DFSE: 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)
185 institutions reported holding $456.14M of Dimensional Etf Trust on Form 13F (175 the quarter before). 20 opened a new position and 7 sold out. Shares held by institutions: +4%.
| Largest holders | Shares | Value |
|---|---|---|
| AWM CAPITAL, LLC | 821,857 | $40.17M |
| Pathstone Holdings, LLC | 673,453 | $32.92M |
| MASECO LLP | 594,139 | $29.03M |
| Focus Partners Wealth | 569,426 | $27.83M |
| Quantum Financial Advisors, LLC | 528,686 | $25.84M |
| Five Oceans Advisors | 442,368 | $21.62M |
| Forum Financial Management, LP | 365,681 | $17.87M |
| Citrine Capital LLC | 323,640 | $15.82M |
| Abacus Wealth Partners, LLC | 317,897 | $15.53M |
| EP Wealth Advisors, LLC | 307,473 | $15.03M |
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