DIMENSIONAL ETF TRUST (DFAT)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
828
Reporting holders
$11.7B
Reported value
0.0%
Held as options
+35
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 | $930.0M | 13,305,154 | 0.54% | 21q | -1.6%-$15.1M |
| Focus Partners Wealth | $873.2M | 12,491,981 | 0.89% | 8q | -5.0%-$45.6M |
| Forum Financial Management, LP | $725.8M | 10,383,581 | 9.32% | 19q | HELD |
| Index Fund Advisors, Inc. | $442.4M | 6,328,437 | 17.56% | 19q | -0.9%-$3.9M |
| Pure Financial Advisors, LLC | $399.3M | 5,711,959 | 5.08% | 21q | +3.5%+$13.6M |
| Focus Partners Advisor Solutions, LLC | $393.7M | 5,632,475 | 3.34% | 19q | -1.5%-$5.8M |
| Savant Capital, LLC | $375.0M | 5,350,293 | 1.10% | 21q | +11.8%+$39.7M |
| EP Wealth Advisors, LLC | $332.2M | 4,751,916 | 1.27% | 17q | +10.5%+$31.5M |
| Corient Private Wealth LP | $252.2M | 3,608,568 | 0.16% | 15q | +36.4%+$67.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $225.1M | 3,220,221 | 0.14% | 21q | +107.4%+$116.6M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $196.7M | 2,814,122 | 15.55% | 19q | -0.9%-$1.8M |
| Asset Dedication, LLC | $178.2M | 2,548,907 | 11.21% | 21q | HELD |
| Apella Capital, LLC | $144.1M | 2,077,701 | 2.03% | 16q | -2.6%-$3.8M |
| RAYMOND JAMES FINANCIAL INC | $128.3M | 1,834,767 | 0.03% | 7q | -10.4%-$15.0M |
| HighTower Advisors, LLC | $124.8M | 1,785,984 | 0.12% | 21q | -0.8%-$1.0M |
| Trust Co of the South | $122.6M | 1,754,110 | 17.26% | 11q | -2.0%-$2.5M |
| BANK OF AMERICA CORP /DE/ | $113.2M | 1,618,758 | 0.01% | 20q | +5.7%+$6.1M |
| EARNED WEALTH ADVISORS, LLC | $105.3M | 1,505,769 | 6.79% | 19q | +0.7%+$717.0K |
| Smartleaf Asset Management LLC | $104.2M | 1,491,922 | 3.39% | 11q | HELD |
| Truepoint, Inc. | $102.3M | 1,464,173 | 2.14% | 20q | -1.1%-$1.2M |
| GREAT OAK CAPITAL PARTNERS, LLC | $100.2M | 1,438,350 | 21.67% | 11q | HELD |
| Sequoia Financial Advisors, LLC | $97.3M | 1,391,428 | 0.48% | 19q | +1.3%+$1.3M |
| Cerity Partners LLC | $93.4M | 1,335,533 | 0.11% | 19q | +18.6%+$14.7M |
| LPL Financial LLC | $88.0M | 1,258,840 | 0.02% | 17q | +4.0%+$3.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.6M | 1,178,115 | 0.13% | 14q | +9.2%+$6.7M |
| Sensible Money, LLC | $76.3M | 1,091,399 | 20.23% | 15q | +2.2%+$1.6M |
| Evanson Financial, LLC | $76.2M | 1,090,019 | 3.73% | new | FIRST |
| Allworth Financial LP | $74.2M | 1,060,969 | 0.31% | 21q | +1.3%+$961.8K |
| Abacus Wealth Partners, LLC | $71.6M | 1,024,195 | 7.52% | 21q | -24.5%-$23.3M |
| Parkwoods Wealth Partners, LLC | $64.7M | 925,410 | 10.39% | 8q | +1.4%+$912.8K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $64.5M | 922,732 | 0.94% | 21q | +0.9%+$605.3K |
| Team Hewins, LLC | $64.2M | 917,911 | 17.55% | 15q | HELD |
| Great Waters Wealth Management | $62.1M | 888,357 | 5.75% | 15q | +4.1%+$2.4M |
| JONES FINANCIAL COMPANIES LLLP | $59.2M | 846,849 | 0.02% | 13q | +33.6%+$14.9M |
| ASSETMARK, INC | $59.1M | 845,930 | 0.10% | 21q | +81.1%+$26.5M |
| ENVESTNET ASSET MANAGEMENT INC | $57.7M | 825,208 | 0.01% | 21q | +20.0%+$9.6M |
| Joel Isaacson & Co., LLC | $57.6M | 823,931 | 1.67% | 21q | +1.3%+$730.3K |
