DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFSB)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
123
Reporting holders
$560.8M
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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | $150.2M | 2,882,992 | 15.79% | 15q | +10.5%+$14.2M |
| MASECO LLP | $100.1M | 1,922,639 | 2.81% | 5q | +3.6%+$3.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 1,006,647 | 0.06% | 6q | +19.6%+$8.6M |
| Quantum Financial Advisors, LLC | $28.2M | 540,560 | 2.79% | 14q | +2.7%+$739.9K |
| Simplicity Wealth,LLC | $15.1M | 290,108 | 0.51% | 3q | +15.1%+$2.0M |
| SEI INVESTMENTS CO | $14.9M | 285,526 | 0.01% | 10q | +9.3%+$1.3M |
| SEEDS INVESTOR LLC | $13.5M | 258,358 | 1.38% | 7q | +0.6%+$73.7K |
| Composition Wealth, LLC | $12.6M | 241,479 | 0.15% | 4q | -1.5%-$186.9K |
| Parkshore Wealth Management, Inc. | $12.3M | 235,814 | 3.53% | 7q | +9.0%+$1.0M |
| Planning Center, Inc. | $10.1M | 193,316 | 0.95% | 6q | +2.3%+$227.0K |
| Momentous Wealth Management, Inc. | $9.9M | 189,457 | 5.06% | 7q | +2.9%+$276.8K |
| Apella Capital, LLC | $9.4M | 181,331 | 0.13% | 12q | +14.0%+$1.2M |
| Citrine Capital LLC | $8.6M | 164,174 | 3.17% | 7q | -0.6%-$54.0K |
| Corient Private Wealth LP | $7.1M | 135,845 | 0.01% | 11q | +8.2%+$536.6K |
| Shira Ridge Wealth Management | $6.6M | 126,923 | 2.31% | new | NEW |
| Allodium Investment Consultants, LLC | $5.8M | 110,544 | 2.45% | 7q | +5.6%+$303.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.3M | 101,695 | 0.01% | 9q | +7.4%+$363.7K |
| Focus Partners Advisor Solutions, LLC | $4.9M | 94,318 | 0.04% | 13q | +16.3%+$689.2K |
| OneDigital Investment Advisors LLC | $4.8M | 92,956 | 0.04% | 9q | +20.2%+$812.7K |
| Beacon Pointe Advisors, LLC | $4.8M | 92,724 | 0.02% | 4q | +4.3%+$199.4K |
| CITADEL ADVISORS LLC | $4.7M | 90,070 | 0.00% | new | NEW |
| Clarity Wealth Development LLC | $3.8M | 72,072 | 2.08% | new | NEW |
| RAM Investment Partners, LLC | $3.2M | 62,167 | 0.52% | 11q | -1.0%-$32.8K |
| Betterment LLC | $3.0M | 58,449 | 0.01% | 9q | HELD |
| LPL Financial LLC | $2.6M | 49,833 | 0.00% | 11q | +2.8%+$69.9K |
| SUMMIT WEALTH GROUP LLC / CO | $2.6M | 49,039 | 0.21% | 3q | -0.9%-$23.9K |
| BEACON HILL WEALTH MANAGEMENT LTD. | $2.3M | 44,461 | 1.61% | new | FIRST |
| Farther Finance Advisors, LLC | $2.3M | 44,191 | 0.02% | 8q | -5.4%-$131.0K |
| AA Financial Advisors, LLC | $2.2M | 42,282 | 0.26% | 2q | -1.2%-$26.4K |
| Cambridge Investment Research Advisors, Inc. | $1.9M | 37,328 | 0.00% | 9q | +98.1%+$963.6K |
| Sequoia Financial Advisors, LLC | $1.9M | 36,340 | 0.01% | 6q | +38.6%+$527.8K |
| Creative Capital Management Investments LLC | $1.8M | 34,240 | 0.41% | 14q | +28.6%+$396.6K |
| von Borstel & Associates, Inc. | $1.8M | 34,250 | 0.37% | 8q | +99.1%+$888.0K |
| Wheels Up Wealth, Inc. | $1.6M | 31,600 | 1.40% | 3q | +14.1%+$202.9K |
| OSAIC HOLDINGS, INC. | $1.6M | 31,001 | 0.00% | 6q | +55.9%+$579.3K |
| Vermillion Wealth Management, Inc. | $1.6M | 29,868 | 0.36% | 7q | +1.0%+$16.1K |
