DIMENSIONAL ETF TRUST

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DFSI·25434V690·US·ETF·Unknown - Unknown

DFSI (DIMENSIONAL ETF TRUST) is held by 43 institutional investors as of Q2 2026. Largest holders: Focus Partners Wealth ($55M), Pathstone Holdings, LLC ($44.4M), EP Wealth Advisors, LLC ($19.2M). Net institutional sentiment: Mixed.

43

Holders

(6 Elite)

$217.1M

Total Value

63% (40)

Consensus

25 buying - 15 selling

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

Smart Money Verdict

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Institutional (13F)40

Insider (Form 4)72

Activist (13D/13G)72

Congressional (STOCK Act)67

Holder Quality

33

★★★★★

Elite

29

★★★★

Strong

41

★★★

Solid

79

★★

Below

14

★

Weak

Held by 43 funds

6 elite

Who's Trading

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

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

Top Holders

Top Holders (43)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Increased	1.2M(+4.6%)	$55M	0.1%	+28.61%	31
Pathstone Holdings, LLC	Increased	984,898(+23.9%)	$44.4M	0.1%	+19.78%	42
EP Wealth Advisors, LLC	Increased	426,228(+2.4%)	$19.2M	0.1%	+7.70%	29
Savant Capital, LLC	Increased	309,218(+14.2%)	$14M	0.0%	+16.53%	32
Bank of New York Mellon Corp	Increased	228,448(+289.6%)	$10.3M	0.0%	+5.90%	45
WAWealthspire Advisors, LLC	Increased	218,754(+274.7%)	$9.9M	0.1%	+12.29%	45
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	215,983(+18.1%)	$9.7M	0.0%	+12.42%	32
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	156,527(+3.1%)	$7.1M	0.0%	+49.98%	28
OneDigital Investment Advisors LLC	Increased	120,549(+7.9%)	$5.4M	0.0%	+43.33%	29
Corient Private Wealth LP	Decreased	117,845(-7.2%)	$5.3M	0.0%	+25.48%	0
BROWN ADVISORY INC	Increased	104,113(+6.5%)	$4.7M	0.0%	+8.05%	29
RAYMOND JAMES FINANCIAL INC	Decreased	99,011(-5.0%)	$4.5M	0.0%	+11.88%	0
JANE STREET GROUP, LLC	Decreased	86,254(-68.7%)	$3.9M	0.0%	+9.95%	0
Cerity Partners LLC	Increased	84,219(+93.6%)	$3.8M	0.0%	+13.33%	42
Sequoia Financial Advisors, LLC	Decreased	78,288(-7.6%)	$3.5M	0.0%	+22.53%	0
LPL Financial LLC	Increased	51,216(+17.4%)	$2.3M	0.0%	+26.35%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	50,588(-1.3%)	$2.3M	0.0%	+43.48%	0
HighTower Advisors, LLC	Increased	30,527(+3.6%)	$1.4M	0.0%	+24.69%	26
Farther Finance Advisors, LLC	Decreased	26,064(-4.3%)	$1.2M	0.0%	+36.69%	0
OSAIC HOLDINGS, INC.	Increased	22,879(+102.2%)	$1M	0.0%	+16.82%	40

Showing 1-20 of 43

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DFSIDIMENSIONAL 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