DFSI: 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)
240 institutions reported holding $769.62M of Dimensional Etf Trust on Form 13F (229 the quarter before). 19 opened a new position and 3 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| Focus Partners Wealth | 1,218,472 | $54.95M |
| MASECO LLP | 1,012,064 | $45.70M |
| AWM CAPITAL, LLC | 995,334 | $44.89M |
| Pathstone Holdings, LLC | 984,898 | $44.42M |
| Quantum Financial Advisors, LLC | 831,098 | $37.48M |
| Francis Financial, Inc. | 767,312 | $34.61M |
| Abacus Wealth Partners, LLC | 605,285 | $27.30M |
| Five Oceans Advisors | 426,583 | $19.24M |
| EP Wealth Advisors, LLC | 426,228 | $19.22M |
| Citrine Capital LLC | 393,481 | $17.75M |
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