DIMENSIONAL ETF TRUST (DFAU)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
584
Reporting holders
$9.1B
Reported value
0.0%
Held as options
+29
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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | $393.2M | 7,607,402 | 1.96% | 19q | +3.1%+$11.8M |
| RVW Wealth, LLC | $249.4M | 4,825,000 | 16.42% | 18q | +4.2%+$10.1M |
| OneDigital Investment Advisors LLC | $235.8M | 4,562,729 | 1.99% | 11q | +3.1%+$7.2M |
| Sageworth Trust Co | $229.7M | 4,443,421 | 9.05% | 17q | -0.8%-$1.9M |
| Annex Advisory Services, LLC | $225.3M | 4,358,982 | 3.85% | 3q | +17.6%+$33.7M |
| Allworth Financial LP | $203.8M | 3,941,811 | 0.86% | 23q | -0.8%-$1.5M |
| Aquire Wealth Advisors, LLC | $186.8M | 3,613,432 | 42.81% | 19q | +5.7%+$10.1M |
| Focus Partners Wealth | $182.9M | 3,539,244 | 0.19% | 8q | +0.7%+$1.4M |
| MAI Capital Management | $169.4M | 3,277,574 | 0.64% | 16q | +370.4%+$133.4M |
| MARS JEWETT FINANCIAL GROUP, INC. | $168.5M | 3,259,597 | 34.10% | 3q | +4.5%+$7.3M |
| Modera Wealth Management, LLC | $162.1M | 3,135,937 | 1.73% | 19q | -2.6%-$4.4M |
| SYM FINANCIAL Corp | $157.0M | 3,036,703 | 12.62% | 13q | +2359.3%+$150.6M |
| Beacon Pointe Advisors, LLC | $152.0M | 2,939,806 | 0.71% | 18q | +4.9%+$7.2M |
| Kooman & Associates | $148.1M | 2,864,477 | 39.76% | 15q | HELD |
| Spinnaker Investment Group, LLC | $136.7M | 2,645,051 | 21.91% | 19q | +15.0%+$17.9M |
| Blankinship & Foster, LLC | $133.5M | 2,582,272 | 26.94% | 13q | -1.5%-$2.1M |
| AE Wealth Management LLC | $124.2M | 2,402,356 | 0.58% | 22q | +2.9%+$3.4M |
| Pandowealth. LLC | $122.2M | 2,998,952 | 49.92% | 3q | +102.6%+$61.9M |
| Apella Capital, LLC | $110.2M | 2,130,305 | 1.56% | 16q | -1.1%-$1.2M |
| Savant Capital, LLC | $109.0M | 2,107,505 | 0.32% | 21q | +10.4%+$10.3M |
| Arista Wealth Management, LLC | $108.8M | 2,104,785 | 11.74% | 15q | +1.7%+$1.9M |
| MASECO LLP | $105.6M | 2,043,736 | 2.97% | 5q | +11.2%+$10.6M |
| Elser Financial Planning, Inc | $102.9M | 1,989,838 | 4.46% | 2q | HELD |
| WPWealth LLP | $94.4M | 1,826,859 | 14.01% | 15q | -1.9%-$1.8M |
| Corient Private Wealth LP | $93.3M | 1,804,096 | 0.06% | 15q | +98.1%+$46.2M |
| 55 North Private Wealth, LLC | $92.9M | 1,796,907 | 18.28% | 3q | +6.9%+$6.0M |
| Focus Partners Advisor Solutions, LLC | $91.9M | 1,777,063 | 0.78% | 19q | -2.7%-$2.5M |
| Pioneer Wealth Management Group | $89.0M | 1,722,295 | 21.51% | 14q | +5.6%+$4.7M |
| Krilogy Financial LLC | $86.0M | 1,664,175 | 2.54% | 18q | -7.0%-$6.5M |
| Cetera Investment Advisers | $71.1M | 1,375,137 | 0.06% | 20q | +9.6%+$6.2M |
| HILL ISLAND FINANCIAL LLC | $65.7M | 1,270,580 | 14.01% | 7q | +0.8%+$499.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $64.8M | 1,254,532 | 0.08% | 23q | +3.9%+$2.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $64.8M | 1,253,660 | 0.04% | 22q | +125.6%+$36.1M |
| HB Wealth Management, LLC | $64.6M | 1,250,136 | 0.36% | 19q | -2.2%-$1.5M |
| Amicus Financial Advisors, LLC | $60.7M | 1,175,114 | 14.92% | 3q | -7.5%-$4.9M |
| BCM ADVISORS, LLC | $59.3M | 1,157,030 | 11.54% | 12q | -3.3%-$2.0M |
| Mariner, LLC | $59.1M | 1,142,829 | 0.06% | 18q | -3.3%-$2.0M |
