DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFEV)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
294
Reporting holders
$1.6B
Reported value
0.0%
Calls
0.0%
Puts
+21
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 |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $120.6M | 2,878,443 | 0.05% | 9q | +40.1%+$34.5M |
| Asset Dedication, LLC | $105.4M | 2,469,715 | 6.63% | 17q | -3.3%-$3.6M |
| RITHOLTZ WEALTH MANAGEMENT | $62.3M | 1,460,337 | 0.93% | 15q | +2.5%+$1.5M |
| Root Financial Partners, LLC | $54.1M | 1,268,143 | 2.10% | 14q | +764.7%+$47.9M |
| Vise Technologies, Inc. | $53.8M | 1,259,797 | 0.61% | 4q | +528.3%+$45.2M |
| Savant Capital, LLC | $43.9M | 1,058,000 | 0.13% | 12q | +545.1%+$37.1M |
| RAYMOND JAMES FINANCIAL INC | $43.7M | 1,025,227 | 0.01% | 7q | +3.8%+$1.6M |
| HighTower Advisors, LLC | $41.7M | 978,026 | 0.04% | 14q | +2.5%+$1.0M |
| B&D White Capital Company, LLC | $34.5M | 807,853 | 3.43% | 3q | +37.5%+$9.4M |
| Beacon Pointe Advisors, LLC | $32.1M | 751,387 | 0.15% | 17q | +24.0%+$6.2M |
| Sensible Money, LLC | $31.9M | 748,053 | 8.46% | 15q | -1.4%-$459.9K |
| FMR LLC | $29.9M | 701,652 | 0.00% | 7q | -4.4%-$1.4M |
| True Wealth Design, LLC | $29.6M | 694,242 | 7.05% | 15q | -1.0%-$300.7K |
| Marquette Asset Management, LLC | $28.7M | 673,678 | 3.69% | 12q | HELD |
| Family Investment Center, Inc. | $25.8M | 604,094 | 4.28% | 11q | +6.1%+$1.5M |
| Janney Montgomery Scott LLC | $25.2M | 590,477 | 0.05% | 15q | +1.9%+$458.1K |
| Evanson Financial, LLC | $24.7M | 579,631 | 1.21% | new | FIRST |
| NorthAvenue LLC | $23.0M | 538,310 | 16.45% | 3q | -2.0%-$462.5K |
| Cambridge Financial Group, LLC | $21.6M | 505,917 | 6.80% | 11q | HELD |
| Index Fund Advisors, Inc. | $21.4M | 501,178 | 0.85% | 15q | +2.6%+$550.9K |
| EAGLE WEALTH STRATEGIES LLC | $20.6M | 483,697 | 7.89% | 6q | -1.0%-$203.4K |
| Alesco Advisors, LLC, An ESL Co | $19.9M | 467,149 | 0.46% | 17q | +4.3%+$824.7K |
| Strata Wealth Advisors, LLC | $19.4M | 455,010 | 4.73% | 10q | +10.5%+$1.8M |
| Penserra Capital Management LLC | $17.6M | 411,618 | 0.13% | 2q | -16.8%-$3.6M |
| ROYAL BANK OF CANADA | $15.8M | 370,885 | 0.00% | 15q | +21.4%+$2.8M |
| BANK OF AMERICA CORP /DE/ | $14.8M | 347,527 | 0.00% | 13q | +153.1%+$9.0M |
| EP Wealth Advisors, LLC | $14.6M | 341,314 | 0.06% | 6q | +2033.9%+$13.9M |
| Graves Light Lenhart Wealth, Inc. | $14.5M | 339,406 | 1.35% | 17q | -1.8%-$264.4K |
| Guardian Wealth Management, LLC | $13.8M | 322,338 | 3.86% | 3q | -7.0%-$1.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.3M | 310,644 | 0.01% | 5q | +5234.8%+$13.0M |
| AE Wealth Management LLC | $11.8M | 275,843 | 0.05% | 16q | HELD |
| JANE STREET GROUP, LLC | $11.7M | 273,436 | 0.00% | new | NEW |
| Financial Architects, LLC | $11.3M | 264,150 | 5.40% | 11q | -1.5%-$167.9K |
| Blume Capital Management, Inc. | $11.1M | 261,152 | 1.63% | 16q | HELD |
| SPWM Advisors LLC | $11.0M | 274,653 | 10.14% | 3q | +0.8%+$88.1K |
| Betterment LLC | $10.1M | 236,809 | 0.02% | 14q | +2.4%+$239.6K |
| NATIXIS ADVISORS, LLC | $10.0M | 234,966 | 0.01% | 6q | +29.0%+$2.3M |
