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 | 7,027,020 | 350,296 | 0.52% | 0.47% | 1 | +888,448 | 14.47% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,044,403 | 52,063 | 0.06% | 0.06% | 2 | +29,700 | 2.93% | Q1 2026 | May 05, 2026 |
| Citrine Capital LLC | History | Added to | 787,340 | 39,248 | 17.02% | 13.59% | 3 | +202,677 | 34.67% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 177,330 | 8,839 | 0.24% | 0.27% | 4 | +12,002 | 7.26% | Q1 2026 | May 11, 2026 |
| One Degree Advisors Inc | History | Added to | 117,871 | 5,875 | 1.54% | 1.59% | 5 | +2,709 | 2.35% | Q1 2026 | May 01, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 117,789 | 5,871 | 1.62% | 1.3% | 6 | +35,625 | 43.36% | Q1 2026 | Apr 09, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 111,994 | 5,582 | 2.64% | 2.63% | 7 | +7,956 | 7.65% | Q1 2026 | May 01, 2026 |
| One Capital Management, LLC | History | Added to | 72,498 | 3,614 | 0.1% | 0.09% | 8 | +12,369 | 20.57% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 72,217 | 3,600 | 0.17% | 0.14% | 9 | +18,046 | 33.31% | Q1 2026 | Apr 24, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 66,076 | 3,293 | 0.9% | 0.69% | 10 | +12,620 | 23.61% | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 54,171 | 2,712 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 51,935 | 2,588 | 0.0% | — | 12 | +51,935 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 51,394 | 2,561 | 0.02% | — | 13 | +51,394 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 43,192 | 2,153 | 0.0% | 0.0% | 14 | +1,794 | 4.33% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 35,266 | 1,758 | 0.0% | 0.0% | 15 | +15,833 | 81.47% | Q1 2026 | May 13, 2026 |
| Foundry Financial LLC | History | Added to | 30,953 | 1,543 | 0.65% | 0.57% | 16 | +9,199 | 42.29% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 28,862 | 1,442 | 0.0% | 0.01% | 17 | -55,700 | -65.87% | Q1 2026 | Apr 08, 2026 |
| Savant Capital, LLC | History | Reduced | 26,903 | 1,341 | 0.01% | 0.01% | 18 | -375 | -1.37% | Q1 2026 | May 04, 2026 |
| marrick wealth, LLC | History | Reduced | 23,849 | 1,188 | 1.0% | 1.03% | 19 | -1,392 | -5.51% | Q1 2026 | Apr 15, 2026 |
| Nautilus Advisors LLC | History | Added to | 23,478 | 1,170 | 0.8% | 0.66% | 20 | +3,167 | 15.59% | Q1 2026 | Apr 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 22,852 | 1,139 | 0.11% | 0.11% | 21 | +728 | 3.29% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 22,670 | 1,130 | 0.0% | 0.0% | 22 | +1,079 | 5.0% | Q1 2026 | May 06, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 21,515 | 1,072 | 0.36% | 0.36% | 23 | +2,328 | 12.13% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,239 | 1,058 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 19,593 | 976 | 0.56% | 0.61% | 25 | +1,088 | 5.88% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 19,157 | 954 | 0.02% | 0.01% | 26 | +9,729 | 103.19% | Q1 2026 | Jun 02, 2026 |
| Burton Enright Welch | History | Added to | 18,345 | 914 | 0.12% | 0.13% | 27 | +153 | 0.84% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,144 | 904 | 0.0% | 0.0% | 28 | +8,525 | 88.63% | Q1 2026 | May 15, 2026 |
| Prospect Financial Group LLC | History | Reduced | 17,963 | 895 | 0.83% | 0.84% | 29 | -180 | -0.99% | Q1 2026 | May 05, 2026 |
| RAM Investment Partners, LLC | History | Added to | 17,315 | 863 | 0.15% | 0.14% | 30 | +1,473 | 9.3% | Q1 2026 | May 04, 2026 |
| SB Capital Management Inc | History | No change | 14,714 | 736 | 0.27% | 0.27% | 31 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 14,570 | 726 | 0.15% | 0.18% | 32 | -3,718 | -20.33% | Q1 2026 | Apr 15, 2026 |
| RVW Wealth, LLC | History | New | 13,627 | 679 | 0.05% | — | 33 | +13,627 | New | Q1 2026 | Apr 08, 2026 |
| True Link Financial Advisors, LLC | History | No change | 13,310 | 663 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,195 | 657 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 12,952 | 645 | 0.01% | — | 36 | +12,952 | New | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,925 | 543 | 0.0% | 0.0% | 37 | -1,200 | -9.9% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,397 | 518 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| V2 Financial group LLC | History | New | 9,940 | 495 | 0.23% | — | 39 | +9,940 | New | Q1 2026 | May 04, 2026 |
