Dimensional ETF Trust - DFSB
Detailed investor-level table based on 13F positions.
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 | 2,610,181 | 135,058 | 12.33% | 12.35% | 1 | +179,261 | 7.37% | Q1 2026 | Apr 24, 2026 |
| MASECO LLP | History | Added to | 1,856,701 | 96,010 | 3.01% | 3.87% | 2 | +141,357 | 8.24% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 841,677 | 43,550 | 0.06% | 0.06% | 3 | +99,469 | 13.4% | Q1 2026 | May 15, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 526,362 | 27,235 | 3.06% | 3.0% | 4 | +11,250 | 2.18% | Q1 2026 | Apr 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 261,136 | 13,511 | 0.01% | 0.01% | 5 | +15,461 | 6.29% | Q1 2026 | May 13, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 256,943 | 13,409 | 1.83% | 2.29% | 6 | +26,229 | 11.37% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 251,974 | 13,037 | 0.74% | 0.79% | 7 | -2,301 | -0.9% | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | Reduced | 245,066 | 12,680 | 0.17% | 0.24% | 8 | -82,581 | -25.2% | Q1 2026 | Apr 08, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 216,430 | 11,198 | 3.74% | 3.44% | 9 | +39,582 | 22.38% | Q1 2026 | May 13, 2026 |
| Planning Center, Inc. | History | Added to | 188,959 | 9,777 | 0.99% | 0.97% | 10 | +4,748 | 2.58% | Q1 2026 | Apr 28, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 184,145 | 9,528 | 5.44% | 5.09% | 11 | +10,929 | 6.31% | Q1 2026 | May 11, 2026 |
| Citrine Capital LLC | History | Added to | 165,210 | 8,548 | 3.71% | 3.84% | 12 | +5,654 | 3.54% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Added to | 159,046 | 8,314 | 0.12% | 0.13% | 13 | +30,491 | 23.72% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 125,547 | 6,496 | 0.01% | 0.01% | 14 | +5,127 | 4.26% | Q1 2026 | May 15, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 104,718 | 5,418 | 2.59% | 2.28% | 15 | +17,840 | 20.53% | Q1 2026 | Apr 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 94,666 | 4,906 | 0.01% | 0.01% | 16 | +1,884 | 2.03% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 88,898 | 4,599 | 0.02% | 0.02% | 17 | +43,545 | 96.01% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 81,092 | 4,195 | 0.04% | 0.03% | 18 | +39,528 | 95.1% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 77,360 | 4,002 | 0.04% | 0.04% | 19 | +717 | 0.94% | Q1 2026 | May 08, 2026 |
| RAM Investment Partners, LLC | History | Added to | 62,797 | 3,249 | 0.57% | 0.55% | 20 | +3,713 | 6.28% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 58,369 | 3,020 | 0.01% | 0.01% | 21 | +3,193 | 5.79% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 49,498 | 2,561 | 0.27% | 0.33% | 22 | +1,065 | 2.2% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Added to | 48,492 | 2,509 | 0.0% | 0.0% | 23 | +6,836 | 16.41% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 46,704 | 2,417 | 0.02% | 0.0% | 24 | +40,943 | 710.69% | Q1 2026 | Apr 07, 2026 |
| Broadhurst Jeffrey B | History | Added to | 44,869 | 2,321 | 2.38% | 2.27% | 25 | +2,643 | 6.26% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | New | 42,789 | 2,214 | 0.31% | — | 26 | +42,789 | New | Q1 2026 | Apr 20, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 29,560 | 1,529 | 0.6% | 0.62% | 27 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 27,707 | 1,433 | 1.35% | 1.21% | 28 | +2,638 | 10.52% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 27,094 | 1,401 | 0.5% | 0.51% | 29 | -852 | -3.05% | Q1 2026 | Apr 22, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 26,629 | 1,377 | 0.4% | 0.41% | 30 | +537 | 2.06% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 26,211 | 1,356 | 0.01% | 0.0% | 31 | +10,755 | 69.58% | Q1 2026 | Apr 30, 2026 |
| Tanager Wealth Management LLP | History | Added to | 25,926 | 1,341 | 0.13% | 0.13% | 32 | +145 | 0.56% | Q1 2026 | Apr 20, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 25,315 | 1,309 | 0.72% | 0.67% | 33 | +2,362 | 10.29% | Q1 2026 | May 14, 2026 |
| RW Investment Management LLC | History | New | 22,208 | 1,149 | 0.11% | — | 34 | +22,208 | New | Q1 2026 | Apr 28, 2026 |
