DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFAT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
863
Reporting holders
$11.8B
Reported value
0.0%
Calls
0.0%
Puts
+39
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Creative Planning | $930.0M | 13,305,154 | 0.54% | 21q | -1.6%-$15.1M |
| Focus Partners Wealth | $873.2M | 12,491,981 | 0.89% | 8q | -5.0%-$45.6M |
| Forum Financial Management, LP | $725.8M | 10,383,581 | 9.32% | 19q | HELD |
| Index Fund Advisors, Inc. | $442.4M | 6,328,437 | 17.56% | 19q | -0.9%-$3.9M |
| Pure Financial Advisors, LLC | $399.3M | 5,711,959 | 5.08% | 21q | +3.5%+$13.6M |
| Focus Partners Advisor Solutions, LLC | $393.7M | 5,632,475 | 3.34% | 19q | -1.5%-$5.8M |
| Savant Capital, LLC | $375.0M | 5,350,293 | 1.10% | 21q | +11.8%+$39.7M |
| EP Wealth Advisors, LLC | $332.2M | 4,751,916 | 1.27% | 17q | +10.5%+$31.5M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $196.7M | 2,814,122 | 15.55% | 19q | -0.9%-$1.8M |
| Asset Dedication, LLC | $178.2M | 2,548,907 | 11.21% | 21q | HELD |
| Willow Creek Wealth Management Inc. | $156.7M | 2,241,838 | 10.30% | 19q | +4.1%+$6.2M |
| Apella Capital, LLC | $144.1M | 2,077,701 | 2.03% | 16q | -2.6%-$3.8M |
| RAYMOND JAMES FINANCIAL INC | $128.3M | 1,834,767 | 0.03% | 7q | -10.4%-$15.0M |
| Corient Private Wealth LP | $125.9M | 1,801,593 | 0.17% | 15q | -31.9%-$59.0M |
| HighTower Advisors, LLC | $124.8M | 1,785,984 | 0.12% | 21q | -0.8%-$1.0M |
| Trust Co of the South | $122.6M | 1,754,110 | 17.26% | 11q | -2.0%-$2.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $117.6M | 1,681,761 | 0.15% | 21q | +8.3%+$9.0M |
| BANK OF AMERICA CORP /DE/ | $113.2M | 1,618,758 | 0.01% | 20q | +5.7%+$6.1M |
| EARNED WEALTH ADVISORS, LLC | $105.3M | 1,505,769 | 6.79% | 19q | +0.7%+$717.0K |
| Smartleaf Asset Management LLC | $104.2M | 1,491,922 | 3.39% | 11q | HELD |
| Truepoint, Inc. | $102.3M | 1,464,173 | 2.14% | 20q | -1.1%-$1.2M |
| GREAT OAK CAPITAL PARTNERS, LLC | $100.2M | 1,438,350 | 21.67% | 11q | HELD |
| Sequoia Financial Advisors, LLC | $97.3M | 1,391,428 | 0.48% | 19q | +1.3%+$1.3M |
| Cerity Partners LLC | $93.4M | 1,335,533 | 0.11% | 19q | +18.6%+$14.7M |
| LPL Financial LLC | $88.0M | 1,258,840 | 0.02% | 17q | +4.0%+$3.4M |
| Premier Financial Group | $82.7M | 1,182,811 | 16.63% | 5q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.6M | 1,178,115 | 0.13% | 14q | +9.2%+$6.7M |
| Sensible Money, LLC | $76.3M | 1,091,399 | 20.23% | 15q | +2.2%+$1.6M |
| Evanson Financial, LLC | $76.2M | 1,090,019 | 3.73% | new | FIRST |
| Allworth Financial LP | $74.2M | 1,060,969 | 0.31% | 21q | +1.3%+$961.8K |
| Abacus Wealth Partners, LLC | $71.6M | 1,024,195 | 7.52% | 21q | -24.5%-$23.3M |
| Parkwoods Wealth Partners, LLC | $64.7M | 925,410 | 10.39% | 8q | +1.4%+$912.8K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $64.5M | 922,732 | 0.94% | 21q | +0.9%+$605.3K |
| Team Hewins, LLC | $64.2M | 917,911 | 17.55% | 15q | HELD |
| Great Waters Wealth Management | $62.1M | 888,357 | 5.75% | 15q | +4.1%+$2.4M |
| JONES FINANCIAL COMPANIES LLLP | $59.2M | 846,849 | 0.02% | 13q | +33.6%+$14.9M |
| ASSETMARK, INC | $59.1M | 845,930 | 0.10% | 21q | +81.1%+$26.5M |
| ENVESTNET ASSET MANAGEMENT INC | $57.7M | 825,208 | 0.01% | 21q | +20.0%+$9.6M |
