DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFIP)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
170
Reporting holders
$799.9M
Reported value
0.0%
Calls
0.0%
Puts
+4
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 |
|---|---|---|---|---|---|
| Matson Money. Inc. | $169.9M | 4,102,699 | 4.73% | 9q | +5.6%+$9.0M |
| Beacon Pointe Advisors, LLC | $48.8M | 1,182,158 | 0.23% | 4q | +4.2%+$2.0M |
| Planning Center, Inc. | $44.8M | 1,085,533 | 4.23% | 9q | +2.5%+$1.1M |
| Hill Investment Group Partners, LLC | $31.7M | 769,537 | 3.24% | 18q | -2.7%-$894.7K |
| PINNEY & SCOFIELD, INC. | $25.4M | 615,557 | 12.42% | 7q | +9.0%+$2.1M |
| Rather & Kittrell, Inc. | $24.2M | 586,834 | 3.38% | 17q | +10.0%+$2.2M |
| Leading Edge Financial Planning LLC | $24.0M | 580,584 | 4.27% | 15q | +12.7%+$2.7M |
| Fortitude Family Office, LLC | $22.4M | 543,933 | 4.35% | 7q | +7.9%+$1.6M |
| Geometric Wealth Advisors | $21.9M | 531,015 | 2.37% | 11q | +3.8%+$802.5K |
| Stratos Investment Management, LLC | $20.2M | 490,315 | 0.73% | 10q | +5.2%+$1.0M |
| Physician Wealth Solutions Inc. | $19.1M | 462,726 | 7.24% | 11q | +8.1%+$1.4M |
| Level Financial Advisors | $15.0M | 362,625 | 3.34% | 14q | +5.8%+$825.7K |
| SCRATCH CAPITAL LLC | $14.4M | 350,137 | 7.17% | 7q | HELD |
| Core Wealth Management, Inc. | $13.0M | 315,342 | 3.66% | 15q | +24.3%+$2.5M |
| Yardley Wealth Management LLC | $13.0M | 315,060 | 5.90% | 8q | +9.3%+$1.1M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $12.8M | 310,187 | 1.82% | 17q | +1.7%+$208.1K |
| KFG WEALTH MANAGEMENT, LLC | $10.9M | 264,903 | 1.23% | 10q | +3.9%+$406.7K |
| Savant Capital, LLC | $10.9M | 263,878 | 0.03% | 3q | +9.9%+$975.4K |
| New Dimensions Wealth Management, LLC | $10.6M | 256,742 | 8.00% | 6q | +9.1%+$885.6K |
| Five Oceans Advisors | $10.5M | 254,425 | 3.37% | 19q | HELD |
| MONOGRAPH WEALTH ADVISORS, LLC | $9.8M | 237,163 | 0.80% | 11q | +1.6%+$156.3K |
| Apella Capital, LLC | $9.6M | 233,025 | 0.14% | 13q | +2.5%+$231.2K |
| Financial Plan, Inc. | $9.5M | 231,318 | 0.91% | 3q | +19.6%+$1.6M |
| Heirloom Wealth Management | $7.8M | 188,774 | 1.13% | 11q | -1.8%-$141.9K |
| Austin Wealth Management, LLC | $7.5M | 181,479 | 1.58% | 12q | +1.0%+$72.8K |
| Sterling Financial Planning, Inc. | $7.4M | 179,710 | 2.02% | 17q | +5.2%+$369.7K |
| ENVESTNET ASSET MANAGEMENT INC | $6.7M | 162,472 | 0.00% | 13q | +18.6%+$1.1M |
| Vestment Financial LLC | $6.6M | 159,371 | 2.94% | 7q | +0.5%+$34.0K |
| Forum Financial Management, LP | $6.0M | 146,508 | 0.08% | 19q | -10.3%-$695.2K |
| GOLDMAN SACHS GROUP INC | $6.0M | 146,317 | 0.00% | 8q | +24.2%+$1.2M |
| Foundry Financial LLC | $5.7M | 138,594 | 1.93% | 3q | +16.0%+$788.6K |
| BCU Wealth Advisors, LLC | $5.3M | 127,636 | 1.75% | 11q | +10.0%+$480.0K |
| Henrickson Nauta Wealth Advisors, Inc. | $5.2M | 125,241 | 1.26% | 15q | +13.6%+$619.2K |
| Ares Financial Consulting, LLC | $4.5M | 108,404 | 3.21% | 3q | +3.7%+$160.7K |
| McCartney Wealth Management LLC | $4.4M | 106,130 | 3.32% | 3q | +6.1%+$252.4K |
| Wealthspire Advisors, LLC | $4.1M | 100,344 | 0.02% | new | NEW |
