DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFLV)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
402
Reporting holders
$5.6B
Reported value
0.0%
Calls
0.0%
Puts
+31
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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | $1.0B | 25,486,113 | 2.97% | 15q | +23.6%+$192.9M |
| Root Financial Partners, LLC | $186.4M | 4,713,950 | 7.24% | 6q | +49.9%+$62.1M |
| Vise Technologies, Inc. | $181.6M | 4,593,828 | 2.06% | 5q | +78.0%+$79.6M |
| Cetera Investment Advisers | $174.9M | 4,424,238 | 0.16% | 4q | +20.6%+$29.9M |
| Foster Group, Inc. | $158.3M | 4,003,590 | 4.21% | 10q | -1.4%-$2.2M |
| Truepoint, Inc. | $132.2M | 3,343,050 | 2.76% | 14q | -6.8%-$9.6M |
| Corient Private Wealth LP | $131.2M | 3,318,287 | 0.18% | 15q | -51.0%-$136.5M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $124.2M | 3,140,205 | 8.33% | 14q | +4.8%+$5.7M |
| Cerity Partners LLC | $113.8M | 2,877,128 | 0.14% | 9q | +32.8%+$28.1M |
| EP Wealth Advisors, LLC | $108.1M | 2,732,777 | 0.41% | 14q | -2.2%-$2.4M |
| Pathstone Holdings, LLC | $102.3M | 2,586,574 | 0.30% | 11q | +1.3%+$1.3M |
| Summit Financial Strategies, Inc. | $98.1M | 2,481,330 | 6.89% | 11q | +3.0%+$2.9M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $92.4M | 2,337,885 | 1.16% | 5q | -49.1%-$89.1M |
| Beacon Pointe Advisors, LLC | $91.4M | 2,312,335 | 0.42% | 15q | +5.5%+$4.8M |
| HighTower Advisors, LLC | $88.9M | 2,247,684 | 0.09% | 14q | +4.0%+$3.4M |
| LPL Financial LLC | $75.5M | 1,908,901 | 0.02% | 12q | +5.5%+$4.0M |
| DiNuzzo Private Wealth, Inc. | $69.5M | 1,758,222 | 6.88% | 11q | -2.6%-$1.8M |
| BANK OF MONTREAL /CAN/ | $62.0M | 1,567,008 | 0.02% | 15q | +7.1%+$4.1M |
| Apella Capital, LLC | $61.3M | 1,536,111 | 0.87% | 9q | +4.9%+$2.8M |
| Quent Capital, LLC | $60.7M | 1,534,807 | 3.73% | 14q | +4.0%+$2.3M |
| Index Fund Advisors, Inc. | $57.2M | 1,446,042 | 2.27% | 14q | +5.7%+$3.1M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $53.9M | 1,363,899 | 3.95% | 14q | -3.4%-$1.9M |
| MATHER GROUP, LLC. | $50.6M | 1,279,784 | 0.44% | 15q | +2.8%+$1.4M |
| Premier Financial Group | $45.0M | 1,138,364 | 9.05% | 5q | HELD |
| Mariner, LLC | $42.6M | 1,077,734 | 0.04% | 11q | -5.1%-$2.3M |
| TWO SIGMA INVESTMENTS, LP | $41.8M | 1,056,800 | 0.03% | new | NEW |
| ECLECTIC ASSOCIATES INC /ADV | $40.8M | 1,032,580 | 4.65% | 8q | +54.2%+$14.3M |
| Diversified Portfolios, Inc. | $40.5M | 1,024,846 | 2.94% | 13q | +11.8%+$4.3M |
| BANK OF AMERICA CORP /DE/ | $40.5M | 1,024,753 | 0.00% | 13q | +6.9%+$2.6M |
| Destiny Wealth Partners, LLC | $40.2M | 988,557 | 5.67% | 9q | -2.6%-$1.1M |
| Team Hewins, LLC | $37.0M | 935,378 | 10.12% | 13q | -1.0%-$355.6K |
| GREAT OAK CAPITAL PARTNERS, LLC | $37.0M | 922,973 | 7.99% | 11q | +1.0%+$371.3K |
| OneDigital Investment Advisors LLC | $36.5M | 923,950 | 0.31% | 11q | -1.4%-$506.9K |
| RAYMOND JAMES FINANCIAL INC | $36.4M | 920,376 | 0.01% | 7q | +17.3%+$5.4M |
| Acropolis Investment Management, LLC | $36.3M | 918,156 | 1.43% | 14q | +1.2%+$447.2K |
| Tumwater Wealth Management, LLC | $35.9M | 906,834 | 12.97% | 7q | +1.3%+$471.9K |
