DFAU — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFAU? 28 Institutions Hold $586M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFAU)? 28 institutions reported holding $586.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($247.2M), Apella Capital, LLC ($115.2M), Pioneer Wealth Management Group ($93.9M).

Rank	Institution	Value	Shares	Change
1	RVW Wealth, LLC	$247.2M	4.7M	Trimmed
2	Apella Capital, LLC	$115.2M	2.2M	Added
3	Pioneer Wealth Management Group	$93.9M	1.8M	Added
4	Kure Advisory, LLC	$33.4M	637,601	Added
5	Shira Ridge Wealth Management	$29.6M	565,399	Trimmed
6	Farther Finance Advisors, LLC	$16.7M	319,438	Added
7	Ledgewood Wealth Advisors, LLC	$16.2M	308,998	Trimmed
8	Exeter Financial, LLC	$6.1M	116,856	Trimmed
9	ELEVATION WEALTH PARTNERS, LLC	$5.0M	95,842	Trimmed
10	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$5.0M	95,158	Added
11	Versant Capital Management, Inc	$3.5M	67,073	Trimmed
12	Hiley Hunt Wealth Management	$2.0M	38,920	Trimmed
13	Olistico Wealth, LLC	$1.8M	34,683	Hold
14	CLUNE & ASSOCIATES, LTD.	$1.7M	33,313	Trimmed
15	Financial Symmetry Inc	$1.7M	33,065	Hold
16	Sincerus Advisory, LLC	$1.6M	31,018	Added
17	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.1M	20,317	Added
18	Ballew Advisors, Inc	$662,692	12,532	New
19	TITLEIST ASSET MANAGEMENT, LLC	$570,619	10,898	Trimmed
20	Sprinkle Financial Consultants LLC	$448,218	8,560	Added
21	ECLECTIC ASSOCIATES INC /ADV	$384,789	7,349	Trimmed
22	Wedmont Private Capital	$369,418	6,948	Added
23	Cooper Financial Group	$351,626	6,716	Added
24	Friday Financial	$314,745	5,994	Hold
25	Peterson Wealth Advisors, LLC	$297,270	5,677	Added

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