# DIMENSIONAL ETF TRUST (DFAU)

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

- Reporting holders: 28
- Reported value: $586.1M
- 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 |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $247.2M | 4,720,801 | 15.9% | 19 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $115.2M | 2,161,278 | 1.5% | 17 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $93.9M | 1,792,680 | 22.1% | 15 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $33.4M | 637,601 | 15.4% | 7 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $29.6M | 565,399 | 10.3% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.7M | 319,438 | 0.1% | 15 |
| [Ledgewood Wealth Advisors, LLC](https://holderbook.com/funds/2064043-ledgewood-wealth-advisors-llc/) | $16.2M | 308,998 | 8.9% | 12 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $6.1M | 116,856 | 2.3% | 17 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $5.0M | 95,842 | 1.4% | 11 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $5.0M | 95,158 | 0.7% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $3.5M | 67,073 | 0.3% | 23 |
| [Hiley Hunt Wealth Management](https://holderbook.com/funds/2048051-hiley-hunt-wealth-management/) | $2.0M | 38,920 | 0.8% | 12 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $1.8M | 34,683 | 0.8% | 16 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $1.7M | 33,313 | 0.3% | 8 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $1.7M | 33,065 | 0.6% | 12 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $1.6M | 31,018 | 1.1% | 8 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.1M | 20,317 | 0.2% | 5 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $662.7K | 12,532 | 0.3% | 1 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $570.6K | 10,898 | 0.0% | 8 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $448.2K | 8,560 | 0.2% | 11 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $384.8K | 7,349 | 0.0% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $369.4K | 6,948 | 0.0% | 6 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $351.6K | 6,716 | 0.0% | 18 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $314.7K | 5,994 | 0.1% | 4 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $297.3K | 5,677 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $586.1M |
| Q2 2026 | 602 | $9.3B |
| Q1 2026 | 575 | $7.7B |
| Q4 2025 | 564 | $7.6B |
| Q3 2025 | 508 | $6.5B |
| Q2 2025 | 498 | $5.8B |
| Q1 2025 | 477 | $4.8B |
| Q4 2024 | 464 | $7.9B |
| Q3 2024 | 399 | $4.1B |
| Q2 2024 | 386 | $3.7B |
| Q1 2024 | 377 | $3.3B |
| Q4 2023 | 373 | $2.9B |