Dimensional ETF Trust - DFIP

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$771.8M

QoQ value delta ($000)

+$95.01M (+14.04%)

Implied price effect (QoQ)

-1.58%

Total shares

18,573,218

QoQ shares delta

+2,543,842 (+15.87%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 12 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Matson Money. Inc.	155,251	3,735,599	4.91%
Beacon Pointe Advisors, LLC	47,118	1,133,875	0.33%
Heirloom Wealth Management	45,544	1,096,011	10.53%
Planning Center, Inc.	42,245	1,016,625	4.31%
Hill Investment Group Partners, LLC	33,352	802,608	3.97%
Geometric Wealth Advisors	21,854	525,921	2.81%
PINNEY & SCOFIELD, INC.	21,627	520,444	12.27%
Rather & Kittrell, Inc.	21,006	505,517	3.38%
Leading Edge Financial Planning LLC	19,765	475,655	4.5%
Stratos Investment Management, LLC	18,524	445,779	0.74%
Fortitude Family Office, LLC	17,806	428,494	4.14%
Physician Wealth Solutions Inc.	16,349	393,446	6.93%
Level Financial Advisors	13,300	320,062	3.52%
SCRATCH CAPITAL LLC	13,235	318,495	8.66%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	12,512	301,097	1.95%
Austin Wealth Management, LLC	11,342	272,681	1.68%
Yardley Wealth Management LLC	11,220	270,023	5.96%
Five Oceans Advisors	10,572	254,432	3.74%
Savant Capital, LLC	10,019	241,114	0.06%
Core Wealth Management, Inc.	10,001	240,688	3.12%
KFG WEALTH MANAGEMENT, LLC	9,628	231,701	1.29%
New Dimensions Wealth Management, LLC	9,428	226,896	8.06%
MONOGRAPH WEALTH ADVISORS, LLC	9,313	224,135	0.91%
Apella Capital, LLC	7,841	188,708	0.15%
Henrickson Nauta Wealth Advisors, Inc.	7,653	183,849	1.13%