Who Owns DIMENSIONAL ETF TRUST (DEXC)? -- Institutional Holders (2026-03-31)
53 institutions reported holding $243.7M of DIMENSIONAL ETF TRUST (DEXC) in SEC 13F filings for 2026-03-31. Largest institutional holders: First Command Advisory Services, Inc. ($115.1M), Brown Financial Advisory ($27.7M), Keudell/Morrison Wealth Management ($13.7M), McIlrath & Eck, LLC ($11.7M), Quadcap Wealth Management, LLC ($11.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | First Command Advisory Services, Inc. | $115.1M | 1.8M | Trimmed |
| 2 | Brown Financial Advisory | $27.7M | 427,341 | Added |
| 3 | Keudell/Morrison Wealth Management | $13.7M | 211,426 | Trimmed |
| 4 | McIlrath & Eck, LLC | $11.7M | 180,122 | Added |
| 5 | Quadcap Wealth Management, LLC | $11.7M | 179,807 | Added |
| 6 | Chicago Partners Investment Group LLC | $10.4M | 140,664 | Added |
| 7 | Prism Advisors, Inc. | $9.3M | 142,846 | Trimmed |
| 8 | Beta Wealth Group, Inc. | $6.7M | 102,839 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $5.7M | 88,526 | Trimmed |
| 10 | R. W. Roge & Company, Inc. | $5.5M | 84,744 | Trimmed |
| 11 | Mills Wealth Advisors LLC | $3.6M | 56,005 | Added |
| 12 | JANE STREET GROUP, LLC | $2.9M | 45,051 | Added |
| 13 | Applied Capital LLC | $2.5M | 39,102 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 36,431 | Added |
| 15 | Index Fund Advisors, Inc. | $1.7M | 25,579 | Added |
| 16 | Hilltop Holdings Inc. | $1.2M | 19,055 | Trimmed |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 17,562 | New |
| 18 | Cerity Partners LLC | $865,000 | 13,330 | New |
| 19 | Strategic Investment Solutions, Inc. /IL | $805,960 | 10,166 | New |
| 20 | Farther Finance Advisors, LLC | $737,106 | 11,288 | Added |
| 21 | OLD MISSION CAPITAL LLC | $711,579 | 10,971 | New |
| 22 | FIDUCIARY FINANCIAL GROUP, LLC | $699,256 | 10,781 | Added |
| 23 | Madrid Wealth Management, LLC | $666,242 | 10,272 | Added |
| 24 | Wolfstich Capital, LLC | $653,618 | 56,590 | New |
| 25 | Citrine Capital LLC | $608,971 | 9,389 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31