DIMENSIONAL ETF TRUST
CUSIP 25434V757
Dimensional Etf Trust has 121 institutional holders in Filings Flow’s 13F database, together reporting 6.77M shares worth $214M as of Q1 2026. The largest reported holders are Unison Advisors LLC, Three Arch Wealth Management LLC, and Beacon Pointe Advisors, LLC.
Institutional Holders
121
Q1 2026
Reported Value
$214M
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 |
|---|---|---|---|---|
| Three Arch Wealth Management LLC$556M AUM | 3.60% | $20M | 592.0K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 2.33% | $31M | 907.2K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 2.27% | $3M | 78.7K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 2.20% | $5M | 161.7K | Q3 2025OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 1.97% | $3M | 100.2K | Q2 2026 |
| United Wealth Management, LLC$402M AUM | 1.44% | $6M | 171.5K | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 1.43% | $2M | 51.9K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 1.28% | $3M | 90.0K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 1.24% | $3M | 105.0K | Q4 2025OLDER |
| Foundry Financial LLC$236M AUM | 1.20% | $3M | 83.9K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 1.04% | $3M | 77.0K | Q2 2026 |
| TABLEAUX LLC$206M AUM | 1.01% | $2M | 61.7K | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 0.96% | $4M | 105.1K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.78% | $7M | 213.4K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.77% | $803,222 | 23.8K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 0.67% | $2M | 53.1K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.64% | $5M | 144.1K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.62% | $4M | 126.4K | Q3 2025OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 0.55% | $2M | 58.7K | Q4 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.51% | $4M | 133.0K | Q1 2026OLDER |
| BDFS Capital LLC$230M AUM | 0.49% | $1M | 26.5K | Q2 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 0.49% | $580,039 | 17.2K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.45% | $841,353 | 24.9K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 0.43% | $728,569 | 17.9K | Q1 2026OLDER |
| Alpha Financial Advisors, LLC$326M AUM | 0.41% | $1M | 39.9K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.41% | $2M | 57.3K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.40% | $494,077 | 14.6K | Q2 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.39% | $742,134 | 19.4K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.37% | $679,956 | 20.1K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 0.36% | $1M | 29.7K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.29% | $999,525 | 29.6K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.29% | $1M | 31.2K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.26% | $312,252 | 9.2K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.24% | $1M | 29.6K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 0.23% | $419,960 | 12.4K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.20% | $378,346 | 11.2K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.19% | $544,614 | 16.1K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.19% | $2M | 53.7K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.18% | $553,488 | 12.9K | Q2 2026 |
| Vestment Financial LLC$212M AUM | 0.17% | $352,365 | 9.3K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.15% | $435,831 | 12.9K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.15% | $410,769 | 12.2K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.14% | $1M | 30.2K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.14% | $3M | 68.5K | Q2 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.14% | $4M | 110.6K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.13% | $2M | 46.1K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 0.13% | $248,627 | 7.4K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.12% | $2M | 68.4K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.12% | $5M | 137.3K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.11% | $296,677 | 8.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.10% | $6M | 182.7K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.10% | $363,006 | 10.7K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.10% | $293,354 | 8.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.09% | $8M | 238.2K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.07% | $206,706 | 6.1K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.07% | $205,859 | 4.8K | Q2 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.07% | $102,498 | 3.4K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.06% | $117,082 | 3.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $12M | 358.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $5M | 134.8K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.04% | $50,383 | 1.5K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.04% | $874,681 | 25.9K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.03% | $455,273 | 14.1K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $462,923 | 13.7K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.03% | $206,202 | 6.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $1M | 42.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 91.6K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.02% | $303,745 | 9.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 64.2K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.02% | $1M | 43.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 32.7K | Q4 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $389,632 | 11.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 75.4K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $234,232 | 6.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $260,557 | 7.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 48.5K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.01% | $23,818 | 705 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 73.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $2M | 52.3K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $323,370 | 9.6K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 90.7K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $206,930 | 6.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $259,532 | 8.0K | Q4 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $13,959 | 413 | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $587,475 | 14.4K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $298,839 | 8.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 36.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $386,152 | 11.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 107.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 40.9K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $250,203 | 7.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $90,985 | 2.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $323,620 | 9.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 57.6K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $12,223 | 362 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 36.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 167.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 32.3K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.00% | $8,346 | 247 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $16,544 | 513 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $4,866 | 144 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $28,592 | 846 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $537,666 | 15.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $8,413 | 249 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $554,291 | 16.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 61.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $384,374 | 11.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 56.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $15,138 | 448 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $62,410 | 1.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $364,721 | 10.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 53.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 90.5K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $2,870 | 89 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 50.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 36.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $365,675 | 10.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $38,278 | 1.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 58.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,106 | 96 | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $13,516 | 400 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $405,576 | 12.6K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $248,000 | 7.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $2,321 | 76 | Q3 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $197 | 6 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $6,521 | 193 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $39,264 | 1.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $3,515 | 109 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $3,953 | 117 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8,256 | 256 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $40 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.