DIMENSIONAL ETF TRUST (DFAU)
Institutional ownership reported to the SEC as of Q3 2026, across 24 quarters.
28
Reporting holders
$586.1M
Reported value
0.0%
Calls
0.0%
Puts
-574
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 |
|---|---|---|---|---|---|
| RVW Wealth, LLC | $247.2M | 4,720,801 | 15.86% | 19q | -2.2%-$5.5M |
| Apella Capital, LLC | $115.2M | 2,161,278 | 1.46% | 17q | +1.5%+$1.7M |
| Pioneer Wealth Management Group | $93.9M | 1,792,680 | 22.15% | 15q | +4.1%+$3.7M |
| Kure Advisory, LLC | $33.4M | 637,601 | 15.42% | 7q | +1.1%+$372.6K |
| Shira Ridge Wealth Management | $29.6M | 565,399 | 10.29% | 16q | -0.6%-$182.7K |
| Farther Finance Advisors, LLC | $16.7M | 319,438 | 0.12% | 15q | +7.4%+$1.2M |
| Ledgewood Wealth Advisors, LLC | $16.2M | 308,998 | 8.92% | 12q | -2.9%-$480.5K |
| ALKEME WEALTH, LLC | $6.1M | 116,856 | 2.31% | 17q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $5.0M | 95,842 | 1.41% | 11q | HELD |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $5.0M | 95,158 | 0.71% | 12q | +2.8%+$138.0K |
| Versant Capital Management, Inc | $3.5M | 67,073 | 0.30% | 23q | -7.2%-$271.2K |
| Hiley Hunt Wealth Management | $2.0M | 38,920 | 0.79% | 12q | -4.7%-$100.2K |
| Olistico Wealth, LLC | $1.8M | 34,683 | 0.76% | 16q | HELD |
| Factor Wealth Management LTD | $1.7M | 33,313 | 0.27% | 8q | -1.8%-$31.2K |
| Financial Symmetry Inc | $1.7M | 33,065 | 0.55% | 12q | HELD |
| Sincerus Advisory, LLC | $1.6M | 31,018 | 1.06% | 8q | +10.2%+$150.3K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.1M | 20,317 | 0.21% | 5q | +1.7%+$17.4K |
| Ballew Advisors, Inc | $662.7K | 12,532 | 0.33% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $570.6K | 10,898 | 0.04% | 8q | -34.2%-$296.4K |
| Sprinkle Financial Consultants LLC | $448.2K | 8,560 | 0.18% | 11q | +1.6%+$6.9K |
| ECLECTIC ASSOCIATES INC /ADV | $384.8K | 7,349 | 0.04% | 8q | -1.1%-$4.3K |
| Wedmont Private Capital | $369.4K | 6,948 | 0.01% | 6q | +4.3%+$15.4K |
| Cooper Financial Group | $351.6K | 6,716 | 0.03% | 18q | HELD |
| Friday Financial | $314.7K | 5,994 | 0.06% | 4q | HELD |
| Peterson Wealth Advisors, LLC | $297.3K | 5,677 | 0.03% | 3q | HELD |
| Graves Light Lenhart Wealth, Inc. | $295.7K | 5,647 | 0.03% | 16q | -4.9%-$15.1K |
| Emprise Bank | $290.5K | 5,549 | 0.11% | 11q | HELD |
| BOS Asset Management, LLC | $259.7K | 4,960 | 0.06% | 6q | 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 | 28 | $586.1M | 11,153,270 | 1 | 9 | 9 | 0.0% |
| Q2 2026 | 602 | $9.3B | 180,877,334 | 42 | 204 | 184 | 0.0% |
| Q1 2026 | 575 | $7.7B | 169,423,928 | 47 | 223 | 148 | 0.0% |
| Q4 2025 | 564 | $7.6B | 163,293,219 | 34 | 198 | 146 | 0.0% |
| Q3 2025 | 508 | $6.5B | 141,225,190 | 28 | 173 | 164 | 0.0% |
| Q2 2025 | 498 | $5.8B | 135,592,719 | 38 | 207 | 137 | 0.0% |
| Q1 2025 | 477 | $4.8B | 126,077,202 | 30 | 200 | 124 | 0.0% |
| Q4 2024 | 464 | $7.9B | 193,664,195 | 25 | 163 | 106 | 0.0% |
| Q3 2024 | 399 | $4.1B | 103,951,291 | 28 | 159 | 109 | 0.0% |
| Q2 2024 | 386 | $3.7B | 99,463,288 | 18 | 171 | 94 | 0.0% |
| Q1 2024 | 377 | $3.3B | 91,073,411 | 32 | 162 | 109 | 0.0% |
| Q4 2023 | 373 | $2.9B | 87,645,386 | 36 | 147 | 87 | 0.0% |
| Q3 2023 | 321 | $2.5B | 83,641,114 | 14 | 145 | 78 | 0.0% |
| Q2 2023 | 322 | $2.2B | 71,312,977 | 27 | 154 | 80 | 0.0% |
| Q1 2023 | 303 | $1.8B | 62,830,036 | 30 | 140 | 64 | 0.0% |
| Q4 2022 | 284 | $1.7B | 62,123,917 | 44 | 108 | 63 | 0.0% |
| Q3 2022 | 225 | $1.2B | 48,534,598 | 31 | 110 | 61 | 0.0% |
| Q2 2022 | 217 | $1.3B | 49,011,421 | 47 | 106 | 43 | 0.0% |
| Q1 2022 | 187 | $1.2B | 36,652,012 | 38 | 93 | 30 | 0.0% |
| Q4 2021 | 164 | $914.0M | 27,736,211 | 26 | 72 | 9 | 0.0% |
| Q3 2021 | 114 | $543.7M | 17,878,287 | 23 | 67 | 4 | 0.0% |
| Q2 2021 | 94 | $445.5M | 14,737,196 | 28 | 51 | 6 | 0.0% |
| Q1 2021 | 70 | $322.0M | 11,412,892 | 39 | 23 | 3 | 0.0% |
| Q4 2020 | 32 | $140.6M | 5,328,167 | 28 | 0 | 0 | 0.0% |