| Linscomb Wealth, Inc. | $34.3M | 866,940 | 1.49% | 9q | +3.4%+$1.1M |
| EnRich Financial Partners LLC | $33.7M | 852,592 | 8.01% | 11q | -6.1%-$2.2M |
| Betterment LLC | $33.4M | 843,473 | 0.06% | 12q | +4.0%+$1.3M |
| Wescott Financial Advisory Group, LLC | $31.7M | 802,407 | 2.46% | 15q | +5.3%+$1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.5M | 787,192 | 0.05% | 12q | +14.7%+$4.0M |
| Tilson Financial Group, Inc. | $31.2M | 788,526 | 8.57% | 13q | +0.9%+$283.9K |
| Fort Vancouver Investment Management, LLC | $30.7M | 775,331 | 14.32% | 9q | -0.8%-$257.2K |
| Lakeshore Financial Planning, Inc. | $30.3M | 767,113 | 9.76% | 12q | -17.7%-$6.5M |
| WPWealth LLP | $29.8M | 754,491 | 4.43% | 15q | -8.6%-$2.8M |
| ACORN CREEK CAPITAL LLC | $29.6M | 747,506 | 9.88% | 11q | -5.5%-$1.7M |
| ENVESTNET ASSET MANAGEMENT INC | $29.1M | 736,899 | 0.01% | 13q | +19.7%+$4.8M |
| TOBIAS FINANCIAL ADVISORS, INC. | $28.3M | 715,031 | 3.59% | 14q | +3.4%+$942.6K |
| VeraBank, N.A. | $28.1M | 710,583 | 4.65% | 14q | +28.2%+$6.2M |
| STAGE HARBOR FINANCIAL, LLC | $27.8M | 703,973 | 16.08% | 11q | +5.5%+$1.5M |
| Wealth Architects, LLC | $27.2M | 686,834 | 2.14% | 14q | -1.4%-$392.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $26.7M | 676,365 | 0.03% | 4q | +77.8%+$11.7M |
| Three Arch Wealth Management LLC | $25.8M | 652,830 | 3.96% | 3q | +5.7%+$1.4M |
| Evanson Financial, LLC | $24.2M | 611,465 | 1.18% | new | FIRST |
| Cambridge Investment Research Advisors, Inc. | $24.1M | 609,126 | 0.03% | 13q | +175.5%+$15.3M |
| Creative Planning | $23.9M | 604,791 | 0.01% | 10q | +3.9%+$903.8K |
| Compass Advisory Group LLC | $22.2M | 561,619 | 5.28% | 2q | +1.3%+$286.6K |
| Clearstead Advisors, LLC | $21.8M | 550,562 | 0.21% | 7q | +3.4%+$724.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.7M | 497,099 | 0.02% | 14q | +83.0%+$8.9M |
| Foundry Financial LLC | $18.9M | 477,912 | 6.36% | 3q | +11.9%+$2.0M |
| West Financial Advisors, LLC | $18.6M | 471,407 | 2.83% | 2q | -17.6%-$4.0M |
| Trinity Financial Advisors LLC | $18.6M | 471,031 | 4.79% | 14q | +1.8%+$337.7K |
| Financial Engines Advisors L.L.C. | $18.4M | 464,937 | 0.03% | 4q | +5.2%+$916.6K |
| JPMORGAN CHASE & CO | $17.8M | 448,487 | 0.00% | 11q | +5.9%+$988.2K |
| Austin Asset Management Co Inc | $17.1M | 432,061 | 2.38% | 14q | HELD |
| KELLY FINANCIAL GROUP LLC | $16.9M | 427,276 | 3.75% | 7q | +1.2%+$208.0K |
| Disciplined Investments, LLC | $16.9M | 426,625 | 5.45% | 15q | +7.3%+$1.1M |
| SACHEM HILL LLC | $16.8M | 425,503 | 2.99% | 15q | HELD |
| Burk Holdings LLC | $15.7M | 397,202 | 5.81% | 7q | +8.2%+$1.2M |
| Advisory Alpha, LLC | $15.6M | 394,851 | 0.38% | 9q | +6.0%+$887.8K |
| Sterling Wealth Management, Inc. | $15.1M | 382,903 | 3.76% | 10q | +0.7%+$111.6K |
| BOS Asset Management, LLC | $15.1M | 381,679 | 3.50% | 10q | HELD |
| Equita Financial Network, Inc. | $15.1M | 381,015 | 4.18% | 4q | +4.9%+$705.6K |
| Chicago Partners Investment Group LLC | $15.0M | 372,554 | 0.30% | 15q | HELD |
| Allworth Financial LP | $14.9M | 377,908 | 0.06% | 11q | +6.1%+$852.6K |
