# DIMENSIONAL ETF TRUST (DFAE)

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

- Reporting holders: 40
- Reported value: $312.0M
- 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 |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $32.2M | 819,234 | 2.1% | 18 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $29.8M | 757,265 | 1.8% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $27.7M | 698,801 | 0.4% | 20 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $27.6M | 702,292 | 6.5% | 15 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $27.3M | 695,001 | 3.6% | 13 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $20.4M | 519,918 | 2.3% | 9 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $18.4M | 468,685 | 3.8% | 24 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $17.5M | 445,108 | 2.5% | 19 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $11.8M | 301,444 | 0.5% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.1M | 283,044 | 0.1% | 16 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $10.8M | 274,306 | 2.8% | 11 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $10.8M | 274,047 | 5.0% | 12 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $10.2M | 258,253 | 2.0% | 12 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $7.2M | 182,668 | 0.6% | 16 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $6.8M | 172,081 | 3.9% | 8 |
| [Ledgewood Wealth Advisors, LLC](https://holderbook.com/funds/2064043-ledgewood-wealth-advisors-llc/) | $5.8M | 147,473 | 3.2% | 12 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $4.6M | 118,144 | 0.4% | 8 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $3.8M | 96,582 | 1.5% | 8 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $3.7M | 94,948 | 0.4% | 16 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $3.0M | 77,271 | 1.0% | 12 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $2.9M | 74,807 | 1.1% | 15 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $2.8M | 71,753 | 1.2% | 11 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $2.8M | 70,004 | 0.4% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $2.6M | 67,154 | 0.2% | 23 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.9M | 47,917 | 0.4% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $312.0M |
| Q2 2026 | 715 | $8.6B |
| Q1 2026 | 669 | $7.1B |
| Q4 2025 | 649 | $6.5B |
| Q3 2025 | 586 | $6.0B |
| Q2 2025 | 557 | $5.0B |
| Q1 2025 | 529 | $4.3B |
| Q4 2024 | 516 | $4.4B |
| Q3 2024 | 452 | $4.0B |
| Q2 2024 | 435 | $3.4B |
| Q1 2024 | 413 | $3.0B |
| Q4 2023 | 415 | $2.8B |