DFNM: 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)
294 institutions reported holding $1.94B of Dimensional Etf Trust on Form 13F (277 the quarter before). 23 opened a new position and 8 sold out. Shares held by institutions: +10%.
| Largest holders | Shares | Value |
|---|---|---|
| Focus Partners Wealth | 5,069,659 | $245.04M |
| Truepoint, Inc. | 3,211,719 | $155.24M |
| Focus Partners Advisor Solutions, LLC | 1,646,788 | $79.60M |
| Apella Capital, LLC | 1,590,906 | $76.81M |
| Foster Group, Inc. | 1,483,405 | $71.70M |
| Symmetry Partners, LLC | 1,285,613 | $62.14M |
| GeoWealth Management, LLC | 1,055,345 | $51.01M |
| Rather & Kittrell, Inc. | 939,121 | $45.39M |
| Sequoia Financial Advisors, LLC | 896,162 | $43.32M |
| Pathstone Holdings, LLC | 808,791 | $39.09M |
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