| Babb Wealth Advisors LLC | $1.5M | 28,869 | 0.73% | 7q | +14.0%+$185.2K |
| JANE STREET GROUP, LLC | $1.4M | 27,687 | 0.00% | 4q | +129.1%+$812.9K |
| Tanager Wealth Management LLP | $1.4M | 27,362 | 0.12% | 10q | +5.5%+$74.8K |
| Samalin Investment Counsel, LLC | $1.4M | 27,209 | 0.44% | 11q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $1.3M | 25,742 | 0.14% | 2q | +359.7%+$1.0M |
| Vise Technologies, Inc. | $1.3M | 25,149 | 0.01% | 3q | +100.7%+$657.6K |
| RW Investment Management LLC | $1.2M | 22,272 | 0.10% | 10q | HELD |
| Root Financial Partners, LLC | $1.1M | 21,465 | 0.04% | 5q | +18.7%+$176.0K |
| Wealth Advisors Northwest LLC | $1.1M | 21,157 | 0.38% | 7q | +20.6%+$188.6K |
| CURIO WEALTH, LLC | $1.1M | 21,108 | 0.34% | 7q | +1.4%+$15.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 20,479 | 0.00% | 14q | +0.6%+$6.4K |
| HighTower Advisors, LLC | $1.0M | 19,418 | 0.00% | 14q | HELD |
| Broadhurst Jeffrey B | $925.0K | 17,750 | 1.97% | 3q | -60.4%-$1.4M |
| Flagstone Financial Management | $901.1K | 17,292 | 0.20% | 7q | +0.9%+$8.4K |
| Strathmore Capital Advisors, Inc. | $897.6K | 17,625 | 0.24% | 5q | +0.9%+$8.0K |
| Rehmann Capital Advisory Group | $892.8K | 17,133 | 0.04% | 13q | +18.8%+$141.1K |
| Modera Wealth Management, LLC | $889.4K | 17,068 | 0.01% | 13q | +29.1%+$200.7K |
| BetterWealth, LLC | $888.1K | 17,042 | 0.16% | 14q | +8.9%+$72.2K |
| Skyline Advisors, Inc. | $856.5K | 16,437 | 0.27% | 7q | -2.5%-$21.6K |
| McCartney Wealth Management LLC | $830.8K | 15,943 | 0.63% | 3q | +14.2%+$103.4K |
| Level Financial Advisors | $801.6K | 15,384 | 0.18% | 13q | +52.9%+$277.5K |
| Clarity Asset Management, Inc. | $778.3K | 14,935 | 0.38% | 2q | +55.2%+$277.0K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $754.9K | 14,486 | 0.59% | 3q | +1.4%+$10.2K |
| Krilogy Financial LLC | $700.3K | 13,439 | 0.02% | 4q | -1.4%-$10.2K |
| Verisail Partners, LLC | $699.7K | 13,427 | 0.26% | 2q | +175.8%+$446.0K |
| Petersen Hastings Wealth Advisors Inc. | $698.2K | 13,398 | 0.06% | 3q | +2.9%+$19.9K |
| DiNuzzo Private Wealth, Inc. | $684.1K | 13,128 | 0.07% | 11q | +23.5%+$130.3K |
| Mason & Associates Inc | $683.6K | 13,119 | 0.11% | 3q | -17.4%-$144.4K |
| Private Advisor Group, LLC | $640.2K | 12,285 | 0.00% | 10q | +11.4%+$65.7K |
| Concord Wealth Partners | $625.2K | 11,999 | 0.07% | 11q | HELD |
| Geometric Wealth Advisors | $624.6K | 11,985 | 0.07% | 6q | +1.0%+$6.4K |
| Vestment Financial LLC | $620.1K | 11,989 | 0.28% | 7q | +7.1%+$41.2K |
| Freedom Day Solutions, LLC | $614.8K | 11,799 | 0.14% | new | NEW |
| WPWealth LLP | $600.8K | 11,529 | 0.09% | 8q | +0.6%+$3.7K |
| Summit Wealth Group, LLC | $588.2K | 11,288 | 0.12% | 6q | +62.9%+$227.2K |
| CAHILL FINANCIAL ADVISORS INC | $549.4K | 10,544 | 0.05% | 12q | -2.6%-$14.9K |
| Kestra Advisory Services, LLC | $500.6K | 9,607 | 0.00% | 14q | +2.2%+$10.8K |
| GRAND WEALTH MANAGEMENT, LLC | $480.2K | 9,214 | 0.20% | 14q | +31.9%+$116.2K |
