Vault-13

DIMENSIONAL ETF TRUST DEXC

EMERGING MRKTETS · ETP · CUSIP 25434V534

57 institutional holders +7 vs Q1 2026
3,726,5513.7m shares reported held*
$306.7mreported value*
12 new 13 added 23 reduced 4 sold out net bought ≈ $12.8m (+129.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $82.30.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 11Q1 25: 19Q2 25: 26Q3 25: 35Q4 25: 43Q1 26: 50Q2 26: 5757Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202411
Q1 202519
Q2 202526
Q3 202535
Q4 202543
Q1 202650
Q2 202657

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 25: 17 bought or addedQ1 25: 4 cut or sold outQ1 25Q2 25: 20 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 5 cut or sold outQ3 25Q4 25: 21 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 29 bought or addedQ1 26: 17 cut or sold outQ1 26Q2 26: 25 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2025174
Q2 2025204
Q3 2025265
Q4 20252114
Q1 20262917
Q2 20262527

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +202,725+202.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +191,547+191.5k
HANCOCK WHITNEY CORP New +132,449+132.4k
GOLDMAN SACHS GROUP INC New +90,922+90.9k
Strategic Investment Solutions, Inc. /IL Added +53,932+53.9k
QRG CAPITAL MANAGEMENT, INC. New +41,009+41.0k
Chicago Partners Investment Group LLC Added +18,937+18.9k
MERCER GLOBAL ADVISORS INC /ADV Added +18,290+18.3k
FLOW TRADERS U.S. LLC New +16,037+16.0k
Quadcap Wealth Management, LLC Added +9,480+9.5k

Biggest sellers

First Command Advisory Services, Inc. Reduced -358,937-358.9k
Keudell/Morrison Wealth Management Reduced -161,007-161.0k
CITADEL ADVISORS LLC Reduced -71,247-71.2k
Wolfstich Capital, LLC Sold out -56,590-56.6k
Beta Wealth Group, Inc. Reduced -5,400-5.4k
Prism Advisors, Inc. Reduced -5,168-5.2k
JANE STREET GROUP, LLC Reduced -4,800-4.8k
OLD MISSION CAPITAL LLC Reduced -4,438-4.4k
Hilltop Holdings Inc. Reduced -3,533-3.5k
Applied Capital LLC Reduced -3,231-3.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
First Command Advisory Services, Inc. 13G · institution no change · filed 2026-09-03 37.8% no change 115.1m≈ $9.5bn 2026-09-03

