DIMENSIONAL ETF TRUST (DFSU)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
269
Reporting holders
$1.7B
Reported value
0.0%
Held as options
+18
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Retirement Solution LLC | $255.5M | 5,478,280 | 49.95% | 14q | HELD |
| AWM CAPITAL, LLC | $163.8M | 3,511,890 | 13.11% | 15q | +7.0%+$10.8M |
| Quantum Financial Advisors, LLC | $111.0M | 2,379,557 | 10.98% | 14q | -0.9%-$1.0M |
| Focus Partners Wealth | $100.7M | 2,160,532 | 0.10% | 8q | +11.8%+$10.6M |
| MASECO LLP | $96.5M | 2,068,712 | 2.71% | 5q | +2.2%+$2.1M |
| Citrine Capital LLC | $73.2M | 1,569,106 | 27.08% | 7q | +13.8%+$8.9M |
| Pathstone Holdings, LLC | $70.3M | 1,508,057 | 0.20% | 11q | +22.4%+$12.9M |
| Abacus Wealth Partners, LLC | $60.6M | 1,300,763 | 6.37% | 15q | +1.5%+$888.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $41.8M | 896,564 | 0.03% | 11q | +134.0%+$23.9M |
| EP Wealth Advisors, LLC | $34.3M | 734,838 | 0.13% | 2q | +4.4%+$1.4M |
| Savant Capital, LLC | $25.6M | 549,074 | 0.08% | 12q | +20.1%+$4.3M |
| Five Oceans Advisors | $22.8M | 489,837 | 7.34% | 14q | +4.8%+$1.0M |
| Forum Financial Management, LP | $22.0M | 471,383 | 0.28% | 14q | +4.8%+$1.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.7M | 415,678 | 0.03% | 12q | -3.3%-$676.5K |
| Pure Financial Advisors, LLC | $19.6M | 419,670 | 0.25% | 9q | +2.6%+$486.9K |
| Focus Partners Advisor Solutions, LLC | $19.4M | 416,292 | 0.16% | 14q | +2.9%+$542.1K |
| Corient Private Wealth LP | $19.3M | 413,950 | 0.01% | 11q | +93.6%+$9.3M |
| Apella Capital, LLC | $19.3M | 409,314 | 0.27% | 13q | +3.5%+$652.8K |
| Gibson Capital, LLC | $17.5M | 375,765 | 2.87% | 13q | HELD |
| Beacon Pointe Advisors, LLC | $15.9M | 341,750 | 0.07% | 4q | +1.4%+$219.8K |
| Simplicity Wealth,LLC | $14.9M | 319,712 | 0.50% | 4q | +7.6%+$1.0M |
| Triune Financial Partners, LLC | $13.1M | 281,794 | 2.74% | 5q | HELD |
| TCI Wealth Advisors, Inc. | $12.8M | 275,091 | 0.55% | 15q | +1.5%+$191.1K |
| Wealth Architects, LLC | $12.5M | 267,678 | 0.99% | 13q | HELD |
| OneDigital Investment Advisors LLC | $12.5M | 267,228 | 0.11% | 11q | +16.7%+$1.8M |
| QUARRY HILL ADVISORS, LLC | $12.0M | 257,533 | 4.61% | 15q | +5.6%+$634.0K |
| New Capital Management LP | $11.6M | 247,912 | 2.63% | 13q | HELD |
| Elser Financial Planning, Inc | $11.3M | 242,897 | 0.49% | 2q | +7.5%+$786.1K |
| BRIGHTON JONES LLC | $10.9M | 233,340 | 0.20% | 13q | +14.0%+$1.3M |
| NWAM LLC | $9.8M | 210,940 | 0.49% | 8q | +0.8%+$74.1K |
| SJS Investment Consulting Inc. | $9.1M | 194,776 | 0.99% | 15q | -7.4%-$725.9K |
| Momentous Wealth Management, Inc. | $9.1M | 194,319 | 4.64% | 7q | HELD |
| Planning Center, Inc. | $8.7M | 186,762 | 0.82% | 15q | +1.1%+$94.1K |
| LPL Financial LLC | $8.6M | 185,046 | 0.00% | 12q | +10.3%+$808.0K |
| Cardinal Point Capital Management ULC | $8.5M | 182,564 | 0.48% | 10q | HELD |
| Wealthspire Advisors, LLC | $8.1M | 173,982 | 0.04% | 8q | +886.5%+$7.3M |
