DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DCOR)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
244
Reporting holders
$2.3B
Reported value
0.0%
Calls
0.0%
Puts
+25
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pure Financial Advisors, LLC | $180.0M | 2,195,146 | 2.29% | 11q | -1.7%-$3.1M |
| Bernicke Wealth Management, Ltd. | $162.2M | 1,978,011 | 18.83% | 3q | +1.0%+$1.6M |
| BRIGHTON JONES LLC | $96.4M | 1,176,212 | 1.79% | 11q | +15.1%+$12.7M |
| LRI Investments, LLC | $87.9M | 1,071,907 | 7.07% | 10q | +8.3%+$6.8M |
| Your Advocates Ltd., LLP | $86.0M | 1,048,990 | 24.58% | 11q | -1.3%-$1.2M |
| Quantum Financial Advisors, LLC | $73.4M | 894,764 | 7.26% | 6q | +7.6%+$5.2M |
| Rather & Kittrell, Inc. | $59.5M | 726,297 | 8.32% | 11q | +8.1%+$4.5M |
| Stratos Investment Management, LLC | $54.5M | 664,264 | 1.97% | 7q | +3.6%+$1.9M |
| Foundations Investment Advisors, LLC | $51.2M | 624,972 | 0.53% | 4q | +5.2%+$2.5M |
| Cambridge Investment Research Advisors, Inc. | $49.0M | 597,110 | 0.06% | 10q | +128.2%+$27.5M |
| MONOGRAPH WEALTH ADVISORS, LLC | $46.5M | 567,396 | 3.82% | 11q | +9.3%+$4.0M |
| Private Advisor Group, LLC | $44.6M | 544,143 | 0.20% | 9q | -17.3%-$9.4M |
| OneDigital Investment Advisors LLC | $44.3M | 540,704 | 0.37% | 10q | +4.6%+$1.9M |
| Annandale Capital, LLC | $41.3M | 503,749 | 5.64% | 11q | +15.4%+$5.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $37.8M | 461,690 | 1.87% | 10q | -3.4%-$1.3M |
| SC&H Financial Advisors, Inc. | $37.1M | 452,203 | 4.92% | 11q | +6.7%+$2.3M |
| KFG WEALTH MANAGEMENT, LLC | $33.4M | 407,966 | 3.78% | 10q | HELD |
| Keyes, Stange & Wooten Wealth Management, LLC | $33.2M | 405,324 | 13.26% | 11q | +6.0%+$1.9M |
| BCO Wealth Management LLC | $33.2M | 405,069 | 18.11% | 7q | +1.7%+$563.1K |
| GREAT OAK CAPITAL PARTNERS, LLC | $33.0M | 400,422 | 7.13% | 11q | +1.4%+$446.7K |
| Hardy Reed LLC | $32.6M | 397,070 | 2.09% | 11q | +13.2%+$3.8M |
| Sageworth Trust Co | $30.5M | 372,379 | 1.20% | 10q | +1.9%+$569.4K |
| BEACON HILL WEALTH MANAGEMENT LTD. | $28.5M | 347,773 | 19.75% | new | FIRST |
| Betterment LLC | $28.0M | 341,912 | 0.05% | 10q | HELD |
| Geneos Wealth Management Inc. | $28.0M | 341,244 | 0.57% | 7q | +3.3%+$897.1K |
| Integrated Wealth Concepts LLC | $27.6M | 336,503 | 0.18% | 8q | -1.2%-$344.4K |
| ENVESTNET ASSET MANAGEMENT INC | $27.6M | 336,258 | 0.01% | 12q | +13.8%+$3.4M |
| OSAIC HOLDINGS, INC. | $27.1M | 330,075 | 0.03% | 10q | +72.6%+$11.4M |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $27.0M | 329,785 | 12.60% | 7q | +3.9%+$1.0M |
| Vantage Point Financial LLC | $23.3M | 284,211 | 7.10% | 7q | -5.7%-$1.4M |
| SageOak Financial, LLC | $22.3M | 271,900 | 14.50% | 7q | +0.6%+$139.9K |
| Mariner, LLC | $22.0M | 268,947 | 0.02% | 9q | +13.3%+$2.6M |
| Cypress Point Wealth Management, LLC | $20.5M | 249,842 | 4.17% | 11q | -1.5%-$304.5K |
| Orion Porfolio Solutions, LLC | $19.0M | 231,715 | 0.15% | 12q | +3.4%+$619.4K |
