DIMENSIONAL ETF TRUST (DFAS)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
880
Reporting holders
$12.6B
Reported value
0.0%
Held as options
+26
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 |
|---|---|---|---|---|---|
| Creative Planning | $2.3B | 27,823,389 | 1.34% | 21q | +6.1%+$131.1M |
| NORTHERN TRUST CORP | $778.1M | 9,449,673 | 0.09% | 21q | +2.8%+$21.1M |
| BANK OF AMERICA CORP /DE/ | $561.7M | 6,821,323 | 0.04% | 20q | +3.1%+$16.7M |
| Index Fund Advisors, Inc. | $484.8M | 5,887,790 | 19.25% | 19q | HELD |
| Focus Partners Wealth | $269.8M | 3,276,884 | 0.28% | 11q | -4.9%-$14.0M |
| Pure Financial Advisors, LLC | $268.7M | 3,262,743 | 3.42% | 21q | +2.0%+$5.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $236.6M | 2,873,312 | 0.15% | 21q | +111.5%+$124.7M |
| TCI Wealth Advisors, Inc. | $232.3M | 2,820,974 | 10.05% | 21q | +8.7%+$18.6M |
| Root Financial Partners, LLC | $191.8M | 2,329,592 | 7.45% | 14q | +46.9%+$61.2M |
| Vise Technologies, Inc. | $184.3M | 2,237,685 | 2.09% | 5q | +77.9%+$80.7M |
| ENVESTNET ASSET MANAGEMENT INC | $154.3M | 1,874,508 | 0.04% | 21q | +8.8%+$12.5M |
| Midwest Trust Co | $109.4M | 1,328,794 | 1.24% | 5q | -3.5%-$3.9M |
| Savant Capital, LLC | $105.4M | 1,279,755 | 0.31% | 21q | +17.1%+$15.4M |
| BANK OF MONTREAL /CAN/ | $102.8M | 1,248,027 | 0.03% | 16q | +2.9%+$2.9M |
| Confluence Wealth Services, Inc. | $101.8M | 1,235,907 | 2.91% | 16q | +18.4%+$15.8M |
| Plancorp, LLC | $100.6M | 1,246,691 | 2.46% | 21q | -1.9%-$1.9M |
| Evanson Financial, LLC | $100.3M | 1,217,796 | 4.91% | new | FIRST |
| ROYAL BANK OF CANADA | $98.9M | 1,200,879 | 0.01% | 21q | -1.9%-$1.9M |
| Great Waters Wealth Management | $94.7M | 1,150,130 | 8.77% | 15q | +4.9%+$4.4M |
| HighTower Advisors, LLC | $92.8M | 1,127,524 | 0.09% | 21q | +13.2%+$10.8M |
| RAYMOND JAMES FINANCIAL INC | $92.8M | 1,127,165 | 0.03% | 7q | +9.7%+$8.2M |
| Washington Trust Bank | $91.9M | 1,115,723 | 6.42% | 5q | -2.2%-$2.1M |
| UBS Group AG | $87.9M | 1,067,070 | 0.01% | 21q | +5.2%+$4.4M |
| Corient Private Wealth LP | $81.3M | 987,292 | 0.05% | 15q | +66.0%+$32.3M |
| Moisand Fitzgerald Tamayo, LLC | $80.7M | 979,623 | 7.88% | 21q | +0.9%+$755.9K |
| Focus Partners Advisor Solutions, LLC | $77.7M | 943,404 | 0.66% | 19q | HELD |
| LPL Financial LLC | $77.6M | 942,761 | 0.02% | 17q | +5.4%+$4.0M |
| Sageworth Trust Co | $75.7M | 919,443 | 2.98% | 12q | -5.0%-$4.0M |
| Pathstone Holdings, LLC | $74.8M | 908,781 | 0.22% | 11q | +6.3%+$4.5M |
| DAVENPORT & Co LLC | $74.2M | 901,285 | 0.36% | 13q | +19.4%+$12.1M |
| First Command Advisory Services, Inc. | $73.0M | 887,282 | 0.43% | 12q | -18.8%-$16.9M |
| BROWN ADVISORY INC | $72.4M | 878,685 | 0.11% | 13q | +11.2%+$7.3M |
| Bernicke Wealth Management, Ltd. | $68.6M | 833,700 | 7.97% | 3q | +2.0%+$1.4M |
| Bleakley Financial Group, LLC | $67.5M | 820,209 | 0.86% | 8q | +9.3%+$5.8M |
| Wealth Management Nebraska | $66.6M | 808,407 | 5.94% | 7q | +7.7%+$4.8M |
| Stordahl Capital Management, Inc. | $59.6M | 724,321 | 10.92% | 21q | +1.7%+$1.0M |
| MassMutual Private Wealth & Trust, FSB | $59.2M | 719,308 | 1.53% | 11q | -2.2%-$1.3M |
| DiNuzzo Private Wealth, Inc. | $59.2M | 719,169 | 5.86% | 11q | -2.2%-$1.3M |
| Cerity Partners LLC | $58.0M | 704,902 | 0.07% | 18q | +23.9%+$11.2M |
| Mariner, LLC | $56.5M | 685,880 | 0.06% | 19q | +6.1%+$3.3M |
