Dimensional ETF Trust - DEXC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | History | Added to | 1,832,713 | 110,915 | 0.77% | 0.74% | 1 | +22,498 | 1.24% | Q4 2025 | Feb 11, 2026 |
| Brown Financial Advisory | History | Added to | 369,748 | 22,377 | 11.31% | 10.66% | 2 | +9,775 | 2.72% | Q4 2025 | Jan 29, 2026 |
| Keudell/Morrison Wealth Management | History | New | 216,004 | 13,072 | 2.75% | — | 3 | +216,004 | New | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | Added to | 178,815 | 10,821 | 1.01% | 0.98% | 4 | +11,782 | 7.05% | Q4 2025 | Feb 03, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 170,045 | 10,292 | 1.18% | 0.9% | 5 | +34,831 | 25.76% | Q4 2025 | Jan 29, 2026 |
| Prism Advisors, Inc. | History | Reduced | 143,958 | 8,712 | 2.32% | 2.27% | 6 | -4,598 | -3.1% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 122,816 | 8,000 | 0.2% | 0.16% | 7 | +17,766 | 16.91% | Q4 2025 | Jan 28, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 108,147 | 6,545 | 2.63% | 2.52% | 8 | -4,670 | -4.14% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 90,644 | 5,485 | 0.0% | 0.0% | 9 | +26,361 | 41.01% | Q4 2025 | Feb 17, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 86,288 | 5,222 | 2.58% | 2.56% | 10 | -1,869 | -2.12% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 62,045 | 3,754 | 0.0% | 0.0% | 11 | +48,488 | 357.66% | Q4 2025 | Feb 17, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 51,435 | 3,112 | 1.23% | 1.0% | 12 | +8,057 | 18.57% | Q4 2025 | Jan 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 49,399 | 2,989 | 0.18% | 0.25% | 13 | -32,990 | -40.04% | Q4 2025 | Feb 17, 2026 |
| Applied Capital LLC | History | Added to | 40,553 | 2,454 | 0.94% | 0.9% | 14 | +973 | 2.46% | Q4 2025 | Jan 16, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 27,834 | 1,685 | 0.06% | 0.09% | 15 | -11,251 | -28.79% | Q4 2025 | Feb 13, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 23,698 | 1,434 | 0.07% | 0.07% | 16 | -234 | -0.98% | Q4 2025 | Jan 29, 2026 |
| SOL Capital Management CO | History | No change | 13,330 | 807 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Madrid Wealth Management, LLC | History | New | 10,269 | 621 | 0.5% | — | 18 | +10,269 | New | Q4 2025 | Feb 02, 2026 |
| Citrine Capital LLC | History | Added to | 9,427 | 570 | 0.26% | 0.19% | 19 | +2,117 | 28.96% | Q4 2025 | Jan 20, 2026 |
| Bulwark Capital Corp | History | New | 8,914 | 539 | 0.38% | — | 20 | +8,914 | New | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,709 | 466 | 0.0% | 0.01% | 21 | +986 | 14.67% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 6,901 | 417 | 0.0% | — | 22 | +6,901 | New | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,467 | 391 | 0.0% | 0.0% | 23 | -57,554 | -89.9% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 6,477 | 391 | 0.06% | 0.05% | 24 | +786 | 13.81% | Q4 2025 | Jan 12, 2026 |
| SB Capital Management Inc | History | New | 6,441 | 389 | 0.14% | — | 25 | +6,441 | New | Q4 2025 | Feb 20, 2026 |
| Financial Symmetry Inc | History | Added to | 6,166 | 373 | 0.15% | 0.16% | 26 | +31 | 0.51% | Q4 2025 | Jan 28, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 5,385 | 325 | 0.29% | — | 27 | +5,385 | New | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 4,704 | 284 | 0.0% | — | 28 | +4,704 | New | Q4 2025 | Feb 10, 2026 |
| SouthState Bank Corp | History | No change | 4,229 | 255 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | No change | 4,118 | 249 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Security Advisor, Inc. | History | New | 3,700 | 223 | 0.04% | — | 31 | +3,700 | New | Q4 2025 | Feb 05, 2026 |
| Opus Financial Solutions LLC | History | New | 3,414 | 206 | 0.19% | — | 32 | +3,414 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,935 | 177 | 0.0% | 0.0% | 33 | -25 | -0.84% | Q4 2025 | Feb 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2,558 | 154 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Premier Financial Group | History | Reduced | 2,410 | 146 | 0.04% | 0.04% | 35 | -31 | -1.27% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | Added to | 2,402 | 145 | 0.01% | 0.01% | 36 | +576 | 31.54% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Reduced | 2,347 | 142 | 0.0% | 0.0% | 37 | -3,234 | -57.95% | Q4 2025 | Jan 26, 2026 |
| Prudent Man Investment Management, Inc. | History | New | 1,475 | 89 | 0.03% | — | 38 | +1,475 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | New | 1,356 | 82 | 0.0% | — | 39 | +1,356 | New | Q4 2025 | Feb 10, 2026 |
| CNB Bank | History | No change | 1,059 | 64 | 0.03% | 0.02% | 40 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | New | 385 | 23 | 0.0% | — | 41 | +385 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 210 | 12 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 87 | 5 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,125 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,778 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -632 | -100.0% | Q3 2025 | Nov 03, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 13, 2025 |