| Altiora Financial Group, LLC | $18.3M | 223,160 | 2.88% | 9q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 211,734 | 0.02% | 11q | +3.0%+$513.6K |
| Amicus Financial Advisors, LLC | $15.9M | 194,121 | 3.91% | 3q | +196.9%+$10.6M |
| Hutchens & Kramer Investment Management Group, LLC | $15.9M | 193,799 | 4.26% | 11q | -2.3%-$368.7K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $14.7M | 178,804 | 10.30% | 3q | +18.1%+$2.2M |
| DecisionPoint Financial, LLC | $13.6M | 166,389 | 2.53% | 11q | +0.5%+$72.1K |
| Heritage Investment Group, Inc. | $13.3M | 162,743 | 1.79% | 7q | -3.3%-$450.3K |
| Essential Planning, LLC. | $13.3M | 162,396 | 3.76% | 8q | +19.1%+$2.1M |
| Farther Finance Advisors, LLC | $12.8M | 155,897 | 0.10% | 10q | HELD |
| Morton Capital Management LLC/CA | $12.6M | 154,034 | 1.73% | 11q | HELD |
| EverSource Wealth Advisors, LLC | $12.6M | 153,132 | 0.42% | 11q | -9.5%-$1.3M |
| HEFFERNAN ADVISORY, INC | $12.4M | 151,842 | 10.42% | 3q | +2.7%+$326.2K |
| PARK AVENUE SECURITIES LLC | $11.9M | 145,118 | 0.07% | 5q | +16.2%+$1.7M |
| B&D White Capital Company, LLC | $11.5M | 140,042 | 1.14% | 5q | HELD |
| M Holdings Securities, Inc. | $11.0M | 135,279 | 1.51% | 4q | -4.2%-$489.0K |
| Aspen Capital Management, LLC | $10.5M | 128,126 | 2.32% | 6q | +8.7%+$843.2K |
| Truepoint, Inc. | $10.2M | 123,898 | 0.21% | 10q | HELD |
| XY Planning Network, Inc. | $9.8M | 119,331 | 1.23% | 6q | +12.3%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $9.7M | 118,700 | 0.01% | new | NEW |
| Smartleaf Asset Management LLC | $9.5M | 115,935 | 0.31% | 10q | HELD |
| ABLE Financial Group, LLC | $9.3M | 113,387 | 1.56% | 5q | -0.6%-$59.4K |
| Prospect Financial Group LLC | $9.2M | 112,825 | 7.45% | 5q | -0.5%-$50.8K |
| Sageworth Trust Co of South Dakota | $9.1M | 111,540 | 5.64% | 10q | +15.8%+$1.2M |
| BDFS Capital LLC | $9.1M | 111,492 | 3.97% | 3q | +8.7%+$733.1K |
| Keating Financial Advisory Services, Inc. | $8.5M | 103,984 | 1.12% | 3q | +15.2%+$1.1M |
| BIP Wealth, LLC | $8.4M | 102,752 | 0.24% | 8q | +33.9%+$2.1M |
| Elser Financial Planning, Inc | $8.3M | 101,762 | 0.36% | 2q | -1.0%-$82.1K |
| HB Wealth Management, LLC | $8.2M | 100,309 | 0.05% | 6q | -2.3%-$194.6K |
| Archford Capital Strategies, LLC | $8.1M | 99,273 | 0.82% | 7q | +1.5%+$117.7K |
| Kestra Advisory Services, LLC | $7.8M | 95,467 | 0.03% | 11q | +13.4%+$923.7K |
| LPL Financial LLC | $7.7M | 94,386 | 0.00% | 7q | +35.3%+$2.0M |
| Integras Partners LLC | $7.3M | 89,498 | 4.05% | 2q | -0.7%-$48.4K |
| Vise Technologies, Inc. | $7.1M | 86,550 | 0.08% | new | NEW |
| Plancorp, LLC | $7.1M | 86,025 | 0.17% | 5q | HELD |
| Cloud Capital Management, LLC | $6.8M | 83,536 | 2.50% | 6q | -2.0%-$140.2K |
| RAYMOND JAMES FINANCIAL INC | $6.5M | 79,516 | 0.00% | 5q | +11.7%+$680.4K |
| WorthPointe, LLC | $6.5M | 78,812 | 1.62% | 6q | -10.4%-$749.5K |
| ENTREWEALTH, LLC | $6.4M | 75,440 | 2.37% | 4q | HELD |
| Focus Partners Wealth | $6.3M | 76,913 | 0.01% | 5q | +28.8%+$1.4M |
