DIMENSIONAL ETF TRUST (DFAC)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
1,177
Reporting holders
$40.9B
Reported value
0.0%
Held as options
+45
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $6.5B | 146,417,993 | 4.03% | 21q | +108.3%+$3.4B |
| Forum Financial Management, LP | $1.9B | 42,594,541 | 24.27% | 19q | +0.6%+$11.8M |
| Focus Partners Wealth | $1.9B | 42,128,827 | 1.91% | 11q | -1.1%-$20.2M |
| LPL Financial LLC | $822.1M | 18,533,056 | 0.18% | 17q | +5.9%+$45.5M |
| Focus Partners Advisor Solutions, LLC | $781.1M | 17,607,276 | 6.62% | 19q | -1.3%-$10.6M |
| Apella Capital, LLC | $713.4M | 16,110,656 | 10.08% | 16q | +2.5%+$17.1M |
| ENVESTNET ASSET MANAGEMENT INC | $612.7M | 13,812,388 | 0.14% | 21q | +4.2%+$24.5M |
| Savant Capital, LLC | $603.6M | 13,605,470 | 1.77% | 21q | +9.8%+$54.0M |
| Greenspring Advisors, LLC | $560.7M | 12,639,119 | 31.06% | 18q | -5.4%-$32.2M |
| Rockwood Wealth Management, LLC | $547.3M | 12,338,697 | 34.59% | 19q | +2.2%+$11.6M |
| SJS Investment Consulting Inc. | $416.0M | 9,377,832 | 45.28% | 18q | +1.6%+$6.5M |
| Geometric Wealth Advisors | $401.7M | 9,054,523 | 43.45% | 17q | +4.1%+$15.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $371.2M | 8,368,847 | 0.47% | 21q | HELD |
| Corient Private Wealth LP | $351.3M | 7,918,425 | 0.23% | 15q | +88.3%+$164.7M |
| Plancorp, LLC | $349.9M | 7,886,805 | 8.54% | 21q | -23.7%-$108.7M |
| Wealthspire Advisors, LLC | $334.9M | 7,548,752 | 1.84% | 11q | +0.6%+$1.9M |
| MONOGRAPH WEALTH ADVISORS, LLC | $313.4M | 7,065,425 | 25.74% | 19q | +3.3%+$10.1M |
| Symmetry Partners, LLC | $297.5M | 6,707,000 | 15.17% | 21q | HELD |
| Allworth Financial LP | $286.7M | 6,464,130 | 1.22% | 21q | -16.2%-$55.2M |
| BANK OF AMERICA CORP /DE/ | $263.9M | 5,948,676 | 0.02% | 21q | +1.3%+$3.4M |
| Beacon Pointe Advisors, LLC | $261.1M | 5,886,102 | 1.21% | 21q | HELD |
| TFO Wealth Partners, LLC | $253.4M | 5,711,324 | 27.56% | 21q | +22.4%+$46.4M |
| ASSETMARK, INC | $249.9M | 5,633,519 | 0.43% | 21q | +146.0%+$148.3M |
| Capstone Financial Advisors, Inc. | $245.9M | 5,543,948 | 11.98% | 21q | HELD |
| Integrated Wealth Concepts LLC | $245.6M | 5,536,589 | 1.20% | 21q | +76.2%+$106.2M |
| RAYMOND JAMES FINANCIAL INC | $238.7M | 5,381,782 | 0.06% | 7q | +16.7%+$34.2M |
| HighTower Advisors, LLC | $232.9M | 5,249,890 | 0.23% | 21q | -3.4%-$8.2M |
| AWM CAPITAL, LLC | $229.9M | 5,181,625 | 18.41% | 20q | +6.8%+$14.6M |
| Vestmark Advisory Solutions, Inc. | $223.7M | 5,042,328 | 2.10% | 14q | HELD |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $218.7M | 4,929,596 | 17.29% | 19q | +0.5%+$1.2M |
