DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFCF)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
512
Reporting holders
$8.6B
Reported value
0.0%
Calls
0.0%
Puts
+27
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 |
|---|---|---|---|---|---|
| Truepoint, Inc. | $568.9M | 13,477,146 | 11.87% | 16q | +3.2%+$17.5M |
| PRUDENTIAL FINANCIAL INC | $543.5M | 12,875,670 | 0.59% | 4q | +18.9%+$86.6M |
| FACTORY MUTUAL INSURANCE CO | $426.1M | 10,093,835 | 4.00% | 8q | +122.4%+$234.5M |
| Petersen Hastings Wealth Advisors Inc. | $207.6M | 4,918,874 | 17.42% | 3q | +7.6%+$14.7M |
| Apella Capital, LLC | $196.1M | 4,667,514 | 2.77% | 16q | +5.9%+$10.9M |
| True Link Financial Advisors, LLC | $187.2M | 4,435,777 | 10.83% | 5q | +4.0%+$7.2M |
| Elser Financial Planning, Inc | $186.5M | 4,417,313 | 8.08% | 9q | +5.2%+$9.2M |
| Acropolis Investment Management, LLC | $171.6M | 4,065,684 | 6.77% | 17q | +17.1%+$25.1M |
| Beacon Pointe Advisors, LLC | $164.5M | 3,897,346 | 0.76% | 15q | +4.9%+$7.7M |
| Great Waters Wealth Management | $161.8M | 3,833,555 | 14.99% | 15q | +10.4%+$15.3M |
| Root Financial Partners, LLC | $161.8M | 3,833,356 | 6.29% | 14q | +18.0%+$24.7M |
| Vise Technologies, Inc. | $155.3M | 3,679,427 | 1.76% | 4q | +49.7%+$51.5M |
| OneDigital Investment Advisors LLC | $146.7M | 3,476,475 | 1.24% | 13q | +4.2%+$5.9M |
| F/m Investments LLC | $144.1M | 3,413,260 | 7.32% | 2q | +12.4%+$15.9M |
| Savant Capital, LLC | $143.5M | 3,399,250 | 0.42% | 14q | -3.7%-$5.5M |
| Beaird Harris Wealth Management, LLC | $139.1M | 3,296,316 | 8.72% | 14q | +2.1%+$2.8M |
| DiNuzzo Private Wealth, Inc. | $116.4M | 2,757,601 | 11.51% | 11q | +9.4%+$10.0M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $109.7M | 2,598,931 | 8.04% | 18q | +2.9%+$3.1M |
| Allworth Financial LP | $108.7M | 2,575,681 | 0.46% | 19q | -20.9%-$28.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $89.8M | 2,127,154 | 0.11% | 19q | +18.3%+$13.9M |
| Stratos Investment Management, LLC | $87.4M | 2,069,549 | 3.16% | 10q | +3.6%+$3.0M |
| WPWealth LLP | $86.9M | 2,059,749 | 12.90% | 15q | +3.1%+$2.6M |
| Cambridge Investment Research Advisors, Inc. | $82.3M | 1,950,062 | 0.09% | 16q | +200.8%+$55.0M |
| Core Wealth Management, Inc. | $79.5M | 1,884,045 | 22.35% | 15q | +6.4%+$4.8M |
| HighTower Advisors, LLC | $75.4M | 1,785,768 | 0.07% | 11q | +1.2%+$895.4K |
| Rather & Kittrell, Inc. | $72.6M | 1,719,977 | 10.15% | 17q | +8.0%+$5.3M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $67.2M | 1,592,020 | 9.56% | 17q | +3.3%+$2.1M |
| Creative Capital Management Investments LLC | $63.1M | 1,495,183 | 14.56% | 15q | +8.7%+$5.1M |
| Graves Light Lenhart Wealth, Inc. | $58.3M | 1,382,349 | 5.44% | 15q | +7.3%+$4.0M |
| GeoWealth Management, LLC | $58.3M | 1,380,920 | 1.83% | 10q | +3.6%+$2.0M |
| Pathstone Holdings, LLC | $58.2M | 1,379,508 | 0.17% | 11q | +0.7%+$426.9K |
| Betterment LLC | $57.1M | 1,351,950 | 0.10% | 17q | +7.6%+$4.0M |
| LPL Financial LLC | $53.8M | 1,275,520 | 0.01% | 17q | +14.1%+$6.7M |
| RW Investment Management LLC | $53.0M | 1,256,426 | 4.66% | 14q | +1.2%+$615.5K |
| Strathmore Capital Advisors, Inc. | $52.2M | 1,254,034 | 14.06% | 6q | +4.2%+$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $49.1M | 1,163,243 | 0.01% | 14q | +23.2%+$9.2M |
