# DIMENSIONAL ETF TRUST (DFIC)

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

- Reporting holders: 23
- Reported value: $378.6M
- 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/) | $189.4M | 5,071,742 | 2.4% | 15 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $34.7M | 923,856 | 4.9% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $31.1M | 828,193 | 0.2% | 15 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $26.9M | 722,462 | 8.5% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $23.7M | 631,477 | 2.0% | 14 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $22.2M | 589,860 | 7.1% | 12 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $18.5M | 491,025 | 1.7% | 16 |
| [Hiley Hunt Wealth Management](https://holderbook.com/funds/2048051-hiley-hunt-wealth-management/) | $18.0M | 479,777 | 7.0% | 12 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $5.5M | 146,130 | 2.1% | 12 |
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $2.9M | 78,177 | 2.0% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $844.8K | 22,461 | 0.0% | 2 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $723.9K | 19,247 | 0.1% | 3 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $574.5K | 15,276 | 0.5% | 2 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $505.7K | 13,447 | 0.1% | 1 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $498.3K | 13,250 | 0.1% | 7 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $490.8K | 13,051 | 0.0% | 2 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $472.8K | 12,571 | 0.0% | 3 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $409.8K | 10,896 | 0.1% | 12 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $283.6K | 7,541 | 0.0% | 3 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $261.5K | 6,943 | 0.1% | 1 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $249.2K | 6,627 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $156.1K | 4,149 | 0.0% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $20.2K | 536 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $289 | 7,674 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $378.6M |
| Q2 2026 | 639 | $14.2B |
| Q1 2026 | 612 | $11.1B |
| Q4 2025 | 564 | $10.1B |
| Q3 2025 | 488 | $8.8B |
| Q2 2025 | 485 | $8.9B |
| Q1 2025 | 447 | $7.6B |
| Q4 2024 | 424 | $6.7B |
| Q3 2024 | 349 | $6.4B |
| Q2 2024 | 331 | $5.7B |
| Q1 2024 | 318 | $5.3B |
| Q4 2023 | 308 | $4.8B |