DFEV — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFEV)? 18 institutions reported holding $98.32M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marquette Asset Management, LLC ($28.4M), Cambridge Financial Group, LLC ($21.6M), Graves Light Lenhart Wealth, Inc. ($14.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marquette Asset Management, LLC | $28.4M | 670,713 | Trimmed |
| 2 | Cambridge Financial Group, LLC | $21.6M | 505,917 | Hold |
| 3 | Graves Light Lenhart Wealth, Inc. | $14.1M | 332,966 | Trimmed |
| 4 | Apella Capital, LLC | $8.6M | 199,877 | Added |
| 5 | Breakwater Capital Group | $6.8M | 159,781 | Added |
| 6 | Farther Finance Advisors, LLC | $6.3M | 148,957 | Added |
| 7 | Versant Capital Management, Inc | $6.3M | 147,842 | Added |
| 8 | Valeo Financial Advisors, LLC | $3.7M | 87,469 | New |
| 9 | BOS Asset Management, LLC | $1.2M | 29,376 | Added |
| 10 | CLUNE & ASSOCIATES, LTD. | $656,929 | 15,494 | Trimmed |
| 11 | CYPRESS FINANCIAL PLANNING LLC | $361,375 | 8,523 | Trimmed |
| 12 | Vilga Financial Planning LLC | $206,658 | 4,874 | Hold |
| 13 | Bullock Wealth Management Group | $52,721 | 1,244 | Added |
| 14 | GoalVest Advisory LLC | $17,426 | 411 | Added |
| 15 | CX Institutional | $6,000 | 132 | Trimmed |
| 16 | Rosenberg Matthew Hamilton | $4,494 | 106 | Hold |
| 17 | CoreCap Advisors, LLC | $4,028 | 95 | Hold |
| 18 | Venture Visionary Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30