DIMENSIONAL ETF TRUST

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DFSE·25434V682·US·ETF

DFSE (DIMENSIONAL ETF TRUST) is held by 36 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.

36

Holders

(7 Elite)

$129.2M

Total Value

75% (32)

Consensus

24 buying - 8 selling

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

Smart Money Verdict

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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 36 funds

7 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (36)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Pathstone Holdings, LLC	Increased	673,453(+18.1%)	$32.9M	0.1%	+21.12%	34
FWFocus Partners Wealth	Increased	569,426(+6.0%)	$27.8M	0.0%	+35.13%	31
EP Wealth Advisors, LLC	Increased	307,473(+0.1%)	$15M	0.1%	+14.99%	28
Savant Capital, LLC	Increased	262,183(+22.2%)	$12.8M	0.0%	+27.34%	34
WAWealthspire Advisors, LLC	New	191,799	$9.4M	0.1%	-1.66%	38
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	84,065(+16.8%)	$4.1M	0.0%	+13.96%	31
OneDigital Investment Advisors LLC	Increased	68,228(+5.5%)	$3.3M	0.0%	+46.87%	28
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	66,534(-8.9%)	$3.2M	0.0%	+67.34%	0
Cerity Partners LLC	Increased	65,090(+132.1%)	$3.2M	0.0%	+9.54%	43
GOLDMAN SACHS GROUP INC	Increased	59,016(+18.0%)	$2.9M	0.0%	+11.33%	31
Corient Private Wealth LP	Decreased	53,535(-1.6%)	$2.6M	0.0%	+39.14%	0
Beacon Pointe Advisors, LLC	Increased	50,694(+1.8%)	$2.5M	0.0%	+17.69%	27
BROWN ADVISORY INC	Increased	24,647(+48.1%)	$1.2M	0.0%	+8.42%	35
HighTower Advisors, LLC	Increased	22,640(+2.2%)	$1.1M	0.0%	+19.15%	26
Sequoia Financial Advisors, LLC	Increased	17,942(+11.5%)	$876,986	0.0%	+37.56%	28
NewEdge Wealth, LLC	Unchanged	15,513	$758,268	0.0%	+17.71%	0
JANE STREET GROUP, LLC	Decreased	14,977(-82.7%)	$732,068	0.0%	+21.48%	0
LPL Financial LLC	Increased	14,638(+13.9%)	$715,487	0.0%	+32.85%	28
Farther Finance Advisors, LLC	Decreased	13,698(-4.1%)	$669,571	0.0%	+41.29%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	11,839(+1.1%)	$578,670	0.0%	+55.90%	25

Showing 1-20 of 38

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DFSEDIMENSIONAL 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