| Equita Financial Network, Inc. | $7.4M | 159,672 | 2.07% | 8q | +34.1%+$1.9M |
| Composition Wealth, LLC | $7.4M | 158,946 | 0.09% | 4q | +19.9%+$1.2M |
| Clarity Wealth Development LLC | $7.3M | 156,216 | 4.04% | new | NEW |
| Sequoia Financial Advisors, LLC | $7.0M | 150,199 | 0.03% | 6q | -0.8%-$55.9K |
| ELEVATION WEALTH PARTNERS, LLC | $6.7M | 143,443 | 2.00% | 13q | HELD |
| Allodium Investment Consultants, LLC | $6.6M | 142,553 | 2.82% | 7q | -2.3%-$157.8K |
| RAM Investment Partners, LLC | $6.4M | 136,596 | 1.02% | 15q | +6.2%+$372.2K |
| Donalies Financial Planning, LLC | $6.2M | 132,972 | 4.57% | 3q | -1.6%-$100.3K |
| Vise Technologies, Inc. | $6.1M | 131,054 | 0.07% | 4q | +131.6%+$3.5M |
| Root Financial Partners, LLC | $6.0M | 129,700 | 0.23% | 7q | +13.7%+$727.0K |
| BROWN ADVISORY INC | $6.0M | 129,060 | 0.01% | 5q | +5.7%+$323.1K |
| Wealth Management Strategies, Inc. | $5.8M | 124,022 | 2.26% | 7q | HELD |
| Foster Group, Inc. | $5.4M | 115,631 | 0.14% | 9q | -1.9%-$103.2K |
| Rockbridge Investment Management, LCC | $5.3M | 114,373 | 0.43% | 14q | -10.7%-$635.8K |
| Aspen Capital Management, LLC | $5.2M | 111,535 | 1.15% | 6q | -2.4%-$127.8K |
| MB Generational Wealth, LLC | $5.1M | 108,607 | 2.48% | 10q | +3.5%+$170.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 101,251 | 0.01% | 14q | +2.5%+$113.8K |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 96,525 | 0.00% | 6q | +13.0%+$517.1K |
| Northland Capital Management LLC | $4.3M | 93,107 | 2.34% | 13q | -5.1%-$235.6K |
| Wheels Up Wealth, Inc. | $4.1M | 88,743 | 3.51% | 3q | +6.0%+$234.3K |
| Perigon Wealth Management, LLC | $4.1M | 88,644 | 0.07% | 5q | +2.1%+$86.6K |
| Syverson Strege & Co | $4.1M | 87,793 | 0.89% | 11q | HELD |
| Chicago Partners Investment Group LLC | $3.9M | 84,635 | 0.08% | 13q | +1.7%+$64.3K |
| MISSION WEALTH MANAGEMENT, LP | $3.7M | 79,869 | 0.05% | 3q | +214.6%+$2.5M |
| BEACON HILL WEALTH MANAGEMENT LTD. | $3.7M | 78,481 | 2.54% | new | FIRST |
| Asset Dedication, LLC | $3.5M | 75,372 | 0.22% | 15q | +16.0%+$484.2K |
| Truepoint, Inc. | $3.5M | 75,152 | 0.07% | 14q | -18.6%-$803.2K |
| Longview Financial Advisors LLC | $3.3M | 71,062 | 1.64% | 7q | HELD |
| Burton Enright Welch | $3.1M | 67,495 | 0.37% | 7q | -4.0%-$129.7K |
| Level Financial Advisors | $3.1M | 67,307 | 0.70% | 13q | -1.2%-$37.0K |
| OSAIC HOLDINGS, INC. | $3.1M | 66,613 | 0.00% | 6q | +209.8%+$2.1M |
| Babb Wealth Advisors LLC | $2.9M | 63,176 | 1.42% | 7q | -0.8%-$22.8K |
| Foundation Wealth Management, LLC\PA | $2.8M | 60,566 | 0.85% | 7q | HELD |
| Addison Advisors LLC | $2.8M | 59,027 | 1.30% | 12q | -39.5%-$1.8M |
| Sensenig Capital Advisors, Inc | $2.7M | 58,854 | 2.51% | 3q | -1.6%-$43.9K |
| BetterWealth, LLC | $2.7M | 57,685 | 0.48% | 14q | +4.5%+$116.6K |
| SeedSafe Financial LLC | $2.7M | 57,183 | 1.92% | 3q | +1.4%+$35.9K |
| Flagstone Financial Management | $2.6M | 55,686 | 0.58% | 10q | +3.2%+$81.0K |
