DFAI — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFAI? 43 Institutions Hold $531M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFAI)? 43 institutions reported holding $531.42M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marquette Asset Management, LLC ($93.7M), Pioneer Wealth Management Group ($65.4M), Everhart Financial Group, Inc. ($58.2M).

Rank	Institution	Value	Shares	Change
1	Marquette Asset Management, LLC	$93.7M	2.3M	Added
2	Pioneer Wealth Management Group	$65.4M	1.6M	Added
3	Everhart Financial Group, Inc.	$58.2M	1.4M	Added
4	RVW Wealth, LLC	$57.3M	1.4M	Trimmed
5	Apella Capital, LLC	$49.0M	1.2M	Added
6	Trinity Financial Advisors LLC	$34.1M	822,587	Trimmed
7	Kure Advisory, LLC	$32.3M	779,406	Added
8	Veracity Capital LLC	$19.4M	468,636	Added
9	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$15.9M	383,247	Added
10	Mendota Financial Group, LLC	$15.2M	365,999	Trimmed
11	Ledgewood Wealth Advisors, LLC	$11.9M	286,133	Trimmed
12	Shira Ridge Wealth Management	$11.2M	269,654	Added
13	Farther Finance Advisors, LLC	$10.5M	253,552	Added
14	Baring Financial LLC	$7.0M	169,779	Added
15	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$6.4M	155,530	Added
16	Breakwater Capital Group	$6.1M	146,411	Added
17	Exeter Financial, LLC	$5.6M	135,404	Hold
18	Valeo Financial Advisors, LLC	$5.1M	124,043	Added
19	Versant Capital Management, Inc	$3.8M	92,860	Trimmed
20	Financial Symmetry Inc	$3.6M	87,906	Trimmed
21	Olistico Wealth, LLC	$3.4M	82,867	Added
22	Avidian Wealth Enterprises, LLC	$2.1M	49,649	Trimmed
23	Worth Asset Management, LLC	$1.6M	39,020	Added
24	Galvin, Gaustad & Stein, LLC	$1.5M	36,049	Trimmed
25	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.3M	31,362	Added

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