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)
- Focus Partners Wealth3.4 MWealth adviser−209 K
- HighTower Advisors2.7 MWealth adviser+29 K
- Root Financial Partners2.3 MType not verified+209 K
- Vise Technologies2.2 MType not verified+495 K
- Prudential Financial2.0 MInsurance holding−189 K
- Elwood & Goetz Wealth Advisory Group1.8 MWealth adviser−734 K
- RAM Investment Partners1.5 MType not verified+29 K
- Moisand Fitzgerald Tamayo1.5 MType not verified+11 K
- Savant Capital1.2 MWealth adviser+481 K
- Great OAK Capital Partners1.1 MType not verified+26 K
- Shares
- 3.4 M
- Change
- −209 K
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- Type
- Wealth adviser
- Value
- $88.1M
- Shares
- 2.7 M
- Change
- +29 K
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- Type
- Wealth adviser
- Value
- $71.2M
- Shares
- 2.3 M
- Change
- +209 K
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- Type
- Type not verified
- Value
- $60.8M
- Shares
- 2.2 M
- Change
- +495 K
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- Type
- Type not verified
- Value
- $57.3M
- Shares
- 2.0 M
- Change
- −189 K
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- Type
- Insurance holding
- Value
- $52.6M
- Elwood & Goetz Wealth Advisory Group
- Shares
- 1.8 M
- Change
- −734 K
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- Type
- Wealth adviser
- Value
- $47.0M
- RAM Investment Partners
- Shares
- 1.5 M
- Change
- +29 K
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- Type
- Type not verified
- Value
- $38.1M
- Moisand Fitzgerald Tamayo
- Shares
- 1.5 M
- Change
- +11 K
See more
- Type
- Type not verified
- Value
- $38.1M
- Shares
- 1.2 M
- Change
- +481 K
See more
- Type
- Wealth adviser
- Value
- $31.5M
- Great OAK Capital Partners
- Shares
- 1.1 M
- Change
- +26 K
See more
- Type
- Type not verified
- Value
- $28.7M
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.