# DIMENSIONAL ETF TRUST (DFEM)

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

- Reporting holders: 25
- Reported value: $315.8M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $75.6M | 1,879,918 | 1.0% | 15 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $32.8M | 826,431 | 2.4% | 4 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $30.3M | 762,410 | 3.5% | 10 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $22.9M | 577,197 | 8.8% | 11 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $22.1M | 544,360 | 7.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $22.0M | 553,200 | 1.9% | 14 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $20.9M | 525,349 | 3.4% | 6 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $18.0M | 453,742 | 5.8% | 12 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $17.0M | 427,262 | 2.6% | 8 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $14.4M | 362,352 | 2.8% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.5M | 289,294 | 0.1% | 15 |
| [Hiley Hunt Wealth Management](https://holderbook.com/funds/2048051-hiley-hunt-wealth-management/) | $9.4M | 236,711 | 3.7% | 12 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $5.5M | 138,141 | 5.1% | 8 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $4.1M | 103,857 | 0.5% | 4 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $2.3M | 57,174 | 0.9% | 12 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.2M | 55,631 | 0.3% | 6 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.6M | 41,103 | 0.0% | 10 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $1.1M | 26,720 | 0.1% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $587.8K | 14,800 | 0.0% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $412.4K | 10,383 | 0.0% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $384.4K | 9,678 | 0.0% | 2 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $348.5K | 8,775 | 0.1% | 5 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $214.5K | 5,400 | 0.0% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $164.0K | 4,130 | 0.0% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.1K | 203 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $315.8M |
| Q2 2026 | 595 | $8.2B |
| Q1 2026 | 560 | $6.8B |
| Q4 2025 | 528 | $6.4B |
| Q3 2025 | 475 | $5.4B |
| Q2 2025 | 454 | $4.8B |
| Q1 2025 | 429 | $4.2B |
| Q4 2024 | 408 | $4.0B |
| Q3 2024 | 336 | $3.7B |
| Q2 2024 | 316 | $3.3B |
| Q1 2024 | 301 | $2.9B |
| Q4 2023 | 286 | $2.5B |