DIMENSIONAL ETF TRUST (DFCF)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
493
Reporting holders
$8.5B
Reported value
0.0%
Held as options
+27
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 |
|---|---|---|---|---|---|
| Truepoint, Inc. | $568.9M | 13,477,146 | 11.87% | 16q | +3.2%+$17.5M |
| PRUDENTIAL FINANCIAL INC | $543.5M | 12,875,670 | 0.59% | 4q | +18.9%+$86.6M |
| FACTORY MUTUAL INSURANCE CO | $426.1M | 10,093,835 | 4.00% | 8q | +122.4%+$234.5M |
| Acropolis Investment Management, LLC | $318.2M | 7,536,920 | 6.64% | 17q | +117.1%+$171.6M |
| Petersen Hastings Wealth Advisors Inc. | $207.6M | 4,918,874 | 17.42% | 3q | +7.6%+$14.7M |
| Apella Capital, LLC | $196.1M | 4,667,514 | 2.77% | 16q | +5.9%+$10.9M |
| True Link Financial Advisors, LLC | $191.7M | 8,871,554 | 10.95% | 5q | +108.0%+$99.5M |
| Elser Financial Planning, Inc | $186.5M | 4,417,313 | 8.08% | 9q | +5.2%+$9.2M |
| Beacon Pointe Advisors, LLC | $164.5M | 3,897,346 | 0.76% | 15q | +4.9%+$7.7M |
| Great Waters Wealth Management | $161.8M | 3,833,555 | 14.99% | 15q | +10.4%+$15.3M |
| Root Financial Partners, LLC | $161.8M | 3,833,356 | 6.29% | 14q | +18.0%+$24.7M |
| Vise Technologies, Inc. | $155.3M | 3,679,427 | 1.76% | 4q | +49.7%+$51.5M |
| OneDigital Investment Advisors LLC | $146.7M | 3,476,475 | 1.24% | 13q | +4.2%+$5.9M |
| F/m Investments LLC | $144.1M | 3,413,260 | 7.32% | 2q | +12.4%+$15.9M |
| Savant Capital, LLC | $143.5M | 3,399,250 | 0.42% | 14q | -3.7%-$5.5M |
| Beaird Harris Wealth Management, LLC | $139.1M | 3,296,316 | 8.72% | 14q | +2.1%+$2.8M |
| DiNuzzo Private Wealth, Inc. | $116.4M | 2,757,601 | 11.51% | 11q | +9.4%+$10.0M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $109.7M | 2,598,931 | 8.04% | 18q | +2.9%+$3.1M |
| Allworth Financial LP | $108.7M | 2,575,681 | 0.46% | 19q | -20.9%-$28.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $89.8M | 2,127,154 | 0.11% | 19q | +18.3%+$13.9M |
| Stratos Investment Management, LLC | $87.4M | 2,069,549 | 3.16% | 10q | +3.6%+$3.0M |
| WPWealth LLP | $86.9M | 2,059,749 | 12.90% | 15q | +3.1%+$2.6M |
| Core Wealth Management, Inc. | $79.5M | 1,884,045 | 22.35% | 15q | +6.4%+$4.8M |
| HighTower Advisors, LLC | $75.4M | 1,785,768 | 0.07% | 11q | +1.2%+$895.4K |
| Rather & Kittrell, Inc. | $72.6M | 1,719,977 | 10.15% | 17q | +8.0%+$5.3M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $67.2M | 1,592,020 | 9.56% | 17q | +3.3%+$2.1M |
| Creative Capital Management Investments LLC | $63.1M | 1,495,183 | 14.56% | 15q | +8.7%+$5.1M |
| Graves Light Lenhart Wealth, Inc. | $58.3M | 1,382,349 | 5.44% | 15q | +7.3%+$4.0M |
| GeoWealth Management, LLC | $58.3M | 1,380,920 | 1.83% | 10q | +3.6%+$2.0M |
| Pathstone Holdings, LLC | $58.2M | 1,379,508 | 0.17% | 11q | +0.7%+$426.9K |
| LPL Financial LLC | $53.8M | 1,275,520 | 0.01% | 17q | +14.1%+$6.7M |
| RW Investment Management LLC | $53.0M | 1,256,426 | 4.66% | 14q | +1.2%+$615.5K |
| Strathmore Capital Advisors, Inc. | $52.2M | 1,254,034 | 14.06% | 6q | +4.2%+$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $49.1M | 1,163,243 | 0.01% | 14q | +23.2%+$9.2M |
| HEFFERNAN ADVISORY, INC | $48.5M | 1,148,842 | 40.58% | 3q | -1.9%-$959.1K |
