DFAC — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFAC? 61 Institutions Hold $1.35B (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFAC)? 61 institutions reported holding $1.35B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($776.0M), Conrad Siegel Investment Advisors, Inc. ($131.2M), Farther Finance Advisors, LLC ($92.0M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$776.0M	17.2M	Added
2	Conrad Siegel Investment Advisors, Inc.	$131.2M	3.0M	Trimmed
3	Farther Finance Advisors, LLC	$92.0M	2.1M	Added
4	Financial Symmetry Inc	$83.8M	1.9M	Added
5	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$56.5M	1.3M	Added
6	Versant Capital Management, Inc	$43.4M	977,257	Added
7	JP Wealth Management, Inc.	$36.1M	812,398	Trimmed
8	Cambridge Financial Group, LLC	$34.8M	785,237	Hold
9	Great Waters Wealth Management	$12.7M	285,686	Trimmed
10	CLUNE & ASSOCIATES, LTD.	$10.9M	244,469	Trimmed
11	Venture Visionary Partners LLC	$10.1M	226,373	Trimmed
12	BAKER TILLY WEALTH MANAGEMENT, LLC	$5.9M	133,777	Trimmed
13	RVW Wealth, LLC	$5.6M	125,191	Trimmed
14	Arbor Wealth Advisors LLC	$5.1M	115,776	Hold
15	Nautilus Advisors LLC	$4.3M	96,740	Added
16	Wedmont Private Capital	$4.0M	88,124	Added
17	Kure Advisory, LLC	$3.8M	85,980	Added
18	Pioneer Wealth Management Group	$3.8M	85,502	Trimmed
19	Prosperity Planning, Inc.	$3.1M	70,625	Trimmed
20	Cadent Capital Advisors, LLC	$2.3M	51,653	Hold
21	Olistico Wealth, LLC	$2.2M	49,092	Hold
22	Cooper Financial Group	$2.0M	45,542	Added
23	Avidian Wealth Enterprises, LLC	$1.7M	39,256	Added
24	Exeter Financial, LLC	$1.6M	36,005	Added
25	COLLECTIVE FAMILY OFFICE LLC	$1.4M	32,293	Hold

Source: SEC Form 13F filings · as of 2026-09-30