DFSU: 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)
279 institutions reported holding $1.69B of Dimensional Etf Trust on Form 13F (262 the quarter before). 28 opened a new position and 8 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| Retirement Solution LLC | 5,478,280 | $255.45M |
| AWM CAPITAL, LLC | 3,511,890 | $163.76M |
| Quantum Financial Advisors, LLC | 2,379,557 | $110.96M |
| Focus Partners Wealth | 2,160,532 | $100.75M |
| MASECO LLP | 2,068,712 | $96.50M |
| Citrine Capital LLC | 1,569,106 | $73.17M |
| Pathstone Holdings, LLC | 1,508,057 | $70.32M |
| Abacus Wealth Partners, LLC | 1,300,763 | $60.63M |
| EP Wealth Advisors, LLC | 734,838 | $34.27M |
| Savant Capital, LLC | 549,074 | $25.62M |
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