DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFAW)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
214
Reporting holders
$767.7M
Reported value
0.0%
Calls
0.0%
Puts
+10
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 |
|---|---|---|---|---|---|
| First Pacific Financial | $77.4M | 934,501 | 9.22% | 11q | +8.0%+$5.7M |
| Wealth Management Nebraska | $70.6M | 853,135 | 6.30% | 7q | +6.1%+$4.0M |
| Arlington Financial Advisors, LLC | $54.5M | 658,572 | 6.92% | 11q | +1.6%+$872.2K |
| Farther Finance Advisors, LLC | $30.3M | 366,544 | 0.24% | 9q | +1.2%+$362.0K |
| Sivia Capital Partners, LLC | $28.3M | 341,600 | 3.44% | 11q | +163.2%+$17.5M |
| Strategic Investment Solutions, Inc. /IL | $21.0M | 253,320 | 4.80% | 11q | -9.8%-$2.3M |
| DiNuzzo Private Wealth, Inc. | $20.0M | 241,364 | 1.98% | 11q | +3.5%+$680.9K |
| Plancorp, LLC | $17.7M | 214,260 | 0.43% | 7q | +22.4%+$3.2M |
| Abacus Planning Group, Inc. | $17.6M | 212,101 | 2.17% | 12q | HELD |
| JPMORGAN CHASE & CO | $17.3M | 209,490 | 0.00% | 7q | +19.9%+$2.9M |
| Bryant Woods Investment Advisors, LLC | $14.5M | 175,702 | 4.05% | 8q | +4.1%+$568.9K |
| Greenspring Advisors, LLC | $14.5M | 175,063 | 0.80% | 9q | +7.6%+$1.0M |
| Stratos Investment Management, LLC | $13.6M | 163,934 | 0.49% | 10q | +2.8%+$366.0K |
| Apella Capital, LLC | $13.2M | 159,183 | 0.19% | 11q | +11.1%+$1.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | $13.1M | 157,672 | 5.21% | 10q | -8.5%-$1.2M |
| Triune Financial Partners, LLC | $12.2M | 147,925 | 2.56% | 7q | +2.4%+$286.3K |
| MASECO LLP | $11.9M | 143,211 | 0.33% | 5q | +1.1%+$133.3K |
| Physician Wealth Advisors, Inc. | $10.9M | 131,656 | 1.30% | 11q | -11.0%-$1.3M |
| Royal Harbor Partners, LLC | $10.2M | 123,069 | 3.16% | 5q | -1.0%-$97.8K |
| BIP Wealth, LLC | $9.7M | 116,965 | 0.27% | 4q | +61.7%+$3.7M |
| Strathmore Capital Advisors, Inc. | $9.4M | 113,097 | 2.52% | 6q | +4.5%+$402.2K |
| BROWN ADVISORY INC | $9.3M | 112,149 | 0.01% | new | NEW |
| American Investment Services, Inc. | $9.1M | 110,004 | 1.92% | 8q | -3.1%-$292.9K |
| RAYMOND JAMES FINANCIAL INC | $8.8M | 106,185 | 0.00% | 6q | +301.1%+$6.6M |
| HFG Wealth Management, LLC | $8.6M | 103,945 | 8.65% | 11q | -22.4%-$2.5M |
| DEMMING FINANCIAL SERVICES CORP /ADV | $8.4M | 101,768 | 5.36% | 3q | +2.3%+$190.5K |
| Evanson Financial, LLC | $8.4M | 101,769 | 0.41% | new | FIRST |
| MERCER GLOBAL ADVISORS INC /ADV | $7.4M | 89,469 | 0.01% | 11q | +43.8%+$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 78,153 | 0.01% | 11q | +10.6%+$619.8K |
| TCI Wealth Advisors, Inc. | $6.4M | 77,330 | 0.28% | 10q | -2.3%-$150.4K |
| Foster Group, Inc. | $6.0M | 73,001 | 0.16% | 10q | +246.6%+$4.3M |
| BUILDER INVESTMENT GROUP INC /ADV | $5.5M | 66,816 | 1.10% | 12q | -2.4%-$134.6K |
| LPL Financial LLC | $5.5M | 66,218 | 0.00% | 8q | +11.3%+$557.2K |
| Family Manage LLC | $5.1M | 62,182 | 0.53% | 2q | +17.8%+$779.4K |
| AQR CAPITAL MANAGEMENT LLC | $5.1M | 61,657 | 0.00% | 7q | -1.2%-$60.2K |