| Joel Isaacson & Co., LLC | $57.6M | 823,931 | 1.67% | 21q | +1.3%+$730.3K |
| BAYSHORE ASSET MANAGEMENT, LLC | $57.1M | 816,647 | 20.40% | 19q | -2.3%-$1.3M |
| Mariner, LLC | $55.0M | 787,152 | 0.06% | 21q | -7.9%-$4.7M |
| Modera Wealth Management, LLC | $53.9M | 770,649 | 0.57% | 21q | +5.0%+$2.6M |
| MONOGRAPH WEALTH ADVISORS, LLC | $52.9M | 756,908 | 4.34% | 19q | +3.4%+$1.8M |
| Plancorp, LLC | $52.8M | 758,035 | 1.29% | 21q | -45.6%-$44.3M |
| RW Investment Management LLC | $51.8M | 741,761 | 4.55% | 14q | -2.7%-$1.5M |
| Three Arch Wealth Management LLC | $51.1M | 730,943 | 7.84% | 3q | -1.0%-$495.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $49.8M | 712,667 | 3.65% | 18q | -6.0%-$3.2M |
| SAX WEALTH ADVISORS, LLC | $48.4M | 775,382 | 1.97% | 20q | +2.4%+$1.1M |
| KEB ASSET MANAGEMENT, LLC | $47.9M | 685,036 | 7.75% | 19q | HELD |
| Cetera Investment Advisers | $46.3M | 662,401 | 0.04% | 21q | +1.8%+$815.6K |
| JPMORGAN CHASE & CO | $46.0M | 658,102 | 0.00% | 18q | +5.3%+$2.3M |
| Tumwater Wealth Management, LLC | $44.5M | 636,708 | 16.10% | 7q | +1.3%+$557.3K |
| Cambridge Investment Research Advisors, Inc. | $41.6M | 595,196 | 0.05% | 21q | +137.2%+$24.1M |
| Aspen Wealth Management LLC | $40.9M | 584,682 | 6.94% | 19q | +9.0%+$3.4M |
| Richard Young Associates, Ltd. | $39.0M | 558,629 | 25.95% | 3q | HELD |
| Confluence Wealth Services, Inc. | $38.8M | 554,562 | 1.11% | 16q | +21.3%+$6.8M |
| Financial Harvest, LLC | $37.6M | 538,074 | 15.55% | 5q | +6.0%+$2.1M |
| UBS Group AG | $37.0M | 529,301 | 0.00% | 21q | +17.0%+$5.4M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $35.4M | 505,941 | 2.37% | 15q | +3.6%+$1.2M |
| EnRich Financial Partners LLC | $35.3M | 504,548 | 8.38% | 11q | -3.3%-$1.2M |
| Beaird Harris Wealth Management, LLC | $33.0M | 472,417 | 2.07% | 19q | -2.6%-$870.9K |
| Summit Financial Strategies, Inc. | $33.0M | 472,327 | 2.32% | 16q | +5.8%+$1.8M |
| Planning Center, Inc. | $32.7M | 467,301 | 3.08% | 17q | HELD |
| TCI Wealth Advisors, Inc. | $32.5M | 465,341 | 1.41% | 21q | -1.2%-$382.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $32.3M | 461,947 | 0.04% | 21q | +2.3%+$712.3K |
| NorthAvenue LLC | $31.8M | 455,179 | 22.79% | 3q | +3.2%+$996.6K |
| AE Wealth Management LLC | $31.8M | 454,658 | 0.15% | 17q | +3.2%+$984.6K |
| Babb Wealth Advisors LLC | $31.7M | 453,835 | 15.29% | 7q | +3.6%+$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $31.3M | 447,591 | 0.01% | 11q | +14.5%+$4.0M |
| Conrad Siegel Investment Advisors, Inc. | $31.1M | 445,523 | 5.07% | 19q | +1.1%+$348.5K |
| Forvis Mazars Wealth Advisors, LLC | $30.5M | 436,219 | 0.51% | 17q | -9.8%-$3.3M |
| Squire Investment Management Company, LLC | $30.2M | 432,120 | 7.27% | 11q | HELD |
| Watchman Group, Inc. | $30.2M | 431,658 | 6.74% | 20q | HELD |
| Disciplined Equity Management, Inc. | $30.0M | 429,100 | 13.28% | 19q | +3.6%+$1.0M |
| Allen Capital Group, LLC | $29.5M | 421,972 | 2.40% | 14q | +0.8%+$235.8K |
| TFC Financial Management, Inc. | $28.8M | 411,492 | 3.19% | 21q | +0.6%+$175.7K |
| Cambridge Financial Group, LLC | $28.4M | 405,762 | 8.93% | 11q | +4.0%+$1.1M |
| Meritas Wealth Management, LLC | $28.2M | 403,496 | 11.01% | 15q | HELD |
| Lauterbach Financial Advisors, LLC | $27.3M | 390,415 | 11.74% | 19q | HELD |
