DFAW

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$82.76

+1.21 (+1.49%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding DFAW · 2026-Q1 methodology → sources →

201 holders

FUNDDIMENSIONAL ETF TRUSTA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

8,608,218

Reporting holders

201

% of shares outstanding is not shown for DFAW: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register97.2%197 active filers

Index / screened out2.8%4 filers

Reporting holders2012026-Q1

Top-10 concentration46.7%

HHI0.0355

Effective holders28.1

Crowding percentile—

Crowding percentile withheld — no market cap for DFAW in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 201 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	First Pacific Financial	865,248865,248	$64M	—	ADD 6%
2	Wealth Management Nebraska	804,355804,355	$59M	—	ADD 19%
3	Arlington Financial Advisors, LLC	648,037648,037	$48M	—	—
4	Farther Finance Advisors, LLC	362,171362,171	$27M	—	ADD 4%
5	Strategic Investment Solutions, Inc. /IL	280,765280,765	$21M	—	—
6	Focus Partners Wealth	266,084266,084	$20M	—	ADD 714%
7	DiNuzzo Private Wealth, Inc.	233,140233,140	$17M	—	—
8	Abacus Planning Group, Inc.	211,923211,923	$16M	—	ADD 3%
9	Plancorp, LLC	175,115175,115	$13M	—	ADD 32%
10	Keyes, Stange & Wooten Wealth Management, LLC	172,254172,254	$13M	—	ADD 6%
11	JPMORGAN CHASE & CO	174,765174,765	$13M	—	ADD 29%
12	Bryant Woods Investment Advisors, LLC	168,830168,830	$12M	—	ADD 6%
13	Greenspring Advisors, LLC	162,731162,731	$12M	—	ADD 11%
14	Stratos Investment Management, LLC	159,513159,513	$12M	—	TRIM -4%
15	Apella Capital, LLC	143,283143,283	$11M	—	ADD 12%
16	Physician Wealth Advisors, Inc.	147,895147,895	$11M	—	TRIM -2%
17	Triune Financial Partners, LLC	144,467144,467	$11M	—	—
18	MASECO LLP	141,602141,602	$10M	—	ADD 4%
19	HFG Wealth Management, LLC	133,896133,896	$10M	—	—
20	Sivia Capital Partners, LLC	129,798129,798	$10M	—	TRIM -21%
21	Royal Harbor Partners, LLC	124,250124,250	$9M	—	ADD 5%
22	Strathmore Capital Advisors, Inc.	108,243108,243	$9M	—	ADD 26%
23	American Investment Services, Inc.	113,542113,542	$8M	—	—
24	DEMMING FINANCIAL SERVICES CORP /ADV	99,46799,467	$7M	—	ADD 6%
25	Evanson Asset Management, LLC	95,36395,363	$7M	—	ADD 13%
26	TCI Wealth Advisors, Inc.	79,14779,147	$6M	—	ADD 8%
27	BIP Wealth, LLC	72,35672,356	$5M	—	ADD 112%
28	COMMONWEALTH EQUITY SERVICES, LLC	70,66670,666	$5M	—	ADD 6%
29	BUILDER INVESTMENT GROUP INC /ADV	68,44268,442	$5M	—	—
30	AQR CAPITAL MANAGEMENT LLC	62,38462,384	$5M	—	ADD 12%
31	MERCER GLOBAL ADVISORS INC /ADV	62,22462,224	$5M	—	ADD 277%
32	LPL Financial LLC	59,48859,488	$4M	—	ADD 12%
33	JANE STREET GROUP, LLC	54,28654,286	$4M	—	ADD 225%
34	Family Manage LLC	52,76852,768	$4M	—	NEW
35	Berger Financial Group, Inc	51,84551,845	$4M	—	ADD 28%
36	Sprinkle Financial Consultants LLC	51,45751,457	$4M	—	ADD 9%
37	SC&H Financial Advisors, Inc.	49,15749,157	$4M	—	ADD 15%
38	MATHER GROUP, LLC.	45,43345,433	$3M	—	—
39	Krilogy Financial LLC	42,30042,300	$3M	—	—
40	HighTower Advisors, LLC	43,57143,571	$3M	—	ADD 34%
41	Shore Point Advisors, LLC	40,77940,779	$3M	—	ADD 155%
42	Warburton Capital Management, LLC	38,22438,224	$3M	—	ADD 5%
43	Parkshore Wealth Management, Inc.	39,91839,918	$3M	—	ADD 10%
44	Prudent Man Investment Management, Inc.	39,47539,475	$3M	—	—
45	Keating Financial Advisory Services, Inc.	36,66136,661	$3M	—	ADD 52%