| Meridian Wealth Partners, LLC | $58.7M | 1,134,778 | 7.10% | 22q | +1.8%+$1.0M |
| Sterling Wealth Advisors Inc | $58.5M | 1,130,815 | 31.77% | 7q | +3.4%+$1.9M |
| LPL Financial LLC | $58.3M | 1,128,224 | 0.01% | 17q | +7.2%+$3.9M |
| Austin Wealth Management, LLC | $58.0M | 1,126,791 | 12.26% | 12q | +1.4%+$821.6K |
| CURIO WEALTH, LLC | $57.3M | 1,108,237 | 17.77% | 7q | +5.4%+$3.0M |
| Diversify Advisory Services, LLC | $56.3M | 1,097,631 | 0.94% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $56.3M | 1,097,631 | 0.94% | 9q | -0.7%-$385.0K |
| Essential Planning, LLC. | $55.7M | 1,077,468 | 15.74% | 16q | -4.8%-$2.8M |
| Keating Financial Advisory Services, Inc. | $55.2M | 1,068,781 | 7.27% | 3q | +15.1%+$7.2M |
| Note Advisors, LLC | $54.8M | 1,060,382 | 23.77% | 7q | +13.2%+$6.4M |
| BRIGHTON JONES LLC | $52.5M | 1,015,273 | 0.98% | 20q | -49.0%-$50.4M |
| AlphaStar Capital Management, LLC | $51.6M | 999,111 | 3.28% | 4q | +13.8%+$6.3M |
| Alpha Financial Advisors, LLC | $51.2M | 990,171 | 13.39% | 15q | +4.0%+$2.0M |
| VeraBank, N.A. | $50.2M | 970,684 | 8.30% | 14q | +10.2%+$4.7M |
| Valued Wealth Advisors LLC | $49.6M | 959,941 | 18.03% | 11q | HELD |
| TCP Asset Management, LLC | $49.5M | 958,294 | 5.62% | 15q | +0.9%+$435.9K |
| CVA Family Office, LLC | $49.0M | 948,466 | 4.44% | 19q | +14.0%+$6.0M |
| AdvisorNet Financial, Inc | $48.3M | 933,907 | 2.20% | 23q | -11.9%-$6.5M |
| Advisory Alpha, LLC | $47.2M | 913,266 | 1.16% | 21q | +7.5%+$3.3M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $46.5M | 900,201 | 0.34% | 4q | HELD |
| EP Wealth Advisors, LLC | $46.0M | 889,600 | 0.18% | 8q | -1.7%-$778.1K |
| SC&H Financial Advisors, Inc. | $45.7M | 883,580 | 6.06% | 19q | +1.2%+$533.5K |
| Plancorp, LLC | $45.0M | 868,094 | 1.10% | 18q | +9.4%+$3.9M |
| Fonville Wealth Management LLC | $43.4M | 840,001 | 7.09% | 11q | -0.9%-$383.4K |
| ACT Advisors, LLC. | $42.2M | 815,514 | 14.01% | 16q | +14.4%+$5.3M |
| Live Oak Private Wealth LLC | $41.5M | 803,153 | 5.19% | 7q | +99.6%+$20.7M |
| Highland Financial Advisors, LLC | $41.1M | 794,482 | 9.03% | 17q | -1.9%-$815.2K |
| Timonier Family Office, LTD. | $40.9M | 790,436 | 11.54% | 6q | +1.7%+$682.5K |
| Two West Capital Advisors LLC | $40.6M | 790,439 | 20.18% | 9q | HELD |
| Baird Financial Group, Inc. | $38.7M | 747,813 | 0.05% | 10q | +16.2%+$5.4M |
| ENVESTNET ASSET MANAGEMENT INC | $38.2M | 738,172 | 0.01% | 22q | +17.1%+$5.6M |
| Physician Wealth Solutions Inc. | $38.0M | 735,418 | 14.41% | 11q | +3.0%+$1.1M |
| Yardley Wealth Management LLC | $37.8M | 731,553 | 17.18% | 8q | +2.7%+$987.7K |
| Wealthspire Advisors, LLC | $37.6M | 727,590 | 0.21% | 8q | -10.6%-$4.5M |
| Bay Harbor Wealth Management, LLC | $36.7M | 710,366 | 8.47% | 16q | HELD |
| Private Wealth Management Group, LLC | $36.6M | 708,536 | 8.50% | 9q | +5.4%+$1.9M |
| Creative Planning | $36.5M | 705,296 | 0.02% | 18q | -0.5%-$195.3K |
| Pathstone Holdings, LLC | $36.3M | 702,119 | 0.11% | 11q | +3.2%+$1.1M |
| Zhang Financial LLC | $35.6M | 688,300 | 1.04% | 17q | -2.9%-$1.1M |
| Allegiance Financial Group Advisory Services LLC | $34.8M | 673,456 | 6.03% | 15q | +8.7%+$2.8M |