| Cerity Partners LLC | $9.8M | 229,792 | 0.01% | 3q | +1056.0%+$9.0M |
| Vestmark Advisory Solutions, Inc. | $9.7M | 228,087 | 0.09% | 14q | HELD |
| Freedom Investment Management, Inc. | $9.7M | 227,828 | 2.71% | 11q | -11.5%-$1.3M |
| von Borstel & Associates, Inc. | $9.5M | 223,617 | 1.96% | 8q | -3.5%-$347.2K |
| Cordant, Inc. | $8.9M | 208,986 | 3.21% | 17q | HELD |
| Tortoise Investment Management, LLC | $8.5M | 199,815 | 0.64% | 16q | -2.0%-$175.9K |
| Mills Wealth Advisors LLC | $8.3M | 195,432 | 2.63% | 15q | +11.2%+$838.5K |
| DiNuzzo Private Wealth, Inc. | $8.2M | 192,576 | 0.81% | 11q | -6.2%-$545.2K |
| ENVESTNET ASSET MANAGEMENT INC | $8.0M | 187,074 | 0.00% | 17q | +12.0%+$852.5K |
| Apella Capital, LLC | $7.8M | 190,445 | 0.11% | 2q | +3.3%+$250.6K |
| VESTIA PERSONAL WEALTH ADVISORS | $7.7M | 367,532 | 3.01% | 9q | +118.9%+$4.2M |
| Waverly Advisors, LLC | $7.6M | 178,657 | 0.04% | 9q | -4.6%-$369.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $7.5M | 176,860 | 0.01% | 2q | +32.2%+$1.8M |
| Estate Counselors, LLC | $7.5M | 175,090 | 0.64% | 4q | -4.6%-$357.8K |
| Sterling Financial Planning, Inc. | $7.4M | 173,234 | 2.01% | 16q | -2.1%-$159.8K |
| United Wealth Management, LLC | $6.9M | 161,153 | 1.55% | 7q | -0.8%-$54.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.5M | 152,178 | 0.05% | 4q | -3.9%-$263.5K |
| Breakwater Capital Group | $6.4M | 149,813 | 0.77% | 15q | -2.9%-$191.2K |
| Timonier Family Office, LTD. | $6.4M | 148,895 | 1.79% | 6q | -1.0%-$67.1K |
| SAX WEALTH ADVISORS, LLC | $6.3M | 176,662 | 0.26% | 7q | +44.7%+$2.0M |
| Steward Partners Investment Advisory, LLC | $6.2M | 145,847 | 0.03% | 16q | +30.8%+$1.5M |
| Creative Planning | $6.1M | 143,196 | 0.00% | 4q | +2.3%+$138.8K |
| Integrity Advisory Solutions, LLC | $6.1M | 142,291 | 0.62% | 4q | +3.5%+$206.9K |
| Versant Capital Management, Inc | $5.9M | 138,902 | 0.53% | 12q | +76.9%+$2.6M |
| TRUIST FINANCIAL CORP | $5.9M | 137,162 | 0.01% | 13q | +12.8%+$665.5K |
| Farther Finance Advisors, LLC | $5.6M | 131,189 | 0.04% | 14q | +4.5%+$241.7K |
| MISSION WEALTH MANAGEMENT, LP | $5.4M | 127,114 | 0.07% | new | NEW |
| MARYLAND CAPITAL ADVISORS INC. | $5.3M | 125,110 | 1.71% | 16q | -6.1%-$345.9K |
| Focus Partners Advisor Solutions, LLC | $5.3M | 124,971 | 0.05% | 6q | +348.3%+$4.1M |
| McCartney Wealth Management LLC | $5.1M | 119,413 | 3.86% | 3q | +2.3%+$114.3K |
| DRAVO BAY LLC | $5.1M | 119,393 | 1.76% | 8q | +5.7%+$274.9K |
| Baird Financial Group, Inc. | $5.0M | 116,550 | 0.01% | 6q | +4.0%+$193.5K |
| EQ WEALTH ADVISORS, LLC | $4.9M | 114,988 | 2.70% | 7q | -1.6%-$80.0K |
| OneDigital Investment Advisors LLC | $4.8M | 111,781 | 0.04% | 11q | +9.8%+$425.8K |
| United Asset Strategies, Inc. | $4.6M | 108,298 | 0.33% | 2q | +58.5%+$1.7M |
| Corient Private Wealth LP | $4.5M | 104,468 | 0.01% | 11q | -6.8%-$327.3K |
| INTEGRITY ALLIANCE, LLC. | $4.4M | 102,048 | 0.14% | 6q | -8.0%-$379.8K |
| White Wing Wealth Management | $4.2M | 98,866 | 2.20% | 10q | -2.5%-$106.3K |
| Composition Wealth, LLC | $4.2M | 98,525 | 0.05% | 4q | -4.0%-$177.3K |