46	Keystone Financial Group, Inc.	36,64636,646	$3M	—	ADD 45%
47	Parkwoods Wealth Partners, LLC	35,94135,941	$3M	—	ADD 44%
48	MB Generational Wealth, LLC	33,65833,658	$2M	—	ADD 14%
49	Spinnaker Investment Group, LLC	32,84532,845	$2M	—	ADD 3%
50	Barry Investment Advisors, LLC	32,82632,826	$2M	—	TRIM -9%
51	AssuredPartners Investment Advisors, LLC	31,99131,991	$2M	—	—
52	Rachor Investment Advisory Services, LLC	31,76731,767	$2M	—	—
53	Babb Wealth Advisors LLC	28,78328,783	$2M	—	ADD 5%
54	VESTIA PERSONAL WEALTH ADVISORS	28,16528,165	$2M	—	ADD 5%
55	Gotham Asset Management, LLC	61,06861,068	$2M	—	NEW
56	MONOGRAPH WEALTH ADVISORS, LLC	26,53626,536	$2M	—	ADD 11%
57	Chicago Partners Investment Group LLC	24,57124,571	$2M	—	ADD 25%
58	RAYMOND JAMES FINANCIAL INC	26,47526,475	$2M	—	ADD 13%
59	Syverson Strege & Co	26,17026,170	$2M	—	TRIM -10%
60	Aspen Capital Management, LLC	26,05026,050	$2M	—	ADD 12%
61	Beacon Pointe Advisors, LLC	25,71125,711	$2M	—	ADD 6%
62	CARDIFF PARK ADVISORS, LLC	25,38925,389	$2M	—	ADD 37%
63	Sterling Wealth Management, Inc.	24,86924,869	$2M	—	ADD 26%
64	Foundations Investment Advisors, LLC	24,03324,033	$2M	—	ADD 52%
65	MOSAIC FAMILY WEALTH PARTNERS, LLC	23,98123,981	$2M	—	ADD 10%
66	Kesler, Norman & Wride, LLC	23,86923,869	$2M	—	ADD 4%
67	BANK OF MONTREAL /CAN/	22,57422,574	$2M	—	ADD 21%
68	Envision Financial Planning, LLC	22,32422,324	$2M	—	ADD 111%
69	FIDUCIARY FINANCIAL GROUP, LLC	21,70821,708	$2M	—	TRIM -6%
70	IHT Wealth Management, LLC	21,10521,105	$2M	—	ADD 48%
71	Foster Group, Inc.	21,06521,065	$2M	—	ADD 34%
72	Cogent Private Wealth, Inc.	20,60620,606	$2M	—	TRIM -5%
73	Pacific Asset Management, LLC	19,58819,588	$1M	—	ADD 11%
74	Betterment LLC	18,51918,519	$1M	—	ADD 4%
75	JFS WEALTH ADVISORS, LLC	17,19517,195	$1M	—	ADD 77%
76	Lakewood Asset Management LLC	16,14216,142	$1M	—	NEW
77	Blue Trust, Inc.	16,10616,106	$1M	—	ADD 23%
78	Mustard Seed Financial, LLC	15,86015,860	$1M	—	ADD 9%
79	Mills Wealth Advisors LLC	15,54915,549	$1M	—	ADD 12%
80	Riverbend Wealth Management, LLC	13,94413,944	$1M	—	TRIM -4%
81	Savvy Advisors, Inc.	13,74113,741	$1M	—	ADD 23%
82	Ruedi Wealth Management, Inc.	13,35913,359	$985,609	—	ADD 5%
83	Annandale Capital, LLC	13,06313,063	$964,000	—	ADD 19%
84	LEGACY FINANCIAL GROUP, INC.	12,59212,592	$929,038	—	ADD 30%
85	Highland Financial Advisors, LLC	12,58712,587	$928,669	—	—
86	Austin Asset Management Co Inc	12,40612,406	$915,315	—	ADD 32%
87	FMB WEALTH MANAGEMENT	12,26212,262	$904,664	—	ADD 9%
88	CARY STREET PARTNERS FINANCIAL LLC	12,15712,157	$896,948	—	TRIM -19%
89	Nemes Rush Group LLC	11,70311,703	$863,447	—	TRIM -5%
90	Cambridge Investment Research Advisors, Inc.	11,63611,636	$859,000	—	ADD 57%
91	Chico Wealth RIA	11,49711,497	$848,271	—	ADD 167%
92	Waterfront Wealth Inc.	10,41410,414	$768,345	—	ADD 3%
93	OneDigital Investment Advisors LLC	10,09510,095	$744,780	—	ADD 14%
94	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	9,9799,979	$736,251	—	ADD 2%
95	Focus Partners Advisor Solutions, LLC	9,7819,781	$721,703	—	ADD 82%
96	Visionary Wealth Advisors	9,7709,770	$720,795	—	ADD 3%
97	Falcon Wealth Planning	9,7059,705	$716,010	—	TRIM -14%
98	Legacy Capital Wealth Partners, LLC	9,3589,358	$690,437	—	ADD 15%
99	RS CRUM INC.	9,0039,003	$664,255	—	ADD 20%
100	RAM Investment Partners, LLC	8,6908,690	$641,151	—	ADD 14%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 153 bought / 49 sold · net +895,568 shares · 5.1d of ADV