| MARYLAND CAPITAL ADVISORS INC. | $14.4M | 363,491 | 4.61% | 14q | +3.5%+$484.6K |
| LIBERTY WEALTH MANAGEMENT LLC | $13.7M | 382,353 | 1.71% | 14q | HELD |
| RFG Advisory, LLC | $13.4M | 340,059 | 0.21% | 15q | +2.5%+$322.8K |
| McKinley Carter Wealth Services, Inc. | $13.4M | 338,555 | 0.69% | 2q | +8.3%+$1.0M |
| Navigate Wealth Management, LLC | $12.7M | 318,313 | 7.88% | 2q | +9.3%+$1.1M |
| Focus Partners Wealth | $12.7M | 321,136 | 0.01% | 8q | +10.6%+$1.2M |
| Pillar Financial Advisors, LLC | $12.7M | 321,024 | 6.64% | 7q | +7.2%+$848.1K |
| Modera Wealth Management, LLC | $12.7M | 320,229 | 0.14% | 13q | +81.1%+$5.7M |
| MONOGRAPH WEALTH ADVISORS, LLC | $12.6M | 318,423 | 1.03% | 11q | +7.9%+$917.1K |
| TCI Wealth Advisors, Inc. | $12.1M | 307,093 | 0.53% | 12q | +4.2%+$489.2K |
| Focus Partners Advisor Solutions, LLC | $12.1M | 305,126 | 0.10% | 10q | +27.9%+$2.6M |
| LEGACY FINANCIAL GROUP, INC. | $12.0M | 304,363 | 2.81% | 14q | +6.1%+$691.1K |
| Level Financial Advisors | $12.0M | 302,324 | 2.67% | 14q | +4.0%+$464.5K |
| FIDUCIARY FINANCIAL GROUP, LLC | $11.9M | 300,749 | 1.35% | 9q | +20.9%+$2.1M |
| Gemmer Asset Management LLC | $11.9M | 300,648 | 0.80% | 15q | +5.6%+$625.7K |
| Golden Bell Financial Planning LLC | $11.2M | 282,956 | 8.23% | 7q | +2.8%+$300.3K |
| SAX WEALTH ADVISORS, LLC | $11.1M | 311,098 | 0.45% | 13q | +8.0%+$819.7K |
| FinDec Wealth Services, Inc. | $10.9M | 276,532 | 12.92% | 15q | -3.0%-$335.9K |
| Private Advisory Group LLC | $10.8M | 272,639 | 0.58% | new | NEW |
| WJ Wealth Management, LLC | $10.5M | 265,332 | 4.14% | 2q | +11.2%+$1.1M |
| Prudent Man Investment Management, Inc. | $10.3M | 301,855 | 3.52% | 7q | -1.0%-$103.5K |
| Mustard Seed Financial, LLC | $10.3M | 259,655 | 5.33% | 11q | +16.5%+$1.5M |
| Atlantic Union Bankshares Corp | $10.2M | 257,927 | 0.17% | 9q | +10.5%+$967.5K |
| Ruedi Wealth Management, Inc. | $10.1M | 255,378 | 2.37% | 15q | -1.9%-$190.4K |
| MML INVESTORS SERVICES, LLC | $9.9M | 250,031 | 0.02% | 9q | +10.3%+$927.2K |
Showing the largest 100 of 402 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 | 168 | $1.9B | 46,221,396 | 11 | 70 | 44 | 0.0% |
| Q2 2026 | 402 | $5.6B | 141,273,858 | 49 | 183 | 99 | 0.0% |
| Q1 2026 | 371 | $4.8B | 135,212,024 | 44 | 180 | 78 | 0.0% |
| Q4 2025 | 355 | $4.4B | 128,449,601 | 33 | 169 | 63 | 0.0% |
| Q3 2025 | 312 | $3.4B | 104,870,297 | 32 | 172 | 45 | 0.0% |
| Q2 2025 | 296 | $3.1B | 99,053,570 | 34 | 158 | 55 | 0.0% |
| Q1 2025 | 272 | $2.7B | 89,006,106 | 24 | 159 | 44 | 0.0% |
| Q4 2024 | 267 | $2.4B | 79,225,633 | 22 | 126 | 40 | 0.0% |
| Q3 2024 | 214 | $2.0B | 65,668,138 | 26 | 114 | 38 | 0.0% |
| Q2 2024 | 199 | $1.7B | 57,325,301 | 30 | 107 | 23 | 0.0% |
| Q1 2024 | 176 | $1.4B | 45,785,189 | 23 | 101 | 22 | 0.0% |
| Q4 2023 | 161 | $1.1B | 39,122,623 | 31 | 85 | 17 | 0.0% |
| Q3 2023 | 120 | $704.2M | 28,364,310 | 20 | 75 | 10 | 0.0% |
| Q2 2023 | 102 | $508.3M | 20,264,850 | 26 | 57 | 9 | 0.0% |
| Q1 2023 | 81 | $352.0M | 14,004,957 | 48 | 26 | 4 | 0.0% |
| Q4 2022 | 37 | $243.6M | 9,899,710 | 29 | 0 | 0 | 0.0% |