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.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders (all 13F filers)
- Pure Financial Advisors2.2 MType not verified−38 K
- Bernicke Wealth Management2.0 MWealth adviser+20 K
- Brighton Jones1.2 MType not verified+154 K
- LRI Investments1.1 MType not verified+82 K
- Your Advocates Ltd., LLP1.0 MType not verified−14 K
- Quantum Financial Advisors895 KType not verified+63 K
- Rather & Kittrell726 KType not verified+55 K
- Stratos Investment Management664 KType not verified+23 K
- Foundations Investment Advisors625 KType not verified+31 K
- Monograph Wealth Advisors567 KWealth adviser+48 K
- Shares
- 2.2 M
- Change
- −38 K
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- Type
- Type not verified
- Value
- $180M
- Bernicke Wealth Management
- Shares
- 2.0 M
- Change
- +20 K
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- Type
- Wealth adviser
- Value
- $162M
- Shares
- 1.2 M
- Change
- +154 K
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- Type
- Type not verified
- Value
- $96.4M
- Shares
- 1.1 M
- Change
- +82 K
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- Type
- Type not verified
- Value
- $87.9M
- Your Advocates Ltd., LLP
- Shares
- 1.0 M
- Change
- −14 K
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- Type
- Type not verified
- Value
- $86.0M
- Shares
- 895 K
- Change
- +63 K
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- Type
- Type not verified
- Value
- $73.4M
- Rather & Kittrell
- Shares
- 726 K
- Change
- +55 K
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- Type
- Type not verified
- Value
- $59.5M
- Shares
- 664 K
- Change
- +23 K
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- Type
- Type not verified
- Value
- $54.5M
- Shares
- 625 K
- Change
- +31 K
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- Type
- Type not verified
- Value
- $51.2M
- Shares
- 567 K
- Change
- +48 K
See more
- Type
- Wealth adviser
- Value
- $46.5M
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.
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.