| HEFFERNAN ADVISORY, INC | $48.5M | 1,148,842 | 40.58% | 3q | -1.9%-$959.1K |
| RAYMOND JAMES FINANCIAL INC | $48.4M | 1,145,551 | 0.01% | 7q | +7.6%+$3.4M |
| CITADEL ADVISORS LLC | $46.9M | 1,109,928 | 0.01% | 4q | +280.6%+$34.5M |
| Pure Financial Advisors, LLC | $46.0M | 1,088,752 | 0.58% | 17q | +3.9%+$1.7M |
| HBK Sorce Advisory LLC | $41.0M | 979,852 | 0.78% | 14q | -1.4%-$575.5K |
| Focus Partners Advisor Solutions, LLC | $40.7M | 964,946 | 0.35% | 14q | +27.3%+$8.7M |
| Ullmann Wealth Partners Group, LLC | $40.1M | 950,483 | 3.65% | 17q | +4.0%+$1.5M |
| Parkshore Wealth Management, Inc. | $37.9M | 898,068 | 10.89% | 7q | +22.6%+$7.0M |
| GREAT OAK CAPITAL PARTNERS, LLC | $37.3M | 893,243 | 8.07% | 11q | +9.9%+$3.4M |
| Annandale Capital, LLC | $37.3M | 884,325 | 5.09% | 11q | +1.5%+$543.5K |
| Bluespring Wealth Management, LLC | $36.9M | 873,444 | 0.71% | 8q | +38.3%+$10.2M |
| ROYAL BANK OF CANADA | $36.6M | 866,442 | 0.01% | 15q | +9.7%+$3.2M |
| Tencap Wealth Coaching, LLC | $35.9M | 850,105 | 11.39% | 3q | +7.5%+$2.5M |
| Meeder Advisory Services, Inc. | $35.6M | 842,494 | 1.30% | new | NEW |
| BCR Wealth Strategies, LLC | $34.8M | 825,494 | 9.79% | 17q | +9.9%+$3.1M |
| Aspen Capital Management, LLC | $34.8M | 824,636 | 7.68% | 6q | HELD |
| Opus Capital Group, LLC | $34.2M | 809,244 | 3.31% | 8q | +5.8%+$1.9M |
| HFM Investment Advisors, LLC | $34.1M | 806,725 | 11.94% | 6q | +2.3%+$769.3K |
| Hiley Hunt Wealth Management | $32.0M | 757,059 | 12.63% | 11q | +5.4%+$1.6M |
| Tillman Hartley LLC | $31.3M | 742,314 | 7.04% | 15q | +10.5%+$3.0M |
| Dynamic Advisor Solutions LLC | $31.1M | 735,680 | 0.88% | 15q | HELD |
| Ferguson Johnson Wealth Management Inc | $31.0M | 733,815 | 22.58% | 3q | +4.9%+$1.5M |
| TruNorth Capital Management, LLC | $31.0M | 733,429 | 4.97% | 7q | +15.6%+$4.2M |
| DAVENPORT & Co LLC | $30.8M | 728,519 | 0.15% | 9q | +37.4%+$8.4M |
| Leading Edge Financial Planning LLC | $30.5M | 723,730 | 5.44% | 15q | +13.8%+$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $30.2M | 715,438 | 0.00% | new | NEW |
| DecisionPoint Financial, LLC | $29.6M | 701,524 | 5.47% | 15q | +10.9%+$2.9M |
| LIBERTY WEALTH MANAGEMENT LLC | $28.8M | 681,228 | 3.60% | 11q | HELD |
| REGIMEN WEALTH, LLC | $28.3M | 669,870 | 7.62% | 2q | +3.0%+$818.3K |
| Pioneer Wealth Management Group | $28.0M | 663,083 | 6.76% | 9q | +4.7%+$1.3M |
| Krilogy Financial LLC | $27.3M | 646,124 | 0.81% | 18q | +5.5%+$1.4M |
| Tassel Capital Management, Inc. | $26.4M | 626,620 | 12.38% | 7q | -7.6%-$2.2M |
| Alpha Financial Advisors, LLC | $26.4M | 624,792 | 6.90% | 15q | +14.3%+$3.3M |
| Sterling Wealth Management, Inc. | $26.3M | 623,012 | 6.54% | 8q | +3.2%+$822.2K |
| ASSETMARK, INC | $25.2M | 597,541 | 0.04% | 13q | +8.2%+$1.9M |
| Cetera Investment Advisers | $24.8M | 588,020 | 0.02% | 11q | +78.3%+$10.9M |
| Arax Advisory Partners | $24.5M | 581,581 | 0.16% | 3q | +300.5%+$18.4M |
| Note Advisors, LLC | $24.4M | 579,174 | 10.60% | 7q | +21.5%+$4.3M |
| Financial Plan, Inc. | $24.4M | 576,998 | 2.31% | 3q | +13.4%+$2.9M |
| JPMORGAN CHASE & CO | $23.2M | 547,090 | 0.00% | 12q | -2.5%-$603.1K |
| Verisail Partners, LLC | $23.1M | 547,489 | 8.57% | 7q | +4.3%+$957.2K |
