DFNM — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFNM)? 12 institutions reported holding $141.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($77.9M), Graves Light Lenhart Wealth, Inc. ($28.2M), Collective Family Office LLC ($16.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $77.9M | 1.7M | Added |
| 2 | Graves Light Lenhart Wealth, Inc. | $28.2M | 612,276 | Added |
| 3 | COLLECTIVE FAMILY OFFICE LLC | $16.1M | 348,740 | Added |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $8.3M | 181,363 | Trimmed |
| 5 | Friday Financial | $3.0M | 65,899 | Added |
| 6 | Farther Finance Advisors, LLC | $2.7M | 59,157 | Added |
| 7 | Hiley Hunt Wealth Management | $2.4M | 52,074 | Added |
| 8 | CogentBlue Wealth Advisors, LLC | $1.1M | 24,232 | Trimmed |
| 9 | JP Wealth Management, Inc. | $776,526 | 16,870 | Hold |
| 10 | Iowa State Bank | $518,804 | 11,271 | Hold |
| 11 | Roth Financial Partners LLC | $341,312 | 7,415 | New |
| 12 | Pioneer Wealth Management Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30