Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V609US TARGETED VLUDFATQ1 2026
Institutional Holders
810
13F filers
Shares Held
166.14M
Aggregate institutional
Institutional Value
$10.28B
Q1 2026
Net New Holders
+32
56 new · 24 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions56
Increased298
Decreased265
Sold out24
Institutional Holders
810 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 13.52M | $844.42M | −186.2K | Reduced |
| 2 | Focus Partners Wealth | 13.14M | $821.93M | −140.0K | Reduced |
| 3 | Forum Financial Management, LP | 10.35M | $646.33M | +142.1K | Added |
| 4 | Index Fund Advisors, Inc. | 6.38M | $398.67M | −58.8K | Reduced |
| 5 | Focus Partners Advisor Solutions, LLC | 5.72M | $356.95M | +421.3K | Added |
| 6 | Pure Financial Advisors, LLC | 5.52M | $344.55M | +5.52M | New |
| 7 | Savant Capital, LLC | 4.78M | $298.74M | −47.1K | Reduced |
| 8 | Ep Wealth Advisors, LLC | 4.30M | $268.60M | +117.5K | Added |
| 9 | Jackson Thornton Wealth Management, LLC | 2.84M | $183.51M | +6.3K | Added |
| 10 | Corient Private Wealth LLC | 2.64M | $164.73M | −79.0K | Reduced |
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