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 | No change | 7,677,438 | 385,253 | 0.48% | 0.48% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Citrine Capital LLC | History | Added to | 1,086,775 | 51,806 | 17.43% | 18.6% | 2 | +85,205 | 8.51% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 431,110 | 21,633 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 191,505 | 9,609 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 130,168 | 6,205 | 1.49% | 1.56% | 5 | +5,800 | 4.66% | Q3 2026 | Oct 14, 2026 |
| One Degree Advisors Inc | History | No change | 122,336 | 6,138 | 1.37% | 1.37% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 112,675 | 5,371 | 2.27% | 2.17% | 7 | +3,102 | 2.83% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | Added to | 107,819 | 5,139 | 0.17% | 0.12% | 8 | +43,902 | 68.69% | Q3 2026 | Oct 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 104,746 | 4,993 | 0.04% | 0.04% | 9 | +36,279 | 52.99% | Q3 2026 | Oct 28, 2026 |
| One Capital Management, LLC | History | No change | 72,498 | 3,614 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 72,241 | 3,443 | 0.83% | 0.89% | 11 | +1,081 | 1.52% | Q3 2026 | Oct 14, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 65,895 | 3,141 | 0.5% | 0.37% | 12 | +18,293 | 38.43% | Q3 2026 | Oct 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 53,670 | 2,693 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Altiora Financial Group, LLC | History | New | 50,000 | 2,383 | 0.39% | — | 14 | +50,000 | New | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 48,619 | 2,317 | 0.0% | 0.0% | 15 | -934 | -1.88% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,480 | 1,833 | 0.0% | 0.0% | 16 | +8,759 | 29.47% | Q3 2026 | Oct 13, 2026 |
| Savant Capital, LLC | History | No change | 27,057 | 1,357 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foundry Financial LLC | History | Reduced | 28,162 | 1,342 | 0.42% | 0.5% | 18 | -1,312 | -4.45% | Q3 2026 | Oct 16, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 26,500 | 1,329 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 25,909 | 1,300 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 26,689 | 1,272 | 0.02% | 0.02% | 21 | +1,016 | 3.96% | Q3 2026 | Nov 03, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 26,567 | 1,266 | 0.11% | 0.1% | 22 | +4,421 | 19.96% | Q3 2026 | Oct 26, 2026 |
| Apella Capital, LLC | History | Added to | 25,666 | 1,222 | 0.02% | 0.01% | 23 | +15,087 | 142.61% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 23,606 | 1,184 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | No change | 22,667 | 1,137 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burton Enright Welch | History | Added to | 21,542 | 1,026 | 0.11% | 0.12% | 26 | +1,701 | 8.57% | Q3 2026 | Nov 03, 2026 |
| Nautilus Advisors LLC | History | Reduced | 20,399 | 972 | 0.59% | 0.71% | 28 | -3,788 | -15.66% | Q3 2026 | Oct 06, 2026 |
| Willow Creek Wealth Management Inc. | History | Reduced | 20,407 | 972 | 0.06% | 0.08% | 27 | -2,897 | -12.43% | Q3 2026 | Oct 26, 2026 |
| Mariner, LLC | History | No change | 17,963 | 901 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 17,881 | 852 | 0.54% | 0.51% | 30 | -2,498 | -12.26% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,928 | 849 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,046 | 704 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,442 | 674 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 12,806 | 642 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 13,460 | 641 | 0.04% | 0.04% | 35 | +150 | 1.13% | Q3 2026 | Oct 27, 2026 |
| Indivisible Partners | History | New | 12,241 | 583 | 0.03% | — | 36 | +12,241 | New | Q3 2026 | Oct 26, 2026 |
| SEEDS INVESTOR LLC | History | No change | 11,609 | 582 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,752 | 560 | 0.0% | 0.01% | 38 | -514 | -4.19% | Q3 2026 | Oct 16, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,926 | 548 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BetterWealth, LLC | History | New | 11,412 | 544 | 0.09% | — | 40 | +11,412 | New | Q3 2026 | Oct 15, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 11,106 | 529 | 0.13% | 0.16% | 41 | +80 | 0.73% | Q3 2026 | Oct 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 11,083 | 528 | 0.16% | 0.17% | 42 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| V2 Financial group LLC | History | No change | 10,394 | 521 | 0.19% | 0.19% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RVW Wealth, LLC | History | No change | 10,711 | 510 | 0.03% | 0.04% | 44 