DFSE — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFSE)? 4 institutions reported holding $12.06M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($7.3M), Farther Finance Advisors, LLC ($3.3M), Cambridge Financial Group, LLC ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $7.3M | 149,864 | Added |
| 2 | Farther Finance Advisors, LLC | $3.3M | 69,160 | Added |
| 3 | Cambridge Financial Group, LLC | $1.4M | 28,925 | Hold |
| 4 | ELEVATION WEALTH PARTNERS, LLC | $22,798 | 472 | Added |
Source: SEC Form 13F filings · as of 2026-09-30