| Lakewood Asset Management LLC | $4.9M | 59,183 | 2.69% | 2q | +266.6%+$3.6M |
| Sprinkle Financial Consultants LLC | $4.4M | 53,732 | 1.75% | 11q | +4.4%+$188.4K |
| Berger Financial Group, Inc | $4.3M | 52,274 | 0.22% | 7q | +0.8%+$35.5K |
| SC&H Financial Advisors, Inc. | $4.2M | 51,130 | 0.56% | 10q | +4.0%+$163.3K |
| Parkshore Wealth Management, Inc. | $4.2M | 50,659 | 1.20% | 7q | +26.9%+$889.2K |
| Keating Financial Advisory Services, Inc. | $4.0M | 48,686 | 0.53% | 3q | +32.8%+$995.5K |
| MATHER GROUP, LLC. | $3.8M | 45,667 | 0.03% | 10q | +0.5%+$19.4K |
| Shore Point Advisors, LLC | $3.7M | 44,121 | 1.25% | 8q | +8.2%+$276.7K |
| HighTower Advisors, LLC | $3.7M | 44,090 | 0.00% | 5q | +1.2%+$43.0K |
| Parkwoods Wealth Partners, LLC | $3.4M | 40,968 | 0.54% | 7q | +14.0%+$416.2K |
| Warburton Capital Management, LLC | $3.3M | 40,371 | 1.36% | 7q | +5.6%+$177.7K |
| Krilogy Financial LLC | $3.2M | 39,033 | 0.10% | 10q | -7.7%-$270.5K |
| Spinnaker Investment Group, LLC | $3.2M | 38,873 | 0.52% | 11q | +18.4%+$499.1K |
| AssuredPartners Investment Advisors, LLC | $3.0M | 36,082 | 0.29% | 7q | +12.8%+$338.7K |
| Barry Investment Advisors, LLC | $3.0M | 35,771 | 0.62% | 10q | +9.0%+$243.8K |
| Keystone Financial Group, Inc. | $3.0M | 35,717 | 1.55% | 7q | -2.5%-$76.9K |
| MB Generational Wealth, LLC | $2.9M | 35,623 | 1.45% | 10q | +5.8%+$162.7K |
| Focus Partners Wealth | $2.9M | 35,437 | 0.00% | 8q | -86.7%-$19.1M |
| Prudent Man Investment Management, Inc. | $2.9M | 39,079 | 0.99% | 7q | -1.0%-$29.3K |
| JFS WEALTH ADVISORS, LLC | $2.9M | 34,479 | 0.14% | 8q | +100.5%+$1.4M |
| Kesler, Norman & Wride, LLC | $2.8M | 34,351 | 0.45% | 3q | +43.9%+$867.8K |
| MONOGRAPH WEALTH ADVISORS, LLC | $2.8M | 34,108 | 0.23% | 7q | +28.5%+$626.9K |
| Rachor Investment Advisory Services, LLC | $2.7M | 32,865 | 1.34% | 3q | +3.5%+$90.9K |
| JANE STREET GROUP, LLC | $2.6M | 31,547 | 0.00% | 9q | -41.9%-$1.9M |
| Aspen Capital Management, LLC | $2.5M | 30,649 | 0.56% | 6q | +17.7%+$380.8K |
| VESTIA PERSONAL WEALTH ADVISORS | $2.5M | 30,422 | 0.98% | 8q | +8.0%+$186.9K |
| Babb Wealth Advisors LLC | $2.4M | 29,159 | 1.16% | 7q | +1.3%+$31.1K |
| Chicago Partners Investment Group LLC | $2.4M | 28,810 | 0.05% | 10q | +17.3%+$348.2K |
| Cambridge Investment Research Advisors, Inc. | $2.4M | 28,568 | 0.00% | 4q | +145.5%+$1.4M |
| Foundations Investment Advisors, LLC | $2.3M | 27,996 | 0.02% | 3q | +16.5%+$328.1K |
| Ruedi Wealth Management, Inc. | $2.3M | 27,691 | 0.54% | 11q | +107.3%+$1.2M |
| Beacon Pointe Advisors, LLC | $2.2M | 26,182 | 0.01% | 11q | +1.8%+$39.0K |
| CARDIFF PARK ADVISORS, LLC | $2.1M | 25,505 | 0.16% | 8q | HELD |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $2.1M | 25,402 | 0.14% | 10q | +5.9%+$117.6K |
| Syverson Strege & Co | $2.1M | 25,236 | 0.46% | 11q | -3.6%-$77.3K |
| Sterling Wealth Management, Inc. | $2.0M | 24,139 | 0.50% | 8q | -2.9%-$60.4K |
| Envision Financial Planning, LLC | $2.0M | 24,101 | 0.65% | 8q | +8.0%+$147.1K |
