Dimensional ETF Trust - DEXC
Detailed investor-level table based on 13F positions.
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 | Reduced | 884,217 | 70,463 | 0.38% | 0.69% | 1 | -530,848 | -37.51% | Q3 2026 | Nov 05, 2026 |
| Brown Financial Advisory | History | No change | 429,629 | 35,492 | 14.82% | 14.82% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 239,156 | 19,757 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 191,547 | 15,824 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 196,252 | 15,639 | 1.48% | 1.52% | 5 | +6,965 | 3.68% | Q3 2026 | Nov 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 182,633 | 13,463 | 0.25% | 0.24% | 6 | +23,032 | 14.43% | Q3 2026 | Oct 26, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 132,449 | 10,941 | 0.18% | 0.18% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prism Advisors, Inc. | History | Reduced | 125,648 | 9,965 | 2.5% | 2.76% | 8 | -12,030 | -8.74% | Q3 2026 | Oct 09, 2026 |
| Beta Wealth Group, Inc. | History | No change | 97,439 | 8,049 | 3.02% | 3.02% | 9 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 90,922 | 7,511 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 64,098 | 5,295 | 1.21% | 1.21% | 11 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 59,459 | 4,738 | 0.84% | 0.79% | 12 | +9,040 | 17.93% | Q3 2026 | Oct 16, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 58,678 | 4,676 | 1.48% | 1.45% | 13 | +3,035 | 5.45% | Q3 2026 | Oct 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 41,009 | 3,387 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 40,251 | 3,325 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Applied Capital LLC | History | No change | 35,871 | 2,963 | 0.95% | 0.95% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,852 | 2,961 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 28,328 | 2,257 | 0.81% | 2.92% | 18 | -56,202 | -66.49% | Q3 2026 | Nov 03, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 24,056 | 1,917 | 0.08% | 0.08% | 19 | +107 | 0.45% | Q3 2026 | Nov 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,279 | 1,427 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 16,037 | 1,325 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 15,522 | 1,282 | 0.1% | 0.1% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 13,330 | 1,101 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 11,688 | 931 | 0.01% | 0.01% | 24 | -475 | -3.91% | Q3 2026 | Oct 08, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 9,470 | 754 | 0.48% | 0.54% | 25 | -498 | -5.0% | Q3 2026 | Oct 23, 2026 |
| SouthState Bank Corp | History | No change | 9,098 | 751 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Citrine Capital LLC | History | No change | 9,375 | 747 | 0.25% | 0.29% | 27 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 8,835 | 704 | 0.08% | 0.1% | 28 | -1,680 | -15.98% | Q3 2026 | Oct 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,194 | 676 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 7,470 | 595 | 0.02% | 0.02% | 30 | -145 | -1.9% | Q3 2026 | Oct 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,047 | 582 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 6,533 | 539 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bulwark Capital Corp | History | Reduced | 6,600 | 525 | 0.28% | 0.41% | 33 | -2,321 | -26.02% | Q3 2026 | Oct 13, 2026 |
| Quantinno Capital Management LP | History | No change | 5,702 | 471 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 5,610 | 447 | 0.36% | 0.36% | 35 | -200 | -3.44% | Q3 2026 | Nov 04, 2026 |
| Apella Capital, LLC | History | New | 4,954 | 401 | 0.01% | — | 36 | +4,954 | New | Q3 2026 | Oct 08, 2026 |
| Corus Family Wealth Advisors | History | No change | 4,742 | 391 | 0.27% | 0.27% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Symmetry Inc | History | Added to | 4,740 | 377 | 0.12% | 0.13% | 38 | +29 | 0.62% | Q3 2026 | Oct 06, 2026 |
| McGrath & Associates, Inc. | History | Added to | 4,674 | 372 | 0.41% | 0.5% | 39 | +28 | 0.6% | Q3 2026 | Oct 27, 2026 |
| Focus Partners Wealth | History | No change | 4,118 | 340 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | New | 3,966 | 316 | 0.09% | — | 41 | +3,966 | New | Q3 2026 | Nov 02, 2026 |
| Opus Financial Solutions LLC | History | No change | 3,704 | 305 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 3,746 | 298 | 0.05% | 0.05% | 43 | +23 | 0.62% | Q3 2026 | Nov 03, 2026 |
| Greenspring Advisors, LLC | History | New | 3,610 | 287 | 0.01% | — | 44 | +3,610 | New | Q3 2026 | Nov 05, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 2,893 | 230 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Highland Investment Advisors LLC | History | No change | 2,507 | 207 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 2,592 | 206 | 0.15% | — | 47 | +2,592 | New | Q3 2026 | Nov 04, 2026 |
| Vise Technologies, Inc. | History | Reduced | 2,550 | 203 | 0.0% | 0.0% | 48 | -96 | -3.63% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,550 | 203 | 0.01% | 0.01% | 49 | -96 | -3.63% | Q3 2026 | Oct 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,408 | 198 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2,285 | 182 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Asset Dedication, LLC | History | Added to | 2,102 | 167 | 0.01% | 0.01% | 52 | +16 | 0.77% | Q3 2026 | Nov 02, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 1,378 | 109 | 0.03% | 0.03% | 53 | -97 | -6.58% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,126 | 93 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CNB Bank | History | No change | 1,059 | 87 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,038 | 85 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | New | 1,005 | 80 | 0.0% | — | 57 | +1,005 | New | Q3 2026 | Oct 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 500 | 41 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 385 | 31 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 115 | 9 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |