Who Owns DIMENSIONAL ETF TRUST (DFSI)? -- Institutional Holders (2026-03-31)
231 institutions reported holding $683.5M of DIMENSIONAL ETF TRUST (DFSI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Focus Partners Wealth ($50.8M), MASECO LLP ($41.8M), AWM CAPITAL, LLC ($39.5M), Quantum Financial Advisors, LLC ($35.6M), Pathstone Holdings, LLC ($33.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $50.8M | 1.2M | Trimmed |
| 2 | MASECO LLP | $41.8M | 987,534 | Added |
| 3 | AWM CAPITAL, LLC | $39.5M | 931,193 | Added |
| 4 | Quantum Financial Advisors, LLC | $35.6M | 840,411 | Trimmed |
| 5 | Pathstone Holdings, LLC | $33.7M | 795,001 | Added |
| 6 | Francis Financial, Inc. | $32.2M | 759,106 | Added |
| 7 | Abacus Wealth Partners, LLC | $24.9M | 586,104 | Added |
| 8 | EP Wealth Advisors, LLC | $17.6M | 416,169 | Added |
| 9 | Five Oceans Advisors | $17.1M | 403,966 | Added |
| 10 | Citrine Capital LLC | $16.5M | 389,981 | Added |
| 11 | Retirement Solution LLC | $14.8M | 350,032 | Trimmed |
| 12 | Apella Capital, LLC | $13.3M | 289,911 | Added |
| 13 | JANE STREET GROUP, LLC | $11.7M | 275,277 | Added |
| 14 | Savant Capital, LLC | $11.5M | 270,790 | Added |
| 15 | Forum Financial Management, LP | $11.2M | 263,782 | Trimmed |
| 16 | Elser Financial Planning, Inc | $9.9M | 233,159 | New |
| 17 | Balanced Rock Investment Advisors LLC | $9.1M | 213,685 | Trimmed |
| 18 | Greenspring Advisors, LLC | $9.0M | 212,964 | Added |
| 19 | Allodium Investment Consultants, LLC | $8.2M | 194,032 | Added |
| 20 | HILL ISLAND FINANCIAL LLC | $8.2M | 193,609 | Trimmed |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $7.8M | 182,884 | Added |
| 22 | Planning Center, Inc. | $7.7M | 181,791 | Trimmed |
| 23 | New Capital Management LP | $7.6M | 180,145 | Trimmed |
| 24 | Pure Financial Advisors, LLC | $6.6M | 155,658 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.5M | 151,856 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31