DIMENSIONAL ETF TRUST (DFSV)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
567
Reporting holders
$6.4B
Reported value
0.0%
Held as options
+28
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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | $976.1M | 25,008,847 | 2.87% | 14q | +32.5%+$239.3M |
| RITHOLTZ WEALTH MANAGEMENT | $315.7M | 8,138,198 | 2.35% | 15q | +111.0%+$166.0M |
| MATHER GROUP, LLC. | $257.3M | 6,632,230 | 2.24% | 8q | +1.0%+$2.5M |
| Corient Private Wealth LP | $251.7M | 6,488,760 | 0.16% | 15q | -11.6%-$32.9M |
| JMG Financial Group, Ltd. | $244.8M | 6,311,245 | 5.91% | 15q | +1.9%+$4.7M |
| Focus Partners Wealth | $182.4M | 4,701,833 | 0.19% | 8q | +4.5%+$7.8M |
| Cetera Investment Advisers | $182.3M | 4,700,364 | 0.17% | 4q | +20.9%+$31.5M |
| Cerity Partners LLC | $173.4M | 4,469,361 | 0.21% | 15q | +3.8%+$6.3M |
| Modera Wealth Management, LLC | $114.4M | 2,947,946 | 1.22% | 14q | +6.7%+$7.2M |
| Index Fund Advisors, Inc. | $110.3M | 2,844,072 | 4.38% | 18q | +3.0%+$3.2M |
| Pathstone Holdings, LLC | $103.5M | 2,666,992 | 0.30% | 11q | -3.2%-$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $92.3M | 2,378,365 | 0.02% | 17q | +3.9%+$3.5M |
| LPL Financial LLC | $91.6M | 2,360,503 | 0.02% | 15q | +6.7%+$5.7M |
| Focus Partners Advisor Solutions, LLC | $86.3M | 2,225,817 | 0.73% | 14q | +5.6%+$4.5M |
| Creative Planning | $84.9M | 2,187,449 | 0.05% | 15q | -1.2%-$987.9K |
| Arista Wealth Management, LLC | $83.5M | 2,151,928 | 9.01% | 15q | +2.3%+$1.9M |
| RAYMOND JAMES FINANCIAL INC | $76.4M | 1,970,745 | 0.02% | 7q | +1.5%+$1.1M |
| BANK OF AMERICA CORP /DE/ | $66.1M | 1,704,969 | 0.00% | 13q | +8.4%+$5.1M |
| Vestmark Advisory Solutions, Inc. | $57.6M | 1,486,102 | 0.54% | 14q | HELD |
| EP Wealth Advisors, LLC | $51.7M | 1,332,487 | 0.20% | 14q | -6.2%-$3.4M |
| DiNuzzo Private Wealth, Inc. | $50.5M | 1,300,634 | 4.99% | 11q | -3.5%-$1.8M |
| Truepoint, Inc. | $46.3M | 1,193,913 | 0.97% | 17q | -11.0%-$5.7M |
| Evanson Financial, LLC | $45.0M | 1,160,147 | 2.20% | new | FIRST |
| COLDSTREAM CAPITAL MANAGEMENT INC | $44.9M | 1,142,603 | 0.56% | 6q | -48.8%-$42.8M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $40.0M | 1,030,836 | 2.68% | 15q | +3.3%+$1.3M |
| Leading Edge Financial Planning LLC | $39.8M | 1,027,285 | 7.10% | 15q | +6.0%+$2.3M |
| BANK OF MONTREAL /CAN/ | $39.7M | 1,023,556 | 0.01% | 18q | +3.3%+$1.3M |
| OSAIC HOLDINGS, INC. | $37.6M | 968,729 | 0.04% | 17q | +24.1%+$7.3M |
| Integrity Advisory Solutions, LLC | $36.5M | 940,148 | 3.75% | 4q | +8.9%+$3.0M |
| HARBOUR INVESTMENTS, INC. | $36.1M | 930,059 | 0.49% | 3q | +7.3%+$2.5M |
| Elser Financial Planning, Inc | $35.8M | 923,575 | 1.55% | 2q | +1.3%+$455.1K |
| Seaside Wealth Management, Inc. | $35.8M | 922,462 | 8.84% | 13q | +2.3%+$811.3K |
| Stordahl Capital Management, Inc. | $35.4M | 913,553 | 6.49% | 17q | HELD |
| NORTHERN TRUST CORP | $35.1M | 905,466 | 0.00% | 11q | +6.7%+$2.2M |
| United Wealth Management, LLC | $35.1M | 904,345 | 7.89% | 7q | +0.6%+$199.2K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $33.9M | 873,274 | 2.68% | 16q | +2.3%+$774.0K |
| Beacon Pointe Advisors, LLC | $32.9M | 848,190 | 0.15% | 17q | +4.0%+$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32.1M | 826,860 | 0.05% | 12q | +19.9%+$5.3M |
| HighTower Advisors, LLC | $31.3M | 805,623 | 0.03% | 17q | +2.5%+$748.2K |
| Hassell Wealth Management, LLC | $29.4M | 770,951 | 9.03% | 15q | +1.1%+$316.8K |
| Zhang Financial LLC | $29.1M | 750,732 | 0.85% | 15q | +6.9%+$1.9M |
| Diversified Portfolios, Inc. | $28.5M | 734,781 | 2.07% | 17q | +5.7%+$1.5M |
| Rather & Kittrell, Inc. | $27.9M | 719,089 | 3.90% | 17q | +4.1%+$1.1M |
| Sequoia Financial Advisors, LLC | $27.7M | 714,818 | 0.14% | 8q | -2.4%-$683.6K |
| INTEGRITY ALLIANCE, LLC. | $27.3M | 704,492 | 0.85% | 6q | HELD |
| OneDigital Investment Advisors LLC | $25.8M | 665,532 | 0.22% | 15q | +6.4%+$1.6M |
| Retirement Solution LLC | $25.5M | 658,005 | 4.99% | 14q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $25.0M | 644,635 | 0.03% | 17q | -0.9%-$214.6K |
| Factor Wealth Management LTD | $24.6M | 634,617 | 3.72% | 7q | +82.4%+$11.1M |
| Chicago Partners Investment Group LLC | $23.3M | 594,768 | 0.47% | 17q | +3.9%+$872.0K |
| Wealth Dimensions Group, Ltd. | $22.8M | 587,003 | 4.08% | 15q | +1.0%+$222.4K |
| Integris Wealth Management, LLC | $22.7M | 585,899 | 4.59% | 12q | -2.1%-$484.3K |
| Safeguard Investment Advisory Group, LLC | $22.7M | 584,076 | 5.23% | 14q | -4.4%-$1.1M |
| Wealth Advisors Northwest LLC | $21.9M | 565,017 | 7.47% | 7q | +2.7%+$570.2K |
| Krilogy Financial LLC | $21.8M | 562,531 | 0.65% | 16q | +0.9%+$203.8K |
| Perigon Wealth Management, LLC | $20.9M | 539,438 | 0.33% | 11q | +10.5%+$2.0M |
| Alpha Financial Advisors, LLC | $20.0M | 516,208 | 5.24% | 14q | HELD |
| ROYAL BANK OF CANADA | $19.9M | 512,087 | 0.00% | 15q | -24.1%-$6.3M |
| Clarity Wealth Development LLC | $19.8M | 511,635 | 11.02% | 7q | +6.5%+$1.2M |
| Equita Financial Network, Inc. | $19.6M | 505,882 | 5.45% | 12q | +0.6%+$122.4K |
| Foundation Wealth Management, LLC\PA | $19.5M | 502,590 | 5.88% | 7q | +8.4%+$1.5M |
| Farther Finance Advisors, LLC | $19.4M | 499,837 | 0.15% | 15q | +9.4%+$1.7M |
| Geneos Wealth Management Inc. | $19.1M | 492,276 | 0.39% | 14q | +1.3%+$242.1K |
| NewEdge Advisors, LLC | $18.9M | 486,019 | 0.06% | 15q | HELD |
| Apella Capital, LLC | $18.7M | 483,548 | 0.26% | 9q | +12.8%+$2.1M |
| Mariner, LLC | $17.9M | 462,453 | 0.02% | 15q | +5.5%+$940.5K |
| TOBIAS FINANCIAL ADVISORS, INC. | $17.9M | 461,103 | 2.27% | 12q | +2.9%+$510.9K |
| Well Done, LLC | $17.8M | 457,938 | 2.39% | 11q | -2.2%-$400.8K |
| Rockefeller Capital Management L.P. | $17.3M | 446,524 | 0.03% | 7q | -1.1%-$188.5K |
| FIDUCIARY FINANCIAL ADVISORS | $17.2M | 442,556 | 1.74% | new | NEW |
| JPMORGAN CHASE & CO | $17.0M | 438,349 | 0.00% | 15q | +4.1%+$672.3K |
| Timonier Family Office, LTD. | $16.9M | 436,101 | 4.78% | 6q | +1.2%+$196.1K |
| SCRATCH CAPITAL LLC | $16.8M | 433,153 | 8.34% | 7q | +7.2%+$1.1M |
| Allworth Financial LP | $16.5M | 425,967 | 0.07% | 11q | -51.1%-$17.3M |
| Oceanside Advisors LLC | $16.4M | 422,944 | 8.28% | 11q | +2.4%+$386.0K |
