Who Owns DIMENSIONAL ETF TRUST (DEXC)? -- Institutional Holders (2026-06-30)

61 institutions reported holding $306.7M of DIMENSIONAL ETF TRUST (DEXC) in SEC 13F filings for 2026-06-30. Largest institutional holders: First Command Advisory Services, Inc. ($116.8M), Brown Financial Advisory ($35.5M), ENVESTNET ASSET MANAGEMENT INC ($19.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($15.8M), Quadcap Wealth Management, LLC ($15.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1First Command Advisory Services, Inc.$116.8M1.4MTrimmed
2Brown Financial Advisory$35.5M429,629Added
3ENVESTNET ASSET MANAGEMENT INC$19.8M239,156Added
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.8M191,547New
5Quadcap Wealth Management, LLC$15.6M189,287Added
6Chicago Partners Investment Group LLC$12.1M159,601Added
7Prism Advisors, Inc.$11.4M137,678Trimmed
8HANCOCK WHITNEY CORP$10.9M132,449New
9Beta Wealth Group, Inc.$8.0M97,439Trimmed
10GOLDMAN SACHS GROUP INC$7.5M90,922New
11R. W. Roge & Company, Inc.$7.0M84,530Trimmed
12Strategic Investment Solutions, Inc. /IL$5.3M64,098Added
13Mills Wealth Advisors LLC$4.6M55,643Trimmed
14Keudell/Morrison Wealth Management$4.2M50,419Trimmed
15QRG CAPITAL MANAGEMENT, INC.$3.4M41,009New
16JANE STREET GROUP, LLC$3.3M40,251Trimmed
17Applied Capital LLC$3.0M35,871Trimmed
18MERCER GLOBAL ADVISORS INC /ADV$3.0M35,852Added
19Index Fund Advisors, Inc.$2.0M23,949Trimmed
20CITADEL ADVISORS LLC$1.4M17,279Trimmed
21FLOW TRADERS U.S. LLC$1.3M16,037New
22Hilltop Holdings Inc.$1.3M15,522Trimmed
23Cerity Partners LLC$1.1M13,330Hold
24Farther Finance Advisors, LLC$1.0M12,163Added
25FIDUCIARY FINANCIAL GROUP, LLC$868,66310,515Trimmed

Source: SEC Form 13F filings · as of 2026-06-30