DIMENSIONAL ETF TRUST (DFSE) is held by 34 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Pathstone Holdings, LLC as of Q1 2026.

Are institutions buying or selling DFSE?

In Q1 2026, 27 institutions opened or increased positions in DIMENSIONAL ETF TRUST while 6 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DFSE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for DIMENSIONAL ETF TRUST.

How many hedge funds hold DFSE?

34 institutional investors report holding DIMENSIONAL ETF TRUST (DFSE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into DFSE?

As of Q1 2026, tracked institutions in DIMENSIONAL ETF TRUST show 27 buyers versus 6 sellers — net inflows.

DIMENSIONAL ETF TRUST

DFSE·25434V682·US·ETF·Unknown - Unknown

Holders

Avg rating(15 Elite)

$97.3M

Total Value

82% (37)

Fund Consensus

27 buying - 6 selling

No verdict yet — fewer than 2 funds hold DFSE.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Pathstone Holdings, LLC	Increased	570,391(+10.7%)	$24.2M	0.1%	+26.10%	32
FWFocus Partners Wealth	Increased	536,976(+0.7%)	$23.8M	0.0%	+38.38%	29
EP Wealth Advisors, LLC	Increased	307,238(+2730.1%)	$13M	0.1%	+12.00%	45
Savant Capital, LLC	Increased	214,628(+56.3%)	$9.1M	0.0%	+34.59%	39
JANE STREET GROUP, LLC	Increased	86,476(+272.0%)	$3.7M	0.0%	+18.79%	43
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	73,007(-13.7%)	$3.1M	0.0%	+64.08%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	72,002(+36.9%)	$3.1M	0.0%	+16.53%	34
OneDigital Investment Advisors LLC	Increased	64,673(+1.9%)	$2.7M	0.0%	+50.49%	27
GOLDMAN SACHS GROUP INC	New	50,000	$2.1M	0.0%	+10.99%	36
Beacon Pointe Advisors, LLC	Increased	49,789(+8.7%)	$2.1M	0.0%	+18.38%	28
Corient Private Wealth LLC	Increased	54,392(+22.6%)	$1.9M	0.0%	+38.38%	31
Cerity Partners LLC	Decreased	28,041(-1.9%)	$1.2M	0.0%	+30.40%	0
HighTower Advisors, LLC	Increased	22,143(+84.0%)	$938,192	0.0%	+18.67%	39
BROWN ADVISORY INC	New	16,644	$705,201	0.0%	+10.99%	34
Sequoia Financial Advisors, LLC	Increased	16,094(+0.0%)	$681,881	0.0%	+43.27%	24
Mariner, LLC	Increased	15,973(+50.1%)	$676,781	0.0%	+14.50%	34
NewEdge Wealth, LLC	Increased	15,513(+4.3%)	$657,281	0.0%	+17.86%	26
Farther Finance Advisors, LLC	Increased	14,288(+9.9%)	$610,468	0.0%	+36.79%	27
LPL Financial LLC	Increased	12,854(+6.4%)	$544,609	0.0%	+39.79%	26
NewEdge Advisors, LLC	Unchanged	11,755	$498,056	0.0%	+59.00%	0