Who Owns DIMENSIONAL ETF TRUST (DFNM)? -- Institutional Holders (2026-06-30)
303 institutions reported holding $1.96B of DIMENSIONAL ETF TRUST (DFNM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($245.0M), Truepoint, Inc. ($155.2M), Focus Partners Advisor Solutions, LLC ($79.6M), Apella Capital, LLC ($76.8M), Foster Group, Inc. ($71.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $245.0M | 5.1M | Added |
| 2 | Truepoint, Inc. | $155.2M | 3.2M | Added |
| 3 | Focus Partners Advisor Solutions, LLC | $79.6M | 1.6M | Added |
| 4 | Apella Capital, LLC | $76.8M | 1.6M | Added |
| 5 | Foster Group, Inc. | $71.7M | 1.5M | Added |
| 6 | Symmetry Partners, LLC | $62.1M | 1.3M | Trimmed |
| 7 | GeoWealth Management, LLC | $51.0M | 1.1M | Added |
| 8 | Rather & Kittrell, Inc. | $45.4M | 939,121 | Added |
| 9 | Sequoia Financial Advisors, LLC | $43.3M | 896,162 | Added |
| 10 | Pathstone Holdings, LLC | $39.1M | 808,791 | Added |
| 11 | Beaird Harris Wealth Management, LLC | $38.5M | 796,384 | Added |
| 12 | MBL Wealth, LLC | $37.5M | 776,501 | Added |
| 13 | AWM CAPITAL, LLC | $35.0M | 725,052 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $32.5M | 672,029 | Added |
| 15 | Waterford Advisors, LLC | $28.8M | 545,339 | Added |
| 16 | RAM Investment Partners, LLC | $28.2M | 583,595 | Added |
| 17 | LPL Financial LLC | $28.0M | 578,747 | Added |
| 18 | Graves Light Lenhart Wealth, Inc. | $26.9M | 556,651 | Added |
| 19 | Mattern Wealth Management LLC | $26.5M | 548,877 | Added |
| 20 | BANK OF AMERICA CORP /DE/ | $23.3M | 481,181 | Added |
| 21 | ASPIRIANT, LLC | $20.9M | 432,596 | Added |
| 22 | HFM Investment Advisors, LLC | $20.7M | 428,712 | Added |
| 23 | Integrated Wealth Concepts LLC | $18.9M | 391,663 | Added |
| 24 | Savant Capital, LLC | $18.2M | 376,015 | Added |
| 25 | Austin Wealth Management, LLC | $17.5M | 364,914 | Added |
Source: SEC Form 13F filings · as of 2026-06-30