DIMENSIONAL ETF TRUST (DFAW)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
201
Reporting holders
$762.5M
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| First Pacific Financial | $77.4M | 934,501 | 9.22% | 11q | +8.0%+$5.7M |
| Wealth Management Nebraska | $70.6M | 853,135 | 6.30% | 7q | +6.1%+$4.0M |
| Arlington Financial Advisors, LLC | $54.5M | 658,572 | 6.92% | 11q | +1.6%+$872.2K |
| Farther Finance Advisors, LLC | $30.3M | 366,544 | 0.24% | 9q | +1.2%+$362.0K |
| Sivia Capital Partners, LLC | $28.3M | 341,600 | 3.44% | 11q | +163.2%+$17.5M |
| Strategic Investment Solutions, Inc. /IL | $21.0M | 253,320 | 4.80% | 11q | -9.8%-$2.3M |
| DiNuzzo Private Wealth, Inc. | $20.0M | 241,364 | 1.98% | 11q | +3.5%+$680.9K |
| Plancorp, LLC | $17.7M | 214,260 | 0.43% | 7q | +22.4%+$3.2M |
| Abacus Planning Group, Inc. | $17.6M | 212,101 | 2.17% | 12q | HELD |
| JPMORGAN CHASE & CO | $17.3M | 209,490 | 0.00% | 7q | +19.9%+$2.9M |
| Bryant Woods Investment Advisors, LLC | $14.5M | 175,702 | 4.05% | 8q | +4.1%+$568.9K |
| Greenspring Advisors, LLC | $14.5M | 175,063 | 0.80% | 9q | +7.6%+$1.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $14.1M | 170,626 | 0.01% | 11q | +174.2%+$9.0M |
| Stratos Investment Management, LLC | $13.6M | 163,934 | 0.49% | 10q | +2.8%+$366.0K |
| Apella Capital, LLC | $13.2M | 159,183 | 0.19% | 11q | +11.1%+$1.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | $13.1M | 157,672 | 5.21% | 10q | -8.5%-$1.2M |
| Triune Financial Partners, LLC | $12.2M | 147,925 | 2.56% | 7q | +2.4%+$286.3K |
| MASECO LLP | $11.9M | 143,211 | 0.33% | 5q | +1.1%+$133.3K |
| Physician Wealth Advisors, Inc. | $10.9M | 131,656 | 1.30% | 11q | -11.0%-$1.3M |
| Royal Harbor Partners, LLC | $10.2M | 123,069 | 3.16% | 5q | -1.0%-$97.8K |
| BIP Wealth, LLC | $9.7M | 116,965 | 0.27% | 4q | +61.7%+$3.7M |
| Strathmore Capital Advisors, Inc. | $9.4M | 113,097 | 2.52% | 6q | +4.5%+$402.2K |
| BROWN ADVISORY INC | $9.3M | 112,149 | 0.01% | new | NEW |
| American Investment Services, Inc. | $9.1M | 110,004 | 1.92% | 8q | -3.1%-$292.9K |
| RAYMOND JAMES FINANCIAL INC | $8.8M | 106,185 | 0.00% | 6q | +301.1%+$6.6M |
| HFG Wealth Management, LLC | $8.6M | 103,945 | 8.65% | 11q | -22.4%-$2.5M |
| DEMMING FINANCIAL SERVICES CORP /ADV | $8.4M | 101,768 | 5.36% | 3q | +2.3%+$190.5K |
| Evanson Financial, LLC | $8.4M | 101,769 | 0.41% | new | FIRST |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 78,153 | 0.01% | 11q | +10.6%+$619.8K |
| TCI Wealth Advisors, Inc. | $6.4M | 77,330 | 0.28% | 10q | -2.3%-$150.4K |
| Foster Group, Inc. | $6.0M | 73,001 | 0.16% | 10q | +246.6%+$4.3M |
| BUILDER INVESTMENT GROUP INC /ADV | $5.5M | 66,816 | 1.10% | 12q | -2.4%-$134.6K |
| LPL Financial LLC | $5.5M | 66,218 | 0.00% | 8q | +11.3%+$557.2K |
| Family Manage LLC | $5.1M | 62,182 | 0.53% | 2q | +17.8%+$779.4K |
| AQR CAPITAL MANAGEMENT LLC | $5.1M | 61,657 | 0.00% | 7q | -1.2%-$60.2K |
| Lakewood Asset Management LLC | $4.9M | 59,183 | 2.69% | 2q | +266.6%+$3.6M |
