DIMENSIONAL ETF TRUST (DFEV)
Institutional ownership reported to the SEC as of Q3 2026, across 19 quarters.
16
Reporting holders
$98.3M
Reported value
0.0%
Calls
0.0%
Puts
-274
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 |
|---|---|---|---|---|---|
| Marquette Asset Management, LLC | $28.4M | 670,713 | 3.71% | 13q | HELD |
| Cambridge Financial Group, LLC | $21.6M | 505,917 | 6.81% | 12q | HELD |
| Graves Light Lenhart Wealth, Inc. | $14.1M | 332,966 | 1.32% | 18q | -1.9%-$273.1K |
| Apella Capital, LLC | $8.6M | 199,877 | 0.11% | 3q | +5.0%+$403.6K |
| Breakwater Capital Group | $6.8M | 159,781 | 0.80% | 16q | +6.7%+$422.6K |
| Farther Finance Advisors, LLC | $6.3M | 148,957 | 0.04% | 15q | +13.5%+$753.4K |
| Versant Capital Management, Inc | $6.3M | 147,842 | 0.54% | 13q | +6.4%+$379.1K |
| Valeo Financial Advisors, LLC | $3.7M | 87,469 | 0.08% | new | NEW |
| BOS Asset Management, LLC | $1.2M | 29,376 | 0.29% | 14q | +25.5%+$253.3K |
| Factor Wealth Management LTD | $656.9K | 15,494 | 0.10% | 8q | -3.4%-$23.3K |
| CYPRESS FINANCIAL PLANNING LLC | $361.4K | 8,523 | 0.10% | 4q | -3.7%-$13.9K |
| Vilga Financial Planning LLC | $206.7K | 4,874 | 0.12% | 2q | HELD |
| Bullock Wealth Management Group | $52.7K | 1,244 | 0.02% | 2q | +124.1%+$29.2K |
| GoalVest Advisory LLC | $17.4K | 411 | 0.00% | 5q | +8.7%+$1.4K |
| Rosenberg Matthew Hamilton | $4.5K | 106 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $4.0K | 95 | 0.00% | 3q | HELD |
| CX Institutional | $6 | 132 | 0.00% | 2q | -94.3% |
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 | 16 | $98.3M | 2,313,645 | 1 | 7 | 3 | 0.0% |
| Q2 2026 | 290 | $1.6B | 38,748,067 | 38 | 117 | 75 | 0.0% |
| Q1 2026 | 267 | $1.1B | 31,441,969 | 35 | 106 | 64 | 0.0% |
| Q4 2025 | 250 | $947.7M | 28,185,254 | 22 | 97 | 66 | 0.0% |
| Q3 2025 | 226 | $840.6M | 26,365,721 | 31 | 101 | 49 | 0.0% |
| Q2 2025 | 203 | $744.2M | 24,740,537 | 19 | 86 | 61 | 0.0% |
| Q1 2025 | 192 | $725.5M | 26,825,926 | 25 | 86 | 39 | 0.0% |
| Q4 2024 | 180 | $543.9M | 20,749,915 | 19 | 75 | 32 | 0.0% |
| Q3 2024 | 154 | $536.1M | 18,836,495 | 12 | 83 | 27 | 0.0% |
| Q2 2024 | 145 | $459.0M | 16,693,538 | 18 | 72 | 25 | 0.0% |
| Q1 2024 | 126 | $388.9M | 14,965,713 | 9 | 65 | 28 | 0.0% |
| Q4 2023 | 123 | $397.3M | 15,781,774 | 19 | 55 | 23 | 0.0% |
| Q3 2023 | 103 | $306.7M | 12,963,427 | 11 | 63 | 17 | 0.0% |
| Q2 2023 | 99 | $306.6M | 12,575,340 | 13 | 55 | 17 | 0.0% |
| Q1 2023 | 90 | $268.9M | 11,498,800 | 24 | 45 | 9 | 0.0% |
| Q4 2022 | 69 | $231.6M | 10,238,158 | 21 | 27 | 4 | 0.0% |
| Q3 2022 | 42 | $73.5M | 3,569,900 | 18 | 16 | 5 | 0.0% |
| Q2 2022 | 26 | $53.8M | 2,304,952 | 25 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $2.0K | 68 | 1 | 0 | 0 | 0.0% |