DIMENSIONAL ETF TRUST (DFCA)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
82
Reporting holders
$921.3M
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $769.5M | 15,334,576 | 0.48% | 12q | +118.2%+$416.9M |
| Citrine Capital LLC | $50.3M | 1,001,570 | 18.60% | 7q | +27.2%+$10.8M |
| HighTower Advisors, LLC | $21.6M | 431,110 | 0.02% | 11q | -58.7%-$30.8M |
| Savvy Advisors, Inc. | $9.6M | 191,505 | 0.20% | 4q | +8.0%+$711.3K |
| Elmwood Wealth Management, Inc. | $6.2M | 124,368 | 1.56% | 7q | +5.6%+$330.1K |
| Signature Resources Capital Management, LLC | $5.5M | 109,573 | 2.17% | 11q | -2.2%-$121.5K |
| One Capital Management, LLC | $3.6M | 72,498 | 0.10% | 8q | HELD |
| TriaGen Wealth Management LLC | $3.6M | 71,160 | 0.89% | 11q | +7.7%+$255.1K |
| Vise Technologies, Inc. | $3.4M | 68,467 | 0.04% | 3q | +26.4%+$717.4K |
| Root Financial Partners, LLC | $3.2M | 63,917 | 0.12% | 9q | -11.5%-$416.5K |
| Integrated Wealth Concepts LLC | $2.7M | 53,670 | 0.01% | 2q | +4.4%+$114.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 49,553 | 0.00% | 11q | +14.7%+$319.2K |
| Three Arch Wealth Management LLC | $2.4M | 47,602 | 0.37% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 29,721 | 0.00% | 10q | +3.0%+$43.0K |
| Foundry Financial LLC | $1.5M | 29,474 | 0.50% | 3q | -4.8%-$74.2K |
| Savant Capital, LLC | $1.4M | 27,057 | 0.00% | 7q | +0.6%+$7.7K |
| Laird Norton Wetherby Trust Company, LLC | $1.3M | 26,500 | 0.03% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.3M | 25,909 | 0.00% | 4q | +22.0%+$234.3K |
| Parallel Advisors, LLC | $1.3M | 25,673 | 0.02% | 4q | +34.0%+$327.0K |
| marrick wealth, LLC | $1.3M | 25,416 | 0.91% | 3q | +6.6%+$78.6K |
| Nautilus Advisors LLC | $1.2M | 24,187 | 0.71% | 4q | +3.0%+$35.5K |
| LPL Financial LLC | $1.2M | 23,606 | 0.00% | 6q | +4.1%+$47.0K |
| Elequin Capital, LP | $1.1M | 22,667 | 0.03% | new | NEW |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1.1M | 22,146 | 0.10% | 5q | -3.1%-$35.4K |
| SCRATCH CAPITAL LLC | $1.0M | 20,379 | 0.51% | 4q | +4.0%+$39.4K |
| Burton Enright Welch | $995.6K | 19,841 | 0.12% | 11q | +8.2%+$75.1K |
| Mariner, LLC | $901.4K | 17,963 | 0.00% | 5q | -49.1%-$868.3K |
| Prospect Financial Group LLC | $901.2K | 17,960 | 0.73% | 7q | HELD |
| RAM Investment Partners, LLC | $855.1K | 17,040 | 0.14% | 11q | -1.6%-$13.8K |
| RAYMOND JAMES FINANCIAL INC | $849.4K | 16,928 | 0.00% | 3q | +28.3%+$187.3K |
| Beacon Pointe Advisors, LLC | $704.8K | 14,046 | 0.00% | new | NEW |
| True Link Financial Advisors, LLC | $681.2K | 26,620 | 0.04% | 10q | +100.0%+$340.6K |
| JPMORGAN CHASE & CO | $674.4K | 13,442 | 0.00% | 7q | +23.0%+$126.3K |
| Private Advisor Group, LLC | $642.6K | 12,806 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $615.5K | 12,266 | 0.01% | 2q | -5.3%-$34.4K |
| SEEDS INVESTOR LLC | $582.5K | 11,609 | 0.06% | 2q | +131.6%+$331.0K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $556.1K | 11,083 | 0.17% | 11q | +22.2%+$101.1K |
| Parkshore Wealth Management, Inc. | $553.3K | 11,026 | 0.16% | 5q | -48.8%-$526.4K |
| Pathstone Holdings, LLC | $548.3K | 10,926 | 0.00% | 5q | +65.8%+$217.6K |
| RVW Wealth, LLC | $537.5K | 10,711 | 0.04% | 2q | -21.4%-$146.3K |
| Apella Capital, LLC | $530.2K | 10,579 | 0.01% | 4q | +14.3%+$66.5K |
| Corient Private Wealth LP | $522.6K | 10,414 | 0.00% | 3q | +100.0%+$261.3K |
| FIDUCIARY FINANCIAL GROUP, LLC | $521.7K | 10,397 | 0.06% | 9q | HELD |
| V2 Financial group LLC | $521.6K | 10,394 | 0.19% | 2q | +4.6%+$22.8K |
| Tortoise Investment Management, LLC | $461.2K | 9,190 | 0.03% | 12q | +39.5%+$130.5K |
