DFAW — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFAW)? 10 institutions reported holding $53.11M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($32.1M), Apella Capital, LLC ($13.8M), Sprinkle Financial Consultants LLC ($4.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $32.1M | 390,407 | Added |
| 2 | Apella Capital, LLC | $13.8M | 164,441 | Added |
| 3 | Sprinkle Financial Consultants LLC | $4.4M | 53,751 | Added |
| 4 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $952,299 | 11,570 | Added |
| 5 | BOS Asset Management, LLC | $746,440 | 9,069 | Added |
| 6 | Conrad Siegel Investment Advisors, Inc. | $499,055 | 6,063 | New |
| 7 | Pacific Wealth Management | $334,064 | 4,059 | New |
| 8 | Trust Co | $157,212 | 1,910 | Hold |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $35,933 | 437 | Trimmed |
| 10 | CX Institutional | $34,000 | 416 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30