| GeoWealth Management, LLC | $217.1M | 4,893,413 | 6.83% | 10q | -1.2%-$2.6M |
| Modera Wealth Management, LLC | $213.4M | 4,811,065 | 2.28% | 21q | HELD |
| JFS WEALTH ADVISORS, LLC | $200.3M | 4,515,601 | 9.99% | 21q | +11.6%+$20.8M |
| Baird Financial Group, Inc. | $198.1M | 4,466,378 | 0.27% | 21q | +1.2%+$2.3M |
| Asset Dedication, LLC | $198.0M | 4,464,536 | 12.46% | 21q | HELD |
| Cerity Partners LLC | $196.5M | 4,429,007 | 0.24% | 21q | -0.7%-$1.5M |
| OSAIC HOLDINGS, INC. | $191.6M | 4,319,715 | 0.23% | 21q | +90.2%+$90.9M |
| Stratos Investment Management, LLC | $188.5M | 4,248,964 | 6.81% | 10q | +1.6%+$3.0M |
| OneDigital Investment Advisors LLC | $188.4M | 4,246,503 | 1.59% | 21q | +5.3%+$9.5M |
| Pure Financial Advisors, LLC | $182.0M | 4,103,209 | 2.32% | 21q | -2.0%-$3.7M |
| DecisionPoint Financial, LLC | $179.9M | 4,061,339 | 33.32% | 15q | +7.1%+$12.0M |
| Austin Asset Management Co Inc | $177.8M | 4,009,061 | 24.79% | 19q | -0.8%-$1.5M |
| Evanson Financial, LLC | $176.5M | 3,978,431 | 8.63% | new | FIRST |
| Burton Enright Welch | $176.4M | 3,976,632 | 20.72% | 19q | +6.2%+$10.3M |
| Rockbridge Investment Management, LCC | $170.4M | 3,841,280 | 13.84% | 19q | +0.7%+$1.2M |
| McGlone Suttner Wealth Management, Inc. | $169.5M | 3,821,991 | 19.89% | 15q | +1.0%+$1.7M |
| Onyx Financial Advisors, LLC | $167.9M | 3,784,124 | 60.48% | 15q | +2.9%+$4.8M |
| Triune Financial Partners, LLC | $167.5M | 3,775,213 | 34.97% | 20q | +2.4%+$4.0M |
| United Wealth Management, LLC | $167.5M | 3,775,121 | 37.68% | 7q | HELD |
| CARDIFF PARK ADVISORS, LLC | $166.9M | 3,762,389 | 12.95% | 19q | -1.9%-$3.3M |
| Financial Plan, Inc. | $164.3M | 3,704,312 | 15.59% | 3q | +4.7%+$7.4M |
| Integrity Advisory Solutions, LLC | $146.9M | 3,311,006 | 15.12% | 4q | +9.7%+$13.0M |
| Mariner, LLC | $146.4M | 3,300,037 | 0.15% | 21q | -19.9%-$36.3M |
| Millburn Ridgefield LLC /DE/ | $146.3M | 3,297,718 | 2.77% | 12q | -0.8%-$1.2M |
| Catalyst Capital Advisors LLC | $146.3M | 3,297,718 | 2.43% | 12q | -0.8%-$1.2M |
| Financial Engines Advisors L.L.C. | $144.8M | 3,264,547 | 0.26% | 20q | +5.0%+$6.9M |
| Zhang Financial LLC | $143.7M | 3,238,499 | 4.20% | 21q | -0.8%-$1.1M |
| Syverson Strege & Co | $141.8M | 3,196,733 | 30.90% | 17q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $141.5M | 3,171,700 | 0.24% | 21q | +6.3%+$8.4M |
| ROYAL BANK OF CANADA | $137.0M | 3,088,455 | 0.02% | 21q | +2.3%+$3.1M |
| Conrad Siegel Investment Advisors, Inc. | $136.1M | 3,066,960 | 22.14% | 19q | HELD |