| CURIO WEALTH, LLC | History | Added to | 20,814 | 1,076 | 0.37% | 0.38% | 35 | +25 | 0.12% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 20,356 | 1,053 | 0.0% | 0.0% | 36 | +887 | 4.56% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,885 | 1,028 | 0.0% | 0.0% | 37 | +8,674 | 77.37% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 19,401 | 1,003 | 0.0% | 0.0% | 38 | +5,336 | 37.94% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,844 | 975 | 0.0% | 0.0% | 39 | +5,100 | 37.11% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 18,087 | 935 | 0.04% | 0.02% | 40 | +9,203 | 103.59% | Q1 2026 | Apr 24, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 17,468 | 911 | 0.26% | 0.3% | 41 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 17,538 | 907 | 0.38% | 0.38% | 42 | +1,153 | 7.04% | Q1 2026 | Apr 08, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 17,201 | 890 | 0.2% | 0.11% | 43 | +7,769 | 82.37% | Q1 2026 | May 12, 2026 |
| Flagstone Financial Management | History | Reduced | 17,130 | 886 | 0.22% | 0.24% | 44 | -757 | -4.23% | Q1 2026 | Apr 27, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 16,851 | 871 | 0.3% | 0.39% | 45 | -5,939 | -26.06% | Q1 2026 | Apr 20, 2026 |
| Mason & Associates Inc | History | Added to | 15,890 | 817 | 0.16% | 0.15% | 46 | +16 | 0.1% | Q1 2026 | Apr 30, 2026 |
| BetterWealth, LLC | History | Added to | 15,656 | 810 | 0.16% | 0.18% | 47 | +293 | 1.91% | Q1 2026 | Apr 24, 2026 |
| Rehmann Capital Advisory Group | History | No change | 14,426 | 746 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 14,290 | 739 | 0.66% | 0.62% | 49 | +1,510 | 11.82% | Q1 2026 | May 12, 2026 |
| McCartney Wealth Management LLC | History | No change | 13,959 | 722 | 0.61% | 0.62% | 50 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | New | 13,717 | 710 | 0.03% | — | 51 | +13,717 | New | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 13,634 | 708 | 0.02% | 0.02% | 52 | +56 | 0.41% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Added to | 13,216 | 683 | 0.01% | 0.01% | 53 | +20 | 0.15% | Q1 2026 | May 06, 2026 |
| Aerodigm Wealth, LLC | History | No change | 13,214 | 683 | 0.26% | 0.26% | 54 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 13,016 | 673 | 0.06% | 0.07% | 55 | -100 | -0.76% | Q1 2026 | Apr 23, 2026 |
| Vise Technologies, Inc. | History | No change | 12,529 | 649 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,087 | 625 | 0.0% | 0.0% | 57 | -50,671 | -80.74% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Reduced | 11,952 | 618 | 0.08% | 0.09% | 58 | -1,541 | -11.42% | Q1 2026 | May 01, 2026 |
| Geometric Wealth Advisors | History | Reduced | 11,862 | 613 | 0.08% | 0.09% | 59 | -1,371 | -10.36% | Q1 2026 | May 13, 2026 |
| WPWealth LLP | History | Added to | 11,458 | 592 | 0.09% | 0.09% | 60 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| Vestment Financial LLC | History | Reduced | 11,192 | 584 | 0.28% | 0.31% | 61 | -389 | -3.36% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 11,025 | 570 | 0.0% | 0.0% | 62 | +34 | 0.31% | Q1 2026 | Apr 24, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 10,829 | 560 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 10,628 | 549 | 0.06% | 0.06% | 64 | +147 | 1.4% | Q1 2026 | Apr 08, 2026 |
| Level Financial Advisors | History | Added to | 10,059 | 520 | 0.13% | 0.14% | 65 | +40 | 0.4% | Q1 2026 | Apr 10, 2026 |
| Clarity Asset Management, Inc. | History | New | 9,620 | 497 | 0.25% | — | 66 | +9,620 | New | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,400 | 486 | 0.0% | 0.0% | 67 | +538 | 6.07% | Q1 2026 | Apr 30, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 9,281 | 480 | 0.09% | 0.09% | 68 | +137 | 1.5% | Q1 2026 | May 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 9,111 | 471 | 0.06% | 0.06% | 69 | +568 | 6.65% | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 8,660 | 448 | 0.09% | 0.06% | 70 | +4,864 | 128.13% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 8,316 | 430 | 0.01% | 0.01% | 71 | +268 | 3.33% | Q1 2026 | May 15, 2026 |
| Aspen Capital Management, LLC | History | No change | 7,939 | 410 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Shore Point Advisors, LLC | History | Added to | 7,868 | 407 | 0.16% | 0.17% | 73 | +282 | 3.72% | Q1 2026 | Apr 08, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 7,794 | 403 | 0.22% | 0.25% | 74 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fortis Capital Management LLC | History | New | 7,586 | 392 | 0.04% | — | 75 | +7,586 | New | Q1 2026 | May 11, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 7,456 | 388 | 0.14% | 0.14% | 76 | +393 | 5.56% | Q1 2026 | May 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,366 | 381 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stewardship Advisors, LLC | History | Added to | 7,055 | 365 | 0.08% | 0.08% | 78 | +353 | 5.27% | Q1 2026 | Apr 17, 2026 |
