DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFNM)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
294
Reporting holders
$2.0B
Reported value
0.0%
Calls
0.0%
Puts
+16
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | $245.0M | 5,069,659 | 0.25% | 8q | +20.1%+$41.0M |
| Truepoint, Inc. | $155.2M | 3,211,719 | 3.24% | 13q | +3.7%+$5.6M |
| Focus Partners Advisor Solutions, LLC | $79.6M | 1,646,788 | 0.67% | 8q | +36.9%+$21.4M |
| Apella Capital, LLC | $76.8M | 1,590,906 | 1.08% | 16q | +20.5%+$13.1M |
| Foster Group, Inc. | $71.7M | 1,483,405 | 1.91% | 15q | +1.6%+$1.1M |
| Symmetry Partners, LLC | $62.1M | 1,285,613 | 3.17% | 3q | -2.4%-$1.5M |
| GeoWealth Management, LLC | $51.0M | 1,055,345 | 1.60% | 10q | +19.8%+$8.4M |
| Rather & Kittrell, Inc. | $45.4M | 939,121 | 6.34% | 16q | +5.0%+$2.2M |
| Sequoia Financial Advisors, LLC | $43.3M | 896,162 | 0.22% | 16q | +1.8%+$780.0K |
| Pathstone Holdings, LLC | $39.1M | 808,791 | 0.11% | 11q | +2.6%+$993.2K |
| Beaird Harris Wealth Management, LLC | $38.5M | 796,384 | 2.41% | 13q | HELD |
| MBL Wealth, LLC | $37.5M | 776,501 | 2.56% | 16q | +5.0%+$1.8M |
| AWM CAPITAL, LLC | $35.0M | 725,052 | 2.81% | 8q | +0.9%+$318.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $32.5M | 672,029 | 0.04% | 18q | +2.9%+$900.7K |
| Waterford Advisors, LLC | $28.8M | 545,339 | 7.85% | 3q | +1.7%+$475.1K |
| RAM Investment Partners, LLC | $28.2M | 583,595 | 4.51% | 15q | +13.0%+$3.2M |
| LPL Financial LLC | $28.0M | 578,747 | 0.01% | 17q | +11.6%+$2.9M |
| Graves Light Lenhart Wealth, Inc. | $26.9M | 556,651 | 2.51% | 15q | +15.3%+$3.6M |
| Mattern Wealth Management LLC | $26.5M | 548,877 | 4.35% | 18q | +3.5%+$900.4K |
| BANK OF AMERICA CORP /DE/ | $23.3M | 481,181 | 0.00% | 14q | +15.0%+$3.0M |
| ASPIRIANT, LLC | $20.9M | 432,596 | 0.52% | 9q | +0.9%+$186.6K |
| HFM Investment Advisors, LLC | $20.7M | 428,712 | 7.27% | 6q | +19.7%+$3.4M |
| Savant Capital, LLC | $18.2M | 376,015 | 0.05% | 12q | +21.0%+$3.2M |
| Austin Wealth Management, LLC | $17.5M | 364,914 | 3.71% | 12q | +11.5%+$1.8M |
| Vestment Financial LLC | $17.0M | 351,964 | 7.61% | 7q | +9.8%+$1.5M |
| ASSETMARK, INC | $16.9M | 350,598 | 0.03% | 17q | +5.4%+$870.2K |
| Yardley Wealth Management LLC | $15.9M | 328,185 | 7.21% | 8q | +2.4%+$366.0K |
| Wheelhouse Advisory Group LLC | $15.4M | 318,359 | 4.34% | 8q | +15.0%+$2.0M |
| HighTower Advisors, LLC | $14.0M | 290,185 | 0.01% | 11q | -50.8%-$14.5M |
| Resonant Capital Advisors, LLC | $13.6M | 280,894 | 0.65% | 18q | +3.9%+$504.8K |
| Brady Martz Wealth Solutions, LLC | $13.2M | 272,899 | 1.99% | 7q | +10.2%+$1.2M |
| Strathmore Capital Advisors, Inc. | $12.2M | 255,575 | 3.30% | 6q | -5.6%-$733.0K |
| DOPKINS WEALTH MANAGEMENT, LLC | $12.0M | 247,398 | 4.35% | 8q | +3.1%+$361.6K |
| Vested Financial Planning, LLC | $11.8M | 245,079 | 7.96% | 7q | +21.0%+$2.1M |
| Allworth Financial LP | $11.5M | 237,528 | 0.05% | 15q | +4.4%+$479.2K |
| ENTREWEALTH, LLC | $11.2M | 233,430 | 4.13% | 7q | +9.2%+$937.7K |
| OSAIC HOLDINGS, INC. | $11.1M | 230,567 | 0.01% | 18q | +273.2%+$8.2M |
| West Financial Advisors, LLC | $10.4M | 215,661 | 1.58% | 12q | +6.8%+$663.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.2M | 212,330 | 0.02% | 12q | +1.9%+$191.0K |
| 55 North Private Wealth, LLC | $10.2M | 211,718 | 2.01% | 3q | +78.4%+$4.5M |
| Integrated Wealth Concepts LLC | $10.0M | 206,692 | 0.07% | 17q | +1.0%+$96.3K |
| ENVESTNET ASSET MANAGEMENT INC | $9.8M | 203,458 | 0.00% | 18q | +46.8%+$3.1M |
| Plancorp, LLC | $9.7M | 201,949 | 0.24% | 6q | +14.8%+$1.3M |
| Citrine Capital LLC | $9.7M | 200,893 | 3.59% | 7q | +4.2%+$387.1K |
| Guardian Wealth Management, LLC | $9.6M | 198,012 | 2.68% | 3q | +6.0%+$537.9K |
| 25 LLC | $9.4M | 195,416 | 2.59% | 14q | -6.1%-$611.3K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $9.2M | 189,628 | 0.14% | 15q | -7.7%-$760.5K |
| Outbound Financial Inc | $9.1M | 188,504 | 5.90% | 5q | +12.2%+$989.9K |
| VESTIA PERSONAL WEALTH ADVISORS | $8.6M | 178,237 | 3.36% | 9q | +20.6%+$1.5M |
| Porter White Investment Advisors, Inc. | $8.5M | 176,591 | 3.29% | 15q | +3.9%+$318.8K |
| Forza Wealth Management, LLC | $8.4M | 174,200 | 2.58% | 5q | +78.7%+$3.7M |
| Compass Financial Group, Inc. | $8.0M | 164,506 | 3.36% | 15q | -0.5%-$42.3K |
| RW Investment Management LLC | $7.9M | 164,205 | 0.70% | 14q | -1.0%-$80.1K |
| Mills Wealth Advisors LLC | $7.9M | 164,031 | 2.50% | 15q | +26.4%+$1.7M |
| Concurrent Investment Advisors, LLC | $7.9M | 162,601 | 0.07% | 2q | -15.4%-$1.4M |
| JPMORGAN CHASE & CO | $7.4M | 153,321 | 0.00% | 12q | +13.1%+$859.7K |
| Optimus Capital Advisors, LLC | $7.4M | 152,320 | 3.95% | 3q | +0.7%+$49.5K |
| Core Wealth Management, Inc. | $7.3M | 150,593 | 2.05% | 15q | +8.9%+$592.7K |
| MARYLAND CAPITAL ADVISORS INC. | $7.2M | 149,261 | 2.31% | 14q | +1.5%+$104.7K |
| United Wealth Management, LLC | $6.7M | 138,321 | 1.50% | 7q | +3.8%+$244.2K |
| COLLECTIVE FAMILY OFFICE LLC | $5.9M | 121,903 | 1.20% | 18q | +4.6%+$260.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.8M | 119,155 | 0.01% | 12q | +35.0%+$1.5M |
| Kings Path Partners LLC | $5.7M | 118,323 | 1.52% | 6q | +360.7%+$4.5M |
| Johnson Wealth Management, LLC | $5.6M | 116,659 | 2.39% | 4q | +1.1%+$61.9K |
| BCO Wealth Management LLC | $5.4M | 112,137 | 2.96% | 7q | +3.6%+$186.4K |
| Verus Financial Partners, Inc. | $5.2M | 108,310 | 0.45% | 14q | +13.1%+$605.4K |
| Root Financial Partners, LLC | $5.2M | 107,262 | 0.20% | 8q | +40.0%+$1.5M |
| Tillman Hartley LLC | $5.1M | 106,022 | 1.15% | 5q | +4.1%+$201.5K |
| SENTINEL WEALTH MANAGEMENT, INC. | $5.0M | 102,659 | 3.50% | 5q | HELD |
| MAINSAIL ASSET MANAGEMENT, LLC | $4.9M | 102,190 | 1.93% | 3q | +0.7%+$34.7K |
| American Investment Services, Inc. | $4.8M | 98,541 | 1.01% | 17q | +0.5%+$25.3K |
| Elequin Capital, LP | $4.4M | 91,480 | 0.13% | new | NEW |
| DiNuzzo Private Wealth, Inc. | $4.3M | 88,249 | 0.42% | 11q | +2.5%+$104.1K |
| Corient Private Wealth LP | $4.0M | 81,865 | 0.01% | 15q | HELD |
| Washington Trust Advisors, Inc. | $3.9M | 80,864 | 0.29% | 4q | -1.5%-$59.1K |
| Aurelius Family Office LLC | $3.9M | 80,663 | 1.54% | 7q | +16.0%+$537.9K |
| Wescott Financial Advisory Group, LLC | $3.8M | 79,330 | 0.30% | 15q | -1.2%-$46.5K |
