DIMENSIONAL ETF TRUST
CUSIP 25434V682
Dimensional Etf Trust has 172 institutional holders in Filings Flow’s 13F database, together reporting 8.95M shares worth $375M as of Q1 2026. The largest reported holders are Awm Capital, LLC, Quantum Financial Advisors, LLC, and Maseco LLP.
Institutional Holders
172
Q1 2026
Reported Value
$375M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LongView Asset Management LLC$143M AUM | 8.50% | $12M | 294.0K | Q4 2025OLDER |
| Five Oceans Advisors$311M AUM | 6.95% | $22M | 442.4K | Q2 2026 |
| Citrine Capital LLC$231M AUM | 6.04% | $14M | 328.7K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 2.92% | $32M | 760.7K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 2.64% | $4M | 88.9K | Q1 2026OLDER |
| Retirement Solution LLC$423M AUM | 2.61% | $11M | 260.4K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 2.56% | $26M | 528.7K | Q2 2026 |
| Allodium Investment Consultants, LLC$209M AUM | 1.57% | $3M | 77.4K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 1.32% | $14M | 340.4K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 1.12% | $6M | 136.1K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 0.98% | $2M | 50.0K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.86% | $2M | 37.5K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 0.82% | $4M | 105.0K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.78% | $25M | 588.4K | Q1 2026OLDER |
| New Capital Management LP$406M AUM | 0.71% | $3M | 68.3K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 0.67% | $710,667 | 16.8K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.67% | $3M | 74.4K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.63% | $867,689 | 20.5K | Q1 2026OLDER |
| Cordant, Inc.$246M AUM | 0.60% | $1M | 35.0K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.59% | $2M | 44.3K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.59% | $7M | 156.2K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.57% | $2M | 55.2K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.56% | $7M | 165.7K | Q3 2025OLDER |
| Sensenig Capital Advisors, Inc$109M AUM | 0.53% | $583,719 | 11.9K | Q2 2026 |
| RAM Investment Partners, LLC$569M AUM | 0.53% | $3M | 71.0K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.50% | $1M | 30.2K | Q1 2026OLDER |
| Momentous Wealth Management, Inc.$175M AUM | 0.49% | $856,117 | 20.2K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.46% | $836,547 | 19.7K | Q1 2026OLDER |
| Triune Financial Partners, LLC$421M AUM | 0.46% | $2M | 45.3K | Q1 2026OLDER |
| Northland Capital Management LLC$183M AUM | 0.40% | $735,496 | 17.4K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.39% | $6M | 150.4K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 0.39% | $857,054 | 20.2K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.37% | $1M | 25.7K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.31% | $553,210 | 13.1K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 0.29% | $326,187 | 7.7K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.28% | $2M | 48.1K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.26% | $5M | 126.7K | Q1 2026OLDER |
| Babb Wealth Advisors LLC$183M AUM | 0.26% | $470,472 | 11.1K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.26% | $1M | 27.3K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.24% | $1M | 20.5K | Q2 2026 |
| Morling Financial Advisors, LLC$325M AUM | 0.24% | $783,077 | 18.5K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.22% | $16M | 374.6K | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 0.21% | $851,093 | 20.1K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 0.21% | $545,359 | 12.9K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.21% | $2M | 59.7K | Q4 2025OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.20% | $236,804 | 5.6K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.19% | $3M | 65.5K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.19% | $4M | 85.0K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.19% | $393,276 | 9.3K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.18% | $641,604 | 15.1K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.18% | $495,245 | 11.9K | Q4 2025OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.18% | $374,967 | 8.8K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.17% | $215,754 | 4.4K | Q2 2026 |
| Wealth Management Strategies, Inc.$221M AUM | 0.17% | $378,463 | 8.9K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.17% | $230,110 | 5.4K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.16% | $460,664 | 10.9K | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 0.16% | $2M | 36.4K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.15% | $1M | 26.8K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.14% | $567,092 | 13.4K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 0.14% | $1M | 33.0K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.13% | $422,069 | 8.6K | Q2 2026 |
| Sellwood Investment Partners LLC$254M AUM | 0.13% | $325,569 | 7.7K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.13% | $220,281 | 5.2K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.13% | $482,562 | 11.6K | Q4 2025OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 0.12% | $222,440 | 5.3K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 0.12% | $496,220 | 11.7K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.12% | $281,114 | 6.6K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.12% | $321,226 | 6.5K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 0.10% | $523,569 | 12.4K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.10% | $260,911 | 6.3K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.10% | $24M | 570.4K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.10% | $271,215 | 6.4K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.09% | $365,261 | 8.6K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.09% | $1M | 24.1K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.09% | $598,051 | 14.6K | Q3 2025OLDER |
| EnRich Financial Partners LLC$377M AUM | 0.09% | $335,737 | 7.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 34.7K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.08% | $370,184 | 8.7K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.07% | $3M | 72.9K | Q3 2025OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.07% | $613,438 | 12.6K | Q2 2026 |
| Apella Capital, LLC$7.1B AUM | 0.07% | $5M | 103.0K | Q2 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.07% | $173,851 | 4.1K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.07% | $5M | 107.8K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.07% | $214,137 | 5.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.06% | $13M | 307.2K | Q1 2026OLDER |
