Funds holding Dimensional ETF Trust
ISIN US25434V6662 · United States · LEI 549300TQ0DPO13B72F34
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 760.6K $
A single tracked fund declares this security: these figures do not say who holds it.
Other securities from the same issuer : Dimensional ETF Trust (US25434V4014), Dimensional ETF Trust (US25434V8726), Dimensional ETF Trust (US25434V2034), Dimensional ETF Trust (US25434V7082), Dimensional International Core (US25434V7991), Dimensional ETF Trust (US25434V3024), Dimensional ETF Trust (US25434V8239), Dimensional ETF Trust (US25434V8312)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Ocean Park Tactical Risk Spectrum 70 Fund Northern Lights Fund Trust | 21,300 | 760.6K $ | 1.01 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ocean Park Tactical Risk Spectrum 70 Fund Northern Lights Fund Trust | 1.01 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 21,300 | +177,400.0 % |
| 2026Q1 | 1 | 0 | 12 | 0.0 % |
| 2025Q4 | 1 | -2 | 12 | -64.7 % |
| 2025Q3 | 3 | +2 | 34 | -99.8 % |
| 2025Q2 | 1 | 13,878 |
Institutional managers
366 managers declare this security to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| Savant Capital, LLC | 20,622,687 | 736.4M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 6,770,021 | 241.6M $ | as of Mar 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,591,120 | 163.9M $ | as of Mar 31, 2026 |
| Foster Group, Inc. | 4,059,266 | 145M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 3,667,210 | 131M $ | as of Mar 31, 2026 |
| Truepoint, Inc. | 3,585,713 | 128M $ | as of Mar 31, 2026 |
| Root Financial Partners, LLC | 3,143,873 | 112.3M $ | as of Mar 31, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 2,995,202 | 107M $ | as of Mar 31, 2026 |
| EP Wealth Advisors, LLC | 2,793,707 | 99.8M $ | as of Mar 31, 2026 |
| Vise Technologies, Inc. | 2,580,784 | 88.3M $ | as of Mar 31, 2026 |
| Pathstone Holdings, LLC | 2,553,519 | 91.2M $ | as of Mar 31, 2026 |
| Summit Financial Strategies, Inc. | 2,408,269 | 86M $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 2,191,034 | 78.2M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 2,166,874 | 77.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 2,161,041 | 77.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,808,994 | 64.6M $ | as of Mar 31, 2026 |
| DiNuzzo Private Wealth, Inc. | 1,804,410 | 64.4M $ | as of Mar 31, 2026 |
| Quent Capital, LLC | 1,475,653 | 52.7M $ | as of Mar 31, 2026 |
| Apella Capital, LLC | 1,464,732 | 54.7M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 1,463,782 | 52.3M $ | as of Mar 31, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,411,955 | 50.4M $ | as of Mar 31, 2026 |
| Index Fund Advisors, Inc. | 1,368,350 | 48.9M $ | as of Mar 31, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | 1,326,979 | 47.4M $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 1,244,911 | 44.5M $ | as of Mar 31, 2026 |
| Premier Financial Group | 1,138,949 | 40.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Dimensional ETF Trust". https://titelia.com/en/stocks/dimensional-etf-trust-US25434V6662