| BCU Wealth Advisors, LLC | $134.5M | 3,033,037 | 44.69% | 11q | -0.8%-$1.1M |
| Private Advisor Group, LLC | $133.9M | 3,018,667 | 0.61% | 17q | +5.9%+$7.4M |
| Core Wealth Management, Inc. | $132.7M | 2,990,705 | 37.29% | 15q | -2.1%-$2.8M |
| AQR CAPITAL MANAGEMENT LLC | $132.4M | 2,984,095 | 0.05% | 11q | +37.1%+$35.9M |
| Altiora Financial Group, LLC | $128.1M | 2,886,811 | 20.18% | 15q | HELD |
| BetterWealth, LLC | $125.9M | 2,837,675 | 22.27% | 17q | HELD |
| Creative Planning | $122.4M | 2,760,133 | 0.07% | 21q | HELD |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $121.5M | 2,739,886 | 6.00% | 15q | -4.2%-$5.3M |
| RAM Investment Partners, LLC | $120.2M | 2,710,018 | 19.23% | 15q | -1.1%-$1.3M |
| Eaton-Cambridge Inc. | $115.6M | 2,605,730 | 32.49% | 11q | HELD |
| Discipline Wealth Solutions, LLC | $115.0M | 2,591,864 | 10.03% | 11q | +11.1%+$11.5M |
| HFM Investment Advisors, LLC | $114.6M | 2,582,339 | 40.17% | 6q | -1.5%-$1.7M |
| New Capital Management LP | $114.0M | 2,570,196 | 25.97% | 16q | HELD |
| Warwick Investment Management, Inc. | $113.0M | 2,547,034 | 12.68% | 19q | -2.0%-$2.3M |
| Kestra Advisory Services, LLC | $112.8M | 2,542,798 | 0.36% | 21q | +3.3%+$3.6M |
| ARK & TLK INVESTMENTS, LLC | $111.4M | 2,512,144 | 27.45% | 9q | +1.7%+$1.9M |
| INTEGRITY ALLIANCE, LLC. | $109.1M | 2,459,442 | 3.41% | 7q | -1.4%-$1.5M |
| KEB ASSET MANAGEMENT, LLC | $106.2M | 2,393,443 | 17.19% | 19q | +9.3%+$9.1M |
| TCI Wealth Advisors, Inc. | $105.7M | 2,382,827 | 4.57% | 21q | +0.9%+$903.8K |
| Parkshore Wealth Management, Inc. | $105.3M | 2,373,136 | 30.24% | 7q | +5.2%+$5.2M |
| Henrickson Nauta Wealth Advisors, Inc. | $105.0M | 2,367,747 | 25.59% | 19q | +3.0%+$3.0M |
| MASECO LLP | $104.9M | 2,365,428 | 2.95% | 5q | +12.0%+$11.2M |
| Meridian Wealth Partners, LLC | $104.3M | 2,351,350 | 12.63% | 21q | -1.2%-$1.3M |
| LRI Investments, LLC | $102.0M | 2,298,403 | 8.20% | 10q | -0.5%-$551.5K |
| Heritage Investment Group, Inc. | $101.8M | 2,294,074 | 13.67% | 19q | +0.9%+$860.5K |
| Ruedi Wealth Management, Inc. | $101.8M | 2,293,774 | 23.87% | 15q | HELD |
| NewEdge Advisors, LLC | $101.6M | 2,291,061 | 0.30% | 21q | +5.5%+$5.3M |
| SC&H Financial Advisors, Inc. | $98.8M | 2,228,328 | 13.11% | 19q | +2.0%+$2.0M |
| Sensible Money, LLC | $98.6M | 2,221,756 | 26.13% | 15q | +0.5%+$500.8K |
| ShankerValleau Wealth Advisors, Inc. | $97.5M | 2,197,279 | 25.68% | 19q | -2.9%-$2.9M |
| Merit Financial Group, LLC | $97.3M | 2,194,080 | 0.30% | 21q | +95.3%+$47.5M |
| Verisail Partners, LLC | $96.6M | 2,176,870 | 35.80% | 7q | -0.6%-$597.4K |
