DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFEM)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
599
Reporting holders
$8.0B
Reported value
0.0%
Calls
0.0%
Puts
+36
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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | $640.8M | 15,767,639 | 8.23% | 17q | -3.9%-$25.9M |
| Focus Partners Wealth | $402.3M | 9,899,602 | 0.41% | 8q | +9.8%+$36.0M |
| Focus Partners Advisor Solutions, LLC | $358.6M | 8,824,359 | 3.04% | 16q | +14.6%+$45.6M |
| Sequoia Financial Advisors, LLC | $215.4M | 5,299,151 | 1.07% | 15q | -0.9%-$1.9M |
| Truepoint, Inc. | $201.7M | 4,964,110 | 4.21% | 16q | -6.1%-$13.1M |
| Savant Capital, LLC | $177.8M | 4,375,866 | 0.52% | 15q | +3.5%+$6.0M |
| HBK Sorce Advisory LLC | $131.2M | 3,354,929 | 2.49% | 11q | +3.2%+$4.1M |
| Forvis Mazars Wealth Advisors, LLC | $130.5M | 3,210,847 | 2.18% | 16q | +3.9%+$4.9M |
| HighTower Advisors, LLC | $129.7M | 3,192,252 | 0.12% | 17q | -0.9%-$1.1M |
| Parcion Private Wealth LLC | $105.8M | 2,602,795 | 5.87% | 13q | -2.8%-$3.1M |
| Asset Dedication, LLC | $100.1M | 2,462,535 | 6.30% | 17q | -0.9%-$874.2K |
| Corient Private Wealth LP | $95.1M | 2,340,768 | 0.13% | 15q | -66.7%-$190.8M |
| JMG Financial Group, Ltd. | $94.8M | 2,333,403 | 2.29% | 15q | +0.9%+$863.3K |
| MASECO LLP | $93.8M | 2,307,093 | 2.64% | 5q | +2.7%+$2.5M |
| Evensky & Katz LLC | $92.9M | 2,286,699 | 4.80% | 17q | -3.2%-$3.1M |
| Greenspring Advisors, LLC | $92.5M | 2,275,109 | 5.12% | 15q | -1.7%-$1.6M |
| LPL Financial LLC | $92.1M | 2,265,466 | 0.02% | 14q | +10.2%+$8.5M |
| Rockwood Wealth Management, LLC | $87.7M | 2,156,982 | 5.54% | 17q | -4.3%-$4.0M |
| RW Investment Management LLC | $79.4M | 1,953,688 | 6.97% | 14q | -1.0%-$778.9K |
| AWM CAPITAL, LLC | $77.5M | 1,907,601 | 6.21% | 16q | +5.6%+$4.1M |
| BANK OF MONTREAL /CAN/ | $72.9M | 1,792,948 | 0.02% | 15q | +3.2%+$2.3M |
| Beacon Pointe Advisors, LLC | $72.2M | 1,777,623 | 0.34% | 15q | +1.8%+$1.3M |
| Apella Capital, LLC | $65.3M | 1,666,664 | 0.92% | 14q | +0.6%+$371.7K |
| Sageworth Trust Co | $64.0M | 1,575,383 | 2.52% | 15q | -4.5%-$3.0M |
| Symmetry Partners, LLC | $60.5M | 1,487,895 | 3.08% | 8q | +1.0%+$626.5K |
| Mariner, LLC | $60.0M | 1,476,229 | 0.06% | 16q | +9.9%+$5.4M |
| ENVESTNET ASSET MANAGEMENT INC | $59.7M | 1,467,866 | 0.01% | 15q | -1.8%-$1.1M |
| Hill Investment Group Partners, LLC | $56.5M | 1,389,339 | 5.76% | 17q | -3.4%-$2.0M |
| EnRich Financial Partners LLC | $48.8M | 1,201,493 | 11.60% | 11q | -5.6%-$2.9M |
| BRIGHTON JONES LLC | $47.1M | 1,160,159 | 0.88% | 16q | +2.9%+$1.3M |
| Plancorp, LLC | $46.0M | 1,191,181 | 1.12% | 6q | +8.2%+$3.5M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $45.4M | 1,118,058 | 3.05% | 15q | +5.3%+$2.3M |
| OneDigital Investment Advisors LLC | $45.3M | 1,114,346 | 0.38% | 13q | +3.1%+$1.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $44.0M | 1,083,236 | 0.05% | 12q | +2.8%+$1.2M |
| Cambridge Investment Research Advisors, Inc. | $43.7M | 1,075,214 | 0.05% | 14q | +136.1%+$25.2M |
| Burton Enright Welch | $43.6M | 1,073,188 | 5.12% | 17q | +4.0%+$1.7M |
| Elser Financial Planning, Inc | $42.2M | 1,038,515 | 1.83% | 2q | -0.5%-$222.5K |