| CFS Investment Advisory Services, LLC | $23.0M | 544,478 | 1.53% | 19q | +3.0%+$673.2K |
| Physician Wealth Solutions Inc. | $22.9M | 542,729 | 8.69% | 11q | +3.8%+$845.3K |
| OSAIC HOLDINGS, INC. | $22.8M | 541,118 | 0.03% | 17q | +35.8%+$6.0M |
| Diversify Advisory Services, LLC | $22.8M | 547,013 | 0.38% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $22.8M | 547,013 | 0.38% | 9q | +7.8%+$1.7M |
| AE Wealth Management LLC | $22.7M | 538,163 | 0.11% | 17q | +0.9%+$200.6K |
| Farther Finance Advisors, LLC | $22.7M | 537,855 | 0.18% | 15q | -14.6%-$3.9M |
| BCO Wealth Management LLC | $22.4M | 530,572 | 12.21% | 7q | +2.8%+$604.4K |
| HARBOUR INVESTMENTS, INC. | $21.8M | 516,715 | 0.29% | 11q | +6.2%+$1.3M |
| Aurelius Family Office LLC | $21.4M | 506,366 | 8.42% | 7q | +5.2%+$1.1M |
| Babb Wealth Advisors LLC | $21.2M | 502,526 | 10.22% | 7q | +8.6%+$1.7M |
| MOLLER WEALTH PARTNERS | $21.0M | 497,866 | 3.80% | 10q | +4.2%+$853.1K |
| Momentous Wealth Management, Inc. | $20.6M | 488,859 | 10.57% | 7q | +7.6%+$1.5M |
| Vermillion Wealth Management, Inc. | $20.3M | 482,080 | 4.77% | 7q | -2.3%-$480.0K |
| Chicago Partners Investment Group LLC | $19.5M | 471,187 | 0.39% | 16q | +9.4%+$1.7M |
| TRUIST FINANCIAL CORP | $19.2M | 455,846 | 0.02% | 14q | +23.5%+$3.7M |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $18.9M | 447,697 | 11.03% | 7q | +14.5%+$2.4M |
| Revolve Wealth Partners, LLC | $18.7M | 442,818 | 1.94% | 6q | +2.1%+$390.3K |
| Integrity Investment Advisors, LLC | $18.6M | 440,497 | 8.09% | 6q | +76.8%+$8.1M |
| Guardian Wealth Management, LLC | $18.3M | 433,642 | 5.13% | 3q | +7.4%+$1.3M |
| Blume Capital Management, Inc. | $18.0M | 427,481 | 2.64% | 15q | -6.4%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $17.9M | 423,743 | 0.00% | 14q | +10.1%+$1.6M |
| DRAVO BAY LLC | $17.6M | 416,839 | 6.09% | 8q | +16.9%+$2.5M |
Showing the largest 100 of 513 reported holders. The count of 512 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 221 | $3.8B | 94,745,878 | 13 | 131 | 49 | 0.0% |
| Q2 2026 | 512 | $8.6B | 204,367,869 | 49 | 313 | 83 | 0.0% |
| Q1 2026 | 485 | $7.6B | 179,096,314 | 45 | 293 | 88 | 0.0% |
| Q4 2025 | 462 | $6.6B | 155,728,068 | 37 | 257 | 76 | 0.0% |
| Q3 2025 | 411 | $6.1B | 134,514,159 | 35 | 241 | 89 | 0.0% |
| Q2 2025 | 401 | $4.9B | 115,898,864 | 23 | 206 | 118 | 0.0% |
| Q1 2025 | 403 | $4.6B | 108,805,477 | 29 | 207 | 108 | 0.0% |
| Q4 2024 | 392 | $4.7B | 112,629,481 | 30 | 193 | 74 | 0.0% |
| Q3 2024 | 320 | $3.7B | 86,006,319 | 32 | 178 | 74 | 0.0% |
| Q2 2024 | 305 | $3.6B | 86,266,967 | 27 | 170 | 72 | 0.0% |
| Q1 2024 | 283 | $3.2B | 76,508,787 | 35 | 160 | 64 | 0.0% |
| Q4 2023 | 267 | $3.0B | 71,489,874 | 50 | 121 | 49 | 0.0% |
| Q3 2023 | 210 | $2.3B | 57,590,443 | 21 | 129 | 39 | 0.0% |
| Q2 2023 | 202 | $2.2B | 52,690,199 | 24 | 123 | 29 | 0.0% |
| Q1 2023 | 189 | $1.9B | 43,985,021 | 37 | 104 | 26 | 0.0% |
| Q4 2022 | 162 | $1.2B | 28,742,378 | 48 | 49 | 24 | 0.0% |
| Q3 2022 | 86 | $56.9B | 1,389,563,083 | 25 | 40 | 15 | 0.0% |
| Q2 2022 | 65 | $61.1B | 1,401,480,674 | 41 | 15 | 9 | 0.0% |
| Q1 2022 | 29 | $168.6M | 3,643,236 | 13 | 13 | 2 | 0.0% |
| Q4 2021 | 22 | $15.8B | 315,000,624 | 16 | 0 | 0 | 0.0% |