DFIC — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFIC? 25 Institutions Hold $379M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFIC)? 25 institutions reported holding $378.86M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($189.4M), Market Street Wealth Management Advisors LLC ($34.7M), Farther Finance Advisors, LLC ($31.1M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$189.4M	5.1M	Added
2	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$34.7M	923,856	Added
3	Farther Finance Advisors, LLC	$31.1M	828,193	Added
4	Cambridge Financial Group, LLC	$26.9M	722,462	Hold
5	Versant Capital Management, Inc	$23.7M	631,477	Added
6	Financial Symmetry Inc	$22.2M	589,860	Added
7	Great Waters Wealth Management	$18.5M	491,025	Trimmed
8	Hiley Hunt Wealth Management	$18.0M	479,777	Added
9	Sprinkle Financial Consultants LLC	$5.5M	146,130	Added
10	LAWOOD & CO	$2.9M	78,177	Hold
11	Venture Visionary Partners LLC	$844,779	22,461	Trimmed
12	COLLECTIVE FAMILY OFFICE LLC	$723,880	19,247	Hold
13	CogentBlue Wealth Advisors, LLC	$574,537	15,276	Trimmed
14	Tactive Advisors, LLC	$505,729	13,447	New
15	Pioneer Wealth Management Group	$498,333	13,250	Trimmed
16	Avidian Wealth Enterprises, LLC	$490,838	13,051	Added
17	Everhart Financial Group, Inc.	$472,795	12,571	Hold
18	BOS Asset Management, LLC	$409,806	10,896	Added
19	CX Institutional	$289,000	7,674	Trimmed
20	Balefire, LLC	$283,617	7,541	Added
21	Ballew Advisors, Inc	$261,543	6,943	New
22	Acropolis Investment Management, LLC	$249,242	6,627	Hold
23	ELEVATION WEALTH PARTNERS, LLC	$156,052	4,149	Added
24	CoreCap Advisors, LLC	$20,159	536	Added
25	Go Invest LLC	$0	0	Exited

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