Who Owns DIMENSIONAL ETF TRUST (DFNM)? -- Institutional Holders (2026-03-31)
289 institutions reported holding $1.74B of DIMENSIONAL ETF TRUST (DFNM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Focus Partners Wealth ($202.4M), Truepoint, Inc. ($148.4M), Foster Group, Inc. ($70.0M), Apella Capital, LLC ($63.9M), Symmetry Partners, LLC ($63.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $202.4M | 4.2M | Added |
| 2 | Truepoint, Inc. | $148.4M | 3.1M | Added |
| 3 | Foster Group, Inc. | $70.0M | 1.5M | Trimmed |
| 4 | Apella Capital, LLC | $63.9M | 1.3M | Added |
| 5 | Symmetry Partners, LLC | $63.1M | 1.3M | Trimmed |
| 6 | Focus Partners Advisor Solutions, LLC | $57.5M | 1.2M | Added |
| 7 | Rather & Kittrell, Inc. | $42.9M | 894,173 | Added |
| 8 | GeoWealth Management, LLC | $42.2M | 881,082 | Trimmed |
| 9 | Sequoia Financial Advisors, LLC | $42.2M | 880,025 | Added |
| 10 | Beaird Harris Wealth Management, LLC | $38.1M | 795,703 | Trimmed |
| 11 | Pathstone Holdings, LLC | $37.8M | 788,243 | Trimmed |
| 12 | MBL Wealth, LLC | $35.5M | 739,735 | Added |
| 13 | AWM CAPITAL, LLC | $34.4M | 718,457 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $31.3M | 653,394 | Added |
| 15 | HighTower Advisors, LLC | $28.3M | 589,440 | Trimmed |
| 16 | Waterford Advisors, LLC | $25.5M | 536,335 | Added |
| 17 | Mattern Wealth Management LLC | $25.4M | 530,248 | Trimmed |
| 18 | LPL Financial LLC | $24.9M | 518,554 | Added |
| 19 | RAM Investment Partners, LLC | $24.8M | 516,432 | Added |
| 20 | Graves Light Lenhart Wealth, Inc. | $23.1M | 482,789 | Added |
| 21 | ASPIRIANT, LLC | $20.5M | 428,736 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $20.1M | 418,517 | Added |
| 23 | HFM Investment Advisors, LLC | $17.2M | 358,188 | Trimmed |
| 24 | ASSETMARK, INC | $15.9M | 332,594 | Trimmed |
| 25 | Austin Wealth Management, LLC | $15.7M | 327,330 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31