Who Owns DIMENSIONAL ETF TRUST (DFEM)? -- Institutional Holders (2026-06-30)
610 institutions reported holding $7.92B of DIMENSIONAL ETF TRUST (DFEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Forum Financial Management, LP ($640.8M), Focus Partners Wealth ($402.3M), Focus Partners Advisor Solutions, LLC ($358.6M), Sequoia Financial Advisors, LLC ($215.4M), Truepoint, Inc. ($201.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Forum Financial Management, LP | $640.8M | 15.8M | Trimmed |
| 2 | Focus Partners Wealth | $402.3M | 9.9M | Added |
| 3 | Focus Partners Advisor Solutions, LLC | $358.6M | 8.8M | Added |
| 4 | Sequoia Financial Advisors, LLC | $215.4M | 5.3M | Trimmed |
| 5 | Truepoint, Inc. | $201.7M | 5.0M | Trimmed |
| 6 | Savant Capital, LLC | $177.8M | 4.4M | Added |
| 7 | HBK Sorce Advisory LLC | $131.2M | 3.4M | Added |
| 8 | Forvis Mazars Wealth Advisors, LLC | $130.5M | 3.2M | Added |
| 9 | HighTower Advisors, LLC | $129.7M | 3.2M | Trimmed |
| 10 | Parcion Private Wealth LLC | $105.8M | 2.6M | Trimmed |
| 11 | Asset Dedication, LLC | $100.1M | 2.5M | Trimmed |
| 12 | Corient Private Wealth LLC | $95.2M | 2.3M | Trimmed |
| 13 | JMG Financial Group, Ltd. | $94.8M | 2.3M | Added |
| 14 | MASECO LLP | $93.8M | 2.3M | Added |
| 15 | Evensky & Katz LLC | $92.9M | 2.3M | Trimmed |
| 16 | Greenspring Advisors, LLC | $92.5M | 2.3M | Trimmed |
| 17 | LPL Financial LLC | $92.1M | 2.3M | Added |
| 18 | Rockwood Wealth Management, LLC | $87.7M | 2.2M | Trimmed |
| 19 | RW Investment Management LLC | $79.4M | 2.0M | Trimmed |
| 20 | AWM CAPITAL, LLC | $77.5M | 1.9M | Added |
| 21 | BANK OF MONTREAL /CAN/ | $72.9M | 1.8M | Added |
| 22 | Beacon Pointe Advisors, LLC | $72.2M | 1.8M | Added |
| 23 | Apella Capital, LLC | $65.3M | 1.7M | Added |
| 24 | Sageworth Trust Co | $64.0M | 1.6M | Trimmed |
| 25 | Symmetry Partners, LLC | $60.5M | 1.5M | Added |
Source: SEC Form 13F filings · as of 2026-06-30