Dimensional ETF Trust - DFSB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | History | Added to | 2,430,920 | 125,921 | 12.35% | 17.27% | 1 | +177,273 | 7.87% | Q4 2025 | Feb 05, 2026 |
| MASECO LLP | History | Added to | 1,715,344 | 88,820 | 3.87% | 4.13% | 2 | +116,415 | 7.28% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 742,208 | 38,446 | 0.06% | 0.05% | 3 | +125,305 | 20.31% | Q4 2025 | Feb 18, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 515,112 | 26,682 | 3.0% | 3.16% | 4 | +28,060 | 5.76% | Q4 2025 | Jan 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 327,647 | 16,972 | 0.24% | 0.26% | 5 | -1,517 | -0.46% | Q4 2025 | Feb 02, 2026 |
| Simplicity Wealth,LLC | History | New | 254,275 | 13,171 | 0.79% | — | 6 | +254,275 | New | Q4 2025 | Jan 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 245,675 | 12,726 | 0.01% | 0.01% | 7 | +24,866 | 11.26% | Q4 2025 | Feb 13, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 230,714 | 11,950 | 2.29% | 2.3% | 8 | +26,228 | 12.83% | Q4 2025 | Jan 27, 2026 |
| Planning Center, Inc. | History | Added to | 184,211 | 9,542 | 0.97% | 0.89% | 9 | +24,624 | 15.43% | Q4 2025 | Feb 02, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 176,848 | 9,160 | 3.44% | 3.47% | 10 | +17,096 | 10.7% | Q4 2025 | Feb 09, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 173,216 | 8,972 | 5.09% | 5.4% | 11 | +13,383 | 8.37% | Q4 2025 | Feb 17, 2026 |
| ProCore Advisors, LLC | History | New | 169,411 | 8,775 | 9.0% | — | 12 | +169,411 | New | Q4 2025 | Jan 21, 2026 |
| Citrine Capital LLC | History | Added to | 159,556 | 8,264 | 3.84% | 3.6% | 13 | +13,516 | 9.25% | Q4 2025 | Jan 20, 2026 |
| Apella Capital, LLC | History | Added to | 128,555 | 6,659 | 0.13% | 0.13% | 14 | +19,106 | 17.46% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 120,420 | 6,237 | 0.01% | 0.01% | 15 | +1,235 | 1.04% | Q4 2025 | Mar 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 92,782 | 4,813 | 0.01% | 0.01% | 16 | +1,749 | 1.92% | Q4 2025 | Jan 08, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 86,878 | 4,500 | 2.28% | 2.54% | 17 | +2,316 | 2.74% | Q4 2025 | Jan 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 76,643 | 3,970 | 0.04% | 0.03% | 18 | +12,976 | 20.38% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Management, LLC | History | Reduced | 71,624 | 3,710 | 2.0% | 2.92% | 19 | -17,510 | -19.64% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 62,758 | 3,250 | 0.0% | 0.0% | 20 | -53,172 | -45.87% | Q4 2025 | Feb 12, 2026 |
| RAM Investment Partners, LLC | History | Added to | 59,084 | 3,060 | 0.55% | 0.52% | 21 | +7,519 | 14.58% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 55,176 | 2,858 | 0.01% | 0.0% | 22 | +12,978 | 30.76% | Q4 2025 | Feb 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 48,433 | 2,508 | 0.33% | — | 23 | +48,433 | New | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 45,353 | 2,349 | 0.02% | 0.01% | 24 | +32,073 | 241.51% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 41,656 | 2,157 | 0.0% | 0.0% | 25 | +2,601 | 6.66% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 41,564 | 2,153 | 0.03% | 0.06% | 26 | -50,865 | -55.03% | Q4 2025 | Feb 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 29,560 | 1,531 | 0.62% | 0.41% | 27 | +941 | 3.29% | Q4 2025 | Feb 11, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 27,946 | 1,447 | 0.51% | 0.5% | 28 | +605 | 2.21% | Q4 2025 | Jan 30, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 26,092 | 1,351 | 0.41% | 0.42% | 29 | +1,273 | 5.13% | Q4 2025 | Jan 23, 2026 |
| Tanager Wealth Management LLP | History | No change | 25,781 | 1,335 | 0.13% | 0.14% | 30 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wheels Up Wealth, Inc. | History | New | 25,069 | 1,298 | 1.21% | — | 31 | +25,069 | New | Q4 2025 | Feb 17, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 22,953 | 1,188 | 0.67% | 0.61% | 32 | +5,298 | 30.01% | Q4 2025 | Feb 11, 2026 |
| Skyline Advisors, Inc. | History | Added to | 22,790 | 1,180 | 0.39% | 0.37% | 33 | +2,511 | 12.38% | Q4 2025 | Jan 12, 2026 |
