DIMENSIONAL ETF TRUST (DFEM)
Institutional ownership reported to the SEC as of Q3 2026, across 19 quarters.
25
Reporting holders
$315.8M
Reported value
0.0%
Calls
0.0%
Puts
-570
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 | $75.6M | 1,879,918 | 0.96% | 15q | +12.8%+$8.6M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $32.8M | 826,431 | 2.37% | 4q | +1.0%+$337.3K |
| Peterson Wealth Advisors, LLC | $30.3M | 762,410 | 3.51% | 10q | +5.7%+$1.6M |
| Emprise Bank | $22.9M | 577,197 | 8.76% | 11q | +2.8%+$624.7K |
| Cambridge Financial Group, LLC | $22.1M | 544,360 | 6.98% | 12q | HELD |
| Versant Capital Management, Inc | $22.0M | 553,200 | 1.88% | 14q | +10.3%+$2.0M |
| Conrad Siegel Investment Advisors, Inc. | $20.9M | 525,349 | 3.38% | 6q | +28.1%+$4.6M |
| Financial Symmetry Inc | $18.0M | 453,742 | 5.76% | 12q | +7.1%+$1.2M |
| Factor Wealth Management LTD | $17.0M | 427,262 | 2.59% | 8q | -1.7%-$291.8K |
| Friday Financial | $14.4M | 362,352 | 2.85% | 8q | +21.9%+$2.6M |
| Farther Finance Advisors, LLC | $11.5M | 289,294 | 0.08% | 15q | +124.9%+$6.4M |
| Hiley Hunt Wealth Management | $9.4M | 236,711 | 3.65% | 12q | +2.4%+$219.8K |
| CogentBlue Wealth Advisors, LLC | $5.5M | 138,141 | 5.10% | 8q | +5.1%+$267.6K |
| RTD Financial Advisors, Inc. | $4.1M | 103,857 | 0.45% | 4q | +48.1%+$1.3M |
| Sprinkle Financial Consultants LLC | $2.3M | 57,174 | 0.89% | 12q | +5.1%+$110.1K |
| Breakwater Capital Group | $2.2M | 55,631 | 0.26% | 6q | +1.4%+$29.5K |
| Wedmont Private Capital | $1.6M | 41,103 | 0.04% | 10q | +5.1%+$79.0K |
| Graves Light Lenhart Wealth, Inc. | $1.1M | 26,720 | 0.10% | 4q | HELD |
| Valeo Financial Advisors, LLC | $587.8K | 14,800 | 0.01% | 4q | -79.3%-$2.2M |
| Avidian Wealth Enterprises, LLC | $412.4K | 10,383 | 0.01% | 2q | +0.7%+$3.0K |
| Venture Visionary Partners LLC | $384.4K | 9,678 | 0.01% | 2q | -23.9%-$120.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $348.5K | 8,775 | 0.07% | 5q | -2.8%-$10.0K |
| DOLIVER ADVISORS, LP | $214.5K | 5,400 | 0.05% | 2q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $164.0K | 4,130 | 0.05% | 15q | HELD |
| CoreCap Advisors, LLC | $8.1K | 203 | 0.00% | 3q | +2.5% |
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 | 25 | $315.8M | 7,914,221 | 0 | 17 | 4 | 0.0% |
| Q2 2026 | 595 | $8.2B | 204,693,987 | 53 | 248 | 193 | 0.0% |
| Q1 2026 | 560 | $6.8B | 196,171,090 | 55 | 265 | 137 | 0.0% |
| Q4 2025 | 528 | $6.4B | 193,106,724 | 38 | 257 | 114 | 0.0% |
| Q3 2025 | 475 | $5.4B | 168,928,131 | 38 | 257 | 105 | 0.0% |
| Q2 2025 | 454 | $4.8B | 163,191,503 | 41 | 222 | 126 | 0.0% |
| Q1 2025 | 429 | $4.2B | 157,391,374 | 35 | 253 | 80 | 0.0% |
| Q4 2024 | 408 | $4.0B | 151,719,081 | 31 | 222 | 53 | 0.0% |
| Q3 2024 | 336 | $3.7B | 130,937,248 | 26 | 208 | 57 | 0.0% |
| Q2 2024 | 316 | $3.3B | 122,448,715 | 26 | 192 | 49 | 0.0% |
| Q1 2024 | 301 | $2.9B | 115,563,436 | 25 | 195 | 54 | 0.0% |
| Q4 2023 | 286 | $2.5B | 100,865,211 | 23 | 165 | 31 | 0.0% |
| Q3 2023 | 238 | $1.8B | 75,178,222 | 30 | 153 | 24 | 0.0% |
| Q2 2023 | 214 | $1.6B | 65,572,622 | 28 | 129 | 32 | 0.0% |
| Q1 2023 | 192 | $1.3B | 53,153,868 | 30 | 119 | 14 | 0.0% |
| Q4 2022 | 164 | $880.8M | 39,181,916 | 52 | 68 | 11 | 0.0% |
| Q3 2022 | 91 | $426.8M | 20,810,806 | 43 | 36 | 8 | 0.0% |
| Q2 2022 | 50 | $255.5M | 10,737,329 | 49 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $2.0K | 67 | 1 | 0 | 0 | 0.0% |