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 | No change | 2,882,992 | 150,234 | 15.79% | 15.79% | 1 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MASECO LLP | History | No change | 1,922,639 | 100,092 | 2.81% | 2.81% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,006,647 | 52,456 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 540,560 | 28,168 | 2.79% | 2.79% | 4 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Simplicity Wealth,LLC | History | No change | 290,108 | 15,117 | 0.51% | 0.51% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 285,526 | 14,878 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 258,358 | 13,463 | 1.38% | 1.38% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 241,479 | 12,583 | 0.15% | 0.15% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 235,814 | 12,288 | 3.53% | 3.53% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Planning Center, Inc. | History | No change | 193,316 | 10,073 | 0.95% | 0.95% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Shira Ridge Wealth Management | History | Added to | 203,256 | 10,071 | 3.5% | 2.31% | 11 | +76,333 | 60.14% | Q3 2026 | Oct 08, 2026 |
| Momentous Wealth Management, Inc. | History | No change | 189,457 | 9,872 | 5.06% | 5.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | Added to | 194,439 | 9,660 | 0.12% | 0.13% | 13 | +13,108 | 7.23% | Q3 2026 | Oct 08, 2026 |
| Citrine Capital LLC | History | No change | 164,174 | 8,555 | 3.17% | 3.17% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 135,845 | 7,078 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 110,544 | 5,760 | 2.45% | 2.45% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 101,695 | 5,261 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 94,318 | 4,914 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 92,956 | 4,843 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 92,724 | 4,831 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CITADEL ADVISORS LLC | History | No change | 90,070 | 4,693 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Clarity Wealth Development LLC | History | No change | 72,072 | 3,755 | 2.08% | 2.08% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAM Investment Partners, LLC | History | No change | 62,167 | 3,239 | 0.52% | 0.52% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Betterment LLC | History | No change | 58,449 | 3,046 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 49,833 | 2,596 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 49,039 | 2,555 | 0.21% | 0.21% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 44,461 | 2,316 | 1.6% | 1.6% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AA Financial Advisors, LLC | History | No change | 42,282 | 2,203 | 0.26% | 0.26% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 36,340 | 1,893 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Creative Capital Management Investments LLC | History | No change | 34,240 | 1,784 | 0.41% | 0.41% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| von Borstel & Associates, Inc. | History | No change | 34,250 | 1,784 | 0.37% | 0.37% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 31,600 | 1,646 | 1.4% | 1.4% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 31,001 | 1,615 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 29,868 | 1,556 | 0.36% | 0.36% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Babb Wealth Advisors LLC | History | No change | 28,869 | 1,504 | 0.72% | 0.72% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 30,135 | 1,493 | 0.01% | 0.02% | 36 | -14,056 | -31.81% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 27,687 | 1,442 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanager Wealth Management LLP | History | No change | 27,362 | 1,425 | 0.12% | 0.12% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 27,209 | 1,417 | 0.44% | 0.44% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 25,742 | 1,341 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 25,149 | 1,310 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RW Investment Management LLC | History | No change | 22,272 | 1,160 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | No change | 21,465 | 1,118 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 21,157 | 1,102 | 0.38% | 0.38% | 44 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CURIO WEALTH, LLC | History | No change | 21,108 | 1,099 | 0.34% | 0.34% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 20,479 | 1,067 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 19,418 | 1,011 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 18,664 | 973 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Broadhurst Jeffrey B | History | No change | 17,750 | 924 | 1.97% | 1.97% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Flagstone Financial Management | History | No change | 17,292 | 901 | 0.2% | 0.2% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 17,625 | 897 | 0.24% | 0.24% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 17,133 | 892 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 17,068 | 889 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BetterWealth, LLC | History | No change | 17,042 | 888 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Skyline Advisors, Inc. | History | No change | 16,437 | 856 | 0.27% | 0.27% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| McCartney Wealth Management LLC | History | No change | 15,943 | 830 | 0.63% | 0.63% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Level Financial Advisors | History | No change | 15,384 | 801 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clarity Asset Management, Inc. | History | No change | 14,935 | 778 | 0.38% | 0.38% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 14,486 | 754 | 0.59% | 0.59% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 13,439 | 700 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Verisail Partners, LLC | History | No change | 13,427 | 699 | 0.26% | 0.26% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 13,398 | 698 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13,128 | 684 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mason & Associates Inc | History | No change | 13,119 | 683 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 12,285 | 640 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Wealth Partners | History | No change | 11,999 | 625 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geometric Wealth Advisors | History | No change | 11,985 | 624 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestment Financial LLC | History | No change | 11,989 | 620 | 0.28% | 0.28% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Freedom Day Solutions, LLC | History | No change | 11,799 | 614 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WPWealth LLP | History | No change | 11,529 | 600 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Wealth Group, LLC | History | No change | 11,288 | 588 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 10,544 | 549 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 9,607 | 500 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 9,214 | 480 | 0.2% | 0.2% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 9,201 | 479 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tillman Hartley LLC | History | No change | 9,112 | 474 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 8,962 | 467 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equita Financial Network, Inc. | History | No change | 8,858 | 461 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aspen Capital Management, LLC | History | No change | 8,455 | 440 | 0.1% | 0.1% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 8,399 | 437 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 8,119 | 423 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 7,794 | 406 | 0.19% | 0.19% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,831 | 405 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Shore Point Advisors, LLC | History | No change | 7,748 | 403 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stewardship Advisors, LLC | History | No change | 7,714 | 401 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 7,460 | 380 | 0.12% | 0.12% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 7,153 | 372 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 7,131 | 371 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XY Planning Network, Inc. | History | No change | 7,053 | 367 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Plan, Inc. | History | No change | 6,902 | 359 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Capital Management LLC | History | No change | 6,487 | 338 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,702 | 297 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E-Wealth Partners, LLC | History | No change | 5,494 | 286 | 0.21% | 0.21% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 5,270 | 274 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,183 | 270 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Greenspring Advisors, LLC | History | No change | 5,181 | 269 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ariadne Wealth Management, LP | History | No change | 4,666 | 243 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 4,514 | 235 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 4,505 | 234 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 4,374 | 227 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 4,297 | 223 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EnRich Financial Partners LLC | History | No change | 4,293 | 223 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 4,195 | 218 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 4,190 | 207 | 0.08% | 0.08% | 104 | +57 | 1.38% | Q3 2026 | Oct 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,884 | 202 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 3,531 | 184 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,112 | 162 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,031 | 157 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeSteps Financial, Inc. | History | No change | 2,747 | 143 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,161 | 112 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Capital Management LLC | History | No change | 2,043 | 106 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,351 | 70 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,140 | 59 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 907 | 47 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 899 | 44 | 0.01% | 0.01% | 115 | +12 | 1.35% | Q3 2026 | Oct 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 836 | 43 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 682 | 35 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 637 | 33 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 598 | 31 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JNBA Financial Advisors | History | No change | 474 | 24 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 172 | 8 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 101 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 64 | 3 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |