Who Owns DIMENSIONAL ETF TRUST (DFSU)? -- Institutional Holders (2026-03-31)
268 institutions reported holding $1.41B of DIMENSIONAL ETF TRUST (DFSU) in SEC 13F filings for 2026-03-31. Largest institutional holders: Retirement Solution LLC ($224.6M), AWM CAPITAL, LLC ($134.8M), Quantum Financial Advisors, LLC ($98.7M), MASECO LLP ($83.3M), Focus Partners Wealth ($81.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Retirement Solution LLC | $224.6M | 5.5M | Added |
| 2 | AWM CAPITAL, LLC | $134.8M | 3.3M | Added |
| 3 | Quantum Financial Advisors, LLC | $98.7M | 2.4M | Added |
| 4 | MASECO LLP | $83.3M | 2.0M | Added |
| 5 | Focus Partners Wealth | $81.6M | 1.9M | Added |
| 6 | Citrine Capital LLC | $56.7M | 1.4M | Added |
| 7 | Abacus Wealth Partners, LLC | $52.7M | 1.3M | Added |
| 8 | Pathstone Holdings, LLC | $50.6M | 1.2M | Added |
| 9 | EP Wealth Advisors, LLC | $28.9M | 704,102 | New |
| 10 | Five Oceans Advisors | $19.2M | 467,329 | Added |
| 11 | Savant Capital, LLC | $18.8M | 457,115 | Added |
| 12 | Forum Financial Management, LP | $18.5M | 449,583 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.8M | 429,942 | Trimmed |
| 14 | Apella Capital, LLC | $17.8M | 395,443 | Added |
| 15 | Pure Financial Advisors, LLC | $16.8M | 409,228 | Added |
| 16 | Focus Partners Advisor Solutions, LLC | $16.6M | 404,666 | Added |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $15.7M | 383,194 | Added |
| 18 | Gibson Capital, LLC | $15.4M | 375,765 | Hold |
| 19 | Beacon Pointe Advisors, LLC | $13.8M | 337,037 | Added |
| 20 | Simplicity Wealth,LLC | $12.2M | 297,206 | Trimmed |
| 21 | Triune Financial Partners, LLC | $11.6M | 281,713 | Added |
| 22 | TCI Wealth Advisors, Inc. | $11.1M | 270,992 | Added |
| 23 | Wealth Architects, LLC | $11.0M | 267,085 | Trimmed |
| 24 | QUARRY HILL ADVISORS, LLC | $11.0M | 243,936 | Added |
| 25 | Betterment LLC | $10.8M | 261,727 | Added |
Source: SEC Form 13F filings · as of 2026-03-31