DFIPDIMENSIONAL ETF TRUST
CUSIP 25434V856 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFIP) has 162 institutional holders in Filings Flow’s 13F database, together reporting 18.17M shares worth $753M as of Q1 2026. The largest reported holders are Matson Money. Inc., Beacon Pointe Advisors, LLC, and Planning Center, Inc..
Institutional Holders
162
Q1 2026
Reported Value
$753M
Ticker
DFIP
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PINNEY & SCOFIELD, INC.$185M AUM | 12.71% | $24M | 564.9K | Q1 2026OLDER |
| New Dimensions Wealth Management, LLC$118M AUM | 8.35% | $10M | 235.3K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 8.34% | $15M | 349.0K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 7.39% | $18M | 427.9K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 6.16% | $12M | 288.1K | Q1 2026OLDER |
| Matson Money. Inc.$3.3B AUM | 4.97% | $162M | 3.89M | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 4.70% | $21M | 504.3K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 4.52% | $21M | 515.0K | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 4.48% | $44M | 1.06M | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 3.84% | $11M | 254.4K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 3.65% | $14M | 342.6K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 3.65% | $33M | 791.2K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 3.51% | $4M | 100.0K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 3.44% | $22M | 533.7K | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 3.24% | $11M | 253.7K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 3.21% | $4M | 108.4K | Q2 2026 |
| Vestment Financial LLC$212M AUM | 3.15% | $7M | 158.5K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 2.67% | $21M | 511.6K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 2.23% | $19M | 449.1K | Q3 2025OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 2.11% | $7M | 170.7K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 2.11% | $5M | 119.5K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 2.01% | $13M | 305.1K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 1.80% | $5M | 116.0K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.80% | $3M | 61.6K | Q1 2026OLDER |
| Grove Street Fiduciary, LLC$227M AUM | 1.71% | $4M | 93.2K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 1.71% | $8M | 179.7K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 1.57% | $4M | 94.2K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 1.52% | $3M | 81.3K | Q1 2026OLDER |
| Sensible Financial Planning & Management, LLC.$551M AUM | 1.49% | $8M | 194.2K | Q3 2025OLDER |
| Binnacle Investments Inc$170M AUM | 1.45% | $2M | 58.4K | Q3 2025OLDER |
| Heirloom Wealth Management$555M AUM | 1.44% | $8M | 192.2K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 1.38% | $11M | 255.0K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 1.27% | $2M | 55.1K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 1.26% | $5M | 125.2K | Q2 2026 |
| Onyx Financial Advisors, LLC$241M AUM | 0.94% | $2M | 54.1K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.92% | $10M | 233.4K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.86% | $8M | 193.4K | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 0.78% | $2M | 39.6K | Q2 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.78% | $19M | 466.1K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 0.73% | $2M | 59.7K | Q4 2025OLDER |
| City State Bank$385M AUM | 0.66% | $3M | 60.6K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.64% | $2M | 55.8K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.62% | $1M | 31.8K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 0.55% | $1M | 31.6K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.54% | $3M | 78.6K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 0.52% | $615,161 | 14.7K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.50% | $1M | 33.4K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.45% | $525,997 | 12.6K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.44% | $1M | 29.6K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.33% | $669,564 | 16.0K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 0.32% | $1M | 25.3K | Q4 2025OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.32% | $332,008 | 8.0K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.32% | $3M | 83.8K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.32% | $545,445 | 13.1K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.31% | $507,611 | 12.2K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.30% | $1M | 24.9K | Q2 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.25% | $1M | 33.8K | Q4 2025OLDER |
| TCP Asset Management, LLC$778M AUM | 0.25% | $2M | 46.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.25% | $47M | 1.13M | Q1 2026OLDER |
| HFG Wealth Management, LLC$182M AUM | 0.25% | $448,327 | 10.7K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 0.24% | $635,750 | 15.3K | Q4 2025OLDER |
| First Financial Group Corp$122M AUM | 0.24% | $297,889 | 7.1K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.24% | $1M | 24.5K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.22% | $418,313 | 9.9K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 0.21% | $427,588 | 10.2K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.21% | $577,989 | 13.9K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.21% | $610,489 | 14.6K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.21% | $1M | 30.1K | Q3 2025OLDER |
| XY Planning Network, Inc.$626M AUM | 0.20% | $1M | 30.2K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.20% | $6M | 144.2K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 0.19% | $608,008 | 14.6K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.17% | $360,920 | 8.7K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.16% | $2M | 56.6K | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 0.16% | $226,665 | 5.4K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.15% | $218,744 | 5.3K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.15% | $427,858 | 10.3K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 0.14% | $313,568 | 7.5K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.14% | $10M | 233.0K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.13% | $2M | 52.5K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.12% | $260,517 | 6.2K | Q3 2025OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.12% | $2M | 35.7K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.11% | $4M | 86.2K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.11% | $482,250 | 11.6K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.11% | $185,737 | 4.5K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.10% | $688,589 | 16.5K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.10% | $7M | 163.4K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.09% | $410,066 | 9.8K | Q1 2026OLDER |
