DFSI — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFSI)? 7 institutions reported holding $24.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($16.3M), Farther Finance Advisors, LLC ($4.0M), Cambridge Financial Group, LLC ($2.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $16.3M | 364,186 | Added |
| 2 | Farther Finance Advisors, LLC | $4.0M | 89,047 | Added |
| 3 | Cambridge Financial Group, LLC | $2.4M | 53,237 | Hold |
| 4 | Shira Ridge Wealth Management | $602,568 | 13,340 | Hold |
| 5 | ELEVATION WEALTH PARTNERS, LLC | $446,387 | 9,882 | Trimmed |
| 6 | Towneley Capital Management, Inc / DE | $225,457 | 4,991 | Added |
| 7 | Graves Light Lenhart Wealth, Inc. | $202,182 | 4,476 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30