| Three Arch Wealth Management LLC$556M AUM | 0.06% | $338,845 | 8.0K | Q1 2026OLDER |
| United Wealth Management, LLC$402M AUM | 0.06% | $228,034 | 5.4K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.06% | $972,585 | 19.9K | Q2 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.05% | $92,411 | 2.2K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.05% | $3M | 59.5K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 0.04% | $404,292 | 9.5K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.04% | $9M | 214.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.04% | $761,220 | 18.0K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.04% | $232,085 | 5.4K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.04% | $69,774 | 1.6K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.03% | $448,696 | 10.6K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.03% | $79,105 | 1.9K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.03% | $41,131 | 1.0K | Q3 2025OLDER |
| WPWealth LLP$654M AUM | 0.03% | $205,937 | 4.9K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.03% | $1M | 32.0K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.03% | $70,455 | 1.7K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.03% | $399,492 | 8.2K | Q2 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.03% | $59,429 | 1.4K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.03% | $447,890 | 10.6K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.03% | $80,300 | 1.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 64.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $24M | 537.0K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.03% | $62,157 | 1.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.03% | $548,740 | 13.0K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $179,155 | 4.2K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.02% | $251,083 | 5.9K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.02% | $226,297 | 5.3K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 55.1K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.02% | $211,891 | 5.0K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.02% | $246,210 | 5.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $417,553 | 9.9K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 31.9K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.02% | $657,832 | 15.5K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.02% | $55,791 | 1.3K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $377,556 | 8.9K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $320,608 | 6.5K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.02% | $668,903 | 13.7K | Q2 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.02% | $49,996 | 1.2K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.02% | $33,896 | 800 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $852,182 | 20.1K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.01% | $26,227 | 619 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 49.8K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.01% | $224,640 | 5.5K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $403,826 | 9.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $381,753 | 8.1K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.01% | $103,516 | 2.4K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $695,880 | 16.4K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $657,281 | 15.5K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $95,466 | 2.3K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $22,883 | 468 | Q2 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $70,675 | 1.7K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 73.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $610,468 | 14.3K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.01% | $33,896 | 800 | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $289,235 | 7.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $323,939 | 7.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $260,447 | 6.1K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $15,482 | 365 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $291,927 | 6.9K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $362,558 | 8.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 72.0K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $203,968 | 4.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $681,881 | 16.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 54.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $60,321 | 1.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $498,056 | 11.8K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 28.0K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $5,799 | 119 | Q2 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $14,377 | 339 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $705,201 | 16.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $31,880 | 777 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $20,126 | 475 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $234,879 | 5.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $938,192 | 22.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $676,781 | 16.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $496,360 | 11.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $167,868 | 4.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $297,028 | 7.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 86.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $234,686 | 5.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $77,236 | 1.9K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $11,821 | 279 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 50.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $107,247 | 2.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $213,660 | 5.2K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $544,609 | 12.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $48,174 | 1.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $225,844 | 5.3K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $1,991 | 47 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $34,913 | 824 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $108,000 | 2.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $2,330 | 55 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $17,795 | 420 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $74,141 | 1.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10,577 | 255 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $11,914 | 281 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.