# DIMENSIONAL ETF TRUST (DFAC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DFAC/

- Reporting holders: 55
- Reported value: $1.3B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $776.0M | 17,175,406 | 9.8% | 17 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $131.2M | 2,950,978 | 21.2% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $92.0M | 2,068,899 | 0.6% | 16 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $83.8M | 1,885,399 | 26.8% | 12 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $56.5M | 1,270,774 | 32.3% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $43.4M | 977,257 | 3.7% | 21 |
| [JP Wealth Management, Inc.](https://holderbook.com/funds/1967622-jp-wealth-management-inc/) | $36.1M | 812,398 | 22.9% | 8 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $34.8M | 785,237 | 11.0% | 12 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $12.7M | 285,686 | 1.1% | 16 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $10.9M | 244,469 | 1.7% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $10.1M | 226,373 | 0.3% | 21 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $5.9M | 133,777 | 1.2% | 8 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $5.6M | 125,191 | 0.4% | 6 |
| [Arbor Wealth Advisors LLC](https://holderbook.com/funds/2009890-arbor-wealth-advisors-llc/) | $5.1M | 115,776 | 3.2% | 12 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $4.3M | 96,740 | 2.6% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $4.0M | 88,124 | 0.1% | 16 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $3.8M | 85,980 | 1.8% | 12 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $3.8M | 85,502 | 0.9% | 15 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $3.1M | 70,625 | 0.7% | 21 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $2.3M | 51,653 | 0.5% | 16 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $2.2M | 49,092 | 0.9% | 16 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.0M | 45,542 | 0.2% | 15 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.7M | 39,256 | 0.0% | 8 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $1.6M | 36,005 | 0.6% | 18 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $1.4M | 32,293 | 0.3% | 22 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 55 | $1.3B |
| Q2 2026 | 1,220 | $42.7B |
| Q1 2026 | 1,171 | $32.7B |
| Q4 2025 | 1,159 | $32.5B |
| Q3 2025 | 1,052 | $29.7B |
| Q2 2025 | 1,033 | $28.6B |
| Q1 2025 | 1,001 | $25.8B |
| Q4 2024 | 1,000 | $28.3B |
| Q3 2024 | 861 | $24.6B |
| Q2 2024 | 828 | $22.4B |
| Q1 2024 | 801 | $21.5B |
| Q4 2023 | 765 | $19.1B |