DFSB — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFSB)? 5 institutions reported holding $21.48M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shira Ridge Wealth Management ($10.1M), Apella Capital, LLC ($9.7M), Farther Finance Advisors, LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Shira Ridge Wealth Management | $10.1M | 203,256 | Added |
| 2 | Apella Capital, LLC | $9.7M | 194,439 | Added |
| 3 | Farther Finance Advisors, LLC | $1.5M | 30,135 | Trimmed |
| 4 | Sprinkle Financial Consultants LLC | $207,599 | 4,190 | Added |
| 5 | ELEVATION WEALTH PARTNERS, LLC | $44,529 | 899 | Added |
Source: SEC Form 13F filings · as of 2026-09-30