DFIS — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFIS)? 14 institutions reported holding $71.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Eclectic Associates Inc ($22.7M), Clune & Associates, Ltd. ($19.3M), Apella Capital, LLC ($11.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ECLECTIC ASSOCIATES INC /ADV | $22.7M | 625,531 | Added |
| 2 | CLUNE & ASSOCIATES, LTD. | $19.3M | 533,072 | Added |
| 3 | Apella Capital, LLC | $11.0M | 307,644 | Added |
| 4 | COLLECTIVE FAMILY OFFICE LLC | $9.2M | 253,912 | Added |
| 5 | Trinity Financial Advisors LLC | $5.6M | 155,467 | Added |
| 6 | Farther Finance Advisors, LLC | $2.3M | 62,762 | Added |
| 7 | Everhart Financial Group, Inc. | $725,046 | 20,012 | Added |
| 8 | CX Institutional | $336,000 | 9,280 | Added |
| 9 | BAKER TILLY WEALTH MANAGEMENT, LLC | $309,337 | 8,538 | Added |
| 10 | Trust Co | $11,630 | 321 | Hold |
| 11 | CoreCap Advisors, LLC | $6,986 | 192 | Trimmed |
| 12 | GAMMA Investing LLC | $6,087 | 168 | Hold |
| 13 | Versant Capital Management, Inc | $870 | 24 | Hold |
| 14 | Rosenberg Matthew Hamilton | $761 | 21 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30