| First Command Advisory Services, Inc. | $27.0M | 387,111 | 0.16% | 12q | -19.2%-$6.4M |
| Foster Group, Inc. | $26.9M | 385,529 | 0.72% | 21q | -2.2%-$608.5K |
| MASTER'S WEALTH MANAGEMENT INC. | $26.9M | 384,734 | 8.09% | 7q | +5.6%+$1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | $26.9M | 384,676 | 6.55% | 19q | +2.9%+$749.2K |
| TFO Wealth Partners, LLC | $26.7M | 381,720 | 2.90% | 21q | -3.8%-$1.1M |
| Betterment LLC | $26.6M | 380,189 | 0.04% | 17q | +3.7%+$942.9K |
| MISSION WEALTH MANAGEMENT, LP | $26.1M | 373,158 | 0.32% | 21q | +86.9%+$12.1M |
| ECLECTIC ASSOCIATES INC /ADV | $25.8M | 369,252 | 2.94% | 8q | +5.6%+$1.4M |
| Triune Financial Partners, LLC | $25.6M | 366,685 | 5.35% | 20q | +3.1%+$767.9K |
| Sterling Wealth Management, Inc. | $25.5M | 365,048 | 6.34% | 10q | HELD |
| Equitable Holdings, Inc. | $25.4M | 363,048 | 0.15% | 21q | +6.5%+$1.5M |
| Elser Financial Planning, Inc | $25.1M | 358,376 | 1.09% | 2q | -2.9%-$760.3K |
| TRUIST FINANCIAL CORP | $24.8M | 355,243 | 0.03% | 21q | +15.8%+$3.4M |
| Guardian Wealth Management, LLC | $24.6M | 352,499 | 6.91% | 3q | -1.3%-$319.4K |
| BlackRock, Inc. | $24.5M | 349,809 | 0.00% | 7q | +37.4%+$6.7M |
| Visionary Wealth Advisors | $24.1M | 344,964 | 0.95% | 15q | HELD |
| CHOREO, LLC | $24.0M | 343,578 | 0.26% | 21q | -0.6%-$138.8K |
| Tillman Hartley LLC | $23.2M | 331,926 | 5.21% | 15q | -2.5%-$603.7K |
| KELLY FINANCIAL GROUP LLC | $23.1M | 329,931 | 5.12% | 7q | +0.8%+$177.5K |
| RS CRUM INC. | $22.8M | 326,265 | 4.28% | 19q | +1.3%+$301.9K |
| Farther Finance Advisors, LLC | $22.7M | 325,065 | 0.18% | 15q | +21.0%+$3.9M |
Showing the largest 100 of 863 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 335 | $3.1B | 46,519,506 | 36 | 60 | 111 | 0.0% |
| Q2 2026 | 863 | $11.8B | 169,490,464 | 64 | 210 | 242 | 0.0% |
| Q1 2026 | 824 | $10.4B | 166,506,469 | 54 | 237 | 227 | 0.0% |
| Q4 2025 | 795 | $10.0B | 167,247,442 | 33 | 208 | 203 | 0.0% |
| Q3 2025 | 733 | $8.9B | 152,214,463 | 46 | 201 | 216 | 0.0% |
| Q2 2025 | 722 | $8.5B | 157,602,160 | 40 | 221 | 220 | 0.0% |
| Q1 2025 | 716 | $8.0B | 154,897,138 | 40 | 233 | 197 | 0.0% |
| Q4 2024 | 715 | $9.3B | 167,538,596 | 32 | 179 | 183 | 0.0% |
| Q3 2024 | 635 | $8.1B | 145,879,417 | 28 | 188 | 178 | 0.0% |
| Q2 2024 | 621 | $7.6B | 146,095,823 | 38 | 180 | 170 | 0.0% |
| Q1 2024 | 603 | $7.8B | 143,399,688 | 40 | 182 | 176 | 0.0% |
| Q4 2023 | 601 | $7.4B | 141,611,248 | 59 | 156 | 161 | 0.0% |
| Q3 2023 | 512 | $6.3B | 138,146,329 | 23 | 161 | 139 | 0.0% |
| Q2 2023 | 506 | $5.9B | 126,097,749 | 33 | 159 | 131 | 0.0% |
| Q1 2023 | 487 | $5.3B | 120,327,309 | 33 | 169 | 121 | 0.0% |
| Q4 2022 | 475 | $5.4B | 122,277,241 | 34 | 136 | 128 | 0.0% |
| Q3 2022 | 403 | $112.9B | 2,896,164,955 | 25 | 138 | 98 | 0.0% |
| Q2 2022 | 397 | $180.5B | 4,487,442,696 | 74 | 118 | 90 | 0.0% |
| Q1 2022 | 338 | $191.6B | 4,113,815,750 | 35 | 112 | 65 | 0.0% |
| Q4 2021 | 364 | $218.4B | 4,596,338,794 | 37 | 96 | 63 | 0.0% |
| Q3 2021 | 272 | $188.0B | 4,234,461,880 | 48 | 66 | 53 | 0.0% |
| Q2 2021 | 243 | $205.1B | 4,577,116,436 | 238 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $338.0K | 7,542 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $338.0K | 7,542 | 1 | 0 | 0 | 0.0% |