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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Citrine Capital LLC | History | Added to | 787,340 | 39,248 | 17.02% | 13.59% | 1 | +202,677 | 34.67% | Q1 2026 | Apr 21, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 117,789 | 5,871 | 1.62% | 1.3% | 2 | +35,625 | 43.36% | Q1 2026 | Apr 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 72,217 | 3,600 | 0.17% | 0.14% | 3 | +18,046 | 33.31% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 54,171 | 2,712 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Foundry Financial LLC | History | Added to | 30,953 | 1,543 | 0.65% | 0.57% | 5 | +9,199 | 42.29% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 28,862 | 1,442 | 0.0% | 0.01% | 6 | -55,700 | -65.87% | Q1 2026 | Apr 08, 2026 |
| marrick wealth, LLC | History | Reduced | 23,849 | 1,188 | 1.0% | 1.03% | 7 | -1,392 | -5.51% | Q1 2026 | Apr 15, 2026 |
| Nautilus Advisors LLC | History | Added to | 23,478 | 1,170 | 0.8% | 0.66% | 8 | +3,167 | 15.59% | Q1 2026 | Apr 17, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 14,570 | 726 | 0.15% | 0.18% | 9 | -3,718 | -20.33% | Q1 2026 | Apr 15, 2026 |
| RVW Wealth, LLC | History | New | 13,627 | 679 | 0.05% | — | 10 | +13,627 | New | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 12,952 | 645 | 0.01% | — | 11 | +12,952 | New | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,397 | 518 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Apella Capital, LLC | History | Added to | 9,252 | 464 | 0.01% | 0.01% | 13 | +1,863 | 25.21% | Q1 2026 | Apr 20, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 8,549 | 426 | 0.11% | 0.11% | 14 | +112 | 1.33% | Q1 2026 | Apr 07, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 6,966 | 347 | 0.08% | 0.09% | 15 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,941 | 346 | 0.0% | 0.0% | 16 | -100 | -1.42% | Q1 2026 | Apr 07, 2026 |
| Shore Point Advisors, LLC | History | Added to | 6,532 | 325 | 0.13% | 0.12% | 17 | +1,017 | 18.44% | Q1 2026 | Apr 08, 2026 |
| Fermata Advisors, LLC | History | Added to | 6,260 | 312 | 0.07% | 0.07% | 18 | +34 | 0.55% | Q1 2026 | Apr 08, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 6,165 | 307 | 0.15% | 0.15% | 19 | +310 | 5.29% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Reduced | 5,998 | 299 | 0.0% | 0.0% | 20 | -986 | -14.12% | Q1 2026 | Apr 16, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 5,970 | 297 | 0.08% | — | 21 | +5,970 | New | Q1 2026 | Apr 16, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 5,386 | 268 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 4,792 | 238 | 0.06% | 0.08% | 23 | -644 | -11.85% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 4,578 | 228 | 0.0% | 0.04% | 24 | +7 | 0.15% | Q1 2026 | Apr 10, 2026 |
| Shearwater Capital LLC | History | New | 4,186 | 208 | 0.11% | — | 25 | +4,186 | New | Q1 2026 | Apr 09, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 4,146 | 207 | 0.06% | 0.06% | 26 | +100 | 2.47% | Q1 2026 | Apr 17, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | No change | 4,065 | 202 | 0.12% | 0.12% | 27 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | No change | 2,002 | 99 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 27 | 1 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.47% | — | -6,138,572 | -100.0% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,014,703 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -165,328 | -100.0% | Q4 2025 | Jan 20, 2026 |
| One Degree Advisors Inc | History | Closed out | 0 | 0 | — | 1.59% | — | -115,162 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.63% | — | -104,038 | -100.0% | Q4 2025 | Jan 21, 2026 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -60,129 | -100.0% | Q4 2025 | Feb 10, 2026 |
| TriaGen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -53,456 | -100.0% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,398 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -34,156 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,672 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,278 | -100.0% | Q4 2025 | Feb 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -22,124 | -100.0% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,591 | -100.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,239 | -100.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,994 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,433 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Parkshore Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.36% | — | -19,187 | -100.0% | Q4 2025 | Feb 09, 2026 |
| SCRATCH CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -18,505 | -100.0% | Q4 2025 | Jan 13, 2026 |
| Burton Enright Welch | History | Closed out | 0 | 0 | — | 0.13% | — | -18,192 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Prospect Financial Group LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -18,143 | -100.0% | Q4 2025 | Feb 10, 2026 |
| RAM Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,842 | -100.0% | Q4 2025 | Feb 12, 2026 |
| SB Capital Management Inc | History | Closed out | 0 | 0 | — | 0.27% | — | -14,714 | -100.0% | Q4 2025 | Feb 20, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,310 | -100.0% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,195 | -100.0% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -12,125 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,619 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,428 | -100.0% | Q4 2025 | Feb 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -9,068 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,590 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,589 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Kaizen Financial Strategies | History | Closed out | 0 | 0 | — | 0.13% | — | -5,903 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,207 | -100.0% | Q4 2025 | Mar 09, 2026 |
| Wheels Up Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -5,124 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,017 | -100.0% | Q4 2025 | Mar 25, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,593 | -100.0% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,115 | -100.0% | Q4 2025 | Jan 05, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -796 | -100.0% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -513 | -100.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -403 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -334 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q4 2025 | Feb 02, 2026 |