Who Owns DIMENSIONAL ETF TRUST (DFSI)? -- Institutional Holders (2026-06-30)
239 institutions reported holding $773.6M of DIMENSIONAL ETF TRUST (DFSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($55.0M), MASECO LLP ($45.7M), AWM CAPITAL, LLC ($44.9M), Pathstone Holdings, LLC ($44.4M), Quantum Financial Advisors, LLC ($37.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $55.0M | 1.2M | Added |
| 2 | MASECO LLP | $45.7M | 1.0M | Added |
| 3 | AWM CAPITAL, LLC | $44.9M | 995,334 | Added |
| 4 | Pathstone Holdings, LLC | $44.4M | 984,898 | Added |
| 5 | Quantum Financial Advisors, LLC | $37.5M | 831,098 | Trimmed |
| 6 | Francis Financial, Inc. | $34.6M | 767,312 | Added |
| 7 | Abacus Wealth Partners, LLC | $27.3M | 605,285 | Added |
| 8 | Five Oceans Advisors | $19.2M | 426,583 | Added |
| 9 | EP Wealth Advisors, LLC | $19.2M | 426,228 | Added |
| 10 | Citrine Capital LLC | $17.7M | 393,481 | Added |
| 11 | Retirement Solution LLC | $15.8M | 349,466 | Trimmed |
| 12 | Savant Capital, LLC | $14.0M | 309,218 | Added |
| 13 | Apella Capital, LLC | $13.8M | 303,754 | Added |
| 14 | Forum Financial Management, LP | $12.1M | 269,201 | Added |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $11.2M | 248,537 | Added |
| 16 | Elser Financial Planning, Inc | $10.8M | 239,760 | Added |
| 17 | Bank of New York Mellon Corp | $10.3M | 228,448 | Added |
| 18 | Balanced Rock Investment Advisors LLC | $10.0M | 220,624 | Added |
| 19 | Wealthspire Advisors, LLC | $9.9M | 218,754 | Added |
| 20 | HILL ISLAND FINANCIAL LLC | $9.2M | 203,314 | Added |
| 21 | Allodium Investment Consultants, LLC | $9.1M | 201,944 | Added |
| 22 | Planning Center, Inc. | $8.4M | 185,179 | Added |
| 23 | Focus Partners Advisor Solutions, LLC | $8.3M | 184,872 | Added |
| 24 | New Capital Management LP | $8.1M | 179,986 | Trimmed |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.1M | 156,527 | Added |
Source: SEC Form 13F filings · as of 2026-06-30