# DIMENSIONAL ETF TRUST (DFAS)

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

- Reporting holders: 45
- Reported value: $379.9M
- 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 |
|---|---|---|---|---|
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $95.0M | 1,227,703 | 8.5% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $54.1M | 699,167 | 1.4% | 12 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $41.4M | 534,904 | 3.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $33.6M | 433,745 | 0.2% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $30.9M | 396,207 | 0.4% | 17 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $17.6M | 227,746 | 2.7% | 8 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $15.7M | 203,180 | 9.0% | 8 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $14.1M | 182,449 | 3.6% | 17 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $13.9M | 179,644 | 3.3% | 15 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $13.4M | 173,058 | 8.3% | 12 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $6.4M | 83,157 | 1.3% | 17 |
| [Hiley Hunt Wealth Management](https://holderbook.com/funds/2048051-hiley-hunt-wealth-management/) | $6.2M | 80,433 | 2.4% | 12 |
| [Adelphi Trust Co](https://holderbook.com/funds/2106968-adelphi-trust-co/) | $4.6M | 59,429 | 3.0% | 4 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $3.3M | 42,960 | 1.3% | 5 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $3.2M | 41,316 | 1.3% | 16 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $3.0M | 36,145 | 0.9% | 12 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $2.7M | 34,508 | 0.5% | 5 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $2.2M | 28,607 | 0.0% | 3 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $2.1M | 26,506 | 1.3% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $2.0M | 25,762 | 0.6% | 15 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.8M | 23,603 | 0.2% | 8 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $1.8M | 23,185 | 0.2% | 16 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $1.3M | 16,952 | 0.2% | 7 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $872.6K | 11,271 | 0.2% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $872.0K | 11,263 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 45 | $379.9M |
| Q2 2026 | 914 | $13.4B |
| Q1 2026 | 888 | $10.5B |
| Q4 2025 | 870 | $9.9B |
| Q3 2025 | 788 | $8.9B |
| Q2 2025 | 772 | $8.1B |
| Q1 2025 | 757 | $7.2B |
| Q4 2024 | 742 | $7.6B |
| Q3 2024 | 657 | $6.6B |
| Q2 2024 | 636 | $6.1B |
| Q1 2024 | 610 | $6.0B |
| Q4 2023 | 578 | $5.5B |