DFEM — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFEM? 26 Institutions Hold $316M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFEM)? 26 institutions reported holding $315.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($75.6M), First Financial Bank - Trust Division ($32.8M), Peterson Wealth Advisors, LLC ($30.3M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$75.6M	1.9M	Added
2	FIRST FINANCIAL BANK - TRUST DIVISION	$32.8M	826,431	Added
3	Peterson Wealth Advisors, LLC	$30.3M	762,410	Added
4	Emprise Bank	$22.9M	577,197	Added
5	Cambridge Financial Group, LLC	$22.1M	544,360	Hold
6	Versant Capital Management, Inc	$22.0M	553,200	Added
7	Conrad Siegel Investment Advisors, Inc.	$20.9M	525,349	Added
8	Financial Symmetry Inc	$18.0M	453,742	Added
9	CLUNE & ASSOCIATES, LTD.	$17.0M	427,262	Trimmed
10	Friday Financial	$14.4M	362,352	Added
11	Farther Finance Advisors, LLC	$11.5M	289,294	Added
12	Hiley Hunt Wealth Management	$9.4M	236,711	Added
13	CogentBlue Wealth Advisors, LLC	$5.5M	138,141	Added
14	RTD Financial Advisors, Inc.	$4.1M	103,857	Added
15	Sprinkle Financial Consultants LLC	$2.3M	57,174	Added
16	Breakwater Capital Group	$2.2M	55,631	Added
17	Wedmont Private Capital	$1.6M	41,103	Added
18	Graves Light Lenhart Wealth, Inc.	$1.1M	26,720	Trimmed
19	Valeo Financial Advisors, LLC	$587,847	14,800	Trimmed
20	Avidian Wealth Enterprises, LLC	$412,412	10,383	Added
21	Venture Visionary Partners LLC	$384,446	9,678	Trimmed
22	BAKER TILLY WEALTH MANAGEMENT, LLC	$348,547	8,775	Trimmed
23	DOLIVER ADVISORS, LP	$214,488	5,400	Hold
24	ELEVATION WEALTH PARTNERS, LLC	$164,039	4,130	Added
25	CoreCap Advisors, LLC	$8,063	203	Added

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