| DiNuzzo Private Wealth, Inc. | $2.6M | 55,471 | 0.26% | 11q | HELD |
| United Wealth Management, LLC | $2.5M | 53,273 | 0.56% | 7q | +3.0%+$71.9K |
| COMPASS CAPITAL CORP /MA/ /ADV | $2.5M | 50,697 | 0.80% | 7q | +1.2%+$28.7K |
| Modera Wealth Management, LLC | $2.4M | 51,542 | 0.03% | 14q | +38.5%+$668.1K |
| RW Investment Management LLC | $2.4M | 51,315 | 0.21% | 13q | +1.8%+$43.1K |
| Petersen Hastings Wealth Advisors Inc. | $2.3M | 49,386 | 0.19% | 3q | HELD |
| Joel Adams & Associates, Inc. | $2.3M | 48,915 | 1.46% | 7q | +2.8%+$61.5K |
| ROYAL BANK OF CANADA | $2.2M | 48,082 | 0.00% | 6q | +97.3%+$1.1M |
| Private Advisor Group, LLC | $2.2M | 47,690 | 0.01% | 10q | -11.1%-$277.2K |
| Broadhurst Jeffrey B | $2.2M | 47,237 | 4.69% | 3q | -71.9%-$5.6M |
| VISTA CAPITAL PARTNERS, INC. | $2.2M | 46,616 | 0.19% | 5q | -4.9%-$111.4K |
| Strategic Investment Solutions, Inc. /IL | $2.1M | 45,900 | 0.49% | 13q | -0.7%-$15.6K |
| JPMORGAN CHASE & CO | $2.1M | 46,143 | 0.00% | 14q | +90.4%+$1.0M |
| XY Planning Network, Inc. | $2.1M | 45,088 | 0.26% | 7q | -4.5%-$98.6K |
| Cerity Partners LLC | $2.1M | 45,034 | 0.00% | new | NEW |
| CAHILL FINANCIAL ADVISORS INC | $2.1M | 44,907 | 0.20% | 12q | +30.9%+$493.7K |
| Wealth Advisors Northwest LLC | $2.1M | 44,189 | 0.70% | 7q | +8.9%+$168.3K |
| Creative Capital Management Investments LLC | $2.0M | 42,787 | 0.46% | 14q | +0.5%+$10.1K |
| D.A. DAVIDSON & CO. | $2.0M | 42,438 | 0.01% | 12q | -9.0%-$196.1K |
| Farther Finance Advisors, LLC | $1.9M | 41,771 | 0.02% | 12q | -9.1%-$196.1K |
| Cordant, Inc. | $1.9M | 41,544 | 0.70% | 15q | +27.9%+$423.1K |
| HILL ISLAND FINANCIAL LLC | $1.9M | 41,414 | 0.41% | 6q | +30.0%+$445.1K |
| Morling Financial Advisors, LLC | $1.9M | 40,489 | 0.52% | 11q | +2.7%+$49.4K |
| Private Wealth Management Group, LLC | $1.9M | 40,482 | 0.44% | new | NEW |
| NewEdge Advisors, LLC | $1.9M | 40,048 | 0.01% | 12q | -13.0%-$278.5K |
| Trellis Wealth Advisors LLC | $1.8M | 38,980 | 0.62% | 15q | HELD |
Showing the largest 100 of 277 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 269 | $1.7B | 36,711,014 | 28 | 99 | 57 | 0.0% |
| Q1 2026 | 251 | $1.4B | 34,108,797 | 17 | 114 | 49 | 0.0% |
| Q4 2025 | 249 | $1.4B | 32,472,369 | 15 | 89 | 52 | 0.0% |
| Q3 2025 | 223 | $1.3B | 30,118,961 | 16 | 90 | 47 | 0.0% |
| Q2 2025 | 210 | $1.1B | 27,479,223 | 24 | 88 | 42 | 0.0% |
| Q1 2025 | 194 | $903.9M | 25,249,361 | 15 | 79 | 41 | 0.0% |
| Q4 2024 | 184 | $944.4M | 24,974,327 | 16 | 60 | 39 | 0.0% |
| Q3 2024 | 146 | $788.8M | 21,210,711 | 17 | 67 | 18 | 0.0% |
| Q2 2024 | 134 | $688.3M | 19,735,285 | 15 | 53 | 30 | 0.0% |
| Q1 2024 | 119 | $632.5M | 18,388,773 | 16 | 56 | 20 | 0.0% |
| Q4 2023 | 110 | $734.6M | 23,474,975 | 11 | 47 | 12 | 0.0% |
| Q3 2023 | 92 | $717.9M | 25,693,136 | 17 | 47 | 8 | 0.0% |
| Q2 2023 | 79 | $547.1M | 19,061,739 | 22 | 36 | 5 | 0.0% |
| Q1 2023 | 61 | $438.2M | 16,464,367 | 33 | 14 | 2 | 0.0% |
| Q4 2022 | 29 | $68.6M | 2,750,125 | 21 | 0 | 0 | 0.0% |