| PARK AVENUE SECURITIES LLC | $4.0M | 97,723 | 0.03% | 5q | +24.1%+$783.5K |
| Porter White Investment Advisors, Inc. | $4.0M | 97,595 | 1.55% | 10q | +3.6%+$138.1K |
| AWM CAPITAL, LLC | $4.0M | 97,231 | 0.32% | 19q | +16.0%+$552.4K |
| Farther Finance Advisors, LLC | $4.0M | 96,227 | 0.03% | 5q | +12.5%+$441.5K |
| Grove Street Fiduciary, LLC | $3.8M | 92,861 | 1.62% | 7q | HELD |
| ENTREWEALTH, LLC | $3.8M | 92,575 | 1.39% | 7q | +13.9%+$458.3K |
| FLOW TRADERS U.S. LLC | $3.6M | 87,453 | 0.15% | new | NEW |
| Altiora Financial Group, LLC | $3.3M | 78,994 | 0.51% | 11q | +0.5%+$16.4K |
| City State Bank | $3.2M | 77,711 | 0.73% | 7q | +28.3%+$707.3K |
| Amicus Financial Advisors, LLC | $3.2M | 77,154 | 0.78% | 3q | +38.2%+$879.4K |
| ASSETMARK, INC | $3.2M | 76,723 | 0.01% | 5q | +8.6%+$250.0K |
| BRIGHTON JONES LLC | $3.1M | 74,292 | 0.06% | 2q | +1335.3%+$2.9M |
| Balanced Rock Investment Advisors LLC | $2.8M | 69,050 | 1.78% | 5q | +12.2%+$309.3K |
| MB Generational Wealth, LLC | $2.7M | 65,950 | 1.33% | 6q | +19.7%+$448.6K |
| Merit Financial Group, LLC | $2.6M | 63,389 | 0.02% | 2q | +30.2%+$606.4K |
| CFS Investment Advisory Services, LLC | $2.4M | 57,729 | 0.16% | 16q | +2.0%+$47.6K |
| CITADEL ADVISORS LLC | $2.3M | 56,616 | 0.00% | new | NEW |
| NWAM LLC | $2.3M | 56,035 | 0.12% | 8q | +6.8%+$147.0K |
| Cambridge Investment Research Advisors, Inc. | $2.3M | 55,970 | 0.00% | 3q | +103.9%+$1.2M |
| TCP Asset Management, LLC | $2.3M | 55,207 | 0.26% | 15q | +18.0%+$346.9K |
| Onyx Financial Advisors, LLC | $2.2M | 54,231 | 0.81% | 10q | HELD |
| CreativeOne Wealth, LLC | $2.2M | 52,375 | 0.05% | 8q | +57.3%+$787.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 52,083 | 0.00% | 16q | +9.1%+$179.2K |
| Willow Creek Wealth Management Inc. | $2.0M | 47,900 | 0.13% | 15q | +34.1%+$502.3K |
| LPL Financial LLC | $2.0M | 47,530 | 0.00% | 15q | +78.0%+$859.1K |
| Equitable Holdings, Inc. | $1.8M | 43,151 | 0.01% | 11q | +12.2%+$192.9K |
| TRUIST FINANCIAL CORP | $1.7M | 42,361 | 0.00% | 8q | +5.5%+$90.8K |
| XY Planning Network, Inc. | $1.7M | 40,592 | 0.21% | 7q | +34.3%+$427.9K |
| Saxony Capital Management, LLC | $1.7M | 40,339 | 0.76% | 11q | +208.5%+$1.1M |
| VESTIA PERSONAL WEALTH ADVISORS | $1.6M | 39,739 | 0.64% | 9q | +24.8%+$325.9K |
| Shearwater Capital LLC | $1.6M | 39,646 | 0.78% | 19q | -6.8%-$119.4K |
| Focus Partners Advisor Solutions, LLC | $1.5M | 36,068 | 0.01% | 8q | +8.8%+$119.8K |
| FMB WEALTH MANAGEMENT | $1.5M | 35,756 | 0.54% | 11q | +13.2%+$171.9K |
| Larson Financial Group LLC | $1.5M | 35,672 | 0.04% | 19q | -58.6%-$2.1M |
| Creative Planning | $1.4M | 34,682 | 0.00% | 2q | -6.2%-$95.0K |
| Centennial Bank/AR/ | $1.4M | 33,892 | 0.45% | 10q | +1.5%+$21.1K |
| SageView Advisory Group, LLC | $1.4M | 33,648 | 0.05% | 15q | -8.1%-$122.6K |
| Focus Partners Wealth | $1.3M | 31,167 | 0.00% | 4q | +11.0%+$127.2K |
| Samalin Investment Counsel, LLC | $1.3M | 30,470 | 0.39% | 16q | +2.9%+$35.4K |
| Krilogy Financial LLC | $1.2M | 29,022 | 0.04% | 15q | -79.9%-$4.8M |
| Tortoise Investment Management, LLC | $1.2M | 28,642 | 0.09% | 16q | +6.3%+$70.1K |
