DFSV — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFSV)? 25 institutions reported holding $8.32M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Collective Family Office LLC ($7.6M), Baker Tilly Wealth Management, LLC ($678,036), Acropolis Investment Management, LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COLLECTIVE FAMILY OFFICE LLC | $7.6M | 203,817 | Trimmed |
| 2 | BAKER TILLY WEALTH MANAGEMENT, LLC | $678,036 | 18,095 | Trimmed |
| 3 | Acropolis Investment Management, LLC | $0 | 0 | Exited |
| 4 | Marquette Asset Management, LLC | $0 | 0 | Exited |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $0 | 0 | Exited |
| 6 | Versant Capital Management, Inc | $0 | 0 | Exited |
| 7 | CX Institutional | $0 | 0 | Exited |
| 8 | Graves Light Lenhart Wealth, Inc. | $0 | 0 | Exited |
| 9 | Venture Visionary Partners LLC | $0 | 0 | Exited |
| 10 | Apella Capital, LLC | $0 | 0 | Exited |
| 11 | RTD Financial Advisors, Inc. | $0 | 0 | Exited |
| 12 | CoreCap Advisors, LLC | $0 | 0 | Exited |
| 13 | Wedmont Private Capital | $0 | 0 | Exited |
| 14 | TILIA FIDUCIARY PARTNERS, INC. | $0 | 0 | Exited |
| 15 | BOS Asset Management, LLC | $0 | 0 | Exited |
| 16 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
| 17 | Financial Symmetry Inc | $0 | 0 | Exited |
| 18 | Sprinkle Financial Consultants LLC | $0 | 0 | Exited |
| 19 | Emprise Bank | $0 | 0 | Exited |
| 20 | Friday Financial | $0 | 0 | Exited |
| 21 | CLUNE & ASSOCIATES, LTD. | $0 | 0 | Exited |
| 22 | GILPIN WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
| 23 | Bullock Wealth Management Group | $0 | 0 | Exited |
| 24 | Cambridge Financial Group, LLC | $0 | 0 | Exited |
| 25 | Dorato Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30