| CURIO WEALTH, LLC | History | Added to | 20,789 | 1,079 | 0.38% | 0.39% | 34 | +2,768 | 15.36% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,469 | 1,008 | 0.0% | 0.0% | 35 | +1,181 | 6.46% | Q4 2025 | Feb 12, 2026 |
| Flagstone Financial Management | History | Added to | 17,887 | 926 | 0.24% | 0.24% | 36 | +898 | 5.29% | Q4 2025 | Feb 09, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 17,468 | 904 | 0.3% | 0.37% | 37 | +319 | 1.86% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 16,385 | 848 | 0.38% | 0.33% | 38 | +3,545 | 27.61% | Q4 2025 | Jan 16, 2026 |
| Mason & Associates Inc | History | New | 15,874 | 822 | 0.15% | — | 39 | +15,874 | New | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 15,456 | 800 | 0.0% | 0.0% | 40 | +71 | 0.46% | Q4 2025 | Feb 03, 2026 |
| BetterWealth, LLC | History | Added to | 15,363 | 795 | 0.18% | 0.19% | 41 | +712 | 4.86% | Q4 2025 | Jan 15, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 14,426 | 747 | 0.04% | 0.04% | 42 | +863 | 6.36% | Q4 2025 | Mar 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,065 | 728 | 0.0% | 0.0% | 43 | +3,422 | 32.15% | Q4 2025 | Feb 06, 2026 |
| McCartney Wealth Management LLC | History | New | 13,959 | 723 | 0.62% | — | 44 | +13,959 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,744 | 712 | 0.0% | 0.0% | 45 | +660 | 5.04% | Q4 2025 | Feb 05, 2026 |
| Krilogy Financial LLC | History | Added to | 13,578 | 707 | 0.02% | 0.03% | 46 | +8 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Concord Wealth Partners | History | Added to | 13,493 | 698 | 0.09% | 0.09% | 47 | +877 | 6.95% | Q4 2025 | Jan 29, 2026 |
| Geometric Wealth Advisors | History | Added to | 13,233 | 685 | 0.09% | 0.09% | 48 | +308 | 2.38% | Q4 2025 | Feb 06, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 13,214 | 684 | 0.24% | 0.18% | 49 | +5,070 | 62.25% | Q4 2025 | Feb 06, 2026 |
| Modera Wealth Management, LLC | History | No change | 13,196 | 683 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 13,116 | 679 | 0.07% | — | 51 | +13,116 | New | Q4 2025 | Feb 11, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 12,780 | 662 | 0.62% | — | 52 | +12,780 | New | Q4 2025 | Feb 19, 2026 |
| Vise Technologies, Inc. | History | New | 12,529 | 649 | 0.01% | — | 53 | +12,529 | New | Q4 2025 | Feb 11, 2026 |
| Vestment Financial LLC | History | Added to | 11,581 | 602 | 0.31% | 0.31% | 54 | +1,523 | 15.14% | Q4 2025 | Jan 23, 2026 |
| WPWealth LLP | History | Added to | 11,457 | 593 | 0.09% | 0.1% | 55 | +322 | 2.89% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,211 | 580 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,991 | 569 | 0.0% | 0.0% | 57 | +144 | 1.33% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 10,829 | 560 | 0.06% | 0.06% | 58 | +892 | 8.98% | Q4 2025 | Feb 18, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 10,481 | 542 | 0.06% | 0.06% | 59 | +259 | 2.53% | Q4 2025 | Jan 16, 2026 |
| Level Financial Advisors | History | Added to | 10,019 | 518 | 0.14% | 0.13% | 60 | +1,395 | 16.18% | Q4 2025 | Jan 26, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 9,432 | 488 | 0.11% | 0.06% | 61 | +1,435 | 17.94% | Q4 2025 | Feb 12, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 9,144 | 473 | 0.09% | 0.05% | 62 | +4,774 | 109.24% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,113 | 472 | 0.0% | 0.0% | 63 | +79 | 0.87% | Q4 2025 | Feb 18, 2026 |
| Root Financial Partners, LLC | History | Added to | 8,884 | 460 | 0.02% | 0.02% | 64 | +3,099 | 53.57% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,862 | 459 | 0.0% | 0.0% | 65 | +2,169 | 32.41% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,543 | 442 | 0.06% | 0.07% | 66 | +379 | 4.64% | Q4 2025 | Jan 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 8,048 | 416 | 0.01% | — | 67 | +8,048 | New | Q4 2025 | Feb 05, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 7,939 | 411 | 0.1% | 0.13% | 68 | -1,930 | -19.56% | Q4 2025 | Jan 29, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 7,794 | 403 | 0.25% | — | 69 | +7,794 | New | Q4 2025 | Feb 04, 2026 |
