DFAE — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFAE? 40 Institutions Hold $312M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFAE)? 40 institutions reported holding $311.98M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($32.2M), Everhart Financial Group, Inc. ($29.8M), Apella Capital, LLC ($27.7M).

Rank	Institution	Value	Shares	Change
1	RVW Wealth, LLC	$32.2M	819,234	Trimmed
2	Everhart Financial Group, Inc.	$29.8M	757,265	Added
3	Apella Capital, LLC	$27.7M	698,801	Added
4	Pioneer Wealth Management Group	$27.6M	702,292	Added
5	Marquette Asset Management, LLC	$27.3M	695,001	Trimmed
6	ECLECTIC ASSOCIATES INC /ADV	$20.4M	519,918	Added
7	COLLECTIVE FAMILY OFFICE LLC	$18.4M	468,685	Added
8	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$17.5M	445,108	Trimmed
9	ROCKLAND TRUST CO	$11.8M	301,444	Trimmed
10	Farther Finance Advisors, LLC	$11.1M	283,044	Added
11	Trinity Financial Advisors LLC	$10.8M	274,306	Added
12	Kure Advisory, LLC	$10.8M	274,047	Trimmed
13	Towneley Capital Management, Inc / DE	$10.2M	258,253	Trimmed
14	Great Waters Wealth Management	$7.2M	182,668	Trimmed
15	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$6.8M	172,081	Added
16	Ledgewood Wealth Advisors, LLC	$5.8M	147,473	Trimmed
17	MOODY NATIONAL BANK TRUST DIVISION	$4.6M	118,144	Added
18	Emprise Bank	$3.8M	96,582	Trimmed
19	Breakwater Capital Group	$3.7M	94,948	Added
20	Financial Symmetry Inc	$3.0M	77,271	Trimmed
21	Exeter Financial, LLC	$2.9M	74,807	Hold
22	Bullock Wealth Management Group	$2.8M	71,753	Added
23	CLUNE & ASSOCIATES, LTD.	$2.8M	70,004	Trimmed
24	Versant Capital Management, Inc	$2.6M	67,154	Trimmed
25	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.9M	47,917	Trimmed

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