DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFCA)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
84
Reporting holders
$544.1M
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $385.3M | 7,677,438 | 0.48% | 12q | +9.3%+$32.6M |
| Citrine Capital LLC | $50.3M | 1,001,570 | 18.60% | 7q | +27.2%+$10.8M |
| HighTower Advisors, LLC | $21.6M | 431,110 | 0.02% | 11q | -58.7%-$30.8M |
| Savvy Advisors, Inc. | $9.6M | 191,505 | 0.20% | 4q | +8.0%+$711.3K |
| Elmwood Wealth Management, Inc. | $6.2M | 124,368 | 1.56% | 7q | +5.6%+$330.1K |
| One Degree Advisors Inc | $6.1M | 122,336 | 1.37% | 8q | +3.8%+$224.0K |
| Signature Resources Capital Management, LLC | $5.5M | 109,573 | 2.17% | 11q | -2.2%-$121.5K |
| One Capital Management, LLC | $3.6M | 72,498 | 0.10% | 8q | HELD |
| TriaGen Wealth Management LLC | $3.6M | 71,160 | 0.89% | 11q | +7.7%+$255.1K |
| Vise Technologies, Inc. | $3.4M | 68,467 | 0.04% | 3q | +26.4%+$717.4K |
| Root Financial Partners, LLC | $3.2M | 63,917 | 0.12% | 9q | -11.5%-$416.5K |
| Integrated Wealth Concepts LLC | $2.7M | 53,670 | 0.02% | 2q | +4.4%+$114.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 49,553 | 0.00% | 11q | +14.7%+$319.2K |
| Three Arch Wealth Management LLC | $2.4M | 47,602 | 0.37% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 29,721 | 0.00% | 10q | +3.0%+$43.0K |
| Foundry Financial LLC | $1.5M | 29,474 | 0.50% | 3q | -4.8%-$74.2K |
| Savant Capital, LLC | $1.4M | 27,057 | 0.00% | 7q | +0.6%+$7.7K |
| Laird Norton Wetherby Trust Company, LLC | $1.3M | 26,500 | 0.03% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.3M | 25,909 | 0.00% | 4q | +22.0%+$234.3K |
| Parallel Advisors, LLC | $1.3M | 25,673 | 0.02% | 4q | +34.0%+$327.0K |
| marrick wealth, LLC | $1.3M | 25,416 | 0.91% | 3q | +6.6%+$78.6K |
| Nautilus Advisors LLC | $1.2M | 24,187 | 0.71% | 4q | +3.0%+$35.5K |
| LPL Financial LLC | $1.2M | 23,606 | 0.00% | 6q | +4.1%+$47.0K |
| Willow Creek Wealth Management Inc. | $1.2M | 23,304 | 0.08% | 6q | +67.0%+$469.3K |
| Elequin Capital, LP | $1.1M | 22,667 | 0.03% | new | NEW |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1.1M | 22,146 | 0.10% | 5q | -3.1%-$35.4K |
| SCRATCH CAPITAL LLC | $1.0M | 20,379 | 0.51% | 4q | +4.0%+$39.4K |
| Burton Enright Welch | $995.6K | 19,841 | 0.12% | 11q | +8.2%+$75.1K |
| Mariner, LLC | $901.4K | 17,963 | 0.00% | 5q | -49.1%-$868.3K |
| Prospect Financial Group LLC | $901.2K | 17,960 | 0.73% | 7q | HELD |
| RAM Investment Partners, LLC | $855.1K | 17,040 | 0.14% | 11q | -1.6%-$13.8K |
| RAYMOND JAMES FINANCIAL INC | $849.4K | 16,928 | 0.00% | 3q | +28.3%+$187.3K |
| Beacon Pointe Advisors, LLC | $704.8K | 14,046 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $674.4K | 13,442 | 0.00% | 7q | +23.0%+$126.3K |
| True Link Financial Advisors, LLC | $667.9K | 13,310 | 0.04% | 10q | HELD |
| Private Advisor Group, LLC | $642.6K | 12,806 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $615.5K | 12,266 | 0.01% | 2q | -5.3%-$34.4K |
| SEEDS INVESTOR LLC | $582.5K | 11,609 | 0.06% | 2q | +131.6%+$331.0K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $556.1K | 11,083 | 0.17% | 11q | +22.2%+$101.1K |
| Parkshore Wealth Management, Inc. | $553.3K | 11,026 | 0.16% | 5q | -48.8%-$526.4K |
| Pathstone Holdings, LLC | $548.3K | 10,926 | 0.00% | 5q | +65.8%+$217.6K |
| RVW Wealth, LLC | $537.5K | 10,711 | 0.04% | 2q | -21.4%-$146.3K |
| Apella Capital, LLC | $530.2K | 10,579 | 0.01% | 4q | +14.3%+$66.5K |
| FIDUCIARY FINANCIAL GROUP, LLC | $521.7K | 10,397 | 0.06% | 9q | HELD |
| V2 Financial group LLC | $521.6K | 10,394 | 0.19% | 2q | +4.6%+$22.8K |
| Tortoise Investment Management, LLC | $461.2K | 9,190 | 0.03% | 12q | +39.5%+$130.5K |
