# DIMENSIONAL ETF TRUST (DFSD)

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

- Reporting holders: 19
- Reported value: $538.5M
- 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/) | $272.0M | 5,830,255 | 3.4% | 14 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $98.3M | 2,114,712 | 8.8% | 16 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $40.6M | 873,006 | 4.5% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $29.0M | 624,004 | 0.2% | 16 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $25.8M | 555,735 | 3.7% | 17 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $20.3M | 437,367 | 3.1% | 8 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $14.9M | 321,666 | 5.2% | 16 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $14.8M | 318,461 | 2.9% | 8 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $6.6M | 142,824 | 1.6% | 13 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $5.1M | 109,766 | 4.7% | 8 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $3.3M | 71,240 | 0.3% | 16 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $3.2M | 68,711 | 0.6% | 5 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $1.4M | 30,020 | 0.4% | 4 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $871.6K | 18,756 | 0.5% | 7 |
| [Financial Symmetry Inc](https://holderbook.com/funds/2004843-financial-symmetry-inc/) | $789.9K | 16,998 | 0.3% | 11 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $609.9K | 13,124 | 0.4% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $309.4K | 6,657 | 0.0% | 2 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $293.5K | 6,315 | 0.0% | 1 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $247.5K | 5,321 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $538.5M |
| Q2 2026 | 451 | $6.1B |
| Q1 2026 | 426 | $5.4B |
| Q4 2025 | 409 | $4.7B |
| Q3 2025 | 366 | $4.1B |
| Q2 2025 | 353 | $3.6B |
| Q1 2025 | 339 | $3.3B |
| Q4 2024 | 325 | $3.3B |
| Q3 2024 | 251 | $2.3B |
| Q2 2024 | 244 | $2.0B |
| Q1 2024 | 218 | $1.6B |
| Q4 2023 | 216 | $1.3B |