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Command Advisory Services, Inc. 0.69% of their portfolio FORT WORTH, TX 1,415,0651.4m $116.8m $116.8m 0.69% Reduced -358.9k -358,937
2 Brown Financial Advisory 14.82% of their portfolio FAIRHOPE, AL 429,629429.6k $35.5m $35.5m 14.82% Added +2.3k +2,288
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 239,156239.2k $19.8m $19.8m 0.00% Added +202.7k +202,725
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 191,547191.5k $15.8m $15.8m 0.01% New
5 Quadcap Wealth Management, LLC 1.52% of their portfolio Frisco, TX 189,287189.3k $15.6m $15.6m 1.52% Added +9.5k +9,480
6 Chicago Partners Investment Group LLC 0.24% of their portfolio CHICAGO, IL 159,601159.6k $12.1m $12.1m 0.24% Added +18.9k +18,937
7 Prism Advisors, Inc. 2.76% of their portfolio STUDIO CITY, CA 137,678137.7k $11.4m $11.4m 2.76% Reduced -5.2k -5,168
8 HANCOCK WHITNEY CORP 0.18% of their portfolio GULFPORT, MS 132,449132.4k $10.9m $10.9m 0.18% New
9 Beta Wealth Group, Inc. 3.02% of their portfolio SAN DIEGO, CA 97,43997.4k $8.0m $8.0m 3.02% Reduced -5.4k -5,400
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 90,92290.9k $7.5m $7.5m 0.00% New
11 R. W. Roge & Company, Inc. 2.96% of their portfolio BOHEMIA, NY 84,53084.5k $7.0m $7.0m 2.96% Reduced -214 -214
12 Strategic Investment Solutions, Inc. /IL 1.21% of their portfolio ORLAND PARK, IL 64,09864.1k $5.3m $5.3m 1.21% Added +53.9k +53,932
13 Mills Wealth Advisors LLC 1.45% of their portfolio SOUTHLAKE, TX 55,64355.6k $4.6m $4.6m 1.45% Reduced -362 -362
14 Keudell/Morrison Wealth Management 0.79% of their portfolio Salem, OR 50,41950.4k $4.2m $4.2m 0.79% Reduced -161.0k -161,007
15 QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio BERWYN, PA 41,00941.0k $3.4m $3.4m 0.03% New
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,25140.3k $3.3m $3.3m 0.00% Reduced -4.8k -4,800
17 Applied Capital LLC 0.95% of their portfolio LITTLE ROCK, AR 35,87135.9k $3.0m $3.0m 0.95% Reduced -3.2k -3,231
18 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 35,85235.9k $3.0m $3.0m 0.00% Added +18.3k +18,290
19 Index Fund Advisors, Inc. 0.08% of their portfolio IRVINE, CA 23,94923.9k $2.0m $2.0m 0.08% Reduced -1.6k -1,630
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,27917.3k $1.4m $1.4m 0.00% Reduced -71.2k -71,247
21 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 16,03716.0k $1.3m $1.3m 0.05% New
22 Hilltop Holdings Inc. 0.10% of their portfolio DALLAS, TX 15,52215.5k $1.3m $1.3m 0.10% Reduced -3.5k -3,533
23 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 13,33013.3k $1.1m $1.1m 0.00% Unchanged
24 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 12,16312.2k $1.0m $1.0m 0.01% Added +875 +875
25 FIDUCIARY FINANCIAL GROUP, LLC 0.10% of their portfolio SAN RAFAEL, CA 10,51510.5k $868.7k $868.7k 0.10% Reduced -266 -266
26 Madrid Wealth Management, LLC 0.54% of their portfolio ALBUQUERQUE, NM 9,96810.0k $823.5k $823.5k 0.54% Reduced -304 -304
27 Citrine Capital LLC 0.29% of their portfolio SAN FRANCISCO, CA 9,3759.4k $774.5k $774.5k 0.29% Reduced -14 -14
28 SouthState Bank Corp 0.03% of their portfolio Winter Haven, FL 9,0989.1k $751.6k $751.6k 0.03% Unchanged
29 Bulwark Capital Corp 0.41% of their portfolio FERNANDINA BEACH, FL 8,9218.9k $737.0k $737.0k 0.41% Reduced -157 -157
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,1948.2k $676.9k $676.9k 0.00% Added +1.3k +1,293
31 CX Institutional 0.02% of their portfolio AUBURN, IN 7,6157.6k $629.0k $629.0k 0.02% New
32 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,0477.0k $582.2k $582.2k 0.00% New
33 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 6,5336.5k $539.7k $539.7k 0.01% Reduced -4.4k -4,438
34 Kane Co Wealth Management, Inc. 0.36% of their portfolio JOHNSTON, IA 5,8105.8k $480.0k $480.0k 0.36% Reduced -100 -100
35 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 5,7025.7k $471.1k $471.1k 0.00% Reduced -239 -239
36 Corus Family Wealth Advisors 0.27% of their portfolio MCKINNEY, TX 4,7424.7k $391.7k $391.7k 0.27% Added +915 +915
37 Financial Symmetry Inc 0.13% of their portfolio RALEIGH, NC 4,7114.7k $389.2k $389.2k 0.13% Added +22 +22
38 McGrath & Associates, Inc. 0.50% of their portfolio Asheville, NC 4,6464.6k $383.8k $383.8k 0.50% New
39 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,1184.1k $340.2k $340.2k 0.00% Unchanged
40 Financial Security Advisor, Inc. 0.05% of their portfolio VIRGINIA BEACH, VA 3,7233.7k $307.5k $307.5k 0.05% Added +17 +17
41 Opus Financial Solutions LLC 0.25% of their portfolio DOWNERS GROVE, IL 3,7043.7k $306.0k $306.0k 0.25% Reduced -67 -67
42 TCI Wealth Advisors, Inc. 0.01% of their portfolio Tucson, AZ 2,8932.9k $239.0k $239.0k 0.01% New
43 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 2,6462.6k $218.6k $218.6k 0.00% New
44 Root Financial Partners, LLC 0.01% of their portfolio ENCINITAS, CA 2,6462.6k $218.6k $218.6k 0.01% Added +1.5k +1,466
45 Highland Investment Advisors LLC 0.09% of their portfolio PONTE VEDRA, FL 2,5072.5k $207.1k $207.1k 0.09% First filing
46 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 2,4082.4k $198.9k $198.9k 0.00% Reduced -505 -505
47 DecisionPoint Financial, LLC 0.03% of their portfolio MESA, AZ 2,2852.3k $182.0k $182.0k 0.03% Reduced -273 -273
48 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 2,0862.1k $172.3k $172.3k 0.01% Reduced -181 -181
49 Prudent Man Investment Management, Inc. 0.03% of their portfolio LOUISVILLE, CO 1,4751.5k $89.3k $89.3k 0.03% Unchanged
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,1261.1k $93.0k $93.0k 0.00% New
51 CNB Bank 0.03% of their portfolio CLEARFIELD, PA 1,0591.1k $87.5k $87.5k 0.03% Unchanged
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,0381.0k $85.8k $85.8k 0.00% Added +488 +488
53 CARDIFF PARK ADVISORS, LLC 0.00% of their portfolio SAN MARCOS, CA 500500 $41.3k $41.3k 0.00% Unchanged
54 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 385385 $31.8k $31.8k 0.00% Unchanged
55 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 200200 $16.5k $16.5k 0.00% New
56 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 115115 $9.5k $9.5k 0.00% First filing
57 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 3434 $2.8k $2.8k 0.00% Reduced -53 -53