# DIMENSIONAL ETF TRUST (DFNM)

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

- Reporting holders: 11
- Reported value: $141.4M
- 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/) | $77.9M | 1,690,582 | 1.0% | 17 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $28.2M | 612,276 | 2.6% | 16 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $16.1M | 348,740 | 3.3% | 19 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $8.3M | 181,363 | 0.1% | 16 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $3.0M | 65,899 | 0.6% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.7M | 59,157 | 0.0% | 9 |
| [Hiley Hunt Wealth Management](https://holderbook.com/funds/2048051-hiley-hunt-wealth-management/) | $2.4M | 52,074 | 0.9% | 12 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $1.1M | 24,232 | 1.0% | 8 |
| [JP Wealth Management, Inc.](https://holderbook.com/funds/1967622-jp-wealth-management-inc/) | $776.5K | 16,870 | 0.5% | 5 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $518.8K | 11,271 | 0.1% | 7 |
| [Roth Financial Partners LLC](https://holderbook.com/funds/1840888-roth-financial-partners-llc/) | $341.3K | 7,415 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $141.4M |
| Q2 2026 | 293 | $2.0B |
| Q1 2026 | 275 | $1.7B |
| Q4 2025 | 274 | $1.6B |
| Q3 2025 | 247 | $1.4B |
| Q2 2025 | 242 | $1.3B |
| Q1 2025 | 239 | $1.2B |
| Q4 2024 | 231 | $1.2B |
| Q3 2024 | 191 | $1.0B |
| Q2 2024 | 170 | $923.5M |
| Q1 2024 | 163 | $900.1M |
| Q4 2023 | 165 | $805.9M |