| Vistica Wealth Advisors, LLC | $415.5K | 8,280 | 0.36% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $404.2K | 8,056 | 0.00% | 2q | +48.0%+$131.0K |
| FMB WEALTH MANAGEMENT | $403.5K | 8,041 | 0.15% | new | NEW |
| WESPAC Advisors SoCal, LLC | $376.1K | 7,495 | 0.07% | 4q | -48.6%-$355.0K |
| FLC Capital Advisors | $356.8K | 7,110 | 0.06% | 2q | +44.8%+$110.4K |
| Parkwoods Wealth Partners, LLC | $351.6K | 7,007 | 0.06% | 4q | +46.2%+$111.1K |
| Hurlow Wealth Management Group, Inc. | $349.6K | 6,966 | 0.07% | 5q | HELD |
| Shore Point Advisors, LLC | $330.0K | 6,575 | 0.11% | 3q | +0.7%+$2.2K |
| Roberts Wealth Advisors, LLC | $321.6K | 6,409 | 0.07% | 6q | -25.0%-$107.4K |
| Seaside Wealth Management, Inc. | $318.3K | 6,343 | 0.08% | new | NEW |
| Fermata Advisors, LLC | $316.2K | 6,301 | 0.06% | 5q | +0.7%+$2.1K |
| Gradient Capital Advisors, LLC | $313.8K | 6,254 | 0.07% | 5q | +16.1%+$43.6K |
| Farther Finance Advisors, LLC | $313.0K | 6,237 | 0.00% | 7q | -10.1%-$35.3K |
| Johnson Wealth Management, LLC | $309.4K | 6,165 | 0.13% | 4q | HELD |
| Brookstone Capital Management | $301.0K | 5,998 | 0.00% | 4q | HELD |
| Henrickson Nauta Wealth Advisors, Inc. | $299.6K | 5,970 | 0.07% | 2q | HELD |
| BIRCH FINANCIAL GROUP, LLC | $278.9K | 5,559 | 0.14% | 5q | +36.8%+$75.0K |
| Kaizen Financial Strategies | $258.6K | 5,154 | 0.08% | 5q | +5.9%+$14.3K |
| Two West Capital Advisors LLC | $248.0K | 4,965 | 0.12% | 2q | HELD |
| Wheels Up Wealth, Inc. | $246.0K | 4,902 | 0.21% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $245.4K | 4,890 | 0.00% | new | NEW |
| Shearwater Capital LLC | $236.3K | 4,709 | 0.11% | 2q | +12.5%+$26.2K |
| JANE STREET GROUP, LLC | $233.6K | 4,656 | 0.00% | 2q | -91.0%-$2.4M |
| Retirement Planning Group, LLC | $233.2K | 4,648 | 0.01% | 5q | +0.6%+$1.5K |
| Pure Financial Advisors, LLC | $228.6K | 4,556 | 0.00% | 4q | HELD |
| Aspen Capital Management, LLC | $227.3K | 4,529 | 0.05% | new | NEW |
| FIRST NATIONAL BANK SIOUX FALLS | $207.8K | 4,146 | 0.06% | 10q | HELD |
| EP Wealth Advisors, LLC | $175.9K | 3,506 | 0.00% | new | NEW |
| 3 FACTOR INDEXING, LLC | $169.6K | 3,380 | 0.14% | new | NEW |
| IFP Advisors, Inc | $100.5K | 2,002 | 0.00% | 12q | HELD |
| Larson Financial Group LLC | $100.4K | 2,000 | 0.00% | 8q | HELD |
| CAMBIENT FAMILY OFFICE, LLC | $73.0K | 1,455 | 0.01% | new | NEW |
| Allworth Financial LP | $39.9K | 796 | 0.00% | 9q | HELD |
| EverSource Wealth Advisors, LLC | $26.1K | 519 | 0.00% | 6q | +0.6% |
| Tower Research Capital LLC (TRC) | $16.8K | 334 | 0.00% | 3q | HELD |
| One Degree Advisors Inc | $6.1K | 122,336 | 1.37% | 8q | +3.8% |
| Horizon Investments, LLC | $1.5K | 30 | 0.00% | 7q | -50.0%-$1.5K |
| Bell Investment Advisors, Inc | $1.4K | 27 | 0.00% | 11q | 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 82 | $921.3M | 18,373,515 | 13 | 38 | 15 | 0.0% |
| Q1 2026 | 73 | $514.1M | 10,312,239 | 11 | 31 | 14 | 0.0% |
| Q4 2025 | 67 | $453.4M | 9,054,328 | 8 | 32 | 7 | 0.0% |
| Q3 2025 | 57 | $398.0M | 7,988,467 | 15 | 23 | 6 | 0.0% |
| Q2 2025 | 49 | $568.2M | 11,529,252 | 13 | 20 | 6 | 0.0% |
| Q1 2025 | 43 | $529.9M | 10,684,724 | 5 | 22 | 6 | 0.0% |
| Q4 2024 | 44 | $474.3M | 9,476,392 | 9 | 17 | 6 | 0.0% |
| Q3 2024 | 32 | $461.7M | 9,103,186 | 8 | 13 | 2 | 0.0% |
| Q2 2024 | 26 | $409.6M | 8,179,692 | 4 | 13 | 2 | 0.0% |
| Q1 2024 | 22 | $197.2M | 3,911,188 | 8 | 10 | 0 | 0.0% |
| Q4 2023 | 17 | $157.8M | 3,109,582 | 12 | 2 | 2 | 0.0% |
| Q3 2023 | 5 | $143.8M | 2,941,582 | 4 | 1 | 0 | 0.0% |
| Q2 2023 | 3 | $639.1K | 224,846 | 3 | 0 | 0 | 0.0% |