# DIMENSIONAL ETF TRUST (DFIS)

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

- Reporting holders: 13
- Reported value: $71.2M
- 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 |
|---|---|---|---|---|
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $22.7M | 625,531 | 2.5% | 9 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $19.3M | 533,072 | 3.0% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $11.0M | 307,644 | 0.1% | 3 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $9.2M | 253,912 | 1.9% | 18 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $5.6M | 155,467 | 1.4% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.3M | 62,762 | 0.0% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $725.0K | 20,012 | 0.0% | 2 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $309.3K | 8,538 | 0.1% | 3 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $11.6K | 321 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.0K | 192 | 0.0% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $6.1K | 168 | 0.0% | 7 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $870 | 24 | 0.0% | 13 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $761 | 21 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $336 | 9,280 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $71.2M |
| Q2 2026 | 363 | $5.7B |
| Q1 2026 | 338 | $4.8B |
| Q4 2025 | 324 | $4.3B |
| Q3 2025 | 274 | $3.5B |
| Q2 2025 | 263 | $2.4B |
| Q1 2025 | 243 | $2.3B |
| Q4 2024 | 232 | $1.9B |
| Q3 2024 | 190 | $2.0B |
| Q2 2024 | 179 | $1.4B |
| Q1 2024 | 164 | $1.1B |
| Q4 2023 | 159 | $775.8M |