| Cetera Investment Advisers | $55.9M | 679,277 | 0.05% | 21q | +6.1%+$3.2M |
| EP Wealth Advisors, LLC | $55.7M | 676,193 | 0.21% | 17q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $55.4M | 673,027 | 0.07% | 21q | HELD |
| Chicago Partners Investment Group LLC | $55.1M | 684,518 | 1.10% | 21q | HELD |
| Three Arch Wealth Management LLC | $51.2M | 622,027 | 7.86% | 3q | -1.3%-$664.4K |
| DIXON FNANCIAL SERVICES, INC. | $45.6M | 553,678 | 18.47% | 19q | -0.7%-$314.0K |
| Elser Financial Planning, Inc | $44.4M | 539,346 | 1.93% | 9q | -2.9%-$1.3M |
| SAX WEALTH ADVISORS, LLC | $42.9M | 603,275 | 1.75% | 20q | +10.1%+$4.0M |
| TRUIST FINANCIAL CORP | $42.5M | 516,155 | 0.05% | 21q | -12.8%-$6.2M |
| Modera Wealth Management, LLC | $42.1M | 511,559 | 0.45% | 21q | +0.9%+$355.8K |
| KWMG, LLC | $42.1M | 511,517 | 3.04% | 11q | +3.4%+$1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.1M | 511,228 | 0.02% | 21q | +4.1%+$1.7M |
| Beaird Harris Wealth Management, LLC | $41.6M | 505,291 | 2.61% | 19q | -4.6%-$2.0M |
| Hurlow Wealth Management Group, Inc. | $41.5M | 504,189 | 8.64% | 17q | +5.0%+$2.0M |
| OSAIC HOLDINGS, INC. | $40.5M | 492,155 | 0.05% | 21q | +8.8%+$3.3M |
| Richard Young Associates, Ltd. | $38.2M | 463,838 | 25.38% | 3q | +0.7%+$280.7K |
| DecisionPoint Financial, LLC | $37.0M | 451,314 | 6.86% | 15q | +6.6%+$2.3M |
| Austin Asset Management Co Inc | $36.9M | 447,771 | 5.14% | 19q | -3.2%-$1.2M |
| Heritage Investment Group, Inc. | $35.7M | 433,167 | 4.79% | 19q | -1.8%-$641.4K |
| FINANCIAL CONSULATE, INC | $35.7M | 433,095 | 3.97% | 6q | +2.5%+$864.8K |
| Heritage Wealth Management, Inc./Texas | $35.1M | 426,641 | 13.52% | 15q | -1.8%-$631.1K |
| Sequoia Financial Advisors, LLC | $34.6M | 420,312 | 0.17% | 19q | -2.2%-$784.0K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $34.5M | 418,581 | 2.53% | 18q | -3.6%-$1.3M |
| JONES FINANCIAL COMPANIES LLLP | $32.7M | 399,583 | 0.01% | 9q | +29.6%+$7.5M |
| ACORN CREEK CAPITAL LLC | $32.3M | 392,045 | 10.79% | 11q | -8.3%-$2.9M |
| Farther Finance Advisors, LLC | $32.0M | 388,136 | 0.25% | 15q | +1.7%+$549.1K |
| CAPTRUST FINANCIAL ADVISORS | $30.3M | 368,474 | 0.05% | 21q | +1.8%+$527.1K |
| Tanager Wealth Management LLP | $30.2M | 366,497 | 2.63% | 17q | -5.9%-$1.9M |
| Disciplined Equity Management, Inc. | $30.1M | 365,926 | 13.34% | 19q | +4.7%+$1.3M |
| Beacon Pointe Advisors, LLC | $29.7M | 361,150 | 0.14% | 21q | +0.5%+$157.2K |
| ASSETMARK, INC | $29.6M | 359,277 | 0.05% | 10q | +12070.6%+$29.3M |
| CHOREO, LLC | $29.5M | 358,848 | 0.32% | 21q | HELD |
| FIFTH THIRD BANCORP | $29.5M | 358,595 | 0.05% | 12q | -8.4%-$2.7M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $29.2M | 354,823 | 4.16% | 17q | +0.6%+$169.8K |
| Apella Capital, LLC | $29.0M | 357,928 | 0.41% | 16q | +1.8%+$517.5K |
| Your Advocates Ltd., LLP | $28.6M | 347,763 | 8.18% | 15q | HELD |
| Tillman Hartley LLC | $28.2M | 342,420 | 6.33% | 15q | +1.9%+$515.1K |
| Guardian Wealth Management, LLC | $27.9M | 338,393 | 7.81% | 3q | -0.6%-$176.5K |
| BUILDER INVESTMENT GROUP INC /ADV | $26.7M | 324,817 | 5.30% | 15q | +2.9%+$758.6K |
| Foster Group, Inc. | $26.4M | 321,166 | 0.70% | 21q | -0.8%-$221.7K |
| Advisory Alpha, LLC | $26.4M | 320,063 | 0.65% | 16q | +7.9%+$1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $26.1M | 317,417 | 0.38% | 21q | HELD |
