DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFSV)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
588
Reporting holders
$6.3B
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 | $976.1M | 25,008,847 | 2.87% | 14q | +32.5%+$239.3M |
| MATHER GROUP, LLC. | $257.3M | 6,632,230 | 2.24% | 8q | +1.0%+$2.5M |
| JMG Financial Group, Ltd. | $244.8M | 6,311,245 | 5.91% | 15q | +1.9%+$4.7M |
| Focus Partners Wealth | $182.4M | 4,701,833 | 0.19% | 8q | +4.5%+$7.8M |
| Cetera Investment Advisers | $182.3M | 4,700,364 | 0.17% | 4q | +20.9%+$31.5M |
| Cerity Partners LLC | $173.4M | 4,469,361 | 0.21% | 15q | +3.8%+$6.3M |
| RITHOLTZ WEALTH MANAGEMENT | $157.8M | 4,069,099 | 2.35% | 15q | +5.5%+$8.2M |
| Corient Private Wealth LP | $125.8M | 3,243,839 | 0.17% | 15q | -55.8%-$158.8M |
| Modera Wealth Management, LLC | $114.4M | 2,947,946 | 1.22% | 14q | +6.7%+$7.2M |
| Index Fund Advisors, Inc. | $110.3M | 2,844,072 | 4.38% | 18q | +3.0%+$3.2M |
| Pathstone Holdings, LLC | $103.5M | 2,666,992 | 0.30% | 11q | -3.2%-$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $92.3M | 2,378,365 | 0.02% | 17q | +3.9%+$3.5M |
| LPL Financial LLC | $91.6M | 2,360,503 | 0.02% | 15q | +6.7%+$5.7M |
| Focus Partners Advisor Solutions, LLC | $86.3M | 2,225,817 | 0.73% | 14q | +5.6%+$4.5M |
| Creative Planning | $84.9M | 2,187,449 | 0.05% | 15q | -1.2%-$987.9K |
| Arista Wealth Management, LLC | $83.5M | 2,151,928 | 9.01% | 15q | +2.3%+$1.9M |
| RAYMOND JAMES FINANCIAL INC | $76.4M | 1,970,745 | 0.02% | 7q | +1.5%+$1.1M |
| BANK OF AMERICA CORP /DE/ | $66.1M | 1,704,969 | 0.00% | 13q | +8.4%+$5.1M |
| Vestmark Advisory Solutions, Inc. | $57.6M | 1,486,102 | 0.54% | 14q | HELD |
| EP Wealth Advisors, LLC | $51.7M | 1,332,487 | 0.20% | 14q | -6.2%-$3.4M |
| DiNuzzo Private Wealth, Inc. | $50.5M | 1,300,634 | 4.99% | 11q | -3.5%-$1.8M |
| Truepoint, Inc. | $46.3M | 1,193,913 | 0.97% | 17q | -11.0%-$5.7M |
| Evanson Financial, LLC | $45.0M | 1,160,147 | 2.20% | new | FIRST |
| COLDSTREAM CAPITAL MANAGEMENT INC | $44.9M | 1,142,603 | 0.56% | 6q | -48.8%-$42.8M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $40.0M | 1,030,836 | 2.68% | 15q | +3.3%+$1.3M |
| Leading Edge Financial Planning LLC | $39.8M | 1,027,285 | 7.10% | 15q | +6.0%+$2.3M |
| BANK OF MONTREAL /CAN/ | $39.7M | 1,023,556 | 0.01% | 18q | +3.3%+$1.3M |
| OSAIC HOLDINGS, INC. | $37.6M | 968,729 | 0.04% | 17q | +24.1%+$7.3M |
| Integrity Advisory Solutions, LLC | $36.5M | 940,148 | 3.75% | 4q | +8.9%+$3.0M |
| HARBOUR INVESTMENTS, INC. | $36.1M | 930,059 | 0.49% | 3q | +7.3%+$2.5M |
| Elser Financial Planning, Inc | $35.8M | 923,575 | 1.55% | 2q | +1.3%+$455.1K |
| Seaside Wealth Management, Inc. | $35.8M | 922,462 | 8.84% | 13q | +2.3%+$811.3K |
| Stordahl Capital Management, Inc. | $35.4M | 913,553 | 6.49% | 17q | HELD |
| NORTHERN TRUST CORP | $35.1M | 905,466 | 0.00% | 11q | +6.7%+$2.2M |
| United Wealth Management, LLC | $35.1M | 904,345 | 7.89% | 7q | +0.6%+$199.2K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $33.9M | 873,274 | 2.68% | 16q | +2.3%+$774.0K |
| Beacon Pointe Advisors, LLC | $32.9M | 848,190 | 0.15% | 17q | +4.0%+$1.3M |