| Apella Capital, LLC | History | Added to | 9,252 | 464 | 0.01% | 0.01% | 40 | +1,863 | 25.21% | Q1 2026 | Apr 20, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 9,068 | 452 | 0.15% | 0.16% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 8,549 | 426 | 0.11% | 0.11% | 42 | +112 | 1.33% | Q1 2026 | Apr 07, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 6,966 | 347 | 0.08% | 0.09% | 43 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,941 | 346 | 0.0% | 0.0% | 44 | -100 | -1.42% | Q1 2026 | Apr 07, 2026 |
| Tortoise Investment Management, LLC | History | No change | 6,590 | 328 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,589 | 328 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 6,532 | 325 | 0.13% | 0.12% | 47 | +1,017 | 18.44% | Q1 2026 | Apr 08, 2026 |
| Fermata Advisors, LLC | History | Added to | 6,260 | 312 | 0.07% | 0.07% | 48 | +34 | 0.55% | Q1 2026 | Apr 08, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 6,165 | 307 | 0.15% | 0.15% | 49 | +310 | 5.29% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Reduced | 5,998 | 299 | 0.0% | 0.0% | 50 | -986 | -14.12% | Q1 2026 | Apr 16, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 5,970 | 297 | 0.08% | — | 51 | +5,970 | New | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 5,445 | 271 | 0.0% | — | 52 | +5,445 | New | Q1 2026 | May 04, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 5,386 | 268 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | No change | 5,207 | 259 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,189 | 258 | 0.01% | 0.01% | 55 | -4,014 | -43.62% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | New | 5,013 | 251 | 0.03% | — | 56 | +5,013 | New | Q1 2026 | May 11, 2026 |
| Two West Capital Advisors LLC | History | New | 4,965 | 248 | 0.13% | — | 57 | +4,965 | New | Q1 2026 | May 04, 2026 |
| FLC Capital Advisors | History | New | 4,910 | 244 | 0.04% | — | 60 | +4,910 | New | Q1 2026 | May 01, 2026 |
| Kaizen Financial Strategies | History | Reduced | 4,869 | 244 | 0.1% | 0.13% | 58 | -1,034 | -17.52% | Q1 2026 | May 01, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 4,902 | 244 | 0.23% | 0.24% | 59 | -222 | -4.33% | Q1 2026 | May 12, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 4,792 | 238 | 0.06% | 0.08% | 61 | -644 | -11.85% | Q1 2026 | Apr 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,618 | 230 | 0.01% | 0.01% | 62 | +25 | 0.54% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 4,578 | 228 | 0.0% | 0.0% | 63 | +7 | 0.15% | Q1 2026 | Apr 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,565 | 227 | 0.0% | 0.0% | 64 | -452 | -9.01% | Q1 2026 | May 15, 2026 |
| Shearwater Capital LLC | History | New | 4,186 | 208 | 0.11% | — | 65 | +4,186 | New | Q1 2026 | Apr 09, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 4,146 | 207 | 0.06% | 0.06% | 66 | +100 | 2.47% | Q1 2026 | Apr 17, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | No change | 4,065 | 202 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | No change | 2,002 | 99 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | No change | 2,000 | 99 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 796 | 39 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 516 | 25 | 0.0% | 0.0% | 71 | +3 | 0.58% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 409 | 20 | 0.0% | 0.0% | 72 | +6 | 1.49% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 334 | 16 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 60 | 2 | 0.0% | 0.0% | 74 | +30 | 100.0% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 27 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -34,156 | -100.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,672 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,994 | -100.0% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,115 | -100.0% | Q1 2026 | Apr 06, 2026 |