| Tilson Financial Group, Inc. | $25.9M | 314,786 | 7.13% | 15q | +1.9%+$485.8K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $25.5M | 309,328 | 2.01% | 19q | -0.6%-$152.4K |
| Parkwoods Wealth Partners, LLC | $25.1M | 304,730 | 4.03% | 8q | +5.5%+$1.3M |
| Timonier Family Office, LTD. | $24.9M | 302,816 | 7.04% | 6q | +2.1%+$522.4K |
| MISSION WEALTH MANAGEMENT, LP | $24.9M | 301,920 | 0.30% | 21q | +3.3%+$788.8K |
| Planning Center, Inc. | $24.7M | 300,501 | 2.33% | 17q | HELD |
| Forum Private Client Group LLC | $24.5M | 298,118 | 7.31% | 11q | +0.9%+$219.2K |
| WELLS FARGO & COMPANY/MN | $24.3M | 295,411 | 0.00% | 21q | -50.7%-$25.0M |
| PCA Investment Advisory Services Inc. | $24.3M | 295,304 | 6.79% | 9q | -7.2%-$1.9M |
| PINNEY & SCOFIELD, INC. | $24.0M | 290,953 | 11.71% | 7q | HELD |
| HILL ISLAND FINANCIAL LLC | $23.9M | 289,884 | 5.09% | 7q | +1.8%+$430.0K |
| Pillar Financial Advisors, LLC | $23.9M | 289,794 | 12.48% | 7q | HELD |
| MONOGRAPH WEALTH ADVISORS, LLC | $23.6M | 286,224 | 1.94% | 19q | +6.1%+$1.4M |
| McNamara Financial Services, Inc. | $23.3M | 283,052 | 4.02% | 4q | HELD |
| MASECO LLP | $23.3M | 282,786 | 0.65% | 5q | -1.7%-$399.7K |
| Financial Synergies Wealth Advisors, Inc. | $22.9M | 278,687 | 1.95% | 17q | -1.6%-$384.5K |
| BlackRock, Inc. | $22.6M | 274,915 | 0.00% | 6q | +34.7%+$5.8M |
| STIFEL FINANCIAL CORP | $22.3M | 271,181 | 0.02% | 21q | +5.0%+$1.1M |
Showing the largest 100 of 908 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 | 880 | $12.6B | 153,260,371 | 55 | 325 | 224 | 0.0% |
| Q1 2026 | 854 | $10.4B | 145,437,165 | 57 | 323 | 219 | 0.0% |
| Q4 2025 | 840 | $9.8B | 139,892,722 | 52 | 305 | 188 | 0.0% |
| Q3 2025 | 760 | $8.7B | 127,481,253 | 48 | 269 | 196 | 0.0% |
| Q2 2025 | 740 | $8.0B | 124,686,572 | 46 | 290 | 196 | 0.0% |
| Q1 2025 | 725 | $7.0B | 117,329,425 | 52 | 295 | 181 | 0.0% |
| Q4 2024 | 710 | $7.4B | 113,371,024 | 46 | 252 | 131 | 0.0% |
| Q3 2024 | 624 | $6.5B | 100,065,307 | 42 | 250 | 139 | 0.0% |
| Q2 2024 | 601 | $5.9B | 97,514,652 | 37 | 245 | 142 | 0.0% |
| Q1 2024 | 575 | $5.8B | 94,135,334 | 56 | 232 | 134 | 0.0% |
| Q4 2023 | 539 | $5.3B | 89,690,215 | 55 | 203 | 116 | 0.0% |
| Q3 2023 | 467 | $4.0B | 77,229,705 | 30 | 173 | 109 | 0.0% |
| Q2 2023 | 453 | $3.8B | 70,184,223 | 35 | 189 | 82 | 0.0% |
| Q1 2023 | 418 | $3.4B | 64,678,500 | 35 | 168 | 88 | 0.0% |
| Q4 2022 | 382 | $2.8B | 55,661,494 | 45 | 117 | 77 | 0.0% |
| Q3 2022 | 368 | $2.5B | 53,764,244 | 32 | 128 | 77 | 0.0% |
| Q2 2022 | 358 | $2.4B | 50,331,576 | 64 | 96 | 74 | 0.0% |
| Q1 2022 | 318 | $2.6B | 46,295,072 | 40 | 95 | 70 | 0.0% |
| Q4 2021 | 328 | $2.6B | 43,890,650 | 42 | 94 | 53 | 0.0% |
| Q3 2021 | 236 | $1.6B | 27,700,260 | 32 | 67 | 45 | 0.0% |
| Q2 2021 | 216 | $1.5B | 25,595,635 | 213 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $658.0K | 11,263 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $658.0K | 11,263 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $658.0K | 11,263 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $658.0K | 11,263 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $658.0K | 11,263 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $658.0K | 11,263 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $658.0K | 11,263 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $658.0K | 11,263 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $658.0K | 11,263 | 1 | 0 | 0 | 0.0% |