| XY Planning Network, Inc. | History | No change | 7,053 | 365 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 6,984 | 361 | 0.17% | 0.16% | 80 | +153 | 2.24% | Q1 2026 | May 08, 2026 |
| Summit Wealth Group, LLC | History | No change | 6,928 | 358 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Plan, Inc. | History | Added to | 6,902 | 357 | 0.04% | 0.03% | 82 | +2,063 | 42.63% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 6,765 | 350 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | Reduced | 5,990 | 309 | 0.0% | 0.0% | 84 | -719 | -10.72% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,702 | 295 | 0.0% | 0.0% | 85 | +1,722 | 43.27% | Q1 2026 | May 15, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 5,715 | 295 | 0.04% | 0.04% | 86 | +42 | 0.74% | Q1 2026 | Apr 30, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 5,600 | 289 | 0.26% | — | 87 | +5,600 | New | Q1 2026 | May 07, 2026 |
| Greenspring Advisors, LLC | History | Added to | 5,157 | 266 | 0.02% | 0.02% | 88 | +298 | 6.13% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 4,876 | 252 | 0.0% | — | 89 | +4,876 | New | Q1 2026 | May 04, 2026 |
| Verisail Partners, LLC | History | New | 4,869 | 251 | 0.1% | — | 90 | +4,869 | New | Q1 2026 | Apr 20, 2026 |
| Ariadne Wealth Management, LP | History | No change | 4,655 | 240 | 0.11% | 0.1% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 4,374 | 226 | 0.1% | 0.11% | 92 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | New | 4,315 | 223 | 0.0% | — | 93 | +4,315 | New | Q1 2026 | Apr 16, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 4,186 | 216 | 0.1% | 0.09% | 94 | +842 | 25.18% | Q1 2026 | May 01, 2026 |
| EnRich Financial Partners LLC | History | No change | 4,093 | 211 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 4,091 | 211 | 0.1% | 0.11% | 96 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 3,575 | 184 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,521 | 182 | 0.04% | 0.04% | 98 | +477 | 15.67% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,112 | 161 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,139 | 110 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Orion Capital Management LLC | History | Reduced | 2,043 | 105 | 0.04% | 0.04% | 101 | -250 | -10.9% | Q1 2026 | May 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 1,464 | 75 | 0.04% | 0.04% | 102 | +165 | 12.7% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,337 | 69 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,305 | 67 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 946 | 48 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 907 | 46 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 877 | 45 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 836 | 43 | 0.0% | — | 108 | +836 | New | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Added to | 682 | 35 | 0.0% | 0.0% | 109 | +383 | 128.09% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 636 | 32 | 0.0% | 0.0% | 110 | +54 | 9.28% | Q1 2026 | Apr 13, 2026 |
| JNBA Financial Advisors | History | No change | 474 | 24 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Burk Holdings LLC | History | New | 296 | 15 | 0.01% | — | 112 | +296 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,887 | 8 | 0.0% | 0.0% | 115 | -226 | -2.48% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 161 | 8 | 0.0% | 0.0% | 114 | +5 | 3.21% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 93 | 4 | 0.0% | — | 116 | +93 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 63 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 9.0% | — | -169,411 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 2.0% | — | -71,624 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Avise Financial Cooperative, Inc. | History | Closed out | 0 | 0 | — | 0.35% | — | -7,458 | -100.0% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,755 | -100.0% | Q1 2026 | May 14, 2026 |