Dimensional ETF Trust - DFSI

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$782.8M
QoQ value delta ($000)
+$5.136M (+0.66%)
Implied price effect (QoQ)
-0.03%
Shares
Total shares
17,358,273
QoQ shares delta
+119,896 (+0.7%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 7 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Focus Partners Wealth 54,953 1,218,472 0.06%
MASECO LLP 45,704 1,012,064 1.28%
AWM CAPITAL, LLC 44,889 995,334 3.59%
Pathstone Holdings, LLC 44,418 984,898 0.13%
Quantum Financial Advisors, LLC 37,482 831,098 3.71%
Francis Financial, Inc. 34,605 767,312 5.67%
Abacus Wealth Partners, LLC 27,295 605,285 2.87%
Five Oceans Advisors 19,238 426,583 6.18%
EP Wealth Advisors, LLC 19,222 426,228 0.07%
Citrine Capital LLC 17,745 393,481 6.57%
Apella Capital, LLC 16,293 364,186 0.21%
Retirement Solution LLC 15,760 349,466 3.08%
Savant Capital, LLC 13,955 309,218 0.04%
Forum Financial Management, LP 12,140 269,201 0.16%
MERCER GLOBAL ADVISORS INC /ADV 11,209 248,537 0.01%
Elser Financial Planning, Inc 10,813 239,760 0.47%
Bank of New York Mellon Corp 10,303 228,448 0.0%
Balanced Rock Investment Advisors LLC 9,950 220,624 6.21%
Wealthspire Advisors, LLC 9,865 218,754 0.05%
HILL ISLAND FINANCIAL LLC 9,169 203,314 1.96%
Allodium Investment Consultants, LLC 9,107 201,944 3.87%
Planning Center, Inc. 8,351 185,179 0.79%
Focus Partners Advisor Solutions, LLC 8,337 184,872 0.07%
New Capital Management LP 8,117 179,986 1.85%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,114 156,527 0.01%