| Vise Technologies, Inc. | $3.8M | 77,713 | 0.04% | 4q | +94.0%+$1.8M |
| STIFEL FINANCIAL CORP | $3.7M | 77,050 | 0.00% | 16q | -7.1%-$285.0K |
| MB Generational Wealth, LLC | $3.7M | 75,937 | 1.80% | 4q | +33.7%+$925.3K |
| Private Advisor Group, LLC | $3.7M | 75,612 | 0.02% | 17q | +27.6%+$789.7K |
| QUARRY HILL ADVISORS, LLC | $3.6M | 75,101 | 1.39% | 15q | +10.6%+$348.4K |
| Aspen Wealth Management LLC | $3.6M | 75,033 | 0.62% | 15q | -28.1%-$1.4M |
| Vermillion Wealth Management, Inc. | $3.6M | 73,634 | 0.83% | 7q | +6.6%+$220.0K |
| SCRATCH CAPITAL LLC | $3.4M | 70,456 | 1.69% | 7q | -4.1%-$147.4K |
| Baker Avenue Asset Management, LP | $3.4M | 69,540 | 0.06% | 14q | +9.5%+$292.9K |
| Modera Wealth Management, LLC | $3.3M | 69,130 | 0.04% | 15q | -2.3%-$80.4K |
| BWM Planning, LLC | $3.3M | 68,662 | 0.77% | 8q | +14.6%+$421.6K |
| TRUIST FINANCIAL CORP | $3.3M | 68,393 | 0.00% | 18q | +2.2%+$69.7K |
| E-Wealth Partners, LLC | $3.3M | 67,295 | 2.35% | 3q | -30.9%-$1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.1M | 64,324 | 0.15% | 11q | -8.1%-$274.8K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $3.1M | 63,109 | 0.24% | 9q | +48.9%+$1.0M |
| Summit Wealth Group, LLC | $3.0M | 61,832 | 0.61% | 6q | -4.6%-$143.1K |
| Note Advisors, LLC | $3.0M | 61,502 | 1.29% | 7q | +6.6%+$182.8K |
| Tassel Capital Management, Inc. | $3.0M | 61,178 | 1.38% | 7q | -1.8%-$55.1K |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $3.0M | 61,130 | 2.41% | 3q | -1.5%-$46.4K |
| GEM Asset Management, LLC | $2.9M | 60,859 | 1.16% | 15q | HELD |
| Platform Wealth Management, LLC | $2.8M | 57,058 | 1.01% | 2q | +99.6%+$1.4M |
| Financial Engines Advisors L.L.C. | $2.7M | 56,893 | 0.00% | 8q | +17.5%+$410.5K |
| PARK AVENUE SECURITIES LLC | $2.7M | 56,114 | 0.02% | 17q | +23.4%+$514.6K |
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 | 118 | $728.6M | 15,824,064 | 13 | 52 | 39 | 0.0% |
| Q2 2026 | 294 | $2.0B | 40,351,729 | 24 | 161 | 61 | 0.0% |
| Q1 2026 | 278 | $1.8B | 36,729,108 | 25 | 150 | 49 | 0.0% |
| Q4 2025 | 275 | $1.6B | 33,797,940 | 20 | 137 | 50 | 0.0% |
| Q3 2025 | 247 | $1.4B | 29,255,549 | 22 | 127 | 61 | 0.0% |
| Q2 2025 | 241 | $1.3B | 27,218,146 | 17 | 103 | 88 | 0.0% |
| Q1 2025 | 239 | $1.2B | 25,409,016 | 20 | 94 | 76 | 0.0% |
| Q4 2024 | 231 | $1.2B | 26,010,747 | 15 | 98 | 53 | 0.0% |
| Q3 2024 | 191 | $1.0B | 20,783,386 | 26 | 75 | 43 | 0.0% |
| Q2 2024 | 170 | $923.5M | 19,327,714 | 20 | 70 | 44 | 0.0% |
| Q1 2024 | 163 | $900.1M | 18,722,525 | 13 | 66 | 41 | 0.0% |
| Q4 2023 | 165 | $805.9M | 16,620,565 | 24 | 63 | 50 | 0.0% |
| Q3 2023 | 138 | $674.5M | 14,503,284 | 25 | 45 | 42 | 0.0% |
| Q2 2023 | 123 | $574.4M | 12,058,790 | 7 | 58 | 37 | 0.0% |
| Q1 2023 | 125 | $517.6M | 10,714,411 | 22 | 57 | 26 | 0.0% |
| Q4 2022 | 108 | $440.5M | 9,235,660 | 30 | 41 | 13 | 0.0% |
| Q3 2022 | 69 | $2.6B | 56,487,998 | 16 | 31 | 14 | 0.0% |
| Q2 2022 | 58 | $1.2B | 25,012,890 | 30 | 14 | 8 | 0.0% |
| Q1 2022 | 26 | $1.3B | 27,629,156 | 19 | 5 | 1 | 0.0% |
| Q4 2021 | 10 | $23.3M | 461,674 | 9 | 0 | 0 | 0.0% |