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 10,450 | 498 | 0.08% | 0.14% | 45 | -6,590 | -38.67% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,397 | 495 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Tortoise Investment Management, LLC | History | No change | 9,190 | 461 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 8,280 | 415 | 0.36% | 0.36% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,056 | 404 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 8,041 | 403 | 0.15% | 0.15% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 7,825 | 373 | 0.21% | — | 51 | +7,825 | New | Q3 2026 | Oct 30, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 7,592 | 361 | 0.31% | 0.21% | 52 | +2,690 | 54.88% | Q3 2026 | Oct 27, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 7,495 | 357 | 0.06% | 0.07% | 53 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FLC Capital Advisors | History | No change | 7,110 | 356 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 7,007 | 351 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kaizen Financial Strategies | History | Added to | 7,182 | 342 | 0.13% | 0.08% | 56 | +2,028 | 39.35% | Q3 2026 | Oct 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 7,019 | 334 | 0.01% | — | 57 | +7,019 | New | Q3 2026 | Oct 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 6,966 | 332 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 6,343 | 318 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shore Point Advisors, LLC | History | Added to | 6,623 | 315 | 0.1% | 0.11% | 60 | +48 | 0.73% | Q3 2026 | Oct 14, 2026 |
| Johnson Wealth Management, LLC | History | No change | 6,165 | 309 | 0.13% | 0.13% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fermata Advisors, LLC | History | Added to | 6,346 | 302 | 0.06% | 0.06% | 62 | +45 | 0.71% | Q3 2026 | Oct 09, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 5,970 | 299 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,237 | 297 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Brookstone Capital Management | History | No change | 5,998 | 285 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 5,656 | 269 | 0.06% | 0.07% | 66 | -598 | -9.56% | Q3 2026 | Oct 21, 2026 |
| Corient Private Wealth LP | History | No change | 5,207 | 261 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | New | 5,217 | 248 | 0.04% | — | 68 | +5,217 | New | Q3 2026 | Oct 08, 2026 |
| HILL ISLAND FINANCIAL LLC | History | New | 5,200 | 247 | 0.05% | — | 69 | +5,200 | New | Q3 2026 | Oct 20, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 4,890 | 245 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Two West Capital Advisors LLC | History | No change | 4,965 | 235 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,656 | 233 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 4,556 | 228 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Capital Management, LLC | History | No change | 4,529 | 227 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Shearwater Capital LLC | History | Added to | 4,733 | 225 | 0.11% | 0.11% | 75 | +24 | 0.51% | Q3 2026 | Oct 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,682 | 223 | 0.01% | 0.01% | 76 | +34 | 0.73% | Q3 2026 | Oct 19, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 4,624 | 220 | 0.05% | 0.07% | 77 | -1,785 | -27.85% | Q3 2026 | Oct 14, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 4,340 | 206 | 0.01% | — | 78 | +4,340 | New | Q3 2026 | Oct 13, 2026 |
| marrick wealth, LLC | History | Reduced | 4,260 | 203 | 0.14% | 0.91% | 79 | -21,156 | -83.24% | Q3 2026 | Oct 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,506 | 175 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 3,380 | 161 | 0.13% | 0.14% | 81 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 2,835 | 135 | 0.06% | 0.14% | 82 | -2,724 | -49.0% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 2,000 | 100 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,002 | 95 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 1,455 | 73 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 796 | 39 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 334 | 16 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 27 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Prospect Financial Group LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -17,960 | -100.0% | Q3 2026 | Nov 05, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Closed out | 0 | 0 | — | 0.06% | — | -4,146 | -100.0% | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q3 2026 | Nov 04, 2026 |