| von Borstel & Associates, Inc. | $32.5M | 839,017 | 6.67% | 8q | +1.2%+$372.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32.1M | 826,860 | 0.05% | 12q | +19.9%+$5.3M |
| HighTower Advisors, LLC | $31.3M | 805,623 | 0.03% | 17q | +2.5%+$748.2K |
| Hassell Wealth Management, LLC | $29.4M | 770,951 | 9.03% | 15q | +1.1%+$316.8K |
| Zhang Financial LLC | $29.1M | 750,732 | 0.85% | 15q | +6.9%+$1.9M |
| Diversified Portfolios, Inc. | $28.5M | 734,781 | 2.07% | 17q | +5.7%+$1.5M |
| Rather & Kittrell, Inc. | $27.9M | 719,089 | 3.90% | 17q | +4.1%+$1.1M |
| Sequoia Financial Advisors, LLC | $27.7M | 714,818 | 0.14% | 8q | -2.4%-$683.6K |
| PARK AVENUE SECURITIES LLC | $27.7M | 714,197 | 0.17% | 5q | +5.6%+$1.5M |
| INTEGRITY ALLIANCE, LLC. | $27.3M | 704,492 | 0.85% | 6q | HELD |
| OneDigital Investment Advisors LLC | $25.8M | 665,532 | 0.22% | 15q | +6.4%+$1.6M |
| Retirement Solution LLC | $25.3M | 651,109 | 11.25% | 14q | -1.0%-$248.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $25.0M | 644,635 | 0.03% | 17q | -0.9%-$214.6K |
| Factor Wealth Management LTD | $24.6M | 634,617 | 3.72% | 7q | +82.4%+$11.1M |
| Chicago Partners Investment Group LLC | $23.3M | 594,768 | 0.47% | 17q | +3.9%+$872.0K |
| Wealth Dimensions Group, Ltd. | $22.8M | 587,003 | 4.08% | 15q | +1.0%+$222.4K |
| Integris Wealth Management, LLC | $22.7M | 585,899 | 4.59% | 12q | -2.1%-$484.3K |
| Safeguard Investment Advisory Group, LLC | $22.7M | 584,076 | 5.23% | 14q | -4.4%-$1.1M |
| Cambridge Investment Research Advisors, Inc. | $22.0M | 568,175 | 0.03% | 17q | +95.6%+$10.8M |
| Wealth Advisors Northwest LLC | $21.9M | 565,017 | 7.47% | 7q | +2.7%+$570.2K |
| Krilogy Financial LLC | $21.8M | 562,531 | 0.65% | 16q | +0.9%+$203.8K |
| Perigon Wealth Management, LLC | $20.9M | 539,438 | 0.33% | 11q | +10.5%+$2.0M |
| Alpha Financial Advisors, LLC | $20.0M | 516,208 | 5.24% | 14q | HELD |
| ROYAL BANK OF CANADA | $19.9M | 512,087 | 0.00% | 15q | -24.1%-$6.3M |
| Clarity Wealth Development LLC | $19.8M | 511,635 | 11.02% | 7q | +6.5%+$1.2M |
| Equita Financial Network, Inc. | $19.6M | 505,882 | 5.45% | 12q | +0.6%+$122.4K |
| Foundation Wealth Management, LLC\PA | $19.5M | 502,590 | 5.88% | 7q | +8.4%+$1.5M |
| Farther Finance Advisors, LLC | $19.4M | 499,837 | 0.15% | 15q | +9.4%+$1.7M |
| Geneos Wealth Management Inc. | $19.1M | 492,276 | 0.39% | 14q | +1.3%+$242.1K |
| NewEdge Advisors, LLC | $18.9M | 486,019 | 0.06% | 15q | -4.5%-$887.6K |
| Apella Capital, LLC | $18.7M | 483,548 | 0.26% | 9q | +12.8%+$2.1M |
| Betterment LLC | $18.0M | 465,072 | 0.03% | 15q | +3.9%+$672.5K |
| Mariner, LLC | $17.9M | 462,453 | 0.02% | 15q | +5.5%+$940.5K |
| TOBIAS FINANCIAL ADVISORS, INC. | $17.9M | 461,103 | 2.27% | 12q | +2.9%+$510.9K |
| Well Done, LLC | $17.8M | 457,938 | 2.39% | 11q | -2.2%-$400.8K |
| Rockefeller Capital Management L.P. | $17.3M | 446,524 | 0.03% | 7q | -1.1%-$188.5K |
| FIDUCIARY FINANCIAL ADVISORS | $17.2M | 442,556 | 1.74% | new | NEW |
| JPMORGAN CHASE & CO | $17.0M | 438,349 | 0.00% | 15q | +4.1%+$672.3K |
| Timonier Family Office, LTD. | $16.9M | 436,101 | 4.78% | 6q | +1.2%+$196.1K |
