# DIMENSIONAL ETF TRUST (DFEV)

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

- Reporting holders: 16
- Reported value: $98.3M
- 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 |
|---|---|---|---|---|
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $28.4M | 670,713 | 3.7% | 13 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $21.6M | 505,917 | 6.8% | 12 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $14.1M | 332,966 | 1.3% | 18 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $8.6M | 199,877 | 0.1% | 3 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $6.8M | 159,781 | 0.8% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.3M | 148,957 | 0.0% | 15 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $6.3M | 147,842 | 0.5% | 13 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.7M | 87,469 | 0.1% | 1 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.2M | 29,376 | 0.3% | 14 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $656.9K | 15,494 | 0.1% | 8 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $361.4K | 8,523 | 0.1% | 4 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $206.7K | 4,874 | 0.1% | 2 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $52.7K | 1,244 | 0.0% | 2 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $17.4K | 411 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $4.5K | 106 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.0K | 95 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $6 | 132 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $98.3M |
| Q2 2026 | 290 | $1.6B |
| Q1 2026 | 267 | $1.1B |
| Q4 2025 | 250 | $947.7M |
| Q3 2025 | 226 | $840.6M |
| Q2 2025 | 203 | $744.2M |
| Q1 2025 | 192 | $725.5M |
| Q4 2024 | 180 | $543.9M |
| Q3 2024 | 154 | $536.1M |
| Q2 2024 | 145 | $459.0M |
| Q1 2024 | 126 | $388.9M |
| Q4 2023 | 123 | $397.3M |