| Oakwell Private Wealth Management, LLC | $42.1M | 1,036,887 | 6.99% | 14q | -7.3%-$3.3M |
| GREAT OAK CAPITAL PARTNERS, LLC | $42.0M | 1,087,715 | 9.09% | 11q | -1.3%-$563.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $41.9M | 1,030,632 | 3.07% | 16q | -7.0%-$3.1M |
| Rather & Kittrell, Inc. | $41.5M | 1,021,198 | 5.80% | 16q | -0.9%-$375.1K |
| Willow Creek Wealth Management Inc. | $40.3M | 990,608 | 2.65% | 14q | +3.0%+$1.2M |
| Rockbridge Investment Management, LCC | $40.0M | 985,390 | 3.25% | 17q | +4.7%+$1.8M |
| Seaside Wealth Management, Inc. | $38.9M | 957,955 | 9.62% | 13q | -0.8%-$294.2K |
| Kooman & Associates | $38.8M | 954,934 | 10.42% | 15q | -4.5%-$1.8M |
| NORTHERN TRUST CORP | $38.8M | 953,835 | 0.00% | 5q | +1558.0%+$36.4M |
| OLD MISSION CAPITAL LLC | $38.5M | 947,716 | 0.61% | 6q | +117.4%+$20.8M |
| Betterment LLC | $37.9M | 933,438 | 0.06% | 15q | +0.9%+$323.9K |
| MONOGRAPH WEALTH ADVISORS, LLC | $37.1M | 912,431 | 3.04% | 16q | +1.1%+$410.3K |
| Leading Edge Financial Planning LLC | $36.9M | 908,460 | 6.57% | 15q | +4.6%+$1.6M |
| Your Advocates Ltd., LLP | $34.0M | 837,466 | 9.73% | 14q | -4.5%-$1.6M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $33.2M | 817,938 | 2.37% | 3q | -9.7%-$3.6M |
| Vestmark Advisory Solutions, Inc. | $32.0M | 787,822 | 0.30% | 14q | -21.2%-$8.6M |
| BANK OF AMERICA CORP /DE/ | $31.9M | 785,076 | 0.00% | 14q | -2.4%-$781.3K |
| Financial Plan, Inc. | $31.0M | 763,903 | 2.95% | 3q | +4.6%+$1.4M |
| PEAPACK GLADSTONE FINANCIAL CORP | $30.8M | 757,737 | 0.35% | 13q | +7.3%+$2.1M |
| Sensible Money, LLC | $30.5M | 751,422 | 8.10% | 15q | HELD |
| Peterson Wealth Advisors, LLC | $29.3M | 721,033 | 3.46% | 9q | +3.0%+$844.7K |
| DiNuzzo Private Wealth, Inc. | $29.1M | 716,843 | 2.88% | 11q | -3.2%-$949.1K |
| Stratos Investment Management, LLC | $28.9M | 711,907 | 1.05% | 10q | -0.7%-$212.5K |
| Syverson Strege & Co | $28.8M | 709,279 | 6.28% | 17q | -5.1%-$1.5M |
| AdvisorNet Financial, Inc | $28.5M | 700,959 | 1.30% | 16q | +1.8%+$511.0K |
| Financial Engines Advisors L.L.C. | $27.9M | 685,305 | 0.05% | 10q | +4.8%+$1.3M |
| RS CRUM INC. | $27.2M | 669,821 | 5.10% | 16q | -1.2%-$342.3K |
| KEB ASSET MANAGEMENT, LLC | $26.4M | 649,273 | 4.27% | 16q | +10.1%+$2.4M |
| Integris Wealth Management, LLC | $26.2M | 644,883 | 5.29% | 12q | -4.7%-$1.3M |
| Tencap Wealth Coaching, LLC | $26.1M | 640,307 | 8.26% | 3q | +6.7%+$1.6M |
| Eaton-Cambridge Inc. | $26.0M | 638,713 | 7.30% | 11q | -2.6%-$687.0K |
| CHOREO, LLC | $25.7M | 632,244 | 0.28% | 2q | +3923.7%+$25.1M |
| BCR Wealth Strategies, LLC | $24.8M | 611,157 | 6.98% | 17q | +4.0%+$954.0K |
| Miramar Fiduciary Corp | $24.8M | 610,769 | 24.54% | 11q | -32.3%-$11.9M |
| GOLDMAN SACHS GROUP INC | $24.7M | 608,711 | 0.00% | 2q | +129.5%+$14.0M |
| RFG Advisory, LLC | $24.5M | 602,160 | 0.38% | 14q | -5.6%-$1.5M |
| Premier Financial Group | $24.4M | 601,280 | 4.91% | 5q | -1.2%-$307.2K |
| Evanson Financial, LLC | $24.4M | 599,751 | 1.19% | new | FIRST |
| COMMONWEALTH EQUITY SERVICES, LLC | $24.2M | 594,664 | 0.03% | 17q | -0.6%-$152.4K |
| Pinnacle Financial Group, LLC / IL | $24.0M | 591,602 | 5.87% | 17q | +1.9%+$454.6K |