Bought153 filers

Shares: 1,208,913
Value: $89M
Opened: 25 · 179,540 sh
Days of ADV: 6.9d

Sold49 filers

Shares: 313,345
Value: $23M
Closed: 13 · 217,870 sh
Days of ADV: 1.8d

Net (all filers) +895,568 sh · $66M · 11.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

First Pacific Financial

489K

542K

622K

664K

816K

865K

$64M

Wealth Management Nebraska

327K

399K

488K

594K

675K

804K

$59M

Arlington Financial Advisors, LLC

514K

526K

583K

618K

640K

648K

$48M

Farther Finance Advisors, LLC

348K

362K

$27M

Strategic Investment Solutions, Inc. /IL

213K

327K

220K

239K

283K

281K

$21M

Focus Partners Wealth

43K

23K

35K

36K

33K

266K

$20M

DiNuzzo Private Wealth, Inc.

258K

253K

246K

244K

235K

233K

$17M

Abacus Planning Group, Inc.

195K

214K

218K

203K

206K

212K

$16M

Plancorp, LLC

36K

48K

68K

132K

175K

$13M

Keyes, Stange & Wooten Wealth Management, LLC

172K

161K

159K

161K

162K

172K

$13M

JPMORGAN CHASE & CO

82K

228K

135K

175K

$13M

Bryant Woods Investment Advisors, LLC

122K

144K

155K

160K

159K

169K

$12M

Greenspring Advisors, LLC

—

147K

163K

$12M

Stratos Investment Management, LLC

74K

125K

189K

156K

166K

160K

$12M

Apella Capital, LLC

69K

88K

98K

108K

128K

143K

$11M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	201	8,608,218	—	$635M
2025-Q4	189	7,712,650	—	$571M
2025-Q3	164	6,312,556	—	$452M
2025-Q2	148	5,745,091	—	$385M
2025-Q1	139	4,959,959	—	$304M
2024-Q4	125	4,375,400	—	$273M
2024-Q3	86	3,173,553	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding DFAW · 2026-Q1 methodology → sources →

