Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V609US TARGETED VLUDFATQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
810
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Creative Planning | 13.52M | $844.42M |
| 2 | Focus Partners Wealth | 13.14M | $821.93M |
| 3 | Forum Financial Management, LP | 10.35M | $646.33M |
| 4 | Index Fund Advisors, Inc. | 6.38M | $398.67M |
| 5 | Focus Partners Advisor Solutions, LLC | 5.72M | $356.95M |
| 6 | Pure Financial Advisors, LLC | 5.52M | $344.55M |
| 7 | Savant Capital, LLC | 4.78M | $298.74M |
| 8 | Ep Wealth Advisors, LLC | 4.30M | $268.60M |
| 9 | Jackson Thornton Wealth Management, LLC | 2.84M | $183.51M |
| 10 | Corient Private Wealth LLC | 2.64M | $164.73M |