# DIMENSIONAL ETF TRUST (DFAW)

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

- Reporting holders: 9
- Reported value: $53.1M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $32.1M | 390,407 | 0.2% | 10 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $13.8M | 164,441 | 0.2% | 12 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $4.4M | 53,751 | 1.7% | 12 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $952.3K | 11,570 | 0.5% | 6 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $746.4K | 9,069 | 0.2% | 10 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $499.1K | 6,063 | 0.1% | 1 |
| [Pacific Wealth Management](https://holderbook.com/funds/1852338-pacific-wealth-management/) | $334.1K | 4,059 | 0.1% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $157.2K | 1,910 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $35.9K | 437 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $34 | 416 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $53.1M |
| Q2 2026 | 215 | $778.1M |
| Q1 2026 | 204 | $636.7M |
| Q4 2025 | 190 | $572.3M |
| Q3 2025 | 163 | $452.5M |
| Q2 2025 | 148 | $384.6M |
| Q1 2025 | 138 | $303.9M |
| Q4 2024 | 125 | $273.0M |
| Q3 2024 | 85 | $200.8M |
| Q2 2024 | 74 | $165.4M |
| Q1 2024 | 56 | $129.5M |
| Q4 2023 | 31 | $71.1M |