201 holders

% of shares outstanding held

—

Shares held (13F)

8,608,218

Reporting holders

201

Active share of register97.2%197 active filers

Index / screened out2.8%4 filers

Reporting holders2012026-Q1

Top-10 concentration46.7%

HHI0.0355

Effective holders28.1

Crowding percentile—

Crowding percentile withheld — no market cap for DFAW in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 201 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	First Pacific Financial	865,248865,248	$64M	—	ADD 6%
2	Wealth Management Nebraska	804,355804,355	$59M	—	ADD 19%
3	Arlington Financial Advisors, LLC	648,037648,037	$48M	—	—
4	Farther Finance Advisors, LLC	362,171362,171	$27M	—	ADD 4%
5	Strategic Investment Solutions, Inc. /IL	280,765280,765	$21M	—	—
6	Focus Partners Wealth	266,084266,084	$20M	—	ADD 714%
7	DiNuzzo Private Wealth, Inc.	233,140233,140	$17M	—	—
8	Abacus Planning Group, Inc.	211,923211,923	$16M	—	ADD 3%
9	Plancorp, LLC	175,115175,115	$13M	—	ADD 32%
10	Keyes, Stange & Wooten Wealth Management, LLC	172,254172,254	$13M	—	ADD 6%
11	JPMORGAN CHASE & CO	174,765174,765	$13M	—	ADD 29%
12	Bryant Woods Investment Advisors, LLC	168,830168,830	$12M	—	ADD 6%
13	Greenspring Advisors, LLC	162,731162,731	$12M	—	ADD 11%
14	Stratos Investment Management, LLC	159,513159,513	$12M	—	TRIM -4%
15	Apella Capital, LLC	143,283143,283	$11M	—	ADD 12%
16	Physician Wealth Advisors, Inc.	147,895147,895	$11M	—	TRIM -2%
17	Triune Financial Partners, LLC	144,467144,467	$11M	—	—
18	MASECO LLP	141,602141,602	$10M	—	ADD 4%
19	HFG Wealth Management, LLC	133,896133,896	$10M	—	—
20	Sivia Capital Partners, LLC	129,798129,798	$10M	—	TRIM -21%
21	Royal Harbor Partners, LLC	124,250124,250	$9M	—	ADD 5%
22	Strathmore Capital Advisors, Inc.	108,243108,243	$9M	—	ADD 26%
23	American Investment Services, Inc.	113,542113,542	$8M	—	—
24	DEMMING FINANCIAL SERVICES CORP /ADV	99,46799,467	$7M	—	ADD 6%
25	Evanson Asset Management, LLC	95,36395,363	$7M	—	ADD 13%
26	TCI Wealth Advisors, Inc.	79,14779,147	$6M	—	ADD 8%
27	BIP Wealth, LLC	72,35672,356	$5M	—	ADD 112%
28	COMMONWEALTH EQUITY SERVICES, LLC	70,66670,666	$5M	—	ADD 6%
29	BUILDER INVESTMENT GROUP INC /ADV	68,44268,442	$5M	—	—
30	AQR CAPITAL MANAGEMENT LLC	62,38462,384	$5M	—	ADD 12%
31	MERCER GLOBAL ADVISORS INC /ADV	62,22462,224	$5M	—	ADD 277%
32	LPL Financial LLC	59,48859,488	$4M	—	ADD 12%
33	JANE STREET GROUP, LLC	54,28654,286	$4M	—	ADD 225%
34	Family Manage LLC	52,76852,768	$4M	—	NEW
35	Berger Financial Group, Inc	51,84551,845	$4M	—	ADD 28%
36	Sprinkle Financial Consultants LLC	51,45751,457	$4M	—	ADD 9%
37	SC&H Financial Advisors, Inc.	49,15749,157	$4M	—	ADD 15%
38	MATHER GROUP, LLC.	45,43345,433	$3M	—	—
39	Krilogy Financial LLC	42,30042,300	$3M	—	—
40	HighTower Advisors, LLC	43,57143,571	$3M	—	ADD 34%
41	Shore Point Advisors, LLC	40,77940,779	$3M	—	ADD 155%
42	Warburton Capital Management, LLC	38,22438,224	$3M	—	ADD 5%
43	Parkshore Wealth Management, Inc.	39,91839,918	$3M	—	ADD 10%
44	Prudent Man Investment Management, Inc.	39,47539,475	$3M	—	—
45	Keating Financial Advisory Services, Inc.	36,66136,661	$3M	—	ADD 52%
46	Keystone Financial Group, Inc.	36,64636,646	$3M	—	ADD 45%
47	Parkwoods Wealth Partners, LLC	35,94135,941	$3M	—	ADD 44%
48	MB Generational Wealth, LLC	33,65833,658	$2M	—	ADD 14%
