DEXCDIMENSIONAL ETF TRUST
CUSIP 25434V534 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DEXC) has 49 institutional holders in Filings Flow’s 13F database, together reporting 3.72M shares worth $243M as of Q1 2026. The largest reported holders are First Command Advisory Services, Inc., Brown Financial Advisory, and Keudell/Morrison Wealth Management.
Institutional Holders
49
Q1 2026
Reported Value
$243M
Ticker
DEXC
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| First Command Advisory Services, Inc.$14.8B AUM | 0.77% | $115M | 1.77M | Q1 2026 |
| Brown Financial Advisory$202M AUM | 13.75% | $28M | 427.3K | Q1 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 2.80% | $14M | 211.4K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.87% | $12M | 180.1K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 1.33% | $12M | 179.8K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.23% | $10M | 140.7K | Q1 2026 |
| Prism Advisors, Inc.$375M AUM | 2.47% | $9M | 142.8K | Q1 2026 |
| Beta Wealth Group, Inc.$242M AUM | 2.76% | $7M | 102.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 88.5K | Q1 2026 |
| R. W. Roge & Company, Inc.$210M AUM | 2.62% | $5M | 84.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 62.0K | Q4 2025OLDER |
| Mills Wealth Advisors LLC$318M AUM | 1.27% | $4M | 56.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 45.1K | Q1 2026 |
| Applied Capital LLC$268M AUM | 0.95% | $3M | 39.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 36.4K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.06% | $2M | 27.8K | Q4 2025OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.07% | $2M | 25.6K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.11% | $1M | 19.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 17.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $865,000 | 13.3K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.07% | $807,000 | 13.3K | Q4 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.19% | $805,960 | 10.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $737,106 | 11.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $711,579 | 11.0K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.09% | $699,256 | 10.8K | Q1 2026 |
| Madrid Wealth Management, LLC$133M AUM | 0.50% | $666,242 | 10.3K | Q1 2026 |
| Citrine Capital LLC$231M AUM | 0.26% | $608,971 | 9.4K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.03% | $590,097 | 9.1K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 0.36% | $588,799 | 9.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $447,599 | 6.9K | Q1 2026 |
| SB Capital Management Inc$273M AUM | 0.14% | $389,863 | 6.4K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $385,373 | 5.9K | Q1 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 0.32% | $383,323 | 5.9K | Q1 2026 |
| Financial Symmetry Inc$281M AUM | 0.12% | $349,862 | 4.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $327,000 | 5.8K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $303,991 | 4.1K | Q1 2026 |
| Corus Family Wealth Advisors$123M AUM | 0.20% | $248,221 | 3.8K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 0.23% | $244,587 | 3.8K | Q1 2026 |
| Financial Security Advisor, Inc.$544M AUM | 0.04% | $240,341 | 3.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $220,135 | 3.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $188,937 | 2.9K | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.04% | $165,912 | 2.6K | Q1 2026 |
| Premier Financial Group$587M AUM | 0.03% | $154,805 | 2.3K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $147,038 | 2.3K | Q1 2026 |
| Prudent Man Investment Management, Inc.$297M AUM | 0.03% | $89,267 | 1.5K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $76,535 | 1.2K | Q1 2026 |
| CNB Bank$238M AUM | 0.03% | $68,687 | 1.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $35,673 | 550 | Q1 2026 |
| Cloud Capital Management, LLC$229M AUM | 0.02% | $34,000 | 632 | Q3 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.00% | $32,430 | 500 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $31,133 | 480 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $24,971 | 385 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $9,988 | 154 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $7,718 | 119 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $5,643 | 87 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1,244 | 22 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.