# DIMENSIONAL ETF TRUST (DFUS)

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

- Reporting holders: 33
- Reported value: $698.9M
- 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 |
|---|---|---|---|---|
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $258.6M | 3,114,270 | 23.3% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $182.5M | 2,155,906 | 2.3% | 17 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $107.4M | 1,293,755 | 18.5% | 18 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $67.1M | 808,133 | 0.5% | 15 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $25.1M | 301,875 | 6.5% | 10 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $22.7M | 273,353 | 14.1% | 12 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $6.2M | 74,546 | 0.1% | 22 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $5.4M | 65,296 | 0.8% | 8 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $5.3M | 64,161 | 1.0% | 5 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $2.6M | 31,693 | 0.8% | 12 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $1.8M | 21,090 | 0.2% | 18 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.5M | 17,682 | 0.0% | 22 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.3M | 15,813 | 0.0% | 1 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $1.2M | 14,485 | 0.4% | 7 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.2M | 14,334 | 0.1% | 7 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $1.1M | 13,689 | 0.7% | 10 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $1.0M | 12,060 | 0.3% | 16 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $967.9K | 11,657 | 0.1% | 4 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $819.8K | 9,873 | 0.2% | 12 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $813.9K | 9,803 | 0.0% | 8 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $778.2K | 9,373 | 0.5% | 8 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $483.1K | 5,819 | 0.2% | 5 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $468.5K | 5,642 | 0.0% | 13 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $393.9K | 4,744 | 0.1% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $386.3K | 4,653 | 0.0% | 21 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 33 | $698.9M |
| Q2 2026 | 874 | $17.8B |
| Q1 2026 | 847 | $14.9B |
| Q4 2025 | 838 | $15.1B |
| Q3 2025 | 761 | $14.1B |
| Q2 2025 | 742 | $12.5B |
| Q1 2025 | 703 | $10.6B |
| Q4 2024 | 697 | $10.4B |
| Q3 2024 | 611 | $7.9B |
| Q2 2024 | 592 | $6.8B |
| Q1 2024 | 564 | $6.2B |
| Q4 2023 | 547 | $5.4B |