Dimensional ETF Trust - DFCA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,677,438 | 385,253 | 0.48% | 0.52% | 1 | +650,418 | 9.26% | Q2 2026 | Aug 19, 2026 |
| Citrine Capital LLC | History | Added to | 1,001,570 | 50,258 | 18.6% | 17.02% | 2 | +214,230 | 27.21% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 431,110 | 21,633 | 0.02% | 0.06% | 3 | -613,293 | -58.72% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 191,505 | 9,609 | 0.2% | 0.24% | 4 | +14,175 | 7.99% | Q2 2026 | Aug 03, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 124,368 | 6,240 | 1.56% | 1.62% | 5 | +6,579 | 5.59% | Q2 2026 | Jul 07, 2026 |
| One Degree Advisors Inc | History | Added to | 122,336 | 6,138 | 1.37% | 1.54% | 6 | +4,465 | 3.79% | Q2 2026 | Jul 31, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 109,573 | 5,498 | 2.17% | 2.64% | 7 | -2,421 | -2.16% | Q2 2026 | Jul 13, 2026 |
| One Capital Management, LLC | History | No change | 72,498 | 3,614 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 71,160 | 3,570 | 0.89% | 0.9% | 9 | +5,084 | 7.69% | Q2 2026 | Jul 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 68,467 | 3,435 | 0.04% | 0.05% | 10 | +14,296 | 26.39% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 63,917 | 3,207 | 0.12% | 0.17% | 11 | -8,300 | -11.49% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 53,670 | 2,693 | 0.02% | 0.02% | 12 | +2,276 | 4.43% | Q2 2026 | Sep 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 49,553 | 2,486 | 0.0% | 0.0% | 13 | +6,361 | 14.73% | Q2 2026 | Jul 29, 2026 |
| Three Arch Wealth Management LLC | History | New | 47,602 | 2,388 | 0.37% | — | 14 | +47,602 | New | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,721 | 1,488 | 0.0% | 0.0% | 15 | +859 | 2.98% | Q2 2026 | Jul 15, 2026 |
| Foundry Financial LLC | History | Reduced | 29,474 | 1,479 | 0.5% | 0.65% | 16 | -1,479 | -4.78% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | Added to | 27,057 | 1,357 | 0.0% | 0.01% | 17 | +154 | 0.57% | Q2 2026 | Aug 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 26,500 | 1,329 | 0.03% | — | 18 | +26,500 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 25,909 | 1,300 | 0.0% | 0.0% | 19 | +4,670 | 21.99% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 25,673 | 1,288 | 0.02% | 0.02% | 20 | +6,516 | 34.01% | Q2 2026 | Aug 05, 2026 |
| marrick wealth, LLC | History | Added to | 25,416 | 1,275 | 0.91% | 1.0% | 21 | +1,567 | 6.57% | Q2 2026 | Jul 14, 2026 |
| Nautilus Advisors LLC | History | Added to | 24,187 | 1,211 | 0.71% | 0.8% | 22 | +709 | 3.02% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | Added to | 23,606 | 1,184 | 0.0% | 0.0% | 23 | +936 | 4.13% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | New | 22,667 | 1,137 | 0.03% | — | 24 | +22,667 | New | Q2 2026 | Aug 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 22,146 | 1,111 | 0.1% | 0.11% | 25 | -706 | -3.09% | Q2 2026 | Jul 27, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 20,379 | 1,022 | 0.51% | 0.56% | 26 | +786 | 4.01% | Q2 2026 | Jul 30, 2026 |
| Burton Enright Welch | History | Added to | 19,841 | 995 | 0.12% | 0.12% | 27 | +1,496 | 8.15% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | Reduced | 17,963 | 901 | 0.0% | 0.0% | 28 | -17,303 | -49.06% | Q2 2026 | Aug 13, 2026 |
| Prospect Financial Group LLC | History | Reduced | 17,960 | 901 | 0.73% | 0.83% | 29 | -3 | -0.02% | Q2 2026 | Aug 06, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 17,040 | 855 | 0.14% | 0.15% | 30 | -275 | -1.59% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 16,928 | 849 | 0.0% | 0.0% | 31 | +3,733 | 28.29% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 14,046 | 704 | 0.0% | — | 32 | +14,046 | New | Q2 2026 | Aug 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,442 | 674 | 0.0% | 0.0% | 33 | +2,517 | 23.04% | Q2 2026 | Aug 12, 2026 |
| True Link Financial Advisors, LLC | History | No change | 13,310 | 667 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | New | 12,806 | 642 | 0.0% | — | 35 | +12,806 | New | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,266 | 615 | 0.01% | 0.01% | 36 | -686 | -5.3% | Q2 2026 | Jul 27, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 11,609 | 582 | 0.06% | 0.03% | 37 | +6,596 | 131.58% | Q2 2026 | Aug 12, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 11,083 | 556 | 0.17% | 0.15% | 38 | +2,015 | 22.22% | Q2 2026 | Aug 04, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 11,026 | 553 | 0.16% | 0.36% | 39 | -10,489 | -48.75% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 10,926 | 548 | 0.0% | 0.0% | 40 | +4,337 | 65.82% | Q2 2026 | Aug 13, 2026 |
