# DIMENSIONAL ETF TRUST (DFAI)

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

- Reporting holders: 41
- Reported value: $531.9M
- 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 |
|---|---|---|---|---|
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $93.7M | 2,261,436 | 12.2% | 16 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $65.4M | 1,578,083 | 15.4% | 15 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $58.2M | 1,404,497 | 3.6% | 7 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $57.3M | 1,383,038 | 3.7% | 21 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $49.0M | 1,190,538 | 0.6% | 18 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $34.1M | 822,587 | 8.8% | 6 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $32.3M | 779,406 | 14.9% | 12 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $19.4M | 468,636 | 5.2% | 2 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $15.9M | 383,247 | 9.1% | 8 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $15.2M | 365,999 | 9.4% | 12 |
| [Ledgewood Wealth Advisors, LLC](https://holderbook.com/funds/2064043-ledgewood-wealth-advisors-llc/) | $11.9M | 286,133 | 6.5% | 12 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $11.2M | 269,654 | 3.9% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.5M | 253,552 | 0.1% | 16 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $7.0M | 169,779 | 3.8% | 8 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $6.4M | 155,530 | 0.9% | 20 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $6.1M | 146,411 | 0.7% | 10 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $5.6M | 135,404 | 2.1% | 19 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $5.1M | 124,043 | 0.1% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $3.8M | 92,860 | 0.3% | 23 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $3.6M | 87,906 | 1.2% | 12 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $3.4M | 82,867 | 1.4% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.1M | 49,649 | 0.1% | 10 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.6M | 39,020 | 0.5% | 3 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $1.5M | 36,049 | 0.1% | 11 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.3M | 31,362 | 0.3% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 41 | $531.9M |
| Q2 2026 | 832 | $16.2B |
| Q1 2026 | 795 | $13.1B |
| Q4 2025 | 743 | $10.9B |
| Q3 2025 | 657 | $9.5B |
| Q2 2025 | 637 | $8.3B |
| Q1 2025 | 606 | $7.0B |
| Q4 2024 | 579 | $6.4B |
| Q3 2024 | 514 | $5.4B |
| Q2 2024 | 501 | $4.5B |
| Q1 2024 | 477 | $4.0B |
| Q4 2023 | 456 | $3.4B |