Dimensional ETF Trust - DFIP

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$762.2M

QoQ value delta ($000)

-$12.32M (-1.59%)

Implied price effect (QoQ)

+0.42%

Total shares

18,265,239

QoQ shares delta

-372,202 (-2.0%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 162 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.	162,121	3,885,941	4.97%
Beacon Pointe Advisors, LLC	47,338	1,134,670	0.25%
Planning Center, Inc.	44,172	1,058,790	4.48%
Hill Investment Group Partners, LLC	33,009	791,225	3.65%
PINNEY & SCOFIELD, INC.	23,567	564,887	12.71%
Rather & Kittrell, Inc.	22,264	533,670	3.44%
Leading Edge Financial Planning LLC	21,486	515,024	4.52%
Geometric Wealth Advisors	21,342	511,563	2.67%
Fortitude Family Office, LLC	21,037	504,266	4.7%
Stratos Investment Management, LLC	19,444	466,060	0.78%
Physician Wealth Solutions Inc.	17,852	427,914	7.39%
SCRATCH CAPITAL LLC	14,561	349,021	8.34%
Level Financial Advisors	14,293	342,611	3.65%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	12,730	305,143	2.01%
Yardley Wealth Management LLC	12,020	288,125	6.16%
KFG WEALTH MANAGEMENT, LLC	10,640	255,045	1.38%
Five Oceans Advisors	10,614	254,425	3.84%
Core Wealth Management, Inc.	10,585	253,735	3.24%
Savant Capital, LLC	10,020	240,173	0.05%
New Dimensions Wealth Management, LLC	9,815	235,276	8.35%
MONOGRAPH WEALTH ADVISORS, LLC	9,736	233,375	0.92%
Apella Capital, LLC	9,589	227,411	0.14%
Financial Plan, Inc.	8,069	193,415	0.86%
Heirloom Wealth Management	8,019	192,214	1.44%
Austin Wealth Management, LLC	7,525	179,713	1.71%