DFAS — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFAS? 53 Institutions Hold $381M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFAS)? 53 institutions reported holding $381.04M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Great Waters Wealth Management ($95.0M), MassMutual Private Wealth & Trust, FSB ($54.1M), Kwmg, LLC ($41.4M).

Rank	Institution	Value	Shares	Change
1	Great Waters Wealth Management	$95.0M	1.2M	Added
2	MassMutual Private Wealth & Trust, FSB	$54.1M	699,167	Trimmed
3	KWMG, LLC	$41.4M	534,904	Added
4	Farther Finance Advisors, LLC	$33.6M	433,745	Added
5	Apella Capital, LLC	$30.9M	396,207	Added
6	CLUNE & ASSOCIATES, LTD.	$17.6M	227,746	Added
7	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$15.7M	203,180	Added
8	Trinity Financial Advisors LLC	$14.1M	182,449	Added
9	Pioneer Wealth Management Group	$13.9M	179,644	Added
10	Mendota Financial Group, LLC	$13.4M	173,058	Trimmed
11	COLLECTIVE FAMILY OFFICE LLC	$6.4M	83,157	Trimmed
12	Hiley Hunt Wealth Management	$6.2M	80,433	Added
13	Adelphi Trust Co	$4.6M	59,429	Added
14	Sprinkle Financial Consultants LLC	$3.3M	42,960	Added
15	Olistico Wealth, LLC	$3.2M	41,316	Added
16	Cambridge Financial Group, LLC	$3.0M	36,145	Hold
17	BAKER TILLY WEALTH MANAGEMENT, LLC	$2.7M	34,508	Trimmed
18	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$2.2M	28,607	Hold
19	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$2.1M	26,506	Trimmed
20	ELEVATION WEALTH PARTNERS, LLC	$2.0M	25,762	Trimmed
21	MOODY NATIONAL BANK TRUST DIVISION	$1.8M	23,603	Added
22	Graves Light Lenhart Wealth, Inc.	$1.8M	23,185	Trimmed
23	Intelligence Driven Advisers, LLC	$1.3M	16,952	Trimmed
24	CX Institutional	$1.1M	14,553	Trimmed
25	Weaver Consulting Group	$872,636	11,271	Hold

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