Who Owns DIMENSIONAL ETF TRUST (DFIP)? -- Institutional Holders (2026-06-30)
174 institutions reported holding $796.2M of DIMENSIONAL ETF TRUST (DFIP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Matson Money. Inc. ($169.9M), Beacon Pointe Advisors, LLC ($48.8M), Planning Center, Inc. ($44.8M), Hill Investment Group Partners, LLC ($31.7M), PINNEY & SCOFIELD, INC. ($25.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Matson Money. Inc. | $169.9M | 4.1M | Added |
| 2 | Beacon Pointe Advisors, LLC | $48.8M | 1.2M | Added |
| 3 | Planning Center, Inc. | $44.8M | 1.1M | Added |
| 4 | Hill Investment Group Partners, LLC | $31.7M | 769,537 | Trimmed |
| 5 | PINNEY & SCOFIELD, INC. | $25.4M | 615,557 | Added |
| 6 | Rather & Kittrell, Inc. | $24.2M | 586,834 | Added |
| 7 | Leading Edge Financial Planning LLC | $24.0M | 580,584 | Added |
| 8 | Fortitude Family Office, LLC | $22.4M | 543,933 | Added |
| 9 | Geometric Wealth Advisors | $21.9M | 531,015 | Added |
| 10 | Stratos Investment Management, LLC | $20.2M | 490,315 | Added |
| 11 | Physician Wealth Solutions Inc. | $19.1M | 462,726 | Added |
| 12 | Level Financial Advisors | $15.0M | 362,625 | Added |
| 13 | SCRATCH CAPITAL LLC | $14.4M | 350,137 | Added |
| 14 | Core Wealth Management, Inc. | $13.0M | 315,342 | Added |
| 15 | Yardley Wealth Management LLC | $13.0M | 315,060 | Added |
| 16 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $12.8M | 310,187 | Added |
| 17 | KFG WEALTH MANAGEMENT, LLC | $10.9M | 264,903 | Added |
| 18 | Savant Capital, LLC | $10.9M | 263,878 | Added |
| 19 | New Dimensions Wealth Management, LLC | $10.6M | 256,742 | Added |
| 20 | Five Oceans Advisors | $10.5M | 254,425 | Hold |
| 21 | MONOGRAPH WEALTH ADVISORS, LLC | $9.8M | 237,163 | Added |
| 22 | Apella Capital, LLC | $9.6M | 233,025 | Added |
| 23 | Financial Plan, Inc. | $9.5M | 231,318 | Added |
| 24 | Heirloom Wealth Management | $7.8M | 188,774 | Trimmed |
| 25 | Austin Wealth Management, LLC | $7.5M | 181,479 | Added |
Source: SEC Form 13F filings · as of 2026-06-30