DFGX — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFGX)? 8 institutions reported holding $151.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($131.9M), Market Street Wealth Management Advisors LLC ($13.5M), Farther Finance Advisors, LLC ($5.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $131.9M | 2.6M | Added |
| 2 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $13.5M | 264,225 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $5.3M | 103,031 | Trimmed |
| 4 | CLUNE & ASSOCIATES, LTD. | $552,437 | 10,803 | Trimmed |
| 5 | Venture Visionary Partners LLC | $348,095 | 6,806 | Added |
| 6 | Williams & Novak, LLC | $243,317 | 4,758 | New |
| 7 | CoreCap Advisors, LLC | $14,370 | 281 | Hold |
| 8 | Go Invest LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30