DIMENSIONAL ETF TRUST
CUSIP 25434V633
Dimensional Etf Trust has 73 institutional holders in Filings Flow’s 13F database, together reporting 10.42M shares worth $514M as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, Hightower Advisors, LLC, and Citrine Capital LLC.
Institutional Holders
73
Q1 2026
Reported Value
$514M
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 |
|---|---|---|---|---|
| Citrine Capital LLC$231M AUM | 17.02% | $39M | 787.3K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 2.65% | $6M | 112.0K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 1.56% | $6M | 124.4K | Q2 2026 |
| marrick wealth, LLC$119M AUM | 1.00% | $1M | 23.8K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.90% | $3M | 66.1K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 0.83% | $895,456 | 18.0K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 0.80% | $1M | 23.5K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.65% | $2M | 31.0K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 0.56% | $976,711 | 19.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.52% | $350M | 7.03M | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.36% | $1M | 21.5K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.27% | $736,880 | 14.7K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.24% | $9M | 177.3K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.23% | $495,509 | 9.9K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 0.23% | $244,365 | 4.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.17% | $4M | 72.2K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.15% | $726,315 | 14.6K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.15% | $452,040 | 9.1K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.15% | $863,153 | 17.3K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 0.15% | $307,325 | 6.2K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.14% | $169,609 | 3.4K | Q2 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.13% | $248,399 | 5.0K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.13% | $325,669 | 6.5K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.13% | $2M | 34.2K | Q4 2025OLDER |
| Burton Enright Welch$736M AUM | 0.12% | $914,499 | 18.3K | Q1 2026OLDER |
| BIRCH FINANCIAL GROUP, LLC$171M AUM | 0.12% | $202,642 | 4.1K | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 0.11% | $236,298 | 4.7K | Q2 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.11% | $1M | 22.9K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.11% | $426,168 | 8.5K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.10% | $244,059 | 4.9K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.10% | $4M | 72.5K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.08% | $347,255 | 7.0K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.07% | $299,575 | 6.0K | Q2 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.07% | $313,826 | 6.3K | Q2 2026 |
| Fermata Advisors, LLC$495M AUM | 0.06% | $316,177 | 6.3K | Q2 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.06% | $521,721 | 10.4K | Q2 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.06% | $238,881 | 4.8K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.06% | $695,109 | 14.0K | Q3 2025OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.06% | $207,798 | 4.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $52M | 1.04M | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.05% | $3M | 54.2K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.04% | $244,764 | 4.9K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.04% | $663,504 | 13.3K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.04% | $537,478 | 10.7K | Q2 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.03% | $251,352 | 5.0K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.03% | $328,512 | 6.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 21.0K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 51.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $954,979 | 19.2K | Q2 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $500,802 | 10.0K | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $530,242 | 10.6K | Q2 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $230,197 | 4.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $645,658 | 13.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 26.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $105,920 | 2.1K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $299,000 | 6.0K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $228,207 | 4.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $346,477 | 6.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $99,700 | 2.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 43.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 28.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $99,800 | 2.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 35.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 21.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $328,462 | 6.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $25,715 | 516 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $16,650 | 334 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $259,567 | 5.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 51.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 22.7K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,335 | 27 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $657,771 | 13.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 33.7K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $39,681 | 796 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $904,478 | 18.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $271,433 | 5.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20,389 | 409 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $543,923 | 10.9K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $2,986 | 60 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $227,565 | 4.6K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.