DIMENSIONAL ETF TRUST

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DFNM·25434V849·US·ETF·Unknown - Unknown

DFNM (DIMENSIONAL ETF TRUST) is held by 49 institutional investors as of Q2 2026. Largest holders: Focus Partners Wealth ($245M), Sequoia Financial Advisors, LLC ($43.3M), Pathstone Holdings, LLC ($39.1M). Net institutional sentiment: Bullish.

49

Holders

(9 Elite)

$576.9M

Total Value

75% (48)

Consensus

36 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)75

Insider (Form 4)46

Activist (13D/13G)55

Congressional (STOCK Act)65

Holder Quality

56

★★★★★

Elite

38

★★★★

Strong

64

★★★

Solid

22

★★

Below

71

★

Weak

Held by 49 funds

9 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFNM.

Top Holders

Top Holders (49)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Increased	5.1M(+20.1%)	$245M	0.3%	+1.64%	44
Sequoia Financial Advisors, LLC	Increased	896,162(+1.8%)	$43.3M	0.2%	+8.90%	35
Pathstone Holdings, LLC	Increased	808,791(+2.6%)	$39.1M	0.1%	+5.02%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	672,029(+2.9%)	$32.5M	0.0%	+8.05%	30
LPL Financial LLC	Increased	578,747(+11.6%)	$28M	0.0%	+4.82%	32
BANK OF AMERICA CORP /DE/	Increased	481,181(+15.0%)	$23.3M	0.0%	+2.64%	33
IWIntegrated Wealth Concepts LLC	Increased	391,663(+91.3%)	$18.9M	0.1%	+2.90%	45
Savant Capital, LLC	Increased	376,015(+21.0%)	$18.2M	0.1%	+0.54%	34
ASSETMARK, INC	Increased	350,598(+5.4%)	$16.9M	0.0%	+7.86%	30
HighTower Advisors, LLC	Decreased	290,185(-50.8%)	$14M	0.0%	+4.05%	0
Allworth Financial LP	Increased	237,528(+4.4%)	$11.5M	0.0%	+1.75%	29
OSAIC HOLDINGS, INC.	Increased	230,567(+273.2%)	$11.1M	0.0%	+0.20%	45
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	212,330(+1.9%)	$10.2M	0.0%	+6.44%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	203,458(+46.8%)	$9.8M	0.0%	+2.70%	38
JPMORGAN CHASE & CO	Increased	153,321(+13.1%)	$7.4M	0.0%	+1.77%	31
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	83,826(-5.0%)	$4.1M	0.0%	+2.97%	0
Corient Private Wealth LP	Increased	81,877(+0.1%)	$4M	0.0%	+3.64%	27
STIFEL FINANCIAL CORP	Decreased	77,050(-7.1%)	$3.7M	0.0%	+9.20%	0
Private Advisor Group, LLC	Increased	75,612(+27.6%)	$3.7M	0.0%	+4.21%	33
TRUIST FINANCIAL CORP	Increased	68,393(+2.1%)	$3.3M	0.0%	+6.02%	27

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DFNMDIMENSIONAL ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer