DFEM: 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)
598 institutions reported holding $7.68B of Dimensional Etf Trust on Form 13F (563 the quarter before). 52 opened a new position and 16 sold out. Shares held by institutions: same.
| Largest holders | Shares | Value |
|---|---|---|
| Forum Financial Management, LP | 15,767,639 | $640.80M |
| Focus Partners Wealth | 9,899,602 | $402.32M |
| Focus Partners Advisor Solutions, LLC | 8,824,359 | $358.62M |
| Sequoia Financial Advisors, LLC | 5,299,151 | $215.36M |
| Truepoint, Inc. | 4,964,110 | $201.74M |
| Savant Capital, LLC | 4,375,866 | $177.84M |
| HBK Sorce Advisory LLC | 3,354,929 | $131.21M |
| Forvis Mazars Wealth Advisors, LLC | 3,210,847 | $130.49M |
| HighTower Advisors, LLC | 3,192,252 | $129.73M |
| Parcion Private Wealth LLC | 2,602,795 | $105.78M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.