| RVW Wealth, LLC | History | Reduced | 10,711 | 537 | 0.04% | 0.05% | 41 | -2,916 | -21.4% | Q2 2026 | Jul 07, 2026 |
| Apella Capital, LLC | History | Added to | 10,579 | 530 | 0.01% | 0.01% | 42 | +1,327 | 14.34% | Q2 2026 | Jul 08, 2026 |
| V2 Financial group LLC | History | Added to | 10,394 | 521 | 0.19% | 0.23% | 44 | +454 | 4.57% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,397 | 521 | 0.06% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 9,190 | 461 | 0.03% | 0.03% | 45 | +2,600 | 39.45% | Q2 2026 | Aug 07, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 8,280 | 415 | 0.36% | — | 46 | +8,280 | New | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,056 | 404 | 0.0% | 0.0% | 47 | +2,611 | 47.95% | Q2 2026 | Aug 03, 2026 |
| FMB WEALTH MANAGEMENT | History | New | 8,041 | 403 | 0.15% | — | 48 | +8,041 | New | Q2 2026 | Jul 27, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 7,495 | 376 | 0.07% | 0.15% | 49 | -7,075 | -48.56% | Q2 2026 | Jul 16, 2026 |
| FLC Capital Advisors | History | Added to | 7,110 | 356 | 0.06% | 0.04% | 50 | +2,200 | 44.81% | Q2 2026 | Jul 20, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 7,007 | 351 | 0.06% | 0.06% | 51 | +2,215 | 46.22% | Q2 2026 | Jul 27, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 6,966 | 349 | 0.07% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shore Point Advisors, LLC | History | Added to | 6,575 | 329 | 0.11% | 0.13% | 53 | +43 | 0.66% | Q2 2026 | Jul 14, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 6,409 | 321 | 0.07% | 0.11% | 54 | -2,140 | -25.03% | Q2 2026 | Jul 29, 2026 |
| Seaside Wealth Management, Inc. | History | New | 6,343 | 318 | 0.08% | — | 55 | +6,343 | New | Q2 2026 | Aug 05, 2026 |
| Fermata Advisors, LLC | History | Added to | 6,301 | 316 | 0.06% | 0.07% | 56 | +41 | 0.65% | Q2 2026 | Jul 07, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 6,254 | 313 | 0.07% | 0.07% | 57 | +868 | 16.12% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,237 | 312 | 0.0% | 0.0% | 58 | -704 | -10.14% | Q2 2026 | Jul 17, 2026 |
| Johnson Wealth Management, LLC | History | No change | 6,165 | 309 | 0.13% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 5,998 | 300 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 5,970 | 299 | 0.07% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 5,559 | 278 | 0.14% | 0.12% | 62 | +1,494 | 36.75% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 5,207 | 261 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kaizen Financial Strategies | History | Added to | 5,154 | 258 | 0.08% | 0.1% | 64 | +285 | 5.85% | Q2 2026 | Jul 30, 2026 |
| Two West Capital Advisors LLC | History | No change | 4,965 | 248 | 0.12% | 0.13% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 4,890 | 245 | 0.0% | — | 67 | +4,890 | New | Q2 2026 | Aug 14, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 4,902 | 245 | 0.21% | 0.23% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shearwater Capital LLC | History | Added to | 4,709 | 236 | 0.11% | 0.11% | 68 | +523 | 12.49% | Q2 2026 | Jul 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,656 | 233 | 0.0% | 0.0% | 70 | -47,279 | -91.03% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,648 | 233 | 0.01% | 0.01% | 69 | +30 | 0.65% | Q2 2026 | Aug 05, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 4,556 | 228 | 0.0% | 0.0% | 71 | -22 | -0.48% | Q2 2026 | Aug 14, 2026 |
| Aspen Capital Management, LLC | History | New | 4,529 | 227 | 0.05% | — | 72 | +4,529 | New | Q2 2026 | Aug 04, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 4,146 | 207 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,506 | 175 | 0.0% | — | 74 | +3,506 | New | Q2 2026 | Aug 11, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 3,380 | 169 | 0.14% | — | 75 | +3,380 | New | Q2 2026 | Jul 08, 2026 |
| IFP Advisors, Inc | History | No change | 2,002 | 100 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 2,000 | 100 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 1,455 | 73 | 0.01% | — | 78 | +1,455 | New | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 796 | 39 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 519 | 26 | 0.0% | 0.0% | 80 | +3 | 0.58% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 409 | 20 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 334 | 16 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 83 | -30 | -50.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 27 | 1 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,144 | -100.0% | Q2 2026 | Sep 02, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,189 | -100.0% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,565 | -100.0% | Q2 2026 | Aug 14, 2026 |