| RAYMOND JAMES FINANCIAL INC | $48.4M | 1,145,551 | 0.01% | 7q | +7.6%+$3.4M |
| CITADEL ADVISORS LLC | $46.9M | 1,109,928 | 0.01% | 4q | +280.6%+$34.5M |
| Pure Financial Advisors, LLC | $46.0M | 1,088,752 | 0.58% | 17q | +3.9%+$1.7M |
| HBK Sorce Advisory LLC | $41.0M | 979,852 | 0.78% | 14q | -1.4%-$575.5K |
| Focus Partners Advisor Solutions, LLC | $40.7M | 964,946 | 0.35% | 14q | +27.3%+$8.7M |
| Ullmann Wealth Partners Group, LLC | $40.1M | 950,483 | 3.65% | 17q | +4.0%+$1.5M |
| Parkshore Wealth Management, Inc. | $37.9M | 898,068 | 10.89% | 7q | +22.6%+$7.0M |
| GREAT OAK CAPITAL PARTNERS, LLC | $37.3M | 893,243 | 8.07% | 11q | +9.9%+$3.4M |
| Bluespring Wealth Management, LLC | $36.9M | 873,444 | 0.71% | 8q | +38.3%+$10.2M |
| ROYAL BANK OF CANADA | $36.6M | 866,442 | 0.01% | 15q | +9.7%+$3.2M |
| Tencap Wealth Coaching, LLC | $35.9M | 850,105 | 11.39% | 3q | +7.5%+$2.5M |
| Meeder Advisory Services, Inc. | $35.6M | 842,494 | 1.30% | new | NEW |
| Aspen Capital Management, LLC | $34.8M | 824,636 | 7.68% | 6q | HELD |
| HFM Investment Advisors, LLC | $34.1M | 806,725 | 11.94% | 6q | +2.3%+$769.3K |
| Hiley Hunt Wealth Management | $32.0M | 757,059 | 12.63% | 11q | +5.4%+$1.6M |
| Tillman Hartley LLC | $31.3M | 742,314 | 7.04% | 15q | +10.5%+$3.0M |
| Dynamic Advisor Solutions LLC | $31.1M | 735,680 | 0.88% | 15q | HELD |
| TruNorth Capital Management, LLC | $31.0M | 733,429 | 4.97% | 7q | +15.6%+$4.2M |
| DAVENPORT & Co LLC | $30.8M | 728,519 | 0.15% | 9q | +37.4%+$8.4M |
| Leading Edge Financial Planning LLC | $30.5M | 723,730 | 5.44% | 15q | +13.8%+$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $30.2M | 715,438 | 0.00% | new | NEW |
| DecisionPoint Financial, LLC | $29.6M | 701,524 | 5.47% | 15q | +10.9%+$2.9M |
| LIBERTY WEALTH MANAGEMENT LLC | $28.8M | 681,228 | 3.60% | 11q | HELD |
| REGIMEN WEALTH, LLC | $28.3M | 669,870 | 7.62% | 2q | +3.0%+$818.3K |
| Pioneer Wealth Management Group | $28.0M | 663,083 | 6.76% | 9q | +4.7%+$1.3M |
| Krilogy Financial LLC | $27.3M | 646,124 | 0.81% | 18q | +5.5%+$1.4M |
| Tassel Capital Management, Inc. | $26.4M | 626,620 | 12.38% | 7q | -7.6%-$2.2M |
| Alpha Financial Advisors, LLC | $26.4M | 624,792 | 6.90% | 15q | +14.3%+$3.3M |
| Sterling Wealth Management, Inc. | $26.3M | 623,012 | 6.54% | 8q | +3.2%+$822.2K |
| ASSETMARK, INC | $25.2M | 597,541 | 0.04% | 13q | +8.2%+$1.9M |
| Integrated Wealth Concepts LLC | $25.0M | 591,902 | 0.12% | 15q | +89.3%+$11.8M |
| Cetera Investment Advisers | $24.8M | 588,020 | 0.02% | 11q | +78.3%+$10.9M |
| Arax Advisory Partners | $24.5M | 581,581 | 0.16% | 3q | +300.5%+$18.4M |
| Note Advisors, LLC | $24.4M | 579,174 | 10.60% | 7q | +21.5%+$4.3M |
| Financial Plan, Inc. | $24.4M | 576,998 | 2.31% | 3q | +13.4%+$2.9M |
| JPMORGAN CHASE & CO | $23.2M | 547,090 | 0.00% | 12q | -2.5%-$603.1K |
| Verisail Partners, LLC | $23.1M | 547,489 | 8.57% | 7q | +4.3%+$957.2K |
| CFS Investment Advisory Services, LLC | $23.0M | 544,478 | 1.53% | 19q | +3.0%+$673.2K |
| Physician Wealth Solutions Inc. | $22.9M | 542,729 | 8.69% | 11q | +3.8%+$845.3K |
| OSAIC HOLDINGS, INC. | $22.8M | 541,118 | 0.03% | 17q | +35.8%+$6.0M |
| Diversify Advisory Services, LLC | $22.8M | 547,013 | 0.38% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $22.8M | 547,013 | 0.38% | 9q | +7.8%+$1.7M |
