DIMENSIONAL ETF TRUST

Watch

Share

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

DFSE (DIMENSIONAL ETF TRUST) is held by 35 institutional investors as of Q2 2026. Largest holders: Pathstone Holdings, LLC ($32.9M), Focus Partners Wealth ($27.8M), EP Wealth Advisors, LLC ($15M). Net institutional sentiment: Bullish.

35

Holders

(8 Elite)

$126.3M

Total Value

74% (31)

Consensus

23 buying - 8 selling

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

Smart Money Verdict

View all

Loading verdict

Institutional (13F)81

Insider (Form 4)73

Activist (13D/13G)39

Congressional (STOCK Act)35

Holder Quality

53

★★★★★

Elite

89

★★★★

Strong

61

★★★

Solid

19

★★

Below

42

★

Weak

Held by 35 funds

8 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (35)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Pathstone Holdings, LLC	Increased	673,453(+18.1%)	$32.9M	0.1%	+22.50%	34
FWFocus Partners Wealth	Increased	569,426(+6.0%)	$27.8M	0.0%	+37.04%	31
EP Wealth Advisors, LLC	Increased	307,473(+0.1%)	$15M	0.1%	+13.35%	28
Savant Capital, LLC	Increased	262,183(+22.2%)	$12.8M	0.0%	+27.89%	34
WAWealthspire Advisors, LLC	New	191,799	$9.4M	0.1%	+0.20%	38
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	76,739(+6.6%)	$3.8M	0.0%	+16.67%	28
OneDigital Investment Advisors LLC	Increased	68,228(+5.5%)	$3.3M	0.0%	+48.30%	28
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	66,534(-8.9%)	$3.2M	0.0%	+66.08%	0
Cerity Partners LLC	Increased	65,090(+132.1%)	$3.2M	0.0%	+11.80%	43
GOLDMAN SACHS GROUP INC	Increased	59,016(+18.0%)	$2.9M	0.0%	+10.30%	31
Corient Private Wealth LP	Decreased	53,535(-1.6%)	$2.6M	0.0%	+31.29%	0
BROWN ADVISORY INC	Increased	24,647(+48.1%)	$1.2M	0.0%	+8.09%	35
HighTower Advisors, LLC	Increased	22,640(+2.2%)	$1.1M	0.0%	+19.60%	26
Sequoia Financial Advisors, LLC	Increased	17,942(+11.5%)	$876,986	0.0%	+38.63%	28
NewEdge Wealth, LLC	Unchanged	15,513	$758,268	0.0%	+19.29%	0
JANE STREET GROUP, LLC	Decreased	14,977(-82.7%)	$732,068	0.0%	+20.23%	0
LPL Financial LLC	Increased	14,638(+13.9%)	$715,487	0.0%	+34.73%	28
Farther Finance Advisors, LLC	Decreased	13,698(-4.1%)	$669,571	0.0%	+38.45%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	11,839(+1.1%)	$578,670	0.0%	+57.88%	25
NewEdge Advisors, LLC	Decreased	10,868(-7.5%)	$531,222	0.0%	+60.93%	0

Showing 1-20 of 37

Per page:

1 / 2

DFSEDIMENSIONAL ETF TRUST

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

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