| Parkwoods Wealth Partners, LLC | $16.0M | 413,454 | 2.58% | 6q | +30.6%+$3.8M |
| Financial Engines Advisors L.L.C. | $16.0M | 412,020 | 0.03% | 9q | +20.5%+$2.7M |
| Physician Wealth Solutions Inc. | $15.9M | 411,042 | 6.05% | 11q | -2.0%-$323.1K |
| Trust Co of the South | $15.6M | 402,318 | 2.20% | 11q | -9.6%-$1.7M |
| Avantax Planning Partners, Inc. | $15.3M | 393,241 | 0.38% | 7q | -5.0%-$797.0K |
| Greenline Partners, LLC | $15.1M | 388,109 | 1.53% | 7q | HELD |
| CARDIFF PARK ADVISORS, LLC | $15.0M | 386,270 | 1.16% | 8q | HELD |
| RFG Advisory, LLC | $14.5M | 373,465 | 0.23% | 6q | +2.4%+$333.5K |
| MML INVESTORS SERVICES, LLC | $14.3M | 368,604 | 0.03% | 9q | +12.9%+$1.6M |
| Avant Financial Advisors LLC | $14.0M | 361,776 | 8.74% | 7q | +9.4%+$1.2M |
| AdvisorNet Financial, Inc | $13.5M | 349,124 | 0.62% | 15q | +3.6%+$469.0K |
| Woodward Financial Advisors, Inc. | $13.5M | 348,538 | 4.52% | new | FIRST |
| Kestra Advisory Services, LLC | $13.5M | 348,145 | 0.04% | 15q | +4.0%+$514.6K |
| KEB ASSET MANAGEMENT, LLC | $13.2M | 341,522 | 2.14% | 16q | HELD |
| Abel Hall, LLC | $13.0M | 336,098 | 2.25% | 11q | +3.3%+$415.1K |
| VESTIA PERSONAL WEALTH ADVISORS | $13.0M | 334,579 | 5.07% | 9q | +10.5%+$1.2M |
| Plancorp, LLC | $12.7M | 327,279 | 0.31% | 6q | HELD |
| Private Wealth Management Group, LLC | $12.5M | 321,963 | 2.90% | 11q | -4.7%-$618.2K |
| Financial Architects, LLC | $12.4M | 320,155 | 5.96% | 11q | +0.9%+$108.8K |
| BOS Asset Management, LLC | $12.2M | 313,868 | 2.83% | 10q | +0.6%+$73.7K |
| PINNACLE ASSOCIATES LTD | $12.1M | 312,283 | 0.13% | 14q | -2.0%-$247.5K |
| Pinnacle Wealth Management Advisory Group, LLC | $12.1M | 312,283 | 0.72% | 14q | -2.0%-$247.5K |
| RCS Financial Planning, LLC | $11.7M | 301,701 | 5.54% | 15q | +1.9%+$217.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11.6M | 299,230 | 0.00% | 2q | HELD |
| Ballentine Capital Advisors, Inc | $11.5M | 296,902 | 4.34% | 11q | +0.7%+$81.1K |
Showing the largest 100 of 583 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 | 567 | $6.4B | 165,430,262 | 40 | 236 | 154 | 0.0% |
| Q1 2026 | 539 | $5.4B | 154,777,629 | 58 | 250 | 132 | 0.0% |
| Q4 2025 | 510 | $4.9B | 149,266,346 | 35 | 224 | 113 | 0.0% |
| Q3 2025 | 446 | $4.1B | 128,121,142 | 31 | 209 | 99 | 0.0% |
| Q2 2025 | 431 | $3.6B | 121,775,103 | 53 | 229 | 88 | 0.0% |
| Q1 2025 | 401 | $3.2B | 113,919,815 | 42 | 207 | 73 | 0.0% |
| Q4 2024 | 384 | $3.2B | 105,155,721 | 32 | 158 | 69 | 0.0% |
| Q3 2024 | 309 | $2.8B | 89,639,783 | 29 | 167 | 52 | 0.0% |
| Q2 2024 | 288 | $2.2B | 75,930,938 | 24 | 159 | 46 | 0.0% |
| Q1 2024 | 269 | $2.0B | 67,538,710 | 34 | 153 | 37 | 0.0% |
| Q4 2023 | 248 | $1.8B | 61,528,062 | 38 | 121 | 40 | 0.0% |
| Q3 2023 | 208 | $1.3B | 52,032,289 | 28 | 122 | 23 | 0.0% |
| Q2 2023 | 186 | $816.2M | 31,726,420 | 21 | 118 | 27 | 0.0% |
| Q1 2023 | 172 | $756.2M | 30,345,839 | 41 | 84 | 25 | 0.0% |
| Q4 2022 | 131 | $588.3M | 23,660,408 | 46 | 44 | 6 | 0.0% |
| Q3 2022 | 74 | $344.6M | 15,761,615 | 22 | 46 | 2 | 0.0% |
| Q2 2022 | 54 | $223.1M | 9,872,730 | 43 | 9 | 0 | 0.0% |
| Q1 2022 | 12 | $3.5M | 134,006 | 12 | 0 | 0 | 0.0% |