# DIMENSIONAL ETF TRUST (DFAT)

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

- Reporting holders: 36
- Reported value: $372.3M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $137.2M | 2,045,430 | 1.7% | 17 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $62.6M | 942,310 | 5.6% | 16 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $29.6M | 445,301 | 4.8% | 20 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $28.4M | 405,762 | 8.9% | 12 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $24.9M | 375,128 | 2.8% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $22.1M | 332,689 | 0.2% | 16 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $11.5M | 172,602 | 2.7% | 15 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $11.2M | 169,169 | 2.2% | 22 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $9.1M | 137,257 | 2.3% | 22 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $5.6M | 84,613 | 5.2% | 8 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $5.3M | 79,223 | 0.8% | 8 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $4.9M | 74,049 | 0.5% | 20 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $2.7M | 40,436 | 0.8% | 15 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $2.1M | 31,601 | 0.9% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.7M | 26,016 | 0.1% | 21 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.6M | 24,024 | 0.4% | 16 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.5M | 22,171 | 0.2% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.3M | 19,777 | 0.0% | 13 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 16,687 | 0.0% | 12 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $982.3K | 14,785 | 0.6% | 7 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $863.2K | 12,992 | 0.3% | 12 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $795.3K | 11,970 | 0.5% | 2 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $786.1K | 11,831 | 0.3% | 16 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $783.1K | 11,787 | 0.0% | 16 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $583.6K | 8,784 | 0.2% | 21 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 36 | $372.3M |
| Q2 2026 | 861 | $12.1B |
| Q1 2026 | 818 | $10.4B |
| Q4 2025 | 792 | $10.0B |
| Q3 2025 | 732 | $8.9B |
| Q2 2025 | 720 | $8.5B |
| Q1 2025 | 715 | $8.0B |
| Q4 2024 | 713 | $9.3B |
| Q3 2024 | 634 | $8.1B |
| Q2 2024 | 620 | $7.6B |
| Q1 2024 | 601 | $7.8B |
| Q4 2023 | 599 | $7.4B |