Dimensional ETF Trust - DFSD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$22.08B

QoQ value delta ($000)

+$18.07B (+450.3%)

Implied price effect (QoQ)

+367.35%

Total shares

97,902,632

QoQ shares delta

+14,757,790 (+17.75%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 6 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Cornerstone Wealth Partners, LLC	17,400,054	362,878	12.08%
Focus Partners Wealth	261,123	5,445,744	0.3%
Apella Capital, LLC	216,239	4,509,681	4.27%
Savant Capital, LLC	192,522	4,015,059	1.1%
OneDigital Investment Advisors LLC	170,576	3,557,393	1.67%
Beaird Harris Wealth Management, LLC	153,670	3,204,807	10.58%
Planning Center, Inc.	129,174	2,693,940	13.19%
Root Financial Partners, LLC	119,132	2,484,523	6.09%
Vise Technologies, Inc.	109,065	2,274,567	2.14%
ENVESTNET ASSET MANAGEMENT INC	108,556	2,263,961	0.03%
DiNuzzo Private Wealth, Inc.	97,992	2,043,634	10.66%
HighTower Advisors, LLC	90,517	1,887,749	0.1%
PHILLIPS FINANCIAL MANAGEMENT, LLC	84,719	1,766,837	5.46%
Great Waters Wealth Management	74,792	1,559,797	8.23%
Rachor Investment Advisory Services, LLC	67,485	1,407,423	35.8%
Diversified Portfolios, Inc.	59,295	1,236,613	4.94%
Rather & Kittrell, Inc.	59,058	1,231,675	9.51%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	58,530	1,220,654	9.1%
ASSETMARK, INC	58,522	1,220,485	0.12%
WPWealth LLP	56,154	1,171,113	8.79%
Focus Partners Advisor Solutions, LLC	54,956	1,146,111	0.67%
McIlrath & Eck, LLC	54,268	1,131,781	5.04%
COMMONWEALTH EQUITY SERVICES, LLC	52,609	1,097,179	0.07%
Ruedi Wealth Management, Inc.	50,004	1,042,845	13.1%
Altiora Financial Group, LLC	46,725	974,467	8.05%