DFIV — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFIV? 48 Institutions Hold $662M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFIV)? 48 institutions reported holding $662.36M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($278.9M), Apella Capital, LLC ($115.0M), Eclectic Associates Inc ($47.6M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$278.9M	5.0M	Added
2	Apella Capital, LLC	$115.0M	2.1M	Added
3	ECLECTIC ASSOCIATES INC /ADV	$47.6M	852,853	Added
4	Trinity Financial Advisors LLC	$37.2M	666,684	Trimmed
5	Acropolis Investment Management, LLC	$28.5M	509,494	Trimmed
6	CLUNE & ASSOCIATES, LTD.	$27.3M	488,379	Trimmed
7	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$20.8M	372,724	Trimmed
8	Prism Advisors, Inc.	$18.7M	337,438	Trimmed
9	Apeiron RIA LLC	$18.0M	327,127	Trimmed
10	BAKER TILLY WEALTH MANAGEMENT, LLC	$9.0M	160,595	Trimmed
11	Bank of New Hampshire	$8.6M	153,875	Added
12	Avidian Wealth Enterprises, LLC	$8.1M	145,088	Added
13	RTD Financial Advisors, Inc.	$5.8M	104,297	Added
14	Breakwater Capital Group	$5.6M	100,137	Trimmed
15	Baring Financial LLC	$4.0M	71,172	Added
16	Cambridge Financial Group, LLC	$3.7M	69,345	Added
17	Cooper Financial Group	$3.3M	58,793	New
18	COLLECTIVE FAMILY OFFICE LLC	$2.9M	51,717	Added
19	Nautilus Advisors LLC	$2.6M	47,431	Added
20	Valeo Financial Advisors, LLC	$2.6M	47,353	Added
21	Wedmont Private Capital	$1.9M	34,276	Added
22	Wealth Enhancement Trust Services, Inc.	$1.3M	23,618	Trimmed
23	Hardin Capital Partners, LLC	$1.2M	21,963	Added
24	Koenig Investment Advisory, LLC	$1.2M	21,621	New
25	CogentBlue Wealth Advisors, LLC	$1.1M	20,221	Trimmed

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