DFSI · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFSI)
Who is buying and selling DFSI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 90
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFSI at a glance
- No open-market insider purchases or sales of DFSI were filed in the last 90 days.
- 90 13F filers hold DFSI among their 50 largest positions, worth $463.4M combined. The biggest bets by portfolio weight are Five Oceans Advisors (6.8%), Citrine Capital LLC (6.5%) and Balanced Rock Investment Advisors LLC (6.2%). In their latest 13Fs, 1 manager opened a new position and 23 added to one.
- No member of Congress has disclosed a trade in DFSI.
DFSI insider trading
No open-market insider purchases or sales of DFSI were filed in the last 90 days.
Who owns DFSI? Hedge funds and superinvestors
90 13F filers hold DFSI among their 50 largest positions, worth $463.4M combined. The biggest bets by portfolio weight are Five Oceans Advisors (6.8%), Citrine Capital LLC (6.5%) and Balanced Rock Investment Advisors LLC (6.2%). In their latest 13Fs, 1 manager opened a new position and 23 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Awm Capital, LLCWealth manager | 3.4% | $48.8M | 1,080,957 | +8.6% shares | Q3 2026 |
| Maseco LLPWealth manager | 1.3% | $47.3M | 1,047,889 | +3.5% shares | Q3 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 3.7% | $37.5M | 831,098 | -1.1% shares | Q2 2026 |
| Francis Financial, Inc.Wealth manager | 5.7% | $34.6M | 767,312 | +1.1% shares | Q2 2026 |
| Abacus Wealth Partners, LLCWealth manager | 2.9% | $27.3M | 605,285 | +3.3% shares | Q2 2026 |
| Citrine Capital LLCWealth manager | 6.5% | $19.3M | 426,264 | +8.3% shares | Q3 2026 |
| Five Oceans AdvisorsWealth manager | 6.8% | $17.8M | 394,570 | -7.5% shares | Q3 2026 |
| Retirement Solution LLCWealth manager | 3.4% | $15.5M | 344,027 | -0.6% shares | Q3 2026 |
| Willow Creek Wealth Management Inc.Wealth manager | 1.0% | $14.9M | 330,763 | +1.3% shares | Q3 2026 |
| Forum Financial Management, LPWealth manager | 0.2% | $12.4M | 274,694 | +2.0% shares | Q3 2026 |
| Elser Financial Planning, IncWealth manager | 0.5% | $10.3M | 228,285 | -4.8% shares | Q3 2026 |
| Balanced Rock Investment Advisors LLCWealth manager | 6.2% | $10.0M | 220,624 | +3.2% shares | Q2 2026 |
| Allodium Investment Consultants, LLCWealth manager | 4.0% | $9.8M | 217,854 | +7.9% shares | Q3 2026 |
| Hill Island Financial LLCWealth manager | 2.0% | $9.6M | 213,626 | +5.1% shares | Q3 2026 |
| Planning Center, Inc.Wealth manager | 0.8% | $8.4M | 185,179 | +1.9% shares | Q2 2026 |
| New Capital Management LPHedge fund | 1.6% | $7.0M | 154,597 | -14.1% shares | Q3 2026 |
| Wealth Architects, LLCWealth manager | 0.5% | $6.9M | 153,263 | +0.9% shares | Q2 2026 |
| RAM Investment Partners, LLCWealth manager | 1.0% | $6.5M | 142,868 | +0.8% shares | Q3 2026 |
| Quarry Hill Advisors, LLCWealth manager | 2.3% | $5.9M | 130,867 | +8.9% shares | Q2 2026 |
| Greenspring Advisors, LLCWealth manager | 0.3% | $5.5M | 122,708 | -42.4% shares | Q2 2026 |
| Clarity Wealth Development LLCWealth manager | 2.8% | $5.0M | 111,550 | +50.4% shares | Q3 2026 |
| Triune Financial Partners, LLCWealth manager | 1.0% | $5.0M | 111,174 | +0.8% shares | Q2 2026 |
| TCI Wealth Advisors, Inc.Wealth manager | 0.2% | $5.0M | 110,345 | +2.0% shares | Q2 2026 |
| Laurel Wealth Planning LLCWealth manager | 2.2% | $4.9M | 107,963 | +13.8% shares | Q2 2026 |
| Donalies Financial Planning, LLCWealth manager | 3.3% | $4.5M | 99,074 | -1.5% shares | Q3 2026 |
| Angeles Investment Advisors, LLCHedge fund | 0.3% | $4.4M | 97,322 | -0.7% shares | Q3 2026 |
| Aspen Capital Management, LLCWealth manager | 0.9% | $4.2M | 92,563 | +1.1% shares | Q2 2026 |
| Equita Financial Network, Inc.Wealth manager | 1.2% | $4.2M | 92,262 | +4.5% shares | Q3 2026 |
| RW Investment Management LLCWealth manager | 0.3% | $3.9M | 85,972 | +1.1% shares | Q2 2026 |
| Momentous Wealth Management, Inc.Wealth manager | 1.8% | $3.6M | 80,036 | +6.8% shares | Q3 2026 |
The 30 largest of 90 positions, by value. Each manager counts with its latest 13F (Q3 2026: 43, Q2 2026: 44, Q1 2026: 3). Screen DFSI in the grand portfolio →
DFSI stock trades by members of Congress
No member of Congress has disclosed a trade in DFSI.
DFSI questions and answers
Are insiders buying DFSI stock?
No open-market insider purchases or sales of DFSI were filed in the last 90 days.
Which hedge funds own DFSI?
90 13F filers hold DFSI among their 50 largest positions, worth $463.4M combined. The biggest bets by portfolio weight are Five Oceans Advisors (6.8%), Citrine Capital LLC (6.5%) and Balanced Rock Investment Advisors LLC (6.2%). In their latest 13Fs, 1 manager opened a new position and 23 added to one.
Has Congress traded DFSI?
No member of Congress has disclosed a trade in DFSI.
Who is the largest holder of DFSI?
Among 13F filers, Awm Capital, LLC reports the largest DFSI position, $48.8M (1,080,957 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Five Oceans Advisors's: 6.8% of its portfolio.
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