Who Owns DIMENSIONAL ETF TRUST (DFEM)? -- Institutional Holders (2026-06-30)
350 institutions reported holding $4.24B of DIMENSIONAL ETF TRUST (DFEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Forum Financial Management, LP ($640.8M), Sequoia Financial Advisors, LLC ($215.4M), Truepoint, Inc. ($201.7M), Parcion Private Wealth LLC ($105.8M), Asset Dedication, LLC ($100.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Forum Financial Management, LP | $640.8M | 15.8M | Trimmed |
| 2 | Sequoia Financial Advisors, LLC | $215.4M | 5.3M | Trimmed |
| 3 | Truepoint, Inc. | $201.7M | 5.0M | Trimmed |
| 4 | Parcion Private Wealth LLC | $105.8M | 2.6M | Trimmed |
| 5 | Asset Dedication, LLC | $100.1M | 2.5M | Trimmed |
| 6 | JMG Financial Group, Ltd. | $94.8M | 2.3M | Added |
| 7 | Evensky & Katz LLC | $92.9M | 2.3M | Trimmed |
| 8 | Rockwood Wealth Management, LLC | $87.7M | 2.2M | Trimmed |
| 9 | AWM CAPITAL, LLC | $77.5M | 1.9M | Added |
| 10 | Apella Capital, LLC | $65.3M | 1.7M | Added |
| 11 | Sageworth Trust Co | $64.0M | 1.6M | Trimmed |
| 12 | Symmetry Partners, LLC | $60.5M | 1.5M | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $59.7M | 1.5M | Trimmed |
| 14 | EnRich Financial Partners LLC | $48.8M | 1.2M | Trimmed |
| 15 | Plancorp, LLC | $46.0M | 1.2M | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $43.7M | 1.1M | Added |
| 17 | Burton Enright Welch | $43.6M | 1.1M | Added |
| 18 | Elser Financial Planning, Inc | $42.2M | 1.0M | Trimmed |
| 19 | Oakwell Private Wealth Management, LLC | $42.1M | 1.0M | Trimmed |
| 20 | GREAT OAK CAPITAL PARTNERS, LLC | $42.0M | 1.1M | Trimmed |
| 21 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $41.9M | 1.0M | Trimmed |
| 22 | Kooman & Associates | $38.8M | 954,934 | Trimmed |
| 23 | FIRST FINANCIAL BANK - TRUST DIVISION | $33.2M | 817,938 | Trimmed |
| 24 | Sensible Money, LLC | $30.5M | 751,422 | Trimmed |
| 25 | DiNuzzo Private Wealth, Inc. | $29.1M | 716,843 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30