| BAYSHORE ASSET MANAGEMENT, LLC | $57.1M | 816,647 | 20.40% | 19q | -2.3%-$1.3M |
| Mariner, LLC | $55.0M | 787,152 | 0.06% | 21q | -7.9%-$4.7M |
| Modera Wealth Management, LLC | $53.9M | 770,649 | 0.57% | 21q | +5.0%+$2.6M |
| MONOGRAPH WEALTH ADVISORS, LLC | $52.9M | 756,908 | 4.34% | 19q | +3.4%+$1.8M |
| Plancorp, LLC | $52.8M | 758,035 | 1.29% | 21q | -45.6%-$44.3M |
| RW Investment Management LLC | $51.8M | 741,761 | 4.55% | 14q | -2.7%-$1.5M |
| Three Arch Wealth Management LLC | $51.1M | 730,943 | 7.84% | 3q | -1.0%-$495.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $49.8M | 712,667 | 3.65% | 18q | -6.0%-$3.2M |
| SAX WEALTH ADVISORS, LLC | $48.4M | 775,382 | 1.97% | 20q | +2.4%+$1.1M |
| KEB ASSET MANAGEMENT, LLC | $47.9M | 685,036 | 7.75% | 19q | HELD |
| Cetera Investment Advisers | $46.3M | 662,401 | 0.04% | 21q | +1.8%+$815.6K |
| JPMORGAN CHASE & CO | $46.0M | 658,102 | 0.00% | 18q | +5.3%+$2.3M |
| Tumwater Wealth Management, LLC | $44.5M | 636,708 | 16.10% | 7q | +1.3%+$557.3K |
| Aspen Wealth Management LLC | $40.9M | 584,682 | 6.94% | 19q | +9.0%+$3.4M |
| Richard Young Associates, Ltd. | $39.0M | 558,629 | 25.95% | 3q | HELD |
| Confluence Wealth Services, Inc. | $38.8M | 554,562 | 1.11% | 16q | +21.3%+$6.8M |
| Financial Harvest, LLC | $37.6M | 538,074 | 15.55% | 5q | +6.0%+$2.1M |
| UBS Group AG | $37.0M | 529,301 | 0.00% | 21q | +17.0%+$5.4M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $35.4M | 505,941 | 2.37% | 15q | +3.6%+$1.2M |
| EnRich Financial Partners LLC | $35.3M | 504,548 | 8.38% | 11q | -3.3%-$1.2M |
| Beaird Harris Wealth Management, LLC | $33.0M | 472,417 | 2.07% | 19q | -2.6%-$870.9K |
| Summit Financial Strategies, Inc. | $33.0M | 472,327 | 2.32% | 16q | +5.8%+$1.8M |
| Planning Center, Inc. | $32.7M | 467,301 | 3.08% | 17q | HELD |
| TCI Wealth Advisors, Inc. | $32.5M | 465,341 | 1.41% | 21q | -1.2%-$382.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $32.3M | 461,947 | 0.04% | 21q | +2.3%+$712.3K |
| NorthAvenue LLC | $31.8M | 455,179 | 22.79% | 3q | +3.2%+$996.6K |
| AE Wealth Management LLC | $31.8M | 454,658 | 0.15% | 17q | +3.2%+$984.6K |
| Babb Wealth Advisors LLC | $31.7M | 453,835 | 15.29% | 7q | +3.6%+$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $31.3M | 447,591 | 0.01% | 11q | +14.5%+$4.0M |
| Conrad Siegel Investment Advisors, Inc. | $31.1M | 445,523 | 5.07% | 19q | +1.1%+$348.5K |
| Forvis Mazars Wealth Advisors, LLC | $30.5M | 436,219 | 0.51% | 17q | -9.8%-$3.3M |
| Squire Investment Management Company, LLC | $30.2M | 432,120 | 7.27% | 11q | HELD |
| Watchman Group, Inc. | $30.2M | 431,658 | 6.74% | 20q | HELD |
| Disciplined Equity Management, Inc. | $30.0M | 429,100 | 13.28% | 19q | +3.6%+$1.0M |
| Allen Capital Group, LLC | $29.5M | 421,972 | 2.40% | 14q | +0.8%+$235.8K |
| TFC Financial Management, Inc. | $28.8M | 411,492 | 3.19% | 21q | +0.6%+$175.7K |
| Cambridge Financial Group, LLC | $28.4M | 405,762 | 8.93% | 11q | +4.0%+$1.1M |
| Meritas Wealth Management, LLC | $28.2M | 403,496 | 11.01% | 15q | HELD |
| Lauterbach Financial Advisors, LLC | $27.3M | 390,415 | 11.74% | 19q | HELD |
