DFIP — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFIP)? 6 institutions reported holding $17.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($8.5M), Farther Finance Advisors, LLC ($4.9M), Market Street Wealth Management Advisors LLC ($4.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $8.5M | 217,046 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $4.9M | 125,076 | Added |
| 3 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $4.0M | 101,588 | Trimmed |
| 4 | CLUNE & ASSOCIATES, LTD. | $330,018 | 8,449 | Trimmed |
| 5 | CoreCap Advisors, LLC | $7,109 | 182 | Hold |
| 6 | CX Institutional | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30