Dimensional ETF Trust - DFEM
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$6.128B
QoQ value delta ($000)
+$935M
(+18.0%)
Implied price effect (QoQ)
+3.31%
Shares
Total shares
184,804,886
QoQ shares delta
+23,013,169
(+14.22%)
Total shares held by funds (by quarter)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Forum Financial Management, LP | 581,724 | 17,585,374 | 7.57% |
| Focus Partners Wealth | 276,613 | 8,361,969 | 0.32% |
| Corient Private Wealth LLC | 234,050 | 7,066,365 | 0.32% |
| Focus Partners Advisor Solutions, LLC | 232,139 | 7,017,528 | 2.85% |
| Truepoint, Inc. | 165,314 | 4,997,417 | 3.72% |
| Sequoia Financial Advisors, LLC | 164,314 | 4,967,176 | 0.92% |
| HighTower Advisors, LLC | 124,386 | 3,760,186 | 0.14% |
| HBK Sorce Advisory LLC | 112,890 | 3,118,513 | 2.59% |
| Forvis Mazars Wealth Advisors, LLC | 93,338 | 2,821,611 | 1.76% |
| Parcion Private Wealth LLC | 90,924 | 2,748,630 | 5.53% |
| Savant Capital, LLC | 87,590 | 2,647,836 | 0.5% |
| Asset Dedication, LLC | 86,538 | 2,616,035 | 5.68% |
| Evensky & Katz LLC | 79,898 | 2,415,304 | 4.51% |
| Greenspring Advisors, LLC | 76,108 | 2,300,755 | 4.67% |
| JMG Financial Group, Ltd. | 70,448 | 2,129,625 | 1.98% |
| Rockwood Wealth Management, LLC | 69,238 | 2,093,063 | 5.16% |
| MASECO LLP | 69,049 | 2,087,679 | 3.01% |
| LPL Financial LLC | 66,101 | 1,998,223 | 0.02% |
| AWM CAPITAL, LLC | 59,749 | 1,806,221 | 5.42% |
| Heritage Financial Services, LLC | 57,600 | 1,741,258 | 4.81% |
| Beacon Pointe Advisors, LLC | 56,354 | 1,703,596 | 0.4% |
| CWM, LLC | 55,404 | 1,674,861 | 0.15% |
| BANK OF MONTREAL /CAN/ | 55,196 | 1,668,584 | 0.02% |
| Sageworth Trust Co | 50,886 | 1,538,273 | 2.18% |
| Hill Investment Group Partners, LLC | 48,048 | 1,452,492 | 5.72% |