# DIMENSIONAL ETF TRUST (DFSI)

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

- Reporting holders: 7
- Reported value: $24.2M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $16.3M | 364,186 | 0.2% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.0M | 89,047 | 0.0% | 13 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $2.4M | 53,237 | 0.8% | 12 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $602.6K | 13,340 | 0.2% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $446.4K | 9,882 | 0.1% | 6 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $225.5K | 4,991 | 0.0% | 4 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $202.2K | 4,476 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $24.2M |
| Q2 2026 | 241 | $793.8M |
| Q1 2026 | 228 | $688.5M |
| Q4 2025 | 215 | $653.9M |
| Q3 2025 | 198 | $595.3M |
| Q2 2025 | 191 | $516.0M |
| Q1 2025 | 180 | $425.3M |
| Q4 2024 | 163 | $381.3M |
| Q3 2024 | 141 | $330.4M |
| Q2 2024 | 126 | $278.8M |
| Q1 2024 | 119 | $261.6M |
| Q4 2023 | 104 | $229.9M |