| FIDUCIARY FINANCIAL GROUP, LLC | $479.5K | 9,201 | 0.05% | 8q | +1.0%+$4.7K |
| Tillman Hartley LLC | $474.8K | 9,112 | 0.11% | new | NEW |
| Rossby Financial, LCC | $467.0K | 8,962 | 0.09% | 4q | +3.5%+$15.7K |
| Equita Financial Network, Inc. | $461.6K | 8,858 | 0.13% | new | NEW |
| Aspen Capital Management, LLC | $440.6K | 8,455 | 0.10% | 6q | +6.5%+$26.9K |
| MISSION WEALTH MANAGEMENT, LP | $437.7K | 8,399 | 0.01% | 3q | +1.0%+$4.3K |
| Creative Planning | $423.1K | 8,119 | 0.00% | 5q | +35.5%+$110.9K |
| Ballast Rock Private Wealth LLC | $406.1K | 7,794 | 0.19% | 3q | HELD |
| SAX WEALTH ADVISORS, LLC | $405.2K | 7,831 | 0.02% | 9q | +6.3%+$24.1K |
| Shore Point Advisors, LLC | $403.8K | 7,748 | 0.14% | 6q | -1.5%-$6.3K |
| Stewardship Advisors, LLC | $402.0K | 7,714 | 0.08% | 7q | +9.3%+$34.3K |
| COMPASS CAPITAL CORP /MA/ /ADV | $380.3K | 7,460 | 0.12% | 7q | HELD |
| M. Kulyk & Associates, LLC | $372.7K | 7,153 | 0.06% | 5q | -22.9%-$110.9K |
| Wealthcare Advisory Partners LLC | $371.6K | 7,131 | 0.01% | 6q | +5.4%+$19.1K |
| XY Planning Network, Inc. | $367.5K | 7,053 | 0.05% | 5q | HELD |
| Financial Plan, Inc. | $359.7K | 6,902 | 0.03% | 3q | HELD |
| Fortis Capital Management LLC | $338.0K | 6,487 | 0.04% | 2q | -14.5%-$57.3K |
| ROYAL BANK OF CANADA | $297.0K | 5,702 | 0.00% | 4q | HELD |
| E-Wealth Partners, LLC | $286.3K | 5,494 | 0.21% | new | NEW |
| Legacy Financial Advisors, Inc. | $274.6K | 5,270 | 0.03% | 6q | -7.8%-$23.2K |
| ENVESTNET ASSET MANAGEMENT INC | $270.1K | 5,183 | 0.00% | 2q | +6.3%+$16.0K |
| Greenspring Advisors, LLC | $270.0K | 5,181 | 0.01% | 5q | HELD |
| Ariadne Wealth Management, LP | $243.2K | 4,666 | 0.11% | 7q | HELD |
| Washington Trust Advisors, Inc. | $235.2K | 4,514 | 0.02% | 4q | +26.3%+$48.9K |
| MLG Wealth Management DBA Pine Grove Financial Group | $234.7K | 4,505 | 0.02% | 3q | +1.1%+$2.4K |
| Long Island Wealth Management, Inc. | $227.9K | 4,374 | 0.09% | 3q | HELD |
Showing the largest 100 of 123 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 | 51 | $223.0M | 4,499,146 | 1 | 39 | 5 | 0.0% |
| Q2 2026 | 123 | $560.8M | 10,766,903 | 10 | 73 | 18 | 0.0% |
| Q1 2026 | 119 | $497.0M | 9,602,238 | 10 | 57 | 14 | 0.0% |
| Q4 2025 | 111 | $476.7M | 9,202,025 | 9 | 69 | 7 | 0.0% |
| Q3 2025 | 96 | $420.9M | 7,901,383 | 9 | 47 | 11 | 0.0% |
| Q2 2025 | 93 | $350.7M | 6,689,616 | 8 | 34 | 22 | 0.0% |
| Q1 2025 | 91 | $280.3M | 5,575,488 | 15 | 40 | 12 | 0.0% |
| Q4 2024 | 85 | $251.2M | 4,931,090 | 15 | 43 | 7 | 0.0% |
| Q3 2024 | 63 | $183.7M | 3,455,447 | 9 | 26 | 9 | 0.0% |
| Q2 2024 | 59 | $163.9M | 3,201,769 | 15 | 22 | 9 | 0.0% |
| Q1 2024 | 48 | $152.6M | 2,948,287 | 9 | 24 | 5 | 0.0% |
| Q4 2023 | 43 | $167.0M | 3,216,901 | 10 | 17 | 5 | 0.0% |
| Q3 2023 | 33 | $78.9M | 1,583,399 | 8 | 14 | 4 | 0.0% |
| Q2 2023 | 28 | $63.4M | 1,239,676 | 10 | 9 | 4 | 0.0% |
| Q1 2023 | 20 | $69.3M | 1,335,003 | 11 | 5 | 3 | 0.0% |
| Q4 2022 | 10 | $48.0M | 950,687 | 9 | 0 | 0 | 0.0% |