DFAT — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFAT? 39 Institutions Hold $373M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFAT)? 39 institutions reported holding $373.20M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($137.2M), Great Waters Wealth Management ($62.6M), Conrad Siegel Investment Advisors, Inc. ($29.6M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$137.2M	2.0M	Trimmed
2	Great Waters Wealth Management	$62.6M	942,310	Added
3	Conrad Siegel Investment Advisors, Inc.	$29.6M	445,301	Trimmed
4	Cambridge Financial Group, LLC	$28.4M	405,762	Hold
5	ECLECTIC ASSOCIATES INC /ADV	$24.9M	375,128	Added
6	Farther Finance Advisors, LLC	$22.1M	332,689	Added
7	Pioneer Wealth Management Group	$11.5M	172,602	Added
8	BAKER TILLY WEALTH MANAGEMENT, LLC	$11.2M	169,169	Trimmed
9	JUNCTURE WEALTH STRATEGIES, LLC	$9.1M	137,257	Added
10	CogentBlue Wealth Advisors, LLC	$5.6M	84,613	Trimmed
11	CLUNE & ASSOCIATES, LTD.	$5.3M	79,223	Trimmed
12	RTD Financial Advisors, Inc.	$4.9M	74,049	Trimmed
13	ELEVATION WEALTH PARTNERS, LLC	$2.7M	40,436	Added
14	Olistico Wealth, LLC	$2.1M	31,601	Added
15	Versant Capital Management, Inc	$1.7M	26,016	Added
16	BOS Asset Management, LLC	$1.6M	24,024	Trimmed
17	Wealth Enhancement Trust Services, Inc.	$1.5M	22,171	Trimmed
18	Avidian Wealth Enterprises, LLC	$1.3M	19,777	Trimmed
19	Wedmont Private Capital	$1.1M	16,687	Added
20	Nautilus Advisors LLC	$982,296	14,785	Trimmed
21	Financial Symmetry Inc	$863,199	12,992	Added
22	WoodTrust Financial Corp	$854,000	12,851	Hold
23	Vilga Financial Planning LLC	$795,287	11,970	Hold
24	Shira Ridge Wealth Management	$786,058	11,831	Trimmed
25	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$783,128	11,787	Hold

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