Dimensional ETF Trust: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Who owns Dimensional ETF Trust?
As of Jun 30, 2026, the largest holders reported on Form 13F were Tencap Wealth Coaching (1.2 million shares), Beacon Pointe Advisors (785,013 shares) and BCR Wealth Strategies (782,808 shares).
Which institutions hold the most Dimensional ETF Trust shares?
Per Form 13F filings as of Jun 30, 2026:
- 1. Tencap Wealth Coaching: 1.2 million shares
- 2. Beacon Pointe Advisors: 785,013 shares
- 3. BCR Wealth Strategies: 782,808 shares
- 4. FMB Wealth Management: 327,365 shares
- 5. RFG Advisory: 315,199 shares
- 6. American Trust: 268,870 shares
- 7. Pure Financial Advisors: 238,448 shares
- 8. Versant Capital Management: 170,886 shares
- 9. Corus Family Wealth Advisors: 118,194 shares
- 10. LVZ: 110,345 shares
We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders (all 13F filers)
- Tencap Wealth Coaching1.2 MWealth adviser+12 K
- Beacon Pointe Advisors785 KType not verified+32 K
- BCR Wealth Strategies783 KWealth adviser−6,070
- FMB Wealth Management327 KWealth adviser−272
- RFG Advisory315 KType not verified+11 K
- American Trust269 KType not verified+6,051
- Pure Financial Advisors238 KType not verified+7,456
- Versant Capital Management171 KType not verified+130 K
- Corus Family Wealth Advisors118 KWealth adviser+6,221
- LVZ110 KType not verified+5,925
- Tencap Wealth Coaching
- Shares
- 1.2 M
- Change
- +12 K
See more
- Type
- Wealth adviser
- Value
- $80.4M
- Shares
- 785 K
- Change
- +32 K
See more
- Type
- Type not verified
- Value
- $52.2M
- BCR Wealth Strategies
- Shares
- 783 K
- Change
- −6,070
See more
- Type
- Wealth adviser
- Value
- $52.1M
- FMB Wealth Management
- Shares
- 327 K
- Change
- −272
See more
- Type
- Wealth adviser
- Value
- $21.8M
- Shares
- 315 K
- Change
- +11 K
See more
- Type
- Type not verified
- Value
- $21.0M
- Shares
- 269 K
- Change
- +6,051
See more
- Type
- Type not verified
- Value
- $17.9M
- Shares
- 238 K
- Change
- +7,456
See more
- Type
- Type not verified
- Value
- $15.9M
- Shares
- 171 K
- Change
- +130 K
See more
- Type
- Type not verified
- Value
- $11.4M
- Corus Family Wealth Advisors
- Shares
- 118 K
- Change
- +6,221
See more
- Type
- Wealth adviser
- Value
- $7.9M
- LVZ
- Shares
- 110 K
- Change
- +5,925
See more
- Type
- Type not verified
- Value
- $7.3M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market.