| Vistica Wealth Advisors, LLC | $415.5K | 8,280 | 0.36% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $404.2K | 8,056 | 0.00% | 2q | +48.0%+$131.0K |
| FMB WEALTH MANAGEMENT | $403.5K | 8,041 | 0.15% | new | NEW |
| WESPAC Advisors SoCal, LLC | $376.1K | 7,495 | 0.07% | 4q | -48.6%-$355.0K |
| FLC Capital Advisors | $356.8K | 7,110 | 0.06% | 2q | +44.8%+$110.4K |
| Parkwoods Wealth Partners, LLC | $351.6K | 7,007 | 0.06% | 4q | +46.2%+$111.1K |
| Hurlow Wealth Management Group, Inc. | $349.6K | 6,966 | 0.07% | 5q | HELD |
| Shore Point Advisors, LLC | $330.0K | 6,575 | 0.11% | 3q | +0.7%+$2.2K |
| Roberts Wealth Advisors, LLC | $321.6K | 6,409 | 0.07% | 6q | -25.0%-$107.4K |
| Seaside Wealth Management, Inc. | $318.3K | 6,343 | 0.08% | new | NEW |
| Fermata Advisors, LLC | $316.2K | 6,301 | 0.06% | 5q | +0.7%+$2.1K |
| Gradient Capital Advisors, LLC | $313.8K | 6,254 | 0.07% | 5q | +16.1%+$43.6K |
| Farther Finance Advisors, LLC | $313.0K | 6,237 | 0.00% | 7q | -10.1%-$35.3K |
| Johnson Wealth Management, LLC | $309.4K | 6,165 | 0.13% | 4q | HELD |
| Brookstone Capital Management | $301.0K | 5,998 | 0.00% | 4q | HELD |
| Henrickson Nauta Wealth Advisors, Inc. | $299.6K | 5,970 | 0.07% | 2q | HELD |
| BIRCH FINANCIAL GROUP, LLC | $278.9K | 5,559 | 0.14% | 5q | +36.8%+$75.0K |
| Corient Private Wealth LP | $261.3K | 5,207 | 0.00% | 3q | HELD |
| Kaizen Financial Strategies | $258.6K | 5,154 | 0.08% | 5q | +5.9%+$14.3K |
| Two West Capital Advisors LLC | $248.0K | 4,965 | 0.12% | 2q | HELD |
| Wheels Up Wealth, Inc. | $246.0K | 4,902 | 0.21% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $245.4K | 4,890 | 0.00% | new | NEW |
| Shearwater Capital LLC | $236.3K | 4,709 | 0.11% | 2q | +12.5%+$26.2K |
| JANE STREET GROUP, LLC | $233.6K | 4,656 | 0.00% | 2q | -91.0%-$2.4M |
| Retirement Planning Group, LLC | $233.2K | 4,648 | 0.01% | 5q | +0.6%+$1.5K |
| Pure Financial Advisors, LLC | $228.6K | 4,556 | 0.00% | 4q | HELD |
| Aspen Capital Management, LLC | $227.3K | 4,529 | 0.05% | new | NEW |
| FIRST NATIONAL BANK SIOUX FALLS | $207.8K | 4,146 | 0.06% | 10q | HELD |
| EP Wealth Advisors, LLC | $175.9K | 3,506 | 0.00% | new | NEW |
| 3 FACTOR INDEXING, LLC | $169.6K | 3,380 | 0.14% | new | NEW |
| IFP Advisors, Inc | $100.5K | 2,002 | 0.00% | 12q | HELD |
| Larson Financial Group LLC | $100.4K | 2,000 | 0.00% | 8q | HELD |
| CAMBIENT FAMILY OFFICE, LLC | $73.0K | 1,455 | 0.01% | new | NEW |
| Allworth Financial LP | $39.9K | 796 | 0.00% | 9q | HELD |
| EverSource Wealth Advisors, LLC | $26.1K | 519 | 0.00% | 6q | +0.6% |
| Tower Research Capital LLC (TRC) | $16.8K | 334 | 0.00% | 3q | HELD |
| Horizon Investments, LLC | $1.5K | 30 | 0.00% | 7q | -50.0%-$1.5K |
| Bell Investment Advisors, Inc | $1.4K | 27 | 0.00% | 11q | HELD |
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 | 43 | $97.5M | 2,044,908 | 6 | 18 | 9 | 0.0% |
| Q2 2026 | 84 | $544.1M | 10,843,500 | 13 | 38 | 15 | 0.0% |
| Q1 2026 | 74 | $520.0M | 10,430,110 | 11 | 32 | 14 | 0.0% |
| Q4 2025 | 69 | $459.2M | 9,169,893 | 8 | 34 | 7 | 0.0% |
| Q3 2025 | 61 | $406.3M | 8,155,224 | 15 | 24 | 8 | 0.0% |
| Q2 2025 | 54 | $576.3M | 11,693,795 | 13 | 22 | 7 | 0.0% |
| Q1 2025 | 48 | $537.8M | 10,843,951 | 5 | 25 | 7 | 0.0% |
| Q4 2024 | 50 | $483.2M | 9,653,882 | 11 | 19 | 6 | 0.0% |
| Q3 2024 | 35 | $468.6M | 9,240,179 | 10 | 14 | 2 | 0.0% |
| Q2 2024 | 27 | $411.9M | 8,225,230 | 4 | 13 | 3 | 0.0% |
| Q1 2024 | 24 | $386.6M | 7,668,132 | 8 | 12 | 0 | 0.0% |
| Q4 2023 | 19 | $325.9M | 6,422,871 | 13 | 3 | 2 | 0.0% |
| Q3 2023 | 6 | $285.7M | 5,842,685 | 5 | 1 | 0 | 0.0% |
| Q2 2023 | 3 | $1.3M | 224,846 | 3 | 0 | 0 | 0.0% |