DFCF — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFCF? 22 Institutions Hold $776M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFCF)? 22 institutions reported holding $776.21M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($204.4M), Acropolis Investment Management, LLC ($173.5M), Great Waters Wealth Management ($170.2M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$204.4M	5.1M	Added
2	Acropolis Investment Management, LLC	$173.5M	4.3M	Added
3	Great Waters Wealth Management	$170.2M	4.2M	Added
4	Graves Light Lenhart Wealth, Inc.	$61.9M	1.5M	Added
5	Hiley Hunt Wealth Management	$32.2M	801,411	Added
6	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$26.5M	661,040	Trimmed
7	Pioneer Wealth Management Group	$20.6M	513,853	Trimmed
8	Farther Finance Advisors, LLC	$20.0M	497,291	Trimmed
9	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$18.9M	470,470	Added
10	Financial Symmetry Inc	$13.6M	338,979	Trimmed
11	COLLECTIVE FAMILY OFFICE LLC	$12.4M	307,970	Added
12	Ledgewood Wealth Advisors, LLC	$9.4M	235,277	Trimmed
13	WINEBRENNER CAPITAL MANAGEMENT LLC	$5.0M	124,773	Trimmed
14	Williams & Novak, LLC	$1.9M	48,003	Added
15	Worth Asset Management, LLC	$1.8M	44,293	Added
16	Everhart Financial Group, Inc.	$1.5M	36,809	Added
17	CYPRESS FINANCIAL PLANNING LLC	$1.5M	36,393	Trimmed
18	CLUNE & ASSOCIATES, LTD.	$778,790	19,412	Trimmed
19	Venture Visionary Partners LLC	$339,876	8,471	Added
20	CoreCap Advisors, LLC	$14,283	356	Hold
21	CX Institutional	$0	0	Exited
22	Go Invest LLC	$0	0	Exited

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