| Wealth Advisors Northwest LLC | $4.1M | 95,185 | 1.39% | 7q | +3.2%+$125.3K |
| Chicago Partners Investment Group LLC | $4.1M | 99,932 | 0.08% | 16q | +5.6%+$215.6K |
| Pathstone Holdings, LLC | $4.0M | 92,673 | 0.01% | 11q | -3.2%-$131.9K |
| NewEdge Advisors, LLC | $3.8M | 89,928 | 0.01% | 15q | +2.6%+$98.4K |
| Verum Partners LLC | $3.8M | 88,972 | 0.57% | 15q | HELD |
| Golden Bell Financial Planning LLC | $3.7M | 86,555 | 2.72% | 7q | +1.5%+$53.8K |
| Astra Wealth Partners LLC | $3.7M | 86,449 | 1.96% | 7q | -0.7%-$24.7K |
| Cambridge Investment Research Advisors, Inc. | $3.6M | 85,386 | 0.00% | 14q | +100.7%+$1.8M |
| Foundry Financial LLC | $3.6M | 83,616 | 1.20% | 3q | +7.9%+$260.7K |
| Glass Jacobson Investment Advisors llc | $3.6M | 83,399 | 1.11% | 14q | +2.9%+$101.4K |
| LAM GROUP, INC. | $3.5M | 82,260 | 1.74% | 15q | HELD |
| Brookstone Capital Management | $3.3M | 78,500 | 0.03% | 4q | +745.4%+$3.0M |
| OSAIC HOLDINGS, INC. | $3.1M | 72,963 | 0.00% | 17q | +126.1%+$1.7M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $3.1M | 72,816 | 0.59% | 13q | -2.5%-$80.9K |
| Integrated Wealth Concepts LLC | $3.0M | 69,495 | 0.02% | 11q | +3.6%+$104.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 67,229 | 0.00% | 13q | +2.3%+$64.6K |
| Viaable, LLC | $2.8M | 67,231 | 2.32% | new | FIRST |
| Main Street Financial Solutions, LLC | $2.7M | 64,445 | 0.18% | 7q | -5.4%-$156.2K |
| Sequoia Financial Advisors, LLC | $2.6M | 61,518 | 0.01% | 14q | HELD |
| Parkshore Wealth Management, Inc. | $2.6M | 60,796 | 0.75% | 4q | +22.7%+$479.3K |
| NORTHERN TRUST CORP | $2.6M | 60,790 | 0.00% | new | NEW |
| ARK & TLK INVESTMENTS, LLC | $2.5M | 59,470 | 0.63% | 5q | +7.3%+$172.1K |
| JPMORGAN CHASE & CO | $2.5M | 58,295 | 0.00% | 15q | +1.9%+$46.8K |
| McGrath & Associates, Inc. | $2.4M | 56,926 | 3.16% | 7q | +2.3%+$54.5K |
Showing the largest 100 of 295 reported holders. The count of 294 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 124 | $593.3M | 13,994,795 | 7 | 58 | 33 | 0.0% |
| Q2 2026 | 294 | $1.6B | 36,704,091 | 38 | 117 | 77 | 0.0% |
| Q1 2026 | 273 | $1.1B | 31,568,808 | 36 | 109 | 65 | 0.0% |
| Q4 2025 | 252 | $948.2M | 28,201,504 | 22 | 97 | 66 | 0.0% |
| Q3 2025 | 227 | $840.8M | 26,373,902 | 31 | 101 | 49 | 0.0% |
| Q2 2025 | 204 | $744.5M | 24,748,718 | 19 | 87 | 61 | 0.0% |
| Q1 2025 | 193 | $725.6M | 26,830,391 | 25 | 86 | 39 | 0.0% |
| Q4 2024 | 181 | $544.0M | 20,754,380 | 19 | 75 | 32 | 0.0% |
| Q3 2024 | 154 | $536.1M | 18,836,495 | 12 | 83 | 27 | 0.0% |
| Q2 2024 | 145 | $459.0M | 16,693,538 | 18 | 72 | 25 | 0.0% |
| Q1 2024 | 126 | $388.9M | 14,965,713 | 9 | 65 | 28 | 0.0% |
| Q4 2023 | 123 | $397.3M | 15,781,774 | 19 | 55 | 23 | 0.0% |
| Q3 2023 | 103 | $306.7M | 12,963,427 | 11 | 63 | 17 | 0.0% |
| Q2 2023 | 99 | $306.6M | 12,575,340 | 13 | 55 | 17 | 0.0% |
| Q1 2023 | 90 | $268.9M | 11,498,800 | 24 | 45 | 9 | 0.0% |
| Q4 2022 | 69 | $231.6M | 10,238,158 | 21 | 27 | 4 | 0.0% |
| Q3 2022 | 42 | $73.5M | 3,569,900 | 18 | 16 | 5 | 0.0% |
| Q2 2022 | 26 | $53.8M | 2,304,952 | 25 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $2.0K | 68 | 1 | 0 | 0 | 0.0% |