| Modera Wealth Management, LLC | $1.1M | 27,733 | 0.01% | 7q | +116.1%+$614.7K |
| Klingman & Associates, LLC | $1.1M | 26,685 | 0.05% | 16q | HELD |
| Allworth Financial LP | $1.1M | 25,730 | 0.00% | 9q | -1.3%-$13.8K |
| CPA Asset Management Group, LLC | $1.0M | 24,935 | 0.30% | 15q | -83.1%-$5.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 24,667 | 0.00% | 12q | +1.4%+$14.3K |
| Kane Co Wealth Management, Inc. | $922.7K | 22,366 | 0.70% | 3q | +51.7%+$314.4K |
| Tower Research Capital LLC (TRC) | $883.7K | 21,421 | 0.02% | new | NEW |
| Plan Group Financial, LLC | $846.9K | 20,528 | 0.17% | 13q | -16.1%-$162.7K |
| SeedSafe Financial LLC | $809.1K | 19,613 | 0.58% | 3q | -1.5%-$12.5K |
| Essential Planning, LLC. | $790.6K | 19,164 | 0.22% | 3q | +31.5%+$189.4K |
| Coston, McIsaac & Partners | $784.0K | 19,023 | 0.16% | 9q | +14.8%+$101.2K |
| Meritas Wealth Management, LLC | $764.0K | 18,520 | 0.30% | 5q | +146.4%+$454.0K |
| Foster Group, Inc. | $746.5K | 18,094 | 0.02% | 10q | HELD |
| ROYAL BANK OF CANADA | $698.0K | 16,908 | 0.00% | 15q | -64.8%-$1.3M |
| Aspire Private Capital, LLC | $691.0K | 16,749 | 0.14% | 13q | +44.9%+$214.1K |
| Visionary Horizons, LLC | $672.2K | 16,294 | 0.28% | 11q | +1.5%+$10.1K |
| NORTHWEST WEALTH MANAGEMENT, LLC | $671.0K | 16,264 | 0.09% | 17q | -1.5%-$9.9K |
| CITIGROUP INC | $641.7K | 15,554 | 0.00% | 8q | +17.9%+$97.4K |
| Greenspring Advisors, LLC | $628.4K | 15,232 | 0.03% | 3q | -7.4%-$50.3K |
| CURIO WEALTH, LLC | $594.3K | 14,406 | 0.18% | 7q | -1.6%-$9.4K |
| FIRETHORN WEALTH PARTNERS, LLC | $563.7K | 13,665 | 0.18% | 18q | -1.4%-$7.8K |
| Donalies Financial Planning, LLC | $544.1K | 13,189 | 0.40% | 3q | +4.6%+$24.0K |
| Lynx Investment Advisory | $538.2K | 13,045 | 0.18% | 9q | +50.8%+$181.3K |
Showing the largest 100 of 170 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 | 72 | $411.4M | 10,529,943 | 6 | 36 | 15 | 0.0% |
| Q2 2026 | 170 | $799.9M | 19,377,815 | 13 | 93 | 39 | 0.0% |
| Q1 2026 | 166 | $760.8M | 18,229,566 | 21 | 73 | 40 | 0.0% |
| Q4 2025 | 161 | $775.4M | 18,657,356 | 19 | 77 | 32 | 0.0% |
| Q3 2025 | 146 | $732.0M | 17,334,987 | 14 | 80 | 30 | 0.0% |
| Q2 2025 | 139 | $664.4M | 15,891,783 | 9 | 69 | 36 | 0.0% |
| Q1 2025 | 138 | $652.1M | 15,486,254 | 12 | 68 | 32 | 0.0% |
| Q4 2024 | 128 | $584.7M | 14,435,054 | 12 | 65 | 27 | 0.0% |
| Q3 2024 | 110 | $526.7M | 12,506,809 | 13 | 56 | 22 | 0.0% |
| Q2 2024 | 101 | $408.5M | 9,985,279 | 11 | 51 | 26 | 0.0% |
| Q1 2024 | 95 | $274.3M | 6,652,563 | 15 | 40 | 24 | 0.0% |
| Q4 2023 | 88 | $257.5M | 6,240,634 | 15 | 36 | 26 | 0.0% |
| Q3 2023 | 78 | $206.8M | 5,192,016 | 7 | 35 | 22 | 0.0% |
| Q2 2023 | 75 | $178.9M | 4,333,625 | 10 | 32 | 20 | 0.0% |
| Q1 2023 | 73 | $166.1M | 3,871,557 | 11 | 30 | 17 | 0.0% |
| Q4 2022 | 71 | $167.4M | 4,066,864 | 12 | 22 | 16 | 0.0% |
| Q3 2022 | 58 | $16.9B | 415,533,175 | 11 | 29 | 14 | 0.0% |
| Q2 2022 | 51 | $17.8B | 404,903,900 | 22 | 17 | 8 | 0.0% |
| Q1 2022 | 32 | $17.7B | 371,020,606 | 16 | 12 | 3 | 0.0% |
| Q4 2021 | 18 | $36.9M | 742,926 | 13 | 0 | 0 | 0.0% |