| SCRATCH CAPITAL LLC | $16.8M | 433,153 | 8.34% | 7q | +7.2%+$1.1M |
| Allworth Financial LP | $16.5M | 425,967 | 0.07% | 11q | -51.1%-$17.3M |
| Oceanside Advisors LLC | $16.4M | 422,944 | 8.28% | 11q | +2.4%+$386.0K |
| Parkwoods Wealth Partners, LLC | $16.0M | 413,454 | 2.58% | 6q | +30.6%+$3.8M |
| Financial Engines Advisors L.L.C. | $16.0M | 412,020 | 0.03% | 9q | +20.5%+$2.7M |
| Physician Wealth Solutions Inc. | $15.9M | 411,042 | 6.05% | 11q | -2.0%-$323.1K |
| Trust Co of the South | $15.6M | 402,318 | 2.20% | 11q | -9.6%-$1.7M |
| Avantax Planning Partners, Inc. | $15.3M | 393,241 | 0.38% | 7q | -5.0%-$797.0K |
| Greenline Partners, LLC | $15.1M | 388,109 | 1.53% | 7q | HELD |
| CARDIFF PARK ADVISORS, LLC | $15.0M | 386,270 | 1.16% | 8q | HELD |
| RFG Advisory, LLC | $14.5M | 373,465 | 0.23% | 6q | +2.4%+$333.5K |
| Navigoe, LLC | $14.5M | 373,205 | 7.57% | 7q | +2.2%+$311.9K |
| MML INVESTORS SERVICES, LLC | $14.3M | 368,604 | 0.03% | 9q | +12.9%+$1.6M |
| Avant Financial Advisors LLC | $14.0M | 361,776 | 8.74% | 7q | +9.4%+$1.2M |
| AdvisorNet Financial, Inc | $13.5M | 349,124 | 0.62% | 15q | +3.6%+$469.0K |
| Woodward Financial Advisors, Inc. | $13.5M | 348,538 | 4.52% | 17q | +5.1%+$650.4K |
| Kestra Advisory Services, LLC | $13.5M | 348,145 | 0.04% | 15q | +4.0%+$514.6K |
| KEB ASSET MANAGEMENT, LLC | $13.2M | 341,522 | 2.14% | 16q | HELD |
| Abel Hall, LLC | $13.0M | 336,098 | 2.25% | 11q | +3.3%+$415.1K |
| VESTIA PERSONAL WEALTH ADVISORS | $13.0M | 334,579 | 5.07% | 9q | +10.5%+$1.2M |
| Plancorp, LLC | $12.7M | 327,279 | 0.31% | 6q | HELD |
| Private Wealth Management Group, LLC | $12.5M | 321,963 | 2.90% | 11q | -4.7%-$618.2K |
| PEAPACK GLADSTONE FINANCIAL CORP | $12.5M | 321,443 | 0.14% | 16q | +0.9%+$112.8K |
| Financial Architects, LLC | $12.4M | 320,155 | 5.96% | 11q | +0.9%+$108.8K |
Showing the largest 100 of 588 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 | 158 | $1.3B | 33,336,365 | 150 | 0 | 3 | 0.0% |
| Q2 2026 | 588 | $6.3B | 161,532,536 | 46 | 241 | 161 | 0.0% |
| Q1 2026 | 557 | $5.6B | 158,926,149 | 59 | 258 | 138 | 0.0% |
| Q4 2025 | 528 | $5.0B | 153,197,317 | 36 | 234 | 114 | 0.0% |
| Q3 2025 | 464 | $4.2B | 132,005,290 | 34 | 217 | 103 | 0.0% |
| Q2 2025 | 450 | $3.7B | 125,421,048 | 56 | 237 | 96 | 0.0% |
| Q1 2025 | 419 | $3.3B | 117,495,055 | 44 | 218 | 77 | 0.0% |
| Q4 2024 | 404 | $3.3B | 108,127,572 | 34 | 172 | 70 | 0.0% |
| Q3 2024 | 328 | $2.9B | 92,880,521 | 31 | 179 | 53 | 0.0% |
| Q2 2024 | 305 | $2.3B | 78,557,150 | 27 | 171 | 47 | 0.0% |
| Q1 2024 | 286 | $2.1B | 69,755,263 | 37 | 162 | 39 | 0.0% |
| Q4 2023 | 264 | $1.8B | 63,270,242 | 41 | 129 | 42 | 0.0% |
| Q3 2023 | 223 | $1.4B | 53,607,058 | 30 | 129 | 26 | 0.0% |
| Q2 2023 | 199 | $958.7M | 37,274,487 | 23 | 124 | 31 | 0.0% |
| Q1 2023 | 188 | $885.9M | 35,547,629 | 45 | 94 | 27 | 0.0% |
| Q4 2022 | 152 | $856.0M | 34,467,289 | 56 | 53 | 9 | 0.0% |
| Q3 2022 | 75 | $1.5B | 68,457,347 | 22 | 47 | 2 | 0.0% |
| Q2 2022 | 55 | $1.4B | 60,391,656 | 44 | 9 | 0 | 0.0% |
| Q1 2022 | 12 | $3.5M | 134,006 | 12 | 0 | 0 | 0.0% |