SEC 13F Intelligence

DFCADIMENSIONAL ETF TRUST

CUSIP 25434V633 · Yahoo Finance ↗ · Google Finance ↗

Dimensional Etf Trust (DFCA) has 72 institutional holders in Filings Flow’s 13F database, together reporting 3.40M shares worth $169M as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, Hightower Advisors, LLC, and Citrine Capital LLC.

Institutional Holders
72
Q1 2026
Reported Value
$169M
Ticker
DFCA
Quarters Tracked
12

Ownership Trend

Institutional holders
Q2 ’23: 3Q2 ’23Q3 ’23: 7Q4 ’23: 16Q4 ’23Q1 ’24: 21Q2 ’24: 25Q2 ’24Q3 ’24: 32Q4 ’24: 48Q4 ’24Q1 ’25: 46Q2 ’25: 53Q2 ’25Q3 ’25: 55Q4 ’25: 67Q4 ’25Q1 ’26: 72filingsflow.com
Total reported value
Q2 ’23: $1MQ2 ’23Q3 ’23: $286MQ4 ’23: $159MQ4 ’23Q1 ’24: $385MQ2 ’24: $409MQ2 ’24Q3 ’24: $467MQ4 ’24: $482MQ4 ’24Q1 ’25: $536MQ2 ’25: $575MQ2 ’25Q3 ’25: $144MQ4 ’25: $151MQ4 ’25Q1 ’26: $169Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.45%$221M4.48MQ2 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.06%$52M1.04MQ1 2026
Citrine Capital LLC$231M AUM17.02%$39M787.3KQ1 2026
Savvy Advisors, Inc.$3.7B AUM0.24%$9M177.3KQ1 2026
One Degree Advisors Inc$381M AUM1.54%$6M117.9KQ1 2026
Elmwood Wealth Management, Inc.$400M AUM1.62%$6M117.8KQ1 2026
Signature Resources Capital Management, LLC$211M AUM2.65%$6M112.0KQ1 2026
Callan Family Office, LLC$4.4B AUM0.13%$4M86.7KQ2 2025OLDER
One Capital Management, LLC$3.6B AUM0.10%$4M72.5KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.17%$4M72.2KQ1 2026
TriaGen Wealth Management LLC$366M AUM0.90%$3M66.1KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.05%$3M54.2KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M51.9KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.02%$3M51.4KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M43.2KQ1 2026
Mariner, LLC$85.7B AUM0.00%$2M35.3KQ1 2026
Elequin Capital, LP$1.2B AUM0.13%$2M34.2KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M33.7KQ4 2025OLDER
Foundry Financial LLC$236M AUM0.65%$2M31.0KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M28.9KQ1 2026
Savant Capital, LLC$20.7B AUM0.01%$1M26.9KQ1 2026
marrick wealth, LLC$119M AUM1.00%$1M23.8KQ1 2026
Nautilus Advisors LLC$146M AUM0.80%$1M23.5KQ1 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM0.11%$1M22.9KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$1M22.7KQ1 2026
Parkshore Wealth Management, Inc.$299M AUM0.36%$1M21.5KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M21.2KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M21.0KQ4 2025OLDER
SCRATCH CAPITAL LLC$175M AUM0.56%$976,71119.6KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.02%$954,97919.2KQ1 2026
Burton Enright Welch$736M AUM0.12%$914,49918.3KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$904,47818.1KQ1 2026
Prospect Financial Group LLC$108M AUM0.83%$895,45618.0KQ1 2026
RAM Investment Partners, LLC$569M AUM0.15%$863,15317.3KQ1 2026
EP Wealth Advisors, LLC$20.3B AUM0.01%$791,28916.1KQ2 2025OLDER
SB Capital Management Inc$273M AUM0.27%$736,88014.7KQ4 2025OLDER
WESPAC Advisors SoCal, LLC$470M AUM0.15%$726,31514.6KQ1 2026
Willow Creek Wealth Management Inc.$1.2B AUM0.06%$695,10914.0KQ3 2025OLDER
