DEXC — DIMENSIONAL ETF TRUST
As of Q2 2026, 4 SEC-registered investment managers reported holding DEXC (DIMENSIONAL ETF TRUST) in their latest 13F filings, with a combined reported value of $9.06M across 109.62K shares. That is +22.5% by share count (+20.16K shares) versus the previous quarter, while reported value moved +56.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 90.92K | $7.51M | 0.00% | New |
| Citadel Advisors history | 17.28K | $1.43M | 0.00% | Reduce |
| Wells Fargo & Co history | 1.04K | $85.75K | 0.00% | Add |
| Morgan Stanley history | 385 | $31.81K | 0.00% | Hold |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 88.53K | $5.74M | 0.00% | Reduce |
| Wells Fargo & Co history | 550 | $35.67K | 0.00% | Add |
| Morgan Stanley history | 385 | $24.97K | 0.00% | Hold |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 90.64K | $5.49M | 0.00% | Add |
| Morgan Stanley history | 385 | $23.30K | 0.00% | New |
| Wells Fargo & Co history | 210 | $12.71K | 0.00% | Hold |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 64.28K | $3.64M | 0.00% | New |
| Wells Fargo & Co history | 210 | $11.88K | 0.00% | New |
| UBS Group AG history | 22 | $1.24K | 0.00% | New |
Q4 2024 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 518 | $25.20K | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 90.92K sh · $7.51M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q4 2024 |
|---|---|---|---|---|---|
| Goldman Sachs Group | 90.92K | — | — | — | — |
| Citadel Advisors | 17.28K | 88.53K | 90.64K | 64.28K | — |
| Wells Fargo & Co | 1.04K | 550 | 210 | 210 | — |
| Morgan Stanley | 385 | 385 | 385 | — | — |
| UBS Group AG | — | — | — | 22 | 518 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details