| Monument Group Wealth Advisors, LLC | $95.8M | 2,159,082 | 45.97% | 11q | +6.6%+$5.9M |
| Prudent Man Investment Management, Inc. | $94.0M | 2,373,152 | 32.05% | 7q | HELD |
| Porter White Investment Advisors, Inc. | $93.2M | 2,100,973 | 35.88% | 15q | -13.9%-$15.0M |
| Pandowealth. LLC | $90.6M | 2,042,970 | 37.02% | 3q | +105.4%+$46.5M |
| JPMORGAN CHASE & CO | $90.3M | 2,045,963 | 0.00% | 21q | +7.5%+$6.3M |
| VANCE WEALTH, LLC | $89.0M | 2,006,543 | 20.06% | 17q | +2.4%+$2.1M |
| MASTER'S WEALTH MANAGEMENT INC. | $87.9M | 1,981,550 | 26.45% | 7q | +2.2%+$1.9M |
Showing the largest 100 of 1,214 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,177 | $40.9B | 923,816,258 | 70 | 368 | 304 | 0.0% |
| Q1 2026 | 1,132 | $31.9B | 818,542,904 | 62 | 370 | 281 | 0.0% |
| Q4 2025 | 1,120 | $31.7B | 799,112,567 | 58 | 292 | 297 | 0.0% |
| Q3 2025 | 1,018 | $28.7B | 743,919,616 | 55 | 296 | 275 | 0.0% |
| Q2 2025 | 990 | $27.5B | 767,606,674 | 64 | 320 | 263 | 0.0% |
| Q1 2025 | 959 | $24.9B | 754,576,362 | 46 | 313 | 269 | 0.0% |
| Q4 2024 | 956 | $27.2B | 784,028,482 | 57 | 235 | 231 | 0.0% |
| Q3 2024 | 822 | $23.7B | 693,274,931 | 53 | 259 | 190 | 0.0% |
| Q2 2024 | 786 | $21.6B | 673,267,025 | 48 | 253 | 195 | 0.0% |
| Q1 2024 | 755 | $19.1B | 599,685,732 | 59 | 261 | 167 | 0.0% |
| Q4 2023 | 718 | $17.0B | 582,087,948 | 47 | 215 | 165 | 0.0% |
| Q3 2023 | 643 | $14.3B | 546,049,157 | 38 | 217 | 161 | 0.0% |
| Q2 2023 | 623 | $13.6B | 502,182,040 | 37 | 236 | 131 | 0.0% |
| Q1 2023 | 589 | $11.6B | 457,377,686 | 48 | 208 | 132 | 0.0% |
| Q4 2022 | 538 | $9.9B | 410,581,490 | 41 | 176 | 117 | 0.0% |
| Q3 2022 | 543 | $9.0B | 403,281,852 | 29 | 204 | 101 | 0.0% |
| Q2 2022 | 549 | $8.7B | 370,934,169 | 111 | 149 | 117 | 0.0% |
| Q1 2022 | 462 | $8.9B | 321,351,995 | 38 | 139 | 100 | 0.0% |
| Q4 2021 | 509 | $9.8B | 337,958,005 | 44 | 113 | 98 | 0.0% |
| Q3 2021 | 388 | $5.7B | 214,020,401 | 58 | 83 | 80 | 0.0% |
| Q2 2021 | 354 | $5.6B | 209,669,984 | 346 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $2.2M | 80,507 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $2.2M | 80,507 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $2.2M | 80,507 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $2.2M | 80,507 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $2.2M | 80,507 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $2.2M | 80,507 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $2.2M | 80,507 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $2.2M | 80,507 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $2.2M | 80,507 | 1 | 0 | 0 | 0.0% |