13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
DFAW

DIMENSIONAL ETF TRUST

227 institutions still hold DIMENSIONAL ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V617·Exchange Traded Fund·227 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$482M
visible holders
Holders
227
filers reporting
Concentration
16.44%
First Pacific Financial #1
top holder share
AI Holders Summary · Q3 2026

227 institutions reported DFAW in Q3 2026. First Pacific Financial leads at 16.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
First Pacific Financial
CIK 0001810089
$79M963K8.11%Q3 202602
Wealth Management Nebraska
CIK 0002042783
$71M853K6.30%Q2 202603
Arlington Financial Advisors, LLC
CIK 0001716539
$55M669K6.91%Q3 202604
Farther Finance Advisors, LLC
CIK 0001992825
$32M390K0.23%Q3 202605
Sivia Capital Partners, LLC
CIK 0002012032
$28M342K3.44%Q2 202606
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$21M253K4.80%Q2 202607
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$19M226K1.85%Q3 202608
Plancorp, LLC
CIK 0001599579
$18M214K0.43%Q2 202609
Abacus Planning Group, Inc.
CIK 0001602730
$18M212K2.17%Q2 202610
JPMORGAN CHASE & CO
CIK 0000019617
$17M209K0.00%Q2 202611
Bryant Woods Investment Advisors, LLC
CIK 0001910641
$15M176K4.05%Q2 202612
Greenspring Advisors, LLC
CIK 0001922200
$14M175K0.80%Q2 202613
Apella Capital, LLC
CIK 0001801507
$14M164K0.17%Q3 202614
Stratos Investment Management, LLC
CIK 0001707206
$14M164K0.49%Q2 202615
Keyes, Stange & Wooten Wealth Management, LLC
CIK 0002011352
$13M158K5.21%Q2 202616
Triune Financial Partners, LLC
CIK 0002040393
$12M148K2.56%Q2 202617
MASECO LLP
CIK 0002074052
$12M143K0.33%Q2 202618
Physician Wealth Advisors, Inc.
CIK 0001795173
$11M151K1.56%Q4 202519
Royal Harbor Partners, LLC
CIK 0001801876
$10M123K3.16%Q2 202620
BIP Wealth, LLC
CIK 0001590214
$10M117K0.27%Q2 2026
Page 1 of 12
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