DIMENSIONAL ETF TRUST
CUSIP 25434V575
Dimensional Etf Trust has 162 institutional holders in Filings Flow’s 13F database, together reporting 20.69M shares worth $1.1B as of Q1 2026. The largest reported holders are Apella Capital, LLC, Planning Center, Inc., and Market Street Wealth Management Advisors LLC.
Institutional Holders
162
Q1 2026
Reported Value
$1.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Alpha Financial Advisors, LLC$326M AUM | 11.25% | $37M | 699.9K | Q1 2026OLDER |
| Verisail Partners, LLC$270M AUM | 8.96% | $24M | 450.9K | Q2 2026 |
| SageOak Financial, LLC$142M AUM | 8.74% | $12M | 237.1K | Q1 2026OLDER |
| United Wealth Management, LLC$402M AUM | 8.61% | $35M | 660.4K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 8.53% | $32M | 619.3K | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 8.25% | $81M | 1.55M | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 8.10% | $14M | 263.0K | Q1 2026OLDER |
| Guardian Wealth Management, LLC$330M AUM | 7.13% | $24M | 448.4K | Q1 2026OLDER |
| Babb Wealth Advisors LLC$183M AUM | 6.79% | $12M | 236.8K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 6.42% | $16M | 311.7K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 6.26% | $12M | 232.9K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 5.93% | $38M | 717.2K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 5.81% | $18M | 352.0K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 5.34% | $17M | 325.3K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 5.26% | $11M | 207.6K | Q1 2026OLDER |
| HEFFERNAN ADVISORY, INC$108M AUM | 4.46% | $5M | 91.7K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 3.93% | $36M | 678.5K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 3.83% | $10M | 190.0K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 3.77% | $19M | 368.3K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 3.25% | $6M | 108.2K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 3.22% | $11M | 215.7K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 3.21% | $5M | 101.0K | Q3 2025OLDER |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC$154M AUM | 3.12% | $5M | 91.7K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 3.06% | $6M | 117.2K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 2.92% | $5M | 90.6K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 2.86% | $16M | 305.0K | Q1 2026OLDER |
| Schwallier Wealth Management LLC$137M AUM | 2.76% | $4M | 72.0K | Q1 2026OLDER |
| Cornerstone Wealth Partners, LLC$176M AUM | 2.64% | $5M | 88.7K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 2.55% | $3M | 56.1K | Q2 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 2.54% | $4M | 67.2K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 2.54% | $20M | 387.3K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 2.53% | $3M | 57.4K | Q1 2026OLDER |
| Optimus Capital Advisors, LLC$186M AUM | 2.52% | $5M | 87.5K | Q2 2026 |
| PW ADVISORS, LLC \ FL$133M AUM | 2.24% | $3M | 57.0K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 1.87% | $2M | 41.8K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 1.86% | $5M | 101.2K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 1.80% | $37M | 707.9K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 1.70% | $120M | 2.26M | Q2 2026 |
| Vested Financial Planning, LLC$131M AUM | 1.68% | $2M | 42.0K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 1.62% | $4M | 76.9K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 1.61% | $3M | 61.4K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 1.60% | $6M | 111.0K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 1.55% | $3M | 61.0K | Q1 2026OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 1.54% | $2M | 47.1K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 1.31% | $10M | 188.4K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.21% | $8M | 140.1K | Q3 2025OLDER |
| AA Financial Advisors, LLC$710M AUM | 1.09% | $8M | 147.5K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 0.93% | $2M | 39.0K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.83% | $2M | 37.6K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.75% | $928,667 | 17.7K | Q2 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 0.68% | $808,787 | 15.4K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.60% | $6M | 105.3K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.59% | $1M | 22.8K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.58% | $16M | 306.3K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.51% | $9M | 172.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.50% | $13M | 253.1K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.37% | $5M | 96.8K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.37% | $664,286 | 12.7K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.34% | $9M | 162.3K | Q1 2026OLDER |
| Selective Wealth Management, Inc.$338M AUM | 0.31% | $1M | 20.0K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.30% | $4M | 73.1K | Q1 2026OLDER |
| Hassell Wealth Management, LLC$298M AUM | 0.29% | $867,056 | 16.5K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.28% | $348,796 | 6.7K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.25% | $596,845 | 11.4K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.25% | $2M | 43.2K | Q1 2026OLDER |
| BWM Planning, LLC$379M AUM | 0.24% | $924,597 | 17.6K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.24% | $273,327 | 5.2K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.23% | $14M | 258.5K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.20% | $224,803 | 4.3K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.19% | $343,551 | 6.5K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.19% | $3M | 47.7K | Q4 2025OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 0.18% | $430,094 | 8.2K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.18% | $309,510 | 5.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.16% | $14M | 271.1K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.15% | $1M | 25.9K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.14% | $3M | 60.7K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.14% | $722,768 | 13.8K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.14% | $616,661 | 11.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.14% | $29M | 554.0K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.14% | $2M | 46.8K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.13% | $265,767 | 5.1K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.11% | $528,806 | 10.1K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.11% | $4M | 76.4K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.11% | $242,578 | 4.6K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.10% | $462,172 | 8.8K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.10% | $385,616 | 7.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.10% | $3M | 50.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.10% | $10M | 185.6K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.09% | $616,333 | 11.5K | Q2 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.09% | $251,753 | 4.8K | Q4 2025OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.09% | $257,148 | 4.8K | Q2 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.09% | $292,464 | 5.6K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.08% | $137,787 | 2.6K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.08% | $220,817 | 4.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.08% | $17M | 322.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.07% | $2M | 44.5K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.07% | $506,386 | 9.7K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.07% | $879,793 | 16.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 32.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $6M | 119.6K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $768,492 | 14.7K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.05% | $209,802 | 4.0K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.05% | $316,697 | 6.0K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.05% | $89,676 | 1.7K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.05% | $1M | 19.3K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.04% | $224,739 | 4.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $4M | 79.1K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $284,649 | 5.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 47.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $14M | 263.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $24M | 466.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $252,530 | 4.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $756,452 | 14.1K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $889,036 | 16.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $257,584 | 4.9K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.02% | $231,849 | 4.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $292,183 | 5.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $658,726 | 12.6K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.02% | $115,789 | 2.2K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $504,307 | 9.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 40.4K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $514,067 | 9.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $433,298 | 8.0K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $415,251 | 7.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 37.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $421,330 | 8.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $32,816 | 624 | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $44,373 | 846 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $24M | 465.4K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $223,213 | 4.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 96.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $543,720 | 10.3K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $12,431 | 237 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $512,235 | 9.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $4M | 67.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $219,381 | 4.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 51.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $472,622 | 9.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 53.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 48.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $320,533 | 6.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $592,428 | 11.3K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $13,399 | 250 | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $254,985 | 4.9K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $15,475 | 294 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $15,997 | 305 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 85.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $84,340 | 1.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $16M | 310.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 70.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $140,095 | 2.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $265,277 | 5.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 44.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $15,060 | 281 | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $379,481 | 7.0K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $139,606 | 2.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 47.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 40.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $592,743 | 11.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $12,221 | 233 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,767 | 129 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $800,185 | 15.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $72,853 | 1.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $38,000 | 715 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2,050 | 38 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $56,334 | 1.0K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $36,687 | 697 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,685 | 89 | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $5 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.