Who Owns DIMENSIONAL ETF TRUST (DFSE)? -- Institutional Holders (2026-06-30)
190 institutions reported holding $459.6M of DIMENSIONAL ETF TRUST (DFSE) in SEC 13F filings for 2026-06-30. Largest institutional holders: AWM CAPITAL, LLC ($40.2M), Pathstone Holdings, LLC ($32.9M), MASECO LLP ($29.0M), Focus Partners Wealth ($27.8M), Quantum Financial Advisors, LLC ($25.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AWM CAPITAL, LLC | $40.2M | 821,857 | Added |
| 2 | Pathstone Holdings, LLC | $32.9M | 673,453 | Added |
| 3 | MASECO LLP | $29.0M | 594,139 | Added |
| 4 | Focus Partners Wealth | $27.8M | 569,426 | Added |
| 5 | Quantum Financial Advisors, LLC | $25.8M | 528,686 | Trimmed |
| 6 | Five Oceans Advisors | $21.6M | 442,368 | Added |
| 7 | Forum Financial Management, LP | $17.9M | 365,681 | Trimmed |
| 8 | Citrine Capital LLC | $15.8M | 323,640 | Trimmed |
| 9 | Abacus Wealth Partners, LLC | $15.5M | 317,897 | Trimmed |
| 10 | EP Wealth Advisors, LLC | $15.0M | 307,473 | Added |
| 11 | Savant Capital, LLC | $12.8M | 262,183 | Added |
| 12 | Retirement Solution LLC | $12.6M | 256,769 | Trimmed |
| 13 | Wealthspire Advisors, LLC | $9.4M | 191,799 | New |
| 14 | Wealth Architects, LLC | $7.6M | 154,990 | Trimmed |
| 15 | Elser Financial Planning, Inc | $6.2M | 126,249 | Trimmed |
| 16 | SACHEM HILL LLC | $6.0M | 123,011 | Trimmed |
| 17 | Francis Financial, Inc. | $5.3M | 109,210 | Added |
| 18 | Pure Financial Advisors, LLC | $5.1M | 104,452 | Trimmed |
| 19 | Apella Capital, LLC | $4.9M | 102,996 | Added |
| 20 | BRIGHTON JONES LLC | $4.5M | 91,148 | Added |
| 21 | Greenspring Advisors, LLC | $4.5M | 91,141 | Trimmed |
| 22 | TCI Wealth Advisors, Inc. | $4.1M | 84,357 | Trimmed |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $4.1M | 84,065 | Added |
| 24 | Balanced Rock Investment Advisors LLC | $4.0M | 81,686 | Trimmed |
| 25 | RAM Investment Partners, LLC | $3.8M | 78,545 | Added |
Source: SEC Form 13F filings · as of 2026-06-30