DFAX — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFAX? 32 Institutions Hold $438M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFAX)? 32 institutions reported holding $437.58M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Great Waters Wealth Management ($198.0M), Apella Capital, LLC ($59.8M), Financial Symmetry Inc ($59.2M).

Rank	Institution	Value	Shares	Change
1	Great Waters Wealth Management	$198.0M	5.3M	Added
2	Apella Capital, LLC	$59.8M	1.6M	Added
3	Financial Symmetry Inc	$59.2M	1.6M	Trimmed
4	Conrad Siegel Investment Advisors, Inc.	$26.4M	712,628	Trimmed
5	Graves Light Lenhart Wealth, Inc.	$23.1M	623,582	Added
6	Farther Finance Advisors, LLC	$19.4M	523,709	Added
7	Prosperity Planning, Inc.	$16.8M	454,810	Trimmed
8	Cambridge Financial Group, LLC	$9.0M	243,898	Added
9	LAWOOD & CO	$8.1M	219,432	Added
10	Versant Capital Management, Inc	$4.4M	118,536	Added
11	CLUNE & ASSOCIATES, LTD.	$4.2M	113,546	Added
12	Sprinkle Financial Consultants LLC	$2.0M	53,024	Added
13	Canandaigua National Trust Co of Florida	$1.2M	33,092	Added
14	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.2M	32,050	Trimmed
15	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$936,430	25,295	Trimmed
16	Wedmont Private Capital	$523,496	14,225	Hold
17	RVW Wealth, LLC	$508,255	13,729	Hold
18	Vilga Financial Planning LLC	$496,216	13,404	Hold
19	Sound Income Strategies, LLC	$308,531	8,384	Hold
20	Avidian Wealth Enterprises, LLC	$280,034	7,564	Added
21	Legacy Private Trust Co.	$277,687	7,501	New
22	Cadent Capital Advisors, LLC	$257,812	6,964	Hold
23	Arbor Wealth Advisors LLC	$257,178	6,947	Trimmed
24	SAPIENT CAPITAL LLC	$215,308	5,816	New
25	ELEVATION WEALTH PARTNERS, LLC	$212,372	5,737	Added

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