DIMENSIONAL ETF TRUST (DFAT)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
36
Reporting holders
$372.3M
Reported value
0.0%
Calls
0.0%
Puts
-825
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Apella Capital, LLC | $137.2M | 2,045,430 | 1.74% | 17q | -1.6%-$2.2M |
| Great Waters Wealth Management | $62.6M | 942,310 | 5.63% | 16q | +6.1%+$3.6M |
| Conrad Siegel Investment Advisors, Inc. | $29.6M | 445,301 | 4.79% | 20q | HELD |
| Cambridge Financial Group, LLC | $28.4M | 405,762 | 8.94% | 12q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $24.9M | 375,128 | 2.79% | 9q | +1.6%+$390.4K |
| Farther Finance Advisors, LLC | $22.1M | 332,689 | 0.16% | 16q | +2.3%+$506.5K |
| Pioneer Wealth Management Group | $11.5M | 172,602 | 2.71% | 15q | +3.9%+$428.0K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $11.2M | 169,169 | 2.20% | 22q | -4.8%-$562.5K |
| JUNCTURE WEALTH STRATEGIES, LLC | $9.1M | 137,257 | 2.34% | 22q | HELD |
| CogentBlue Wealth Advisors, LLC | $5.6M | 84,613 | 5.23% | 8q | -2.4%-$135.4K |
| Factor Wealth Management LTD | $5.3M | 79,223 | 0.80% | 8q | -0.6%-$30.0K |
| RTD Financial Advisors, Inc. | $4.9M | 74,049 | 0.54% | 20q | -2.0%-$100.5K |
| ELEVATION WEALTH PARTNERS, LLC | $2.7M | 40,436 | 0.76% | 15q | +1.9%+$48.9K |
| Olistico Wealth, LLC | $2.1M | 31,601 | 0.88% | 16q | +1.8%+$37.5K |
| Versant Capital Management, Inc | $1.7M | 26,016 | 0.15% | 21q | HELD |
| BOS Asset Management, LLC | $1.6M | 24,024 | 0.37% | 16q | HELD |
| Wealth Enhancement Trust Services, Inc. | $1.5M | 22,171 | 0.16% | 4q | -52.8%-$1.6M |
| Avidian Wealth Enterprises, LLC | $1.3M | 19,777 | 0.04% | 13q | -6.9%-$97.0K |
| Wedmont Private Capital | $1.1M | 16,687 | 0.03% | 12q | HELD |
| Nautilus Advisors LLC | $982.3K | 14,785 | 0.59% | 7q | -1.2%-$12.4K |
| Financial Symmetry Inc | $863.2K | 12,992 | 0.28% | 12q | HELD |
| Vilga Financial Planning LLC | $795.3K | 11,970 | 0.47% | 2q | HELD |
| Shira Ridge Wealth Management | $786.1K | 11,831 | 0.27% | 16q | -9.0%-$77.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $783.1K | 11,787 | 0.01% | 16q | HELD |
| ALKEME WEALTH, LLC | $583.6K | 8,784 | 0.22% | 21q | HELD |
| Ridgewood Investments LLC | $500.1K | 7,528 | 0.18% | 14q | HELD |
| M.E. ALLISON & CO., INC. | $495.0K | 7,451 | 0.28% | 8q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $375.9K | 5,658 | 0.08% | 22q | HELD |
| Venture Visionary Partners LLC | $365.5K | 5,501 | 0.01% | 4q | HELD |
| Towneley Capital Management, Inc / DE | $351.8K | 5,295 | 0.07% | 12q | HELD |
| Pacifica Partners Inc. | $267.8K | 4,000 | 0.08% | 20q | HELD |
| GoalVest Advisory LLC | $259.1K | 3,900 | 0.04% | 4q | HELD |
| Invariant Investment Management | $209.4K | 3,090 | 0.12% | 3q | HELD |
| Investors Research Corp | $148.7K | 2,238 | 0.03% | 18q | HELD |
| Retirement Wealth Solutions LLC | $82.2K | 1,237 | 0.04% | 5q | HELD |
| STEPH & CO | $47.2K | 711 | 0.01% | 17q | HELD |
| WoodTrust Financial Corp | $854 | 12,851 | 0.10% | 22q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 36 | $372.3M | 5,563,003 | 0 | 6 | 9 | 0.0% |
| Q2 2026 | 861 | $12.1B | 171,909,309 | 64 | 211 | 241 | 0.0% |
| Q1 2026 | 818 | $10.4B | 166,738,886 | 54 | 239 | 224 | 0.0% |
| Q4 2025 | 792 | $10.0B | 167,375,510 | 33 | 208 | 203 | 0.0% |
| Q3 2025 | 732 | $8.9B | 152,352,094 | 46 | 200 | 217 | 0.0% |
| Q2 2025 | 720 | $8.5B | 157,579,017 | 40 | 221 | 219 | 0.0% |
| Q1 2025 | 715 | $8.0B | 154,884,817 | 40 | 232 | 198 | 0.0% |
| Q4 2024 | 713 | $9.3B | 167,530,427 | 32 | 179 | 183 | 0.0% |
| Q3 2024 | 634 | $8.1B | 145,873,345 | 28 | 187 | 178 | 0.0% |
| Q2 2024 | 620 | $7.6B | 146,089,809 | 38 | 180 | 170 | 0.0% |
| Q1 2024 | 601 | $7.8B | 143,262,402 | 39 | 181 | 176 | 0.0% |
| Q4 2023 | 599 | $7.4B | 141,605,190 | 58 | 156 | 161 | 0.0% |
| Q3 2023 | 511 | $6.3B | 138,146,285 | 23 | 161 | 139 | 0.0% |
| Q2 2023 | 505 | $5.9B | 126,097,705 | 33 | 159 | 131 | 0.0% |
| Q1 2023 | 486 | $5.3B | 120,327,265 | 33 | 169 | 121 | 0.0% |
| Q4 2022 | 475 | $5.4B | 122,277,241 | 34 | 142 | 117 | 0.0% |
| Q3 2022 | 405 | $4.4B | 112,571,260 | 26 | 140 | 97 | 0.0% |
| Q2 2022 | 399 | $4.3B | 106,304,975 | 76 | 119 | 89 | 0.0% |
| Q1 2022 | 339 | $4.6B | 98,697,953 | 36 | 112 | 65 | 0.0% |
| Q4 2021 | 364 | $4.4B | 93,588,052 | 37 | 96 | 62 | 0.0% |
| Q3 2021 | 272 | $2.7B | 60,743,776 | 48 | 66 | 53 | 0.0% |
| Q2 2021 | 243 | $2.4B | 54,690,389 | 238 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $338.0K | 7,542 | 1 | 0 | 0 | 0.0% |