49	Spinnaker Investment Group, LLC	32,84532,845	$2M	—	ADD 3%
50	Barry Investment Advisors, LLC	32,82632,826	$2M	—	TRIM -9%
51	AssuredPartners Investment Advisors, LLC	31,99131,991	$2M	—	—
52	Rachor Investment Advisory Services, LLC	31,76731,767	$2M	—	—
53	Babb Wealth Advisors LLC	28,78328,783	$2M	—	ADD 5%
54	VESTIA PERSONAL WEALTH ADVISORS	28,16528,165	$2M	—	ADD 5%
55	Gotham Asset Management, LLC	61,06861,068	$2M	—	NEW
56	MONOGRAPH WEALTH ADVISORS, LLC	26,53626,536	$2M	—	ADD 11%
57	Chicago Partners Investment Group LLC	24,57124,571	$2M	—	ADD 25%
58	RAYMOND JAMES FINANCIAL INC	26,47526,475	$2M	—	ADD 13%
59	Syverson Strege & Co	26,17026,170	$2M	—	TRIM -10%
60	Aspen Capital Management, LLC	26,05026,050	$2M	—	ADD 12%
61	Beacon Pointe Advisors, LLC	25,71125,711	$2M	—	ADD 6%
62	CARDIFF PARK ADVISORS, LLC	25,38925,389	$2M	—	ADD 37%
63	Sterling Wealth Management, Inc.	24,86924,869	$2M	—	ADD 26%
64	Foundations Investment Advisors, LLC	24,03324,033	$2M	—	ADD 52%
65	MOSAIC FAMILY WEALTH PARTNERS, LLC	23,98123,981	$2M	—	ADD 10%
66	Kesler, Norman & Wride, LLC	23,86923,869	$2M	—	ADD 4%
67	BANK OF MONTREAL /CAN/	22,57422,574	$2M	—	ADD 21%
68	Envision Financial Planning, LLC	22,32422,324	$2M	—	ADD 111%
69	FIDUCIARY FINANCIAL GROUP, LLC	21,70821,708	$2M	—	TRIM -6%
70	IHT Wealth Management, LLC	21,10521,105	$2M	—	ADD 48%
71	Foster Group, Inc.	21,06521,065	$2M	—	ADD 34%
72	Cogent Private Wealth, Inc.	20,60620,606	$2M	—	TRIM -5%
73	Pacific Asset Management, LLC	19,58819,588	$1M	—	ADD 11%
74	Betterment LLC	18,51918,519	$1M	—	ADD 4%
75	JFS WEALTH ADVISORS, LLC	17,19517,195	$1M	—	ADD 77%
76	Lakewood Asset Management LLC	16,14216,142	$1M	—	NEW
77	Blue Trust, Inc.	16,10616,106	$1M	—	ADD 23%
78	Mustard Seed Financial, LLC	15,86015,860	$1M	—	ADD 9%
79	Mills Wealth Advisors LLC	15,54915,549	$1M	—	ADD 12%
80	Riverbend Wealth Management, LLC	13,94413,944	$1M	—	TRIM -4%
81	Savvy Advisors, Inc.	13,74113,741	$1M	—	ADD 23%
82	Ruedi Wealth Management, Inc.	13,35913,359	$985,609	—	ADD 5%
83	Annandale Capital, LLC	13,06313,063	$964,000	—	ADD 19%
84	LEGACY FINANCIAL GROUP, INC.	12,59212,592	$929,038	—	ADD 30%
85	Highland Financial Advisors, LLC	12,58712,587	$928,669	—	—
86	Austin Asset Management Co Inc	12,40612,406	$915,315	—	ADD 32%
87	FMB WEALTH MANAGEMENT	12,26212,262	$904,664	—	ADD 9%
88	CARY STREET PARTNERS FINANCIAL LLC	12,15712,157	$896,948	—	TRIM -19%
89	Nemes Rush Group LLC	11,70311,703	$863,447	—	TRIM -5%
90	Cambridge Investment Research Advisors, Inc.	11,63611,636	$859,000	—	ADD 57%
91	Chico Wealth RIA	11,49711,497	$848,271	—	ADD 167%
92	Waterfront Wealth Inc.	10,41410,414	$768,345	—	ADD 3%
93	OneDigital Investment Advisors LLC	10,09510,095	$744,780	—	ADD 14%
94	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	9,9799,979	$736,251	—	ADD 2%
95	Focus Partners Advisor Solutions, LLC	9,7819,781	$721,703	—	ADD 82%
96	Visionary Wealth Advisors	9,7709,770	$720,795	—	ADD 3%
97	Falcon Wealth Planning	9,7059,705	$716,010	—	TRIM -14%
98	Legacy Capital Wealth Partners, LLC	9,3589,358	$690,437	—	ADD 15%
99	RS CRUM INC.	9,0039,003	$664,255	—	ADD 20%
100	RAM Investment Partners, LLC	8,6908,690	$641,151	—	ADD 14%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 153 bought / 49 sold · net +895,568 shares · 5.1d of ADV