| BANK OF MONTREAL /CAN/ | $1.9M | 23,308 | 0.00% | 11q | +3.3%+$60.8K |
| IHT Wealth Management, LLC | $1.9M | 23,133 | 0.04% | 3q | +9.6%+$167.9K |
| FIDUCIARY FINANCIAL GROUP, LLC | $1.8M | 22,327 | 0.21% | 9q | +2.9%+$51.2K |
| Pacific Asset Management, LLC | $1.7M | 20,578 | 0.84% | 7q | +5.1%+$82.0K |
| Betterment LLC | $1.6M | 19,443 | 0.00% | 9q | +5.0%+$76.5K |
| LEGACY FINANCIAL GROUP, INC. | $1.5M | 18,419 | 0.36% | 4q | +46.3%+$482.4K |
| Mills Wealth Advisors LLC | $1.4M | 17,095 | 0.45% | 7q | +9.9%+$128.0K |
| Stratos Wealth Partners, LTD. | $1.3M | 16,220 | 0.01% | 5q | +375.8%+$1.1M |
| Savvy Advisors, Inc. | $1.3M | 16,135 | 0.03% | 6q | +17.4%+$198.2K |
| Austin Asset Management Co Inc | $1.2M | 15,000 | 0.17% | 10q | +20.9%+$214.8K |
| Focus Partners Advisor Solutions, LLC | $1.1M | 13,497 | 0.01% | 5q | +38.0%+$307.7K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.1M | 13,449 | 0.02% | 6q | +10.6%+$107.0K |
| Annandale Capital, LLC | $1.1M | 13,349 | 0.15% | 7q | +2.2%+$23.7K |
| Riverbend Wealth Management, LLC | $1.1M | 13,140 | 0.55% | 7q | -5.8%-$66.6K |
| OneDigital Investment Advisors LLC | $1.1M | 12,988 | 0.01% | 4q | +28.7%+$239.5K |
| WELLINGTON-ALTUS USA INC. | $1.1M | 14,263 | 0.75% | 3q | -16.5%-$208.5K |
| Chico Wealth RIA | $1.0M | 12,663 | 0.55% | 4q | +10.1%+$96.5K |
| Highland Financial Advisors, LLC | $1.0M | 12,587 | 0.23% | 5q | HELD |
| FMB WEALTH MANAGEMENT | $1.0M | 12,541 | 0.38% | 7q | +2.3%+$23.1K |
| Nemes Rush Group LLC | $996.2K | 12,033 | 0.08% | 7q | +2.8%+$27.3K |
| Waterfront Wealth Inc. | $995.1K | 12,029 | 0.15% | 6q | +15.5%+$133.6K |
| Mustard Seed Financial, LLC | $979.7K | 11,833 | 0.51% | 9q | -25.4%-$333.4K |
| Legacy Capital Wealth Partners, LLC | $956.8K | 11,557 | 0.18% | 4q | +23.5%+$182.0K |
| Visionary Wealth Advisors | $910.5K | 10,998 | 0.04% | 6q | +12.6%+$101.7K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $899.2K | 10,862 | 0.52% | 5q | +8.8%+$73.1K |
| Mutual Advisors, LLC | $782.4K | 9,451 | 0.01% | 7q | +22.3%+$142.9K |
| RS CRUM INC. | $771.5K | 9,319 | 0.14% | 9q | +3.5%+$26.2K |
| RAM Investment Partners, LLC | $747.1K | 9,023 | 0.12% | 9q | +3.8%+$27.6K |
Showing the largest 100 of 214 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 | 92 | $441.5M | 5,357,660 | 9 | 47 | 20 | 0.0% |
| Q2 2026 | 214 | $767.7M | 9,280,720 | 20 | 129 | 38 | 0.0% |
| Q1 2026 | 204 | $636.7M | 8,634,948 | 27 | 120 | 34 | 0.0% |
| Q4 2025 | 190 | $572.3M | 7,726,775 | 22 | 110 | 20 | 0.0% |
| Q3 2025 | 163 | $452.5M | 6,305,768 | 19 | 90 | 26 | 0.0% |
| Q2 2025 | 149 | $386.0M | 5,765,635 | 21 | 90 | 25 | 0.0% |
| Q1 2025 | 138 | $303.9M | 4,959,908 | 18 | 74 | 25 | 0.0% |
| Q4 2024 | 125 | $273.0M | 4,375,400 | 22 | 56 | 14 | 0.0% |
| Q3 2024 | 85 | $200.8M | 3,173,550 | 15 | 45 | 11 | 0.0% |
| Q2 2024 | 74 | $165.4M | 2,763,558 | 18 | 37 | 7 | 0.0% |
| Q1 2024 | 56 | $129.5M | 2,194,756 | 28 | 21 | 3 | 0.0% |
| Q4 2023 | 31 | $71.1M | 1,295,234 | 24 | 4 | 0 | 0.0% |
| Q3 2023 | 6 | $11.0M | 221,847 | 6 | 0 | 0 | 0.0% |