Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V666US LARGE CAP VALDFLVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
364
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 | Savant Capital, LLC | 20.62M | $736.44M |
| 2 | Corient Private Wealth LLC | 6.77M | $241.61M |
| 3 | Coldstream Capital Management Inc | 4.59M | $163.95M |
| 4 | Foster Group, Inc. | 4.06M | $144.96M |
| 5 | Cetera Investment Advisers | 3.67M | $130.96M |
| 6 | Truepoint, Inc. | 3.59M | $128.05M |
| 7 | Root Financial Partners, LLC | 3.14M | $112.27M |
| 8 | Mosaic Family Wealth Partners, LLC | 3.00M | $106.96M |
| 9 | Ep Wealth Advisors, LLC | 2.79M | $99.76M |
| 10 | Pathstone Holdings, LLC | 2.55M | $91.19M |