DFSBDIMENSIONAL ETF TRUST
CUSIP 25434V674 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFSB) has 118 institutional holders in Filings Flow’s 13F database, together reporting 9.59M shares worth $496M as of Q1 2026. The largest reported holders are Abacus Wealth Partners, LLC, Maseco LLP, and Mercer Global Advisors Inc /Adv.
Institutional Holders
117
Q1 2026
Reported Value
$496M
Ticker
DFSB
Quarters Tracked
14
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Abacus Wealth Partners, LLC$1.1B AUM | 12.33% | $135M | 2.61M | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 9.20% | $18M | 334.1K | Q2 2025OLDER |
| Momentous Wealth Management, Inc.$175M AUM | 5.44% | $10M | 184.1K | Q1 2026 |
| Parkshore Wealth Management, Inc.$299M AUM | 3.74% | $11M | 216.4K | Q1 2026 |
| Citrine Capital LLC$231M AUM | 3.71% | $9M | 165.2K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 3.06% | $27M | 526.4K | Q1 2026 |
| MASECO LLP$3.2B AUM | 3.01% | $96M | 1.86M | Q1 2026 |
| Allodium Investment Consultants, LLC$209M AUM | 2.59% | $5M | 104.7K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 2.00% | $4M | 71.6K | Q4 2025OLDER |
| SEEDS INVESTOR LLC$735M AUM | 1.83% | $13M | 256.9K | Q1 2026 |
| Wheels Up Wealth, Inc.$106M AUM | 1.35% | $1M | 27.7K | Q1 2026 |
| Planning Center, Inc.$987M AUM | 0.99% | $10M | 189.0K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.74% | $13M | 252.0K | Q1 2026 |
| Babb Wealth Advisors LLC$183M AUM | 0.72% | $1M | 25.3K | Q1 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 0.66% | $739,405 | 14.3K | Q1 2026 |
| McCartney Wealth Management LLC$119M AUM | 0.61% | $722,278 | 14.0K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.60% | $2M | 29.6K | Q1 2026 |
| RAM Investment Partners, LLC$569M AUM | 0.57% | $3M | 62.8K | Q1 2026 |
| Samalin Investment Counsel, LLC$282M AUM | 0.50% | $1M | 27.1K | Q1 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.40% | $1M | 26.6K | Q1 2026 |
| Wealth Advisors Northwest LLC$238M AUM | 0.38% | $907,483 | 17.5K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.37% | $1M | 20.8K | Q1 2026 |
| Avise Financial Cooperative, Inc.$121M AUM | 0.35% | $386,329 | 7.5K | Q4 2025OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.31% | $2M | 42.8K | Q1 2026 |
| Skyline Advisors, Inc.$287M AUM | 0.30% | $871,918 | 16.9K | Q1 2026 |
| Vestment Financial LLC$212M AUM | 0.28% | $584,665 | 11.2K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.27% | $3M | 49.5K | Q1 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.26% | $289,760 | 5.6K | Q1 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.26% | $911,084 | 17.5K | Q1 2026 |
| Aerodigm Wealth, LLC$266M AUM | 0.26% | $683,729 | 13.2K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.25% | $497,713 | 9.6K | Q1 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.22% | $403,283 | 7.8K | Q1 2026 |
| Flagstone Financial Management$403M AUM | 0.22% | $886,337 | 17.1K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.17% | $13M | 245.1K | Q1 2026 |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.17% | $361,363 | 7.0K | Q1 2026 |
| Shore Point Advisors, LLC$253M AUM | 0.16% | $407,143 | 7.9K | Q1 2026 |
| BetterWealth, LLC$510M AUM | 0.16% | $810,108 | 15.7K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 0.16% | $817,515 | 15.9K | Q1 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.14% | $388,159 | 7.5K | Q1 2026 |
| Level Financial Advisors$392M AUM | 0.13% | $520,465 | 10.1K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 0.13% | $1M | 25.9K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.12% | $8M | 159.0K | Q1 2026 |
| RW Investment Management LLC$1.0B AUM | 0.11% | $1M | 22.2K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.11% | $240,877 | 4.7K | Q1 2026 |
| Long Island Wealth Management, Inc.$216M AUM | 0.10% | $226,323 | 4.4K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.10% | $216,613 | 4.2K | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 0.10% | $524,300 | 10.0K | Q2 2025OLDER |
| Verisail Partners, LLC$270M AUM | 0.10% | $251,936 | 4.9K | Q1 2026 |
| Aspen Capital Management, LLC$404M AUM | 0.10% | $410,771 | 7.9K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 0.10% | $661,458 | 12.6K | Q2 2025OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.10% | $211,655 | 4.1K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.09% | $131,366 | 2.5K | Q2 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.09% | $448,315 | 8.7K | Q1 2026 |
| WPWealth LLP$654M AUM | 0.09% | $592,853 | 11.5K | Q1 2026 |
| M. Kulyk & Associates, LLC$536M AUM | 0.09% | $480,225 | 9.3K | Q1 2026 |
| Stewardship Advisors, LLC$435M AUM | 0.08% | $365,045 | 7.1K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 0.08% | $358,474 | 6.9K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.08% | $618,420 | 12.0K | Q1 2026 |
| Geometric Wealth Advisors$799M AUM | 0.08% | $613,758 | 11.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.06% | $44M | 841.7K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.06% | $471,429 | 9.1K | Q1 2026 |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.06% | $673,484 | 13.0K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.06% | $560,332 | 10.8K | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.06% | $549,923 | 10.6K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.06% | $365,123 | 7.1K | Q1 2026 |
| EnRich Financial Partners LLC$377M AUM | 0.06% | $211,783 | 4.1K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.04% | $935,866 | 18.1K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.04% | $4M | 81.1K | Q1 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 0.04% | $295,710 | 5.7K | Q1 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.04% | $75,737 | 1.5K | Q1 2026 |
| Fortis Capital Management LLC$977M AUM | 0.04% | $392,521 | 7.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.04% | $4M | 77.4K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.04% | $746,441 | 14.4K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 0.04% | $357,129 | 6.9K | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.04% | $105,730 | 2.0K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.04% | $223,562 | 4.3K | Q2 2025OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.03% | $46,931 | 907 | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $5M | 88.9K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $69,205 | 1.3K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $708,968 | 13.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 46.7K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $381,559 | 7.4K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $45,400 | 877 | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.02% | $266,849 | 5.2K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.01% | $184,971 | 3.6K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $649,021 | 12.5K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $14M | 261.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 94.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $6M | 125.5K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $161,024 | 3.1K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $110,662 | 2.1K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $430,294 | 8.3K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $683,833 | 13.2K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 26.2K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $350,040 | 6.8K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.01% | $15,316 | 296 | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $365,804 | 7.0K | Q2 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $48,949 | 946 | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $35,289 | 682 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $570,466 | 11.0K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $223,270 | 4.3K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $23,172 | 435 | Q3 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $24,551 | 474 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $486,369 | 9.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $472,053 | 9.1K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 19.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 20.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 19.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $32,908 | 636 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $43,257 | 836 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 48.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 41.3K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $309,955 | 6.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $90,909 | 1.8K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $625,415 | 12.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $252,284 | 4.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $4,812 | 93 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $10,349 | 200 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $295,000 | 5.7K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $67,524 | 1.3K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,277 | 63 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1,345 | 26 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8,283 | 161 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.