 9 | 75 | 18 | 0.0% |
| Q3 2024 | 133 | $323.0M | 9,043,729 | 18 | 71 | 15 | 0.0% |
| Q2 2024 | 121 | $273.2M | 8,292,864 | 11 | 62 | 21 | 0.0% |
| Q1 2024 | 115 | $255.0M | 7,577,065 | 21 | 56 | 11 | 0.0% |
| Q4 2023 | 99 | $223.7M | 6,988,591 | 14 | 45 | 11 | 0.0% |
| Q3 2023 | 81 | $181.1M | 6,310,115 | 15 | 43 | 8 | 0.0% |
| Q2 2023 | 67 | $161.8M | 5,312,900 | 15 | 33 | 3 | 0.0% |
| Q1 2023 | 56 | $124.7M | 4,135,678 | 23 | 17 | 3 | 0.0% |
| Q4 2022 | 34 | $55.9M | 2,011,310 | 27 | 0 | 0 | 0.0% |