# DIMENSIONAL ETF TRUST (DFLV)

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

- Reporting holders: 19
- Reported value: $237.5M
- 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/) | $80.0M | 1,975,047 | 1.0% | 10 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $51.5M | 1,280,833 | 5.7% | 9 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $36.8M | 916,824 | 1.5% | 15 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $18.9M | 469,483 | 4.9% | 15 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $16.1M | 400,058 | 3.8% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.2M | 229,719 | 0.1% | 12 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $5.0M | 124,986 | 2.0% | 12 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $4.7M | 116,042 | 1.1% | 5 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $4.6M | 113,466 | 0.9% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $4.3M | 106,965 | 0.1% | 10 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $2.5M | 63,365 | 0.4% | 8 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $1.3M | 32,177 | 0.5% | 11 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $633.2K | 15,764 | 0.0% | 11 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $531.3K | 13,226 | 0.5% | 2 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $398.8K | 9,927 | 0.1% | 1 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $364.2K | 9,067 | 0.0% | 3 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $252.1K | 6,276 | 0.1% | 5 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $235.9K | 5,786 | 0.0% | 1 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $233.3K | 5,807 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $237.5M |
| Q2 2026 | 399 | $5.8B |
| Q1 2026 | 366 | $4.8B |
| Q4 2025 | 353 | $4.4B |
| Q3 2025 | 311 | $3.5B |
| Q2 2025 | 295 | $3.1B |
| Q1 2025 | 271 | $2.7B |
| Q4 2024 | 266 | $2.4B |
| Q3 2024 | 214 | $2.0B |
| Q2 2024 | 199 | $1.7B |
| Q1 2024 | 176 | $1.4B |
| Q4 2023 | 161 | $1.1B |