Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V773INTL SMALL CAP EDFISQ1 2026
Institutional Holders
337
13F filers
Shares Held
143.12M
Aggregate institutional
Institutional Value
$4.27B
Q1 2026
Net New Holders
+26
39 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions39
Increased160
Decreased81
Sold out13
Institutional Holders
337 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 58.75M | $1.92B | +12.99M | Added |
| 2 | Matson Money. Inc. | 11.92M | $401.33M | −219.0K | Reduced |
| 3 | Envestnet Portfolio Solutions, Inc. | 3.30M | $111.12M | −271.4K | Reduced |
| 4 | First Citizens Bank & Trust Co | 3.21M | $108.01M | −269.3K | Reduced |
| 5 | Corient Private Wealth LLC | 2.79M | $93.99M | +189.9K | Added |
| 6 | Creative Planning | 2.43M | $81.71M | +9.7K | Added |
| 7 | Envestnet Asset Management Inc | 1.84M | $62.00M | +78.9K | Added |
| 8 | Mather Group, LLC. | 1.49M | $50.00M | −78.0K | Reduced |
| 9 | Tci Wealth Advisors, Inc. | 1.43M | $48.03M | −15.0K | Reduced |
| 10 | Bank Of Montreal /Can/ | 1.42M | $47.73M | +14.8K | Added |
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