Dimensional ETF Trust - DFEM
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$7.948B
QoQ value delta ($000)
+$10.86M
(+0.14%)
Implied price effect (QoQ)
-0.02%
Shares
Total shares
196,111,055
QoQ shares delta
+300,686
(+0.15%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (DFEM)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 13 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Forum Financial Management, LP | 640,796 | 15,767,639 | 8.23% |
| Focus Partners Wealth | 402,319 | 9,899,602 | 0.41% |
| Focus Partners Advisor Solutions, LLC | 358,618 | 8,824,359 | 3.04% |
| Sequoia Financial Advisors, LLC | 215,357 | 5,299,151 | 1.07% |
| Truepoint, Inc. | 201,741 | 4,964,110 | 4.21% |
| Savant Capital, LLC | 177,835 | 4,375,866 | 0.52% |
| HBK Sorce Advisory LLC | 131,211 | 3,354,929 | 2.49% |
| Forvis Mazars Wealth Advisors, LLC | 130,488 | 3,210,847 | 2.18% |
| HighTower Advisors, LLC | 129,733 | 3,192,252 | 0.13% |
| Parcion Private Wealth LLC | 105,777 | 2,602,795 | 5.87% |
| Asset Dedication, LLC | 100,077 | 2,462,535 | 6.3% |
| Corient Private Wealth LP | 95,128 | 2,340,768 | 0.13% |
| JMG Financial Group, Ltd. | 94,829 | 2,333,403 | 2.29% |
| MASECO LLP | 93,783 | 2,307,093 | 2.64% |
| Evensky & Katz LLC | 92,931 | 2,286,699 | 4.8% |
| Greenspring Advisors, LLC | 92,460 | 2,275,109 | 5.12% |
| LPL Financial LLC | 92,068 | 2,265,466 | 0.02% |
| Rockwood Wealth Management, LLC | 87,659 | 2,156,982 | 5.54% |
| RW Investment Management LLC | 79,397 | 1,953,688 | 6.97% |
| AWM CAPITAL, LLC | 77,524 | 1,907,601 | 6.21% |
| Apella Capital, LLC | 75,572 | 1,879,918 | 0.96% |
| BANK OF MONTREAL /CAN/ | 72,865 | 1,792,948 | 0.02% |
| Beacon Pointe Advisors, LLC | 72,242 | 1,777,623 | 0.34% |
| Sageworth Trust Co | 64,023 | 1,575,383 | 2.52% |
| Symmetry Partners, LLC | 60,468 | 1,487,895 | 3.08% |