DFLV — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFLV)? 19 institutions reported holding $237.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($80.0M), Eclectic Associates Inc ($51.5M), Acropolis Investment Management, LLC ($36.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $80.0M | 2.0M | Added |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $51.5M | 1.3M | Added |
| 3 | Acropolis Investment Management, LLC | $36.8M | 916,824 | Trimmed |
| 4 | Trinity Financial Advisors LLC | $18.9M | 469,483 | Trimmed |
| 5 | BOS Asset Management, LLC | $16.1M | 400,058 | Added |
| 6 | Farther Finance Advisors, LLC | $9.2M | 229,719 | Added |
| 7 | Sprinkle Financial Consultants LLC | $5.0M | 124,986 | Added |
| 8 | Apeiron RIA LLC | $4.7M | 116,042 | Added |
| 9 | COLLECTIVE FAMILY OFFICE LLC | $4.6M | 113,466 | Added |
| 10 | Avidian Wealth Enterprises, LLC | $4.3M | 106,965 | Trimmed |
| 11 | CLUNE & ASSOCIATES, LTD. | $2.5M | 63,365 | Trimmed |
| 12 | Emprise Bank | $1.3M | 32,177 | Trimmed |
| 13 | EASTERN BANK | $633,240 | 15,764 | Hold |
| 14 | CogentBlue Wealth Advisors, LLC | $531,277 | 13,226 | Trimmed |
| 15 | Financial Symmetry Inc | $398,770 | 9,927 | New |
| 16 | Everhart Financial Group, Inc. | $364,212 | 9,067 | Added |
| 17 | Pioneer Wealth Management Group | $252,107 | 6,276 | Hold |
| 18 | Wedmont Private Capital | $235,896 | 5,786 | New |
| 19 | Balefire, LLC | $233,267 | 5,807 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30