DFSD — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFSD)? 21 institutions reported holding $538.51M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($272.0M), Great Waters Wealth Management ($98.3M), Eclectic Associates Inc ($40.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $272.0M | 5.8M | Added |
| 2 | Great Waters Wealth Management | $98.3M | 2.1M | Added |
| 3 | ECLECTIC ASSOCIATES INC /ADV | $40.6M | 873,006 | Added |
| 4 | Farther Finance Advisors, LLC | $29.0M | 624,004 | Added |
| 5 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $25.8M | 555,735 | Trimmed |
| 6 | CLUNE & ASSOCIATES, LTD. | $20.3M | 437,367 | Trimmed |
| 7 | Shira Ridge Wealth Management | $14.9M | 321,666 | Added |
| 8 | Friday Financial | $14.8M | 318,461 | Added |
| 9 | BOS Asset Management, LLC | $6.6M | 142,824 | Added |
| 10 | CogentBlue Wealth Advisors, LLC | $5.1M | 109,766 | Added |
| 11 | Graves Light Lenhart Wealth, Inc. | $3.3M | 71,240 | Trimmed |
| 12 | BAKER TILLY WEALTH MANAGEMENT, LLC | $3.2M | 68,711 | Added |
| 13 | CYPRESS FINANCIAL PLANNING LLC | $1.4M | 30,020 | Added |
| 14 | Williams & Novak, LLC | $871,629 | 18,756 | Added |
| 15 | Financial Symmetry Inc | $789,930 | 16,998 | Trimmed |
| 16 | Nautilus Advisors LLC | $609,918 | 13,124 | Trimmed |
| 17 | Venture Visionary Partners LLC | $309,364 | 6,657 | Hold |
| 18 | Acropolis Investment Management, LLC | $293,471 | 6,315 | New |
| 19 | Ballew Advisors, Inc | $247,480 | 5,321 | New |
| 20 | CX Institutional | $0 | 0 | Exited |
| 21 | Pioneer Wealth Management Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30