| Verisail Partners, LLC$246M AUM | 0.09% | $229,711 | 5.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.09% | $1M | 26.9K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.09% | $143,324 | 3.4K | Q4 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.09% | $372,900 | 9.0K | Q2 2026 |
| Factor Wealth Management LTD$661M AUM | 0.08% | $537,965 | 13.0K | Q2 2026 |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.06% | $100,211 | 2.4K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.06% | $286,424 | 6.9K | Q4 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.06% | $2M | 45.7K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.06% | $372,672 | 8.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.05% | $2M | 38.8K | Q4 2025OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.05% | $1M | 26.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.05% | $10M | 240.2K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.04% | $328,962 | 7.9K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.04% | $686,377 | 16.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $4M | 85.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 33.3K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.03% | $58,408 | 1.4K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.03% | $239,681 | 5.7K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $907,468 | 21.5K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $432,711 | 10.4K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $1M | 33.2K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $446,869 | 10.7K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.02% | $746,468 | 18.1K | Q2 2026 |
| Torren Management, LLC$201M AUM | 0.02% | $38,090 | 913 | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $436,161 | 10.5K | Q4 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $348,102 | 8.2K | Q3 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.02% | $123,850 | 3.0K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 48.7K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $150,651 | 3.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $395,547 | 9.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 33.2K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.01% | $30,289 | 726 | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $200,966 | 4.8K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $53,903 | 1.3K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 38.5K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $299,258 | 7.2K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.01% | $108,514 | 2.6K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $358,014 | 8.6K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $535,393 | 12.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 70.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $464,846 | 11.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $505,521 | 12.1K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $302,260 | 7.2K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $202,170 | 4.8K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $313,018 | 7.5K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 26.1K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $54,515 | 1.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $443,712 | 10.6K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $5,841 | 140 | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.00% | $4,965 | 119 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $10,639 | 255 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $39,426 | 945 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 47.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $997,268 | 23.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $12,349 | 296 | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $77,859 | 1.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 40.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $134,840 | 3.2K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 24.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $373,394 | 8.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $133,546 | 3.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $86,360 | 2.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $294,466 | 7.1K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 136.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $378,961 | 9.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 28.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 37.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $23,486 | 563 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $433,407 | 10.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $416,277 | 10.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 94.9K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $28,328 | 679 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 117.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 48.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $14,310 | 343 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 26.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $550,412 | 13.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,508 | 182 | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $205,513 | 4.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $226,665 | 5.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,254 | 78 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $373,452 | 9.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $45,721 | 1.1K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $883,293 | 21.3K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $257,829 | 6.2K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $177,393 | 4.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $192,413 | 4.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $4,130 | 99 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $18,774 | 450 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $60,473 | 1.4K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $6,717 | 161 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $22,946 | 550 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $58,224 | 1.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $55,767 | 1.3K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $42 | 1 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $721 | 17 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6,883 | 163 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $11 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.