Who Owns DIMENSIONAL ETF TRUST (DFEM)? -- Institutional Holders (2026-03-31)
571 institutions reported holding $6.75B of DIMENSIONAL ETF TRUST (DFEM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Forum Financial Management, LP ($566.8M), Focus Partners Wealth ($311.8M), Focus Partners Advisor Solutions, LLC ($266.0M), Corient Private Wealth LLC ($243.1M), Sequoia Financial Advisors, LLC ($184.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Forum Financial Management, LP | $566.8M | 16.4M | Trimmed |
| 2 | Focus Partners Wealth | $311.8M | 9.0M | Added |
| 3 | Focus Partners Advisor Solutions, LLC | $266.0M | 7.7M | Added |
| 4 | Corient Private Wealth LLC | $243.1M | 7.0M | Trimmed |
| 5 | Sequoia Financial Advisors, LLC | $184.7M | 5.3M | Added |
| 6 | Truepoint, Inc. | $182.6M | 5.3M | Added |
| 7 | Savant Capital, LLC | $146.0M | 4.2M | Added |
| 8 | HBK Sorce Advisory LLC | $132.7M | 3.2M | Added |
| 9 | HighTower Advisors, LLC | $111.3M | 3.2M | Trimmed |
| 10 | Forvis Mazars Wealth Advisors, LLC | $106.8M | 3.1M | Added |
| 11 | Parcion Private Wealth LLC | $92.5M | 2.7M | Trimmed |
| 12 | Asset Dedication, LLC | $85.8M | 2.5M | Trimmed |
| 13 | Evensky & Katz LLC | $81.6M | 2.4M | Trimmed |
| 14 | Greenspring Advisors, LLC | $80.0M | 2.3M | Added |
| 15 | JMG Financial Group, Ltd. | $79.9M | 2.3M | Added |
| 16 | Rockwood Wealth Management, LLC | $77.9M | 2.3M | Added |
| 17 | MASECO LLP | $77.5M | 2.2M | Added |
| 18 | LPL Financial LLC | $71.0M | 2.1M | Added |
| 19 | RW Investment Management LLC | $68.2M | 2.0M | Added |
| 20 | Apella Capital, LLC | $64.0M | 1.7M | Added |
| 21 | CWM, LLC | $63.1M | 1.8M | Added |
| 22 | AWM CAPITAL, LLC | $62.4M | 1.8M | Added |
| 23 | Beacon Pointe Advisors, LLC | $60.3M | 1.7M | Added |
| 24 | BANK OF MONTREAL /CAN/ | $60.0M | 1.7M | Added |
| 25 | Sageworth Trust Co | $57.0M | 1.6M | Added |
Source: SEC Form 13F filings · as of 2026-03-31