| Shore Point Advisors, LLC | History | Added to | 7,586 | 392 | 0.17% | 0.17% | 70 | +165 | 2.22% | Q4 2025 | Jan 23, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 7,458 | 386 | 0.35% | — | 71 | +7,458 | New | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 7,366 | 381 | 0.02% | 0.02% | 72 | +1,712 | 30.28% | Q4 2025 | Jan 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 7,063 | 368 | 0.14% | 0.16% | 73 | +304 | 4.5% | Q4 2025 | Feb 12, 2026 |
| XY Planning Network, Inc. | History | No change | 7,053 | 365 | 0.06% | 0.13% | 74 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 6,928 | 358 | 0.08% | 0.1% | 75 | -1,078 | -13.46% | Q4 2025 | Feb 06, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 6,831 | 353 | 0.16% | 0.17% | 76 | +336 | 5.17% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 6,765 | 350 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Added to | 6,709 | 347 | 0.0% | 0.0% | 78 | +795 | 13.44% | Q4 2025 | Feb 17, 2026 |
| Stewardship Advisors, LLC | History | Added to | 6,702 | 347 | 0.08% | 0.08% | 79 | +421 | 6.7% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,761 | 298 | 0.0% | 0.0% | 80 | +1,806 | 45.66% | Q4 2025 | Jan 23, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 5,673 | 293 | 0.04% | 0.03% | 81 | +949 | 20.09% | Q4 2025 | Feb 04, 2026 |
| Greenspring Advisors, LLC | History | Added to | 4,859 | 251 | 0.02% | 0.04% | 82 | +198 | 4.25% | Q4 2025 | Feb 10, 2026 |
| Financial Plan, Inc. | History | New | 4,839 | 250 | 0.03% | — | 83 | +4,839 | New | Q4 2025 | Jan 28, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 4,655 | 244 | 0.1% | 0.11% | 84 | +131 | 2.9% | Q4 2025 | Feb 13, 2026 |
| Long Island Wealth Management, Inc. | History | New | 4,374 | 226 | 0.11% | — | 85 | +4,374 | New | Q4 2025 | Jan 21, 2026 |
| EnRich Financial Partners LLC | History | No change | 4,093 | 212 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 4,091 | 211 | 0.11% | 0.12% | 87 | +131 | 3.31% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,980 | 206 | 0.0% | — | 88 | +3,980 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 3,796 | 196 | 0.06% | 0.06% | 89 | +231 | 6.48% | Q4 2025 | Feb 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 3,575 | 185 | 0.01% | 0.01% | 90 | +114 | 3.29% | Q4 2025 | Feb 03, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 3,344 | 173 | 0.09% | 0.08% | 91 | +598 | 21.78% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,112 | 161 | 0.01% | 0.01% | 92 | +27 | 0.88% | Q4 2025 | Jan 14, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 3,044 | 157 | 0.04% | 0.04% | 93 | -119 | -3.76% | Q4 2025 | Feb 03, 2026 |
| Orion Capital Management LLC | History | No change | 2,293 | 118 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,139 | 110 | 0.01% | 0.01% | 95 | +294 | 15.93% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | New | 1,755 | 90 | 0.0% | — | 96 | +1,755 | New | Q4 2025 | Jan 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,337 | 69 | 0.02% | 0.02% | 97 | +135 | 11.23% | Q4 2025 | Jan 22, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 1,299 | 67 | 0.04% | — | 99 | +1,299 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,305 | 67 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 946 | 49 | 0.0% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 907 | 46 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 877 | 45 | 0.02% | 0.02% | 102 | +28 | 3.3% | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | Added to | 582 | 30 | 0.0% | 0.0% | 103 | +117 | 25.16% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | New | 474 | 24 | 0.0% | — | 104 | +474 | New | Q4 2025 | Jan 26, 2026 |
| SYM FINANCIAL Corp | History | No change | 299 | 15 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 156 | 8 | 0.0% | 0.0% | 107 | +6 | 4.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 63 | 3 | 0.0% | — | 108 | +63 | New | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,277 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,878 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q3 2025 | Nov 03, 2025 |