| Sprinkle Financial Consultants LLC | $4.4M | 53,732 | 1.75% | 11q | +4.4%+$188.4K |
| Berger Financial Group, Inc | $4.3M | 52,274 | 0.22% | 7q | +0.8%+$35.5K |
| SC&H Financial Advisors, Inc. | $4.2M | 51,130 | 0.56% | 10q | +4.0%+$163.3K |
| Parkshore Wealth Management, Inc. | $4.2M | 50,659 | 1.20% | 7q | +26.9%+$889.2K |
| Keating Financial Advisory Services, Inc. | $4.0M | 48,686 | 0.53% | 3q | +32.8%+$995.5K |
| MATHER GROUP, LLC. | $3.8M | 45,667 | 0.03% | 10q | +0.5%+$19.4K |
| Shore Point Advisors, LLC | $3.7M | 44,121 | 1.25% | 8q | +8.2%+$276.7K |
| HighTower Advisors, LLC | $3.7M | 44,090 | 0.00% | 5q | +1.2%+$43.0K |
| Parkwoods Wealth Partners, LLC | $3.4M | 40,968 | 0.54% | 7q | +14.0%+$416.2K |
| Krilogy Financial LLC | $3.2M | 39,033 | 0.10% | 10q | -7.7%-$270.5K |
| Spinnaker Investment Group, LLC | $3.2M | 38,873 | 0.52% | 11q | +18.4%+$499.1K |
| AssuredPartners Investment Advisors, LLC | $3.0M | 36,082 | 0.29% | 7q | +12.8%+$338.7K |
| Barry Investment Advisors, LLC | $3.0M | 35,771 | 0.62% | 10q | +9.0%+$243.8K |
| Keystone Financial Group, Inc. | $3.0M | 35,717 | 1.55% | 7q | -2.5%-$76.9K |
| MB Generational Wealth, LLC | $2.9M | 35,623 | 1.45% | 9q | +5.8%+$162.7K |
| Focus Partners Wealth | $2.9M | 35,437 | 0.00% | 8q | -86.7%-$19.1M |
| Prudent Man Investment Management, Inc. | $2.9M | 39,079 | 0.99% | 7q | -1.0%-$29.3K |
| JFS WEALTH ADVISORS, LLC | $2.9M | 34,479 | 0.14% | 8q | +100.5%+$1.4M |
| Kesler, Norman & Wride, LLC | $2.8M | 34,351 | 0.45% | 3q | +43.9%+$867.8K |
| MONOGRAPH WEALTH ADVISORS, LLC | $2.8M | 34,108 | 0.23% | 7q | +28.5%+$626.9K |
| Rachor Investment Advisory Services, LLC | $2.7M | 32,865 | 1.34% | 3q | +3.5%+$90.9K |
| JANE STREET GROUP, LLC | $2.6M | 31,547 | 0.00% | 9q | -41.9%-$1.9M |
| Aspen Capital Management, LLC | $2.5M | 30,649 | 0.56% | 6q | +17.7%+$380.8K |
| VESTIA PERSONAL WEALTH ADVISORS | $2.5M | 30,422 | 0.98% | 8q | +8.0%+$186.9K |
| Babb Wealth Advisors LLC | $2.4M | 29,159 | 1.16% | 7q | +1.3%+$31.1K |
| Chicago Partners Investment Group LLC | $2.4M | 28,810 | 0.05% | 10q | +17.3%+$348.2K |
| Foundations Investment Advisors, LLC | $2.3M | 27,996 | 0.02% | 3q | +16.5%+$328.1K |
| Ruedi Wealth Management, Inc. | $2.3M | 27,691 | 0.54% | 11q | +107.3%+$1.2M |
| Beacon Pointe Advisors, LLC | $2.2M | 26,182 | 0.01% | 11q | +1.8%+$39.0K |
| CARDIFF PARK ADVISORS, LLC | $2.1M | 25,505 | 0.16% | 8q | HELD |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $2.1M | 25,402 | 0.14% | 10q | +5.9%+$117.6K |
| Syverson Strege & Co | $2.1M | 25,236 | 0.46% | 11q | -3.6%-$77.3K |
| Sterling Wealth Management, Inc. | $2.0M | 24,139 | 0.50% | 8q | -2.9%-$60.4K |
| Envision Financial Planning, LLC | $2.0M | 24,101 | 0.65% | 8q | +8.0%+$147.1K |
| BANK OF MONTREAL /CAN/ | $1.9M | 23,308 | 0.00% | 11q | +3.3%+$60.8K |
| IHT Wealth Management, LLC | $1.9M | 23,133 | 0.04% | 3q | +9.6%+$167.9K |
