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5%+ stakes · Schedule 13D and 13G

Dimensional ETF Trust: 5%+ holders

Who has reported owning 5% or more of Dimensional ETF Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more2
Filings6
Latest filing2026-09-03

Dimensional ETF Trust has 6 Schedule 13D or 13G filings on record since 2025-08-07. 2 holders' latest filing reports 5% or more of dimensional em mkts ex china cr eq etf. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
First Command Advisory Services, Inc.37.8%115,061,748SCHEDULE 13G, 2026-09-032026-08-31
Savant Capital, LLC10.61%11,188,895SCHEDULE 13G/A, 2026-02-062026-01-31
Fmr LLC4.1%9,266,581SCHEDULE 13G/A, 2026-02-052025-12-31

Timeline

FiledHolderPercentFiling
2025-08-07Savant Capital, LLC18.02%SCHEDULE 13G
2025-08-07Savant Capital, LLC7.43%SCHEDULE 13G
2026-02-05Fmr LLC4.1%SCHEDULE 13G/A
2026-02-06Savant Capital, LLC10.61%SCHEDULE 13G/A
2026-05-07First Command Advisory Services, Inc.37.8%SCHEDULE 13G
2026-09-03First Command Advisory Services, Inc.37.8%SCHEDULE 13G

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/dimensional-etf-trust
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Dimensional ETF Trust 5%+ holders: 2 at 5% or more, largest First Command Advisory Services, Inc. 37.8%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/dimensional-etf-trust