| First Command Advisory Services, Inc. | $27.0M | 387,111 | 0.16% | 12q | -19.2%-$6.4M |
| Foster Group, Inc. | $26.9M | 385,529 | 0.72% | 21q | -2.2%-$608.5K |
| MASTER'S WEALTH MANAGEMENT INC. | $26.9M | 384,734 | 8.09% | 7q | +5.6%+$1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | $26.9M | 384,676 | 6.55% | 19q | +2.9%+$749.2K |
| TFO Wealth Partners, LLC | $26.7M | 381,720 | 2.90% | 21q | -3.8%-$1.1M |
| MISSION WEALTH MANAGEMENT, LP | $26.1M | 373,158 | 0.32% | 21q | +86.9%+$12.1M |
| ECLECTIC ASSOCIATES INC /ADV | $25.8M | 369,252 | 2.94% | 8q | +5.6%+$1.4M |
| Triune Financial Partners, LLC | $25.6M | 366,685 | 5.35% | 20q | +3.1%+$767.9K |
| Sterling Wealth Management, Inc. | $25.5M | 365,048 | 6.34% | 10q | HELD |
| Equitable Holdings, Inc. | $25.4M | 363,048 | 0.15% | 21q | +6.5%+$1.5M |
| Disciplined Investments, LLC | $25.2M | 360,470 | 4.07% | 21q | +111.9%+$13.3M |
| Elser Financial Planning, Inc | $25.1M | 358,376 | 1.09% | 2q | -2.9%-$760.3K |
| TRUIST FINANCIAL CORP | $24.8M | 355,243 | 0.03% | 21q | +15.8%+$3.4M |
| Guardian Wealth Management, LLC | $24.6M | 352,499 | 6.91% | 3q | -1.3%-$319.4K |
| BlackRock, Inc. | $24.5M | 349,809 | 0.00% | 7q | +37.4%+$6.7M |
| Visionary Wealth Advisors | $24.1M | 344,964 | 0.95% | 15q | HELD |
| CHOREO, LLC | $24.0M | 343,578 | 0.26% | 21q | -0.6%-$138.8K |
| Tillman Hartley LLC | $23.2M | 331,926 | 5.21% | 15q | -2.5%-$603.7K |
| KELLY FINANCIAL GROUP LLC | $23.1M | 329,931 | 5.12% | 7q | +0.8%+$177.5K |
| RS CRUM INC. | $22.8M | 326,265 | 4.28% | 19q | +1.3%+$301.9K |
| Farther Finance Advisors, LLC | $22.7M | 325,065 | 0.18% | 15q | +21.0%+$3.9M |
| KILNER CAPITAL ADVISORS, LLC | $22.3M | 319,755 | 19.11% | 3q | HELD |
| Atlantic Union Bankshares Corp | $22.0M | 315,251 | 0.37% | 5q | +7.2%+$1.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.0M | 314,291 | 0.01% | 21q | +5.2%+$1.1M |
Showing the largest 100 of 856 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 | 828 | $11.7B | 167,634,352 | 60 | 201 | 236 | 0.0% |
| Q1 2026 | 793 | $10.3B | 164,972,268 | 54 | 231 | 217 | 0.0% |
| Q4 2025 | 766 | $9.9B | 165,595,375 | 33 | 197 | 202 | 0.0% |
| Q3 2025 | 704 | $8.8B | 150,454,841 | 45 | 194 | 209 | 0.0% |
| Q2 2025 | 686 | $8.4B | 154,892,303 | 37 | 211 | 211 | 0.0% |
| Q1 2025 | 682 | $7.8B | 152,276,710 | 38 | 223 | 189 | 0.0% |
| Q4 2024 | 678 | $9.2B | 164,645,056 | 31 | 168 | 175 | 0.0% |
| Q3 2024 | 601 | $8.0B | 143,190,237 | 25 | 178 | 171 | 0.0% |
| Q2 2024 | 586 | $7.4B | 142,070,411 | 37 | 164 | 164 | 0.0% |
| Q1 2024 | 563 | $7.4B | 135,195,970 | 38 | 169 | 166 | 0.0% |
| Q4 2023 | 553 | $7.0B | 133,661,174 | 54 | 143 | 149 | 0.0% |
| Q3 2023 | 470 | $6.0B | 130,845,898 | 22 | 147 | 130 | 0.0% |
| Q2 2023 | 466 | $5.6B | 119,722,400 | 29 | 144 | 125 | 0.0% |
| Q1 2023 | 445 | $5.1B | 113,712,350 | 33 | 151 | 115 | 0.0% |
| Q4 2022 | 410 | $4.6B | 104,766,740 | 26 | 120 | 102 | 0.0% |
| Q3 2022 | 404 | $4.4B | 112,528,654 | 26 | 140 | 97 | 0.0% |
| Q2 2022 | 398 | $4.3B | 106,262,443 | 76 | 119 | 89 | 0.0% |
| Q1 2022 | 338 | $4.6B | 98,655,500 | 36 | 112 | 65 | 0.0% |
| Q4 2021 | 363 | $4.4B | 93,545,634 | 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% |