| Eldridge Investment Advisors, Inc. | $6.3M | 76,428 | 1.24% | 8q | +18.7%+$989.0K |
| GOLDMAN SACHS GROUP INC | $6.2M | 76,235 | 0.00% | new | NEW |
| Selective Wealth Management, Inc. | $6.2M | 76,109 | 1.64% | 3q | +99.3%+$3.1M |
| Capital Investment Advisory Services, LLC | $6.1M | 73,832 | 0.37% | 11q | -3.7%-$235.8K |
| Cyndeo Wealth Partners, LLC | $5.8M | 71,289 | 0.28% | 8q | +6.2%+$339.0K |
| TCI Wealth Advisors, Inc. | $5.8M | 71,170 | 0.25% | 5q | +2.2%+$124.7K |
| Wealth Advisors Northwest LLC | $5.8M | 70,691 | 1.98% | 7q | +26.4%+$1.2M |
| Cerity Partners LLC | $5.8M | 70,633 | 0.01% | 7q | -1.3%-$77.5K |
| Allworth Financial LP | $5.5M | 67,138 | 0.02% | 11q | +8.0%+$409.3K |
| Asset One Wealth Management LLC | $5.4M | 65,306 | 0.57% | 2q | +1.2%+$66.6K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $5.4M | 65,872 | 0.93% | 5q | +29.7%+$1.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $5.3M | 64,941 | 0.06% | new | NEW |
| Wealthspire Advisors, LLC | $5.3M | 64,537 | 0.03% | 8q | -2.8%-$149.6K |
| Beacon Pointe Advisors, LLC | $5.2M | 63,621 | 0.02% | 4q | +52.5%+$1.8M |
| Investment Advisory Group, LLC | $5.0M | 61,020 | 1.09% | 10q | +3.5%+$170.9K |
| Simplicity Wealth,LLC | $4.9M | 59,845 | 0.17% | 3q | +239.2%+$3.5M |
| Alpha Financial Advisors, LLC | $4.7M | 57,371 | 1.23% | 5q | HELD |
| FMB WEALTH MANAGEMENT | $4.6M | 56,412 | 1.70% | 11q | +20.9%+$800.0K |
| CreativeOne Wealth, LLC | $4.5M | 54,940 | 0.10% | 11q | +17.9%+$685.4K |
| Global Retirement Partners, LLC | $4.3M | 51,976 | 0.07% | 5q | +108.1%+$2.2M |
| Strathmore Capital Advisors, Inc. | $4.0M | 48,762 | 1.08% | 6q | +6.1%+$230.7K |
| Burton Enright Welch | $3.9M | 47,278 | 0.46% | 5q | -4.7%-$192.2K |
| GeoWealth Management, LLC | $3.8M | 46,780 | 0.12% | 9q | -0.5%-$20.9K |
| TRUIST FINANCIAL CORP | $3.8M | 46,295 | 0.00% | 12q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $3.5M | 42,370 | 0.00% | 3q | +18.8%+$549.2K |
| Outbound Financial Inc | $3.4M | 41,871 | 2.22% | 5q | -2.6%-$91.9K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $3.4M | 40,920 | 0.53% | 11q | +6.4%+$203.0K |
Showing the largest 100 of 244 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 59 | $385.1M | 4,666,244 | 54 | 3 | 1 | 0.0% |
| Q2 2026 | 244 | $2.3B | 28,122,441 | 33 | 112 | 48 | 0.0% |
| Q1 2026 | 219 | $1.9B | 25,695,732 | 22 | 116 | 34 | 0.0% |
| Q4 2025 | 206 | $1.7B | 22,995,358 | 23 | 92 | 37 | 0.0% |
| Q3 2025 | 183 | $1.3B | 18,689,609 | 17 | 89 | 33 | 0.0% |
| Q2 2025 | 178 | $1.2B | 17,406,267 | 42 | 80 | 29 | 0.0% |
| Q1 2025 | 140 | $1.0B | 16,520,947 | 21 | 80 | 17 | 0.0% |
| Q4 2024 | 129 | $917.9M | 14,297,102 | 24 | 63 | 14 | 0.0% |
| Q3 2024 | 98 | $548.5M | 8,662,166 | 18 | 55 | 10 | 0.0% |
| Q2 2024 | 86 | $404.6M | 6,797,965 | 15 | 51 | 8 | 0.0% |
| Q1 2024 | 76 | $244.4M | 4,172,355 | 31 | 31 | 5 | 0.0% |
| Q4 2023 | 51 | $169.7M | 3,174,599 | 39 | 2 | 6 | 0.0% |
| Q3 2023 | 10 | $25.4M | 527,297 | 10 | 0 | 0 | 0.0% |