Who Owns DIMENSIONAL ETF TRUST (DFSE)? -- Institutional Holders (2026-03-31)
179 institutions reported holding $380.0M of DIMENSIONAL ETF TRUST (DFSE) in SEC 13F filings for 2026-03-31. Largest institutional holders: AWM CAPITAL, LLC ($32.2M), MASECO LLP ($24.9M), Pathstone Holdings, LLC ($24.2M), Focus Partners Wealth ($23.8M), Quantum Financial Advisors, LLC ($23.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AWM CAPITAL, LLC | $32.2M | 760,676 | Added |
| 2 | MASECO LLP | $24.9M | 588,403 | Added |
| 3 | Pathstone Holdings, LLC | $24.2M | 570,391 | Added |
| 4 | Focus Partners Wealth | $23.8M | 536,976 | Added |
| 5 | Quantum Financial Advisors, LLC | $23.1M | 546,242 | Trimmed |
| 6 | Five Oceans Advisors | $18.6M | 438,287 | Added |
| 7 | Forum Financial Management, LP | $15.9M | 374,559 | Trimmed |
| 8 | Abacus Wealth Partners, LLC | $14.4M | 340,438 | Trimmed |
| 9 | Citrine Capital LLC | $13.9M | 328,652 | Added |
| 10 | EP Wealth Advisors, LLC | $13.0M | 307,238 | Added |
| 11 | Retirement Solution LLC | $11.0M | 260,449 | Trimmed |
| 12 | Savant Capital, LLC | $9.1M | 214,628 | Added |
| 13 | Wealth Architects, LLC | $6.6M | 156,151 | Trimmed |
| 14 | Greenspring Advisors, LLC | $6.4M | 150,393 | Added |
| 15 | SACHEM HILL LLC | $5.8M | 136,088 | Added |
| 16 | Elser Financial Planning, Inc | $5.3M | 126,714 | New |
| 17 | Pure Financial Advisors, LLC | $4.6M | 107,826 | Trimmed |
| 18 | Apella Capital, LLC | $4.5M | 95,547 | Added |
| 19 | Francis Financial, Inc. | $4.4M | 104,993 | Trimmed |
| 20 | Balanced Rock Investment Advisors LLC | $3.8M | 88,905 | Trimmed |
| 21 | JANE STREET GROUP, LLC | $3.7M | 86,476 | Added |
| 22 | TCI Wealth Advisors, Inc. | $3.6M | 85,003 | Trimmed |
| 23 | Allodium Investment Consultants, LLC | $3.3M | 77,439 | Added |
| 24 | DRIVE WEALTH MANAGEMENT, LLC | $3.2M | 74,388 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 73,007 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31