DIMENSIONAL ETF TRUST (DFCF)
Institutional ownership reported to the SEC as of Q3 2026, across 20 quarters.
20
Reporting holders
$776.2M
Reported value
0.0%
Calls
0.0%
Puts
-490
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Apella Capital, LLC | $204.4M | 5,086,367 | 2.59% | 17q | +9.0%+$16.8M |
| Acropolis Investment Management, LLC | $173.5M | 4,323,310 | 6.97% | 18q | -42.6%-$128.9M |
| Great Waters Wealth Management | $170.2M | 4,243,092 | 15.31% | 16q | +10.7%+$16.4M |
| Graves Light Lenhart Wealth, Inc. | $61.9M | 1,542,137 | 5.79% | 16q | +11.6%+$6.4M |
| Hiley Hunt Wealth Management | $32.2M | 801,411 | 12.49% | 12q | +5.9%+$1.8M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $26.5M | 661,040 | 3.77% | 18q | -58.5%-$37.4M |
| Pioneer Wealth Management Group | $20.6M | 513,853 | 4.86% | 10q | -22.5%-$6.0M |
| Farther Finance Advisors, LLC | $20.0M | 497,291 | 0.14% | 16q | -7.5%-$1.6M |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $18.9M | 470,470 | 10.80% | 8q | +5.1%+$913.7K |
| Financial Symmetry Inc | $13.6M | 338,979 | 4.34% | 11q | -3.5%-$490.8K |
| COLLECTIVE FAMILY OFFICE LLC | $12.4M | 307,970 | 2.55% | 18q | +8.3%+$950.5K |
| Ledgewood Wealth Advisors, LLC | $9.4M | 235,277 | 5.20% | 12q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $5.0M | 124,773 | 3.22% | 8q | -7.8%-$425.8K |
| Williams & Novak Wealth Management, LLC | $1.9M | 48,003 | 1.14% | 10q | +30.5%+$450.1K |
| Worth Asset Management, LLC | $1.8M | 44,293 | 0.52% | 3q | +25.2%+$358.0K |
| Everhart Financial Group, Inc. | $1.5M | 36,809 | 0.09% | 2q | +276.5%+$1.1M |
| CYPRESS FINANCIAL PLANNING LLC | $1.5M | 36,393 | 0.39% | 4q | HELD |
| Factor Wealth Management LTD | $778.8K | 19,412 | 0.12% | 8q | -40.9%-$539.0K |
| Venture Visionary Partners LLC | $339.9K | 8,471 | 0.01% | 2q | +12.2%+$37.0K |
| CoreCap Advisors, LLC | $14.3K | 356 | 0.00% | 2q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $776.2M | 19,339,707 | 0 | 10 | 7 | 0.0% |
| Q2 2026 | 510 | $8.7B | 206,778,484 | 51 | 310 | 82 | 0.0% |
| Q1 2026 | 481 | $7.6B | 179,082,602 | 45 | 291 | 87 | 0.0% |
| Q4 2025 | 461 | $6.6B | 155,470,058 | 36 | 257 | 76 | 0.0% |
| Q3 2025 | 411 | $6.1B | 134,514,159 | 35 | 241 | 89 | 0.0% |
| Q2 2025 | 400 | $4.9B | 115,886,982 | 23 | 205 | 118 | 0.0% |
| Q1 2025 | 403 | $4.6B | 108,805,477 | 29 | 207 | 108 | 0.0% |
| Q4 2024 | 392 | $4.7B | 112,629,481 | 30 | 193 | 74 | 0.0% |
| Q3 2024 | 320 | $3.7B | 86,006,319 | 32 | 178 | 74 | 0.0% |
| Q2 2024 | 305 | $3.6B | 86,266,967 | 27 | 170 | 72 | 0.0% |
| Q1 2024 | 282 | $3.2B | 76,497,420 | 35 | 159 | 64 | 0.0% |
| Q4 2023 | 267 | $3.0B | 71,489,874 | 50 | 121 | 49 | 0.0% |
| Q3 2023 | 210 | $2.3B | 57,590,443 | 21 | 129 | 39 | 0.0% |
| Q2 2023 | 202 | $2.2B | 52,690,199 | 24 | 123 | 29 | 0.0% |
| Q1 2023 | 189 | $1.9B | 43,985,021 | 37 | 104 | 26 | 0.0% |
| Q4 2022 | 162 | $1.2B | 28,742,378 | 48 | 50 | 23 | 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% |