Bought153 filers

Shares: 1,208,913
Value: $89M
Opened: 25 · 179,540 sh
Days of ADV: 6.9d

Sold49 filers

Shares: 313,345
Value: $23M
Closed: 13 · 217,870 sh
Days of ADV: 1.8d

Net (all filers) +895,568 sh · $66M · 11.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

First Pacific Financial

489K

542K

622K

664K

816K

865K

$64M

Wealth Management Nebraska

327K

399K

488K

594K

675K

804K

$59M

Arlington Financial Advisors, LLC

514K

526K

583K

618K

640K

648K

$48M

Farther Finance Advisors, LLC

348K

362K

$27M

Strategic Investment Solutions, Inc. /IL

213K

327K

220K

239K

283K

281K

$21M

Focus Partners Wealth

43K

23K

35K

36K

33K

266K

$20M

DiNuzzo Private Wealth, Inc.

258K

253K

246K

244K

235K

233K

$17M

Abacus Planning Group, Inc.

195K

214K

218K

203K

206K

212K

$16M

Plancorp, LLC

36K

48K

68K

132K

175K

$13M

Keyes, Stange & Wooten Wealth Management, LLC

172K

161K

159K

161K

162K

172K

$13M

JPMORGAN CHASE & CO

82K

228K

135K

175K

$13M

Bryant Woods Investment Advisors, LLC

122K

144K

155K

160K

159K

169K

$12M

Greenspring Advisors, LLC

—

147K

163K

$12M

Stratos Investment Management, LLC

74K

125K

189K

156K

166K

160K

$12M

Apella Capital, LLC

69K

88K

98K

108K

128K

143K

$11M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	201	8,608,218	—	$635M
2025-Q4	189	7,712,650	—	$571M
2025-Q3	164	6,312,556	—	$452M
2025-Q2	148	5,745,091	—	$385M
2025-Q1	139	4,959,959	—	$304M
2024-Q4	125	4,375,400	—	$273M
2024-Q3	86	3,173,553	—

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13F

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Institutional ownership· 13F filers holding DFAW · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding DFAW · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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DFAW