| AE Wealth Management LLC | $22.7M | 538,163 | 0.11% | 17q | +0.9%+$200.6K |
| Farther Finance Advisors, LLC | $22.7M | 537,855 | 0.18% | 15q | -14.6%-$3.9M |
| BCO Wealth Management LLC | $22.4M | 530,572 | 12.21% | 7q | +2.8%+$604.4K |
| Corient Private Wealth LP | $22.0M | 520,092 | 0.01% | 15q | +120.8%+$12.0M |
| HARBOUR INVESTMENTS, INC. | $21.8M | 516,715 | 0.29% | 11q | +6.2%+$1.3M |
| Aurelius Family Office LLC | $21.4M | 506,366 | 8.42% | 7q | +5.2%+$1.1M |
| Babb Wealth Advisors LLC | $21.2M | 502,526 | 10.22% | 7q | +8.6%+$1.7M |
| MOLLER WEALTH PARTNERS | $21.0M | 497,866 | 3.80% | 10q | +4.2%+$853.1K |
| Momentous Wealth Management, Inc. | $20.6M | 488,859 | 10.57% | 7q | +7.6%+$1.5M |
| Vermillion Wealth Management, Inc. | $20.3M | 482,080 | 4.77% | 7q | -2.3%-$480.0K |
| Chicago Partners Investment Group LLC | $19.5M | 471,187 | 0.39% | 16q | +9.4%+$1.7M |
| TRUIST FINANCIAL CORP | $19.2M | 455,846 | 0.02% | 14q | +23.5%+$3.7M |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $18.9M | 447,697 | 11.03% | 7q | +14.5%+$2.4M |
| Revolve Wealth Partners, LLC | $18.7M | 442,818 | 1.94% | 6q | +2.1%+$390.3K |
| Integrity Investment Advisors, LLC | $18.6M | 440,497 | 8.09% | 6q | +76.8%+$8.1M |
| Guardian Wealth Management, LLC | $18.3M | 433,642 | 5.13% | 3q | +7.4%+$1.3M |
| Blume Capital Management, Inc. | $18.0M | 427,481 | 2.64% | 15q | -6.4%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $17.9M | 423,743 | 0.00% | 14q | +10.1%+$1.6M |
| DRAVO BAY LLC | $17.6M | 416,839 | 6.09% | 8q | +16.9%+$2.5M |
| RCS Financial Planning, LLC | $17.5M | 413,979 | 8.27% | 15q | HELD |
| Vermillion & White Wealth Management Group, LLC | $17.3M | 407,548 | 8.73% | 11q | +2.1%+$351.7K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $17.2M | 408,292 | 8.03% | 7q | +3.4%+$574.2K |
| City State Bank | $16.6M | 392,935 | 3.80% | 10q | +6.8%+$1.0M |
Showing the largest 100 of 510 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 | 493 | $8.5B | 204,968,123 | 49 | 296 | 82 | 0.0% |
| Q1 2026 | 466 | $7.3B | 172,946,410 | 43 | 280 | 86 | 0.0% |
| Q4 2025 | 444 | $6.4B | 150,210,864 | 33 | 245 | 75 | 0.0% |
| Q3 2025 | 395 | $5.4B | 126,271,214 | 35 | 226 | 88 | 0.0% |
| Q2 2025 | 381 | $4.5B | 107,353,686 | 21 | 194 | 114 | 0.0% |
| Q1 2025 | 380 | $4.2B | 100,230,416 | 25 | 197 | 102 | 0.0% |
| Q4 2024 | 373 | $4.4B | 105,561,693 | 28 | 178 | 73 | 0.0% |
| Q3 2024 | 302 | $3.4B | 79,570,474 | 30 | 168 | 71 | 0.0% |
| Q2 2024 | 287 | $3.3B | 80,407,321 | 25 | 160 | 67 | 0.0% |
| Q1 2024 | 263 | $3.0B | 71,334,154 | 32 | 150 | 60 | 0.0% |
| Q4 2023 | 250 | $2.8B | 66,802,640 | 43 | 115 | 46 | 0.0% |
| Q3 2023 | 200 | $2.2B | 54,577,687 | 21 | 122 | 36 | 0.0% |
| Q2 2023 | 188 | $2.1B | 49,436,269 | 19 | 115 | 29 | 0.0% |
| Q1 2023 | 175 | $1.8B | 41,287,248 | 36 | 95 | 23 | 0.0% |
| Q4 2022 | 143 | $1.1B | 26,696,023 | 44 | 42 | 18 | 0.0% |
| Q3 2022 | 86 | $534.7M | 13,060,963 | 25 | 41 | 14 | 0.0% |
| Q2 2022 | 66 | $323.1M | 7,405,072 | 42 | 15 | 9 | 0.0% |
| Q1 2022 | 29 | $165.8M | 3,582,297 | 13 | 13 | 2 | 0.0% |
| Q4 2021 | 22 | $104.7M | 2,105,832 | 16 | 0 | 0 | 0.0% |