RVW Wealth, LLC$1.5B AUM0.05%$679,30613.6KQ1 2026
True Link Financial Advisors, LLC$1.6B AUM0.04%$663,50413.3KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$657,77113.2KQ1 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$645,65813.0KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.02%$596,00012.0KQ3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$543,92310.9KQ1 2026
FIDUCIARY FINANCIAL GROUP, LLC$882M AUM0.07%$518,29010.4KQ1 2026
Pallas Capital Advisors LLC$2.7B AUM0.02%$500,80210.0KQ4 2025OLDER
V2 Financial group LLC$215M AUM0.23%$495,5099.9KQ1 2026
Apella Capital, LLC$7.1B AUM0.01%$464,6549.3KQ1 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM0.15%$452,0409.1KQ1 2026
Roberts Wealth Advisors, LLC$394M AUM0.11%$426,1688.5KQ1 2026
Hurlow Wealth Management Group, Inc.$420M AUM0.08%$347,2557.0KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$346,4776.9KQ1 2026
Tortoise Investment Management, LLC$1.2B AUM0.03%$328,5126.6KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$328,4626.6KQ1 2026
Shore Point Advisors, LLC$253M AUM0.13%$325,6696.5KQ1 2026
Fermata Advisors, LLC$495M AUM0.07%$312,0456.3KQ1 2026
Johnson Wealth Management, LLC$207M AUM0.15%$307,3256.2KQ1 2026
Brookstone Capital Management$8.7B AUM0.00%$299,0006.0KQ1 2026
Henrickson Nauta Wealth Advisors, Inc.$410M AUM0.08%$297,6046.0KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$271,4335.4KQ1 2026
Gradient Capital Advisors, LLC$432M AUM0.07%$268,4925.4KQ1 2026
REGATTA CAPITAL GROUP, LLC$661M AUM0.05%$268,3795.4KQ2 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$259,5675.2KQ1 2026
Atria Wealth Solutions, Inc.$4.4B AUM0.01%$257,5875.2KQ2 2025OLDER
SEEDS INVESTOR LLC$735M AUM0.03%$251,3525.0KQ1 2026
Two West Capital Advisors LLC$189M AUM0.13%$248,3995.0KQ1 2026
FLC Capital Advisors$560M AUM0.04%$244,7644.9KQ1 2026
Wheels Up Wealth, Inc.$106M AUM0.23%$244,3654.9KQ1 2026
Kaizen Financial Strategies$236M AUM0.10%$244,0594.9KQ1 2026
Parkwoods Wealth Partners, LLC$408M AUM0.06%$238,8814.8KQ1 2026
Retirement Planning Group, LLC$3.2B AUM0.01%$230,1974.6KQ1 2026
Pure Financial Advisors, LLC$7.0B AUM0.00%$228,2074.6KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$227,5654.6KQ1 2026
Shearwater Capital LLC$209M AUM0.11%$208,6724.2KQ1 2026
FIRST NATIONAL BANK SIOUX FALLS$366M AUM0.06%$207,7984.1KQ1 2026
BIRCH FINANCIAL GROUP, LLC$171M AUM0.12%$202,6424.1KQ1 2026
Parkworth Wealth Management, Inc.$139M AUM0.12%$166,5663.4KQ2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$105,9202.1KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$99,8002.0KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$99,7002.0KQ1 2026
Navigoe, LLC$169M AUM0.07%$98,0002.0KQ2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$39,681796Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$25,715516Q1 2026
CWM, LLC$38.1B AUM0.00%$20,389409Q1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$16,650334Q1 2026
SouthState Bank Corp$2.1B AUM0.00%$15,524315Q2 2025OLDER
Horizon Investments, LLC$8.9B AUM0.00%$2,98660Q1 2026
Bell Investment Advisors, Inc$639M AUM0.00%$1,33527Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.