| Stordahl Capital Management, Inc. | $23.6M | 579,855 | 4.32% | 17q | -5.7%-$1.4M |
| Heritage Investment Group, Inc. | $23.2M | 571,797 | 3.12% | 13q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.2M | 571,292 | 0.01% | 11q | +151.3%+$14.0M |
| Woodward Financial Advisors, Inc. | $22.9M | 563,555 | 7.66% | 17q | HELD |
| Emprise Bank | $22.8M | 561,470 | 8.40% | 10q | +3.1%+$687.0K |
| Aspen Capital Management, LLC | $22.7M | 557,707 | 5.00% | 6q | +4.4%+$948.4K |
| Creative Planning | $22.5M | 553,746 | 0.01% | 11q | +2.4%+$528.2K |
| Discipline Wealth Solutions, LLC | $22.5M | 553,073 | 1.96% | 11q | +17.0%+$3.3M |
| Private Wealth Management Group, LLC | $22.4M | 550,557 | 5.19% | 11q | -1.9%-$441.0K |
| Cambridge Financial Group, LLC | $22.1M | 544,360 | 6.97% | 11q | +0.5%+$110.8K |
| Concurrent Investment Advisors, LLC | $21.5M | 529,512 | 0.18% | 2q | +4.4%+$897.7K |
| CAPSTONE CAPITAL LLC | $21.2M | 522,387 | 12.13% | 11q | HELD |
| Henrickson Nauta Wealth Advisors, Inc. | $20.9M | 515,022 | 5.10% | 17q | +3.9%+$778.9K |
| Ballentine Capital Advisors, Inc | $20.9M | 514,824 | 7.88% | 11q | -5.3%-$1.2M |
| Curated Wealth Partners LLC | $20.9M | 514,473 | 2.42% | new | NEW |
| Leonard Rickey Investment Advisors P.L.L.C. | $20.5M | 503,491 | 3.21% | 12q | HELD |
| Versant Capital Management, Inc | $20.4M | 501,593 | 1.83% | 13q | +63.6%+$7.9M |
| SACHEM HILL LLC | $20.1M | 495,103 | 3.58% | 15q | -3.8%-$802.4K |
| Squire Investment Management Company, LLC | $19.9M | 488,613 | 4.78% | 11q | +1.7%+$324.1K |
| Arax Advisory Partners | $19.5M | 478,612 | 0.13% | 3q | -10.7%-$2.3M |
| Flagstone Financial Management | $19.4M | 477,389 | 4.34% | 14q | -2.1%-$422.5K |
| von Borstel & Associates, Inc. | $19.2M | 473,286 | 3.94% | 8q | -2.1%-$407.0K |
| Kondo Wealth Advisors, Inc. | $18.9M | 464,509 | 6.31% | 7q | +1.3%+$233.7K |
Showing the largest 100 of 599 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 | 269 | $3.2B | 81,728,580 | 12 | 150 | 55 | 0.0% |
| Q2 2026 | 599 | $8.0B | 197,357,692 | 52 | 249 | 197 | 0.0% |
| Q1 2026 | 563 | $6.8B | 195,605,612 | 54 | 265 | 140 | 0.0% |
| Q4 2025 | 530 | $6.4B | 193,164,857 | 38 | 257 | 114 | 0.0% |
| Q3 2025 | 475 | $5.4B | 168,928,131 | 38 | 257 | 105 | 0.0% |
| Q2 2025 | 454 | $4.8B | 163,191,503 | 41 | 222 | 126 | 0.0% |
| Q1 2025 | 429 | $4.2B | 157,391,374 | 35 | 253 | 80 | 0.0% |
| Q4 2024 | 408 | $4.0B | 151,719,081 | 31 | 222 | 53 | 0.0% |
| Q3 2024 | 336 | $3.7B | 130,937,248 | 26 | 208 | 57 | 0.0% |
| Q2 2024 | 316 | $3.3B | 122,448,715 | 26 | 192 | 49 | 0.0% |
| Q1 2024 | 301 | $2.9B | 115,563,436 | 25 | 195 | 54 | 0.0% |
| Q4 2023 | 286 | $2.5B | 100,865,211 | 23 | 165 | 31 | 0.0% |
| Q3 2023 | 238 | $1.8B | 75,178,222 | 30 | 153 | 24 | 0.0% |
| Q2 2023 | 214 | $1.6B | 65,572,622 | 28 | 129 | 32 | 0.0% |
| Q1 2023 | 192 | $1.3B | 53,153,868 | 30 | 119 | 14 | 0.0% |
| Q4 2022 | 164 | $880.8M | 39,181,916 | 52 | 63 | 16 | 0.0% |
| Q3 2022 | 91 | $28.4B | 1,391,101,144 | 43 | 36 | 8 | 0.0% |
| Q2 2022 | 50 | $32.8B | 1,394,816,864 | 49 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $2.0K | 67 | 1 | 0 | 0 | 0.0% |