DFSE DIMENSIONAL ETF TRUST: institutional ownership and insider trading

202 funds reported holding $510M of DIMENSIONAL ETF TRUST in their latest 13F filings; in Q2 2026 funds net bought $19.6M, with 20 new positions and 7 funds selling out.

Largest institutional holders of DFSE

  1. AWM CAPITAL, LLC — $43.4M
  2. Pathstone Holdings, LLC — $32.9M
  3. MASECO LLP — $29.0M
  4. Focus Partners Wealth — $27.8M
  5. Quantum Financial Advisors, LLC — $25.8M
  6. Five Oceans Advisors — $19.1M
  7. Forum Financial Management, LP — $17.7M
  8. Citrine Capital LLC — $16.6M
  9. Abacus Wealth Partners, LLC — $15.5M
  10. EP Wealth Advisors, LLC — $15.0M

Who owns the most DFSE stock?

The largest institutional holders of DIMENSIONAL ETF TRUST in the latest 13F filings are AWM CAPITAL, LLC ($43.4M), Pathstone Holdings, LLC ($32.9M), MASECO LLP ($29.0M).

All DFSE 13F holders