DFATUSD: Dimensional Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
861 institutions reported holding $11.54B of Dimensional Etf Trust on Form 13F (822 the quarter before). 64 opened a new position and 26 sold out. Shares held by institutions: +1%.
| Largest holders | Shares | Value |
|---|---|---|
| Creative Planning | 13,305,154 | $930.03M |
| Focus Partners Wealth | 12,491,981 | $873.19M |
| Forum Financial Management, LP | 10,383,581 | $725.81M |
| Index Fund Advisors, Inc. | 6,328,437 | $442.36M |
| Pure Financial Advisors, LLC | 5,711,959 | $399.27M |
| Focus Partners Advisor Solutions, LLC | 5,632,475 | $393.71M |
| Savant Capital, LLC | 5,350,293 | $374.99M |
| EP Wealth Advisors, LLC | 4,751,916 | $332.16M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 2,814,122 | $196.71M |
| Asset Dedication, LLC | 2,548,907 | $178.17M |
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