# DIMENSIONAL ETF TRUST (DFAX)

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

- Reporting holders: 29
- Reported value: $437.5M
- 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 |
|---|---|---|---|---|
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $198.0M | 5,348,513 | 17.8% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $59.8M | 1,613,440 | 0.8% | 17 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $59.2M | 1,598,157 | 18.9% | 12 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $26.4M | 712,628 | 4.3% | 20 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $23.1M | 623,582 | 2.2% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $19.4M | 523,709 | 0.1% | 16 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $16.8M | 454,810 | 3.7% | 21 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $9.0M | 243,898 | 2.8% | 12 |
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $8.1M | 219,432 | 5.6% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $4.4M | 118,536 | 0.4% | 20 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $4.2M | 113,546 | 0.6% | 8 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $2.0M | 53,024 | 0.8% | 12 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $1.2M | 33,092 | 0.7% | 8 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.2M | 32,050 | 0.2% | 5 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $936.4K | 25,295 | 0.1% | 17 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $523.5K | 14,225 | 0.0% | 6 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $508.3K | 13,729 | 0.0% | 21 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $496.2K | 13,404 | 0.3% | 2 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $308.5K | 8,384 | 0.0% | 2 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $280.0K | 7,564 | 0.0% | 3 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $277.7K | 7,501 | 0.0% | 1 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $257.8K | 6,964 | 0.1% | 6 |
| [Arbor Wealth Advisors LLC](https://holderbook.com/funds/2009890-arbor-wealth-advisors-llc/) | $257.2K | 6,947 | 0.2% | 6 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $215.3K | 5,816 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $212.4K | 5,737 | 0.1% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $437.5M |
| Q2 2026 | 714 | $10.1B |
| Q1 2026 | 697 | $8.8B |
| Q4 2025 | 669 | $8.3B |
| Q3 2025 | 605 | $7.6B |
| Q2 2025 | 601 | $7.1B |
| Q1 2025 | 558 | $6.2B |
| Q4 2024 | 538 | $6.1B |
| Q3 2024 | 484 | $5.8B |
| Q2 2024 | 472 | $5.5B |
| Q1 2024 | 450 | $5.3B |
| Q4 2023 | 429 | $5.0B |