# DIMENSIONAL ETF TRUST (DFSU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DFSU/

- Reporting holders: 7
- Reported value: $41.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $25.2M | 524,914 | 0.3% | 14 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $6.1M | 129,752 | 1.7% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.9M | 124,962 | 0.0% | 13 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $1.8M | 37,745 | 0.6% | 12 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $1.1M | 23,554 | 0.4% | 16 |
| [Ledgewood Wealth Advisors, LLC](https://holderbook.com/funds/2064043-ledgewood-wealth-advisors-llc/) | $856.0K | 18,148 | 0.5% | 12 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $417.9K | 8,859 | 0.1% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $41.3M |
| Q2 2026 | 279 | $1.7B |
| Q1 2026 | 260 | $1.4B |
| Q4 2025 | 258 | $1.4B |
| Q3 2025 | 233 | $1.3B |
| Q2 2025 | 220 | $1.1B |
| Q1 2025 | 204 | $913.7M |
| Q4 2024 | 195 | $968.5M |
| Q3 2024 | 155 | $797.9M |
| Q2 2024 | 140 | $694.9M |
| Q1 2024 | 126 | $638.2M |
| Q4 2023 | 116 | $739.4M |