| UBS Group AG | $33.5M | 648,320 | 0.00% | 21q | +2.4%+$788.3K |
| Kure Advisory, LLC | $32.6M | 630,484 | 15.45% | 6q | +7.2%+$2.2M |
| OSAIC HOLDINGS, INC. | $32.5M | 629,305 | 0.04% | 22q | +5.0%+$1.5M |
| LIBERTY WEALTH MANAGEMENT LLC | $32.5M | 719,165 | 4.06% | 15q | HELD |
| Keystone Financial Group, Inc. | $32.1M | 620,943 | 16.85% | 7q | +2.4%+$755.0K |
| Spectrum Investment Advisors, Inc. | $32.0M | 620,035 | 13.10% | 11q | -4.1%-$1.4M |
| M Wealth Management, LLC | $30.8M | 596,038 | 24.20% | 7q | -3.5%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $30.2M | 584,237 | 0.00% | 18q | +2.8%+$834.1K |
| Heritage Investment Group, Inc. | $30.0M | 579,824 | 4.03% | 15q | +1.1%+$311.7K |
| Shira Ridge Wealth Management | $29.4M | 568,889 | 10.26% | 15q | +0.8%+$236.1K |
| AWM CAPITAL, LLC | $29.3M | 567,016 | 2.35% | 20q | -3.3%-$1.0M |
| STIFEL FINANCIAL CORP | $28.7M | 554,983 | 0.02% | 21q | -1.4%-$394.5K |
| Morling Financial Advisors, LLC | $27.9M | 540,576 | 7.76% | 17q | HELD |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $27.3M | 528,385 | 5.21% | 23q | +1.0%+$266.2K |
| ENTREWEALTH, LLC | $27.2M | 511,377 | 10.08% | 7q | +5.0%+$1.3M |
| Envision Financial Planning, LLC | $27.1M | 524,562 | 8.82% | 12q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $27.0M | 522,024 | 0.33% | 21q | +11.1%+$2.7M |
| Arax Advisory Partners | $26.8M | 517,726 | 0.18% | 3q | +63.7%+$10.4M |
| Larry Mathis Financial Planning, LLC | $26.4M | 280,898,946 | 10.34% | 3q | +152265.2%+$26.4M |
| JFS WEALTH ADVISORS, LLC | $25.8M | 498,319 | 1.28% | 17q | +2.5%+$635.0K |
| Quantum Financial Advisors, LLC | $25.6M | 494,933 | 2.53% | 17q | +1.4%+$343.0K |
| ROYAL BANK OF CANADA | $25.4M | 491,652 | 0.00% | 23q | +66.1%+$10.1M |
| Tassel Capital Management, Inc. | $24.1M | 466,873 | 11.29% | 7q | +18.8%+$3.8M |
Showing the largest 100 of 600 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 | 584 | $9.1B | 177,507,846 | 40 | 200 | 177 | 0.0% |
| Q1 2026 | 555 | $7.4B | 164,417,073 | 43 | 217 | 145 | 0.0% |
| Q4 2025 | 547 | $7.4B | 158,864,072 | 33 | 189 | 143 | 0.0% |
| Q3 2025 | 489 | $6.2B | 135,260,039 | 26 | 166 | 158 | 0.0% |
| Q2 2025 | 476 | $5.5B | 128,566,551 | 34 | 196 | 132 | 0.0% |
| Q1 2025 | 458 | $4.5B | 118,390,295 | 30 | 190 | 120 | 0.0% |
| Q4 2024 | 442 | $7.6B | 187,243,807 | 24 | 151 | 104 | 0.0% |
| Q3 2024 | 377 | $3.9B | 98,150,310 | 27 | 149 | 105 | 0.0% |
| Q2 2024 | 364 | $3.5B | 92,965,385 | 17 | 159 | 90 | 0.0% |
| Q1 2024 | 351 | $3.1B | 85,871,163 | 25 | 153 | 106 | 0.0% |
| Q4 2023 | 348 | $2.7B | 82,623,993 | 33 | 138 | 82 | 0.0% |
| Q3 2023 | 296 | $2.4B | 79,289,775 | 12 | 134 | 73 | 0.0% |
| Q2 2023 | 299 | $2.1B | 67,689,271 | 24 | 142 | 77 | 0.0% |
| Q1 2023 | 279 | $1.7B | 59,095,693 | 30 | 127 | 59 | 0.0% |
| Q4 2022 | 247 | $1.6B | 58,057,481 | 40 | 93 | 51 | 0.0% |
| Q3 2022 | 225 | $1.2B | 48,534,598 | 31 | 110 | 61 | 0.0% |
| Q2 2022 | 216 | $1.3B | 49,000,906 | 47 | 106 | 42 | 0.0% |
| Q1 2022 | 186 | $1.2B | 36,636,102 | 38 | 92 | 30 | 0.0% |
| Q4 2021 | 163 | $913.6M | 27,723,458 | 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% |