DFSD: 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)
449 institutions reported holding $5.75B of Dimensional Etf Trust on Form 13F (431 the quarter before). 34 opened a new position and 18 sold out. Shares held by institutions: +10%.
| Largest holders | Shares | Value |
|---|---|---|
| Focus Partners Wealth | 7,253,853 | $346.37M |
| Focus Partners Advisor Solutions, LLC | 6,339,321 | $302.70M |
| Apella Capital, LLC | 5,420,887 | $258.52M |
| OneDigital Investment Advisors LLC | 3,880,784 | $185.31M |
| Savant Capital, LLC | 3,654,844 | $174.52M |
| Root Financial Partners, LLC | 3,637,085 | $173.67M |
| Vise Technologies, Inc. | 3,490,783 | $166.68M |
| Beaird Harris Wealth Management, LLC | 3,199,436 | $152.77M |
| Planning Center, Inc. | 2,904,314 | $138.68M |
| ENVESTNET ASSET MANAGEMENT INC | 2,683,166 | $128.12M |
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