| FIDUCIARY FINANCIAL GROUP, LLC | $1.8M | 22,327 | 0.21% | 9q | +2.9%+$51.2K |
| Pacific Asset Management, LLC | $1.7M | 20,578 | 0.84% | 7q | +5.1%+$82.0K |
| LEGACY FINANCIAL GROUP, INC. | $1.5M | 18,419 | 0.36% | 4q | +46.3%+$482.4K |
| Mills Wealth Advisors LLC | $1.4M | 17,095 | 0.45% | 7q | +9.9%+$128.0K |
| Stratos Wealth Partners, LTD. | $1.3M | 16,220 | 0.01% | 5q | +375.8%+$1.1M |
| Savvy Advisors, Inc. | $1.3M | 16,135 | 0.03% | 6q | +17.4%+$198.2K |
| Austin Asset Management Co Inc | $1.2M | 15,000 | 0.17% | 10q | +20.9%+$214.8K |
| Corient Private Wealth LP | $1.2M | 14,754 | 0.00% | 4q | +134.9%+$701.5K |
| Focus Partners Advisor Solutions, LLC | $1.1M | 13,497 | 0.01% | 5q | +38.0%+$307.7K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.1M | 13,449 | 0.02% | 6q | +10.6%+$107.0K |
| Riverbend Wealth Management, LLC | $1.1M | 13,140 | 0.55% | 7q | -5.8%-$66.6K |
| OneDigital Investment Advisors LLC | $1.1M | 12,988 | 0.01% | 4q | +28.7%+$239.5K |
| Chico Wealth RIA | $1.0M | 12,663 | 0.55% | 4q | +10.1%+$96.5K |
| Highland Financial Advisors, LLC | $1.0M | 12,587 | 0.23% | 5q | HELD |
| FMB WEALTH MANAGEMENT | $1.0M | 12,541 | 0.38% | 7q | +2.3%+$23.1K |
| Nemes Rush Group LLC | $996.2K | 12,033 | 0.08% | 7q | +2.8%+$27.3K |
| Waterfront Wealth Inc. | $995.1K | 12,029 | 0.15% | 6q | +15.5%+$133.6K |
| Mustard Seed Financial, LLC | $979.7K | 11,833 | 0.51% | 9q | -25.4%-$333.4K |
| Legacy Capital Wealth Partners, LLC | $956.8K | 11,557 | 0.18% | 4q | +23.5%+$182.0K |
| Visionary Wealth Advisors | $910.5K | 10,998 | 0.04% | 6q | +12.6%+$101.7K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $899.2K | 10,862 | 0.52% | 5q | +8.8%+$73.1K |
| Mutual Advisors, LLC | $782.4K | 9,451 | 0.01% | 7q | +22.3%+$142.9K |
| RS CRUM INC. | $771.5K | 9,319 | 0.14% | 9q | +3.5%+$26.2K |
| RAM Investment Partners, LLC | $747.1K | 9,023 | 0.12% | 9q | +3.8%+$27.6K |
| BOS Asset Management, LLC | $719.2K | 8,688 | 0.17% | 9q | +10.6%+$68.7K |
| Sensible Money, LLC | $714.1K | 8,625 | 0.19% | 3q | +29.4%+$162.2K |
| ELEVATE WEALTH ADVISORY, INC | $695.8K | 8,404 | 0.40% | 6q | +9.1%+$58.0K |
| United Advisor Group, LLC | $693.2K | 8,373 | 0.07% | new | NEW |
Showing the largest 100 of 212 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 | 201 | $762.5M | 9,218,266 | 19 | 119 | 37 | 0.0% |
| Q1 2026 | 192 | $627.2M | 8,510,046 | 24 | 113 | 33 | 0.0% |
| Q4 2025 | 180 | $563.9M | 7,613,501 | 20 | 105 | 19 | 0.0% |
| Q3 2025 | 156 | $443.3M | 6,178,762 | 17 | 86 | 25 | 0.0% |
| Q2 2025 | 141 | $376.2M | 5,619,588 | 20 | 83 | 25 | 0.0% |
| Q1 2025 | 130 | $297.2M | 4,851,585 | 17 | 69 | 24 | 0.0% |
| Q4 2024 | 119 | $267.4M | 4,286,016 | 21 | 53 | 13 | 0.0% |
| Q3 2024 | 80 | $196.5M | 3,107,016 | 15 | 41 | 10 | 0.0% |
| Q2 2024 | 69 | $161.6M | 2,699,787 | 16 | 35 | 6 | 0.0% |
| Q1 2024 | 52 | $126.6M | 2,145,796 | 27 | 19 | 2 | 0.0% |
| Q4 2023 | 28 | $69.4M | 1,264,569 | 21 | 4 | 0 | 0.0% |
| Q3 2023 | 6 | $11.0M | 221,847 | 6 | 0 | 0 | 0.0% |