Dimensional ETF Trust - DFIP

Sector: 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)
$787.5M
QoQ value delta ($000)
-$9.22M (-1.16%)
Implied price effect (QoQ)
-0.12%
Shares
Total shares
19,101,590
QoQ shares delta
-200,340 (-1.04%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DFIP)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 5 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Matson Money. Inc. 169,892 4,102,699 4.73%
Beacon Pointe Advisors, LLC 48,769 1,182,158 0.23%
Planning Center, Inc. 44,783 1,085,533 4.23%
Hill Investment Group Partners, LLC 31,747 769,537 3.24%
PINNEY & SCOFIELD, INC. 25,394 615,557 12.41%
Rather & Kittrell, Inc. 24,209 586,834 3.38%
Leading Edge Financial Planning LLC 23,952 580,584 4.27%
Fortitude Family Office, LLC 22,439 543,933 4.35%
Geometric Wealth Advisors 21,907 531,015 2.37%
Stratos Investment Management, LLC 20,227 490,315 0.73%
Physician Wealth Solutions Inc. 19,089 462,726 7.24%
Level Financial Advisors 14,960 362,625 3.34%
SCRATCH CAPITAL LLC 14,444 350,137 7.17%
Core Wealth Management, Inc. 13,009 315,342 3.66%
Yardley Wealth Management LLC 12,997 315,060 5.9%
KFG WEALTH MANAGEMENT, LLC 10,928 264,903 1.23%
Savant Capital, LLC 10,857 263,878 0.03%
New Dimensions Wealth Management, LLC 10,591 256,742 8.0%
Five Oceans Advisors 10,496 254,425 3.37%
MONOGRAPH WEALTH ADVISORS, LLC 9,784 237,163 0.8%
Financial Plan, Inc. 9,543 231,318 0.91%
Apella Capital, LLC 8,497 217,046 0.11%
Heirloom Wealth Management 7,787 188,774 1.13%
Austin Wealth Management, LLC 7,479 181,479 1.58%
Sterling Financial Planning, Inc. 7,413 179,710 2.02%