DIMENSIONAL ETF TRUST (DFUS)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
33
Reporting holders
$698.9M
Reported value
0.0%
Calls
0.0%
Puts
-841
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Great Waters Wealth Management | $258.6M | 3,114,270 | 23.25% | 16q | +6.1%+$14.9M |
| Apella Capital, LLC | $182.5M | 2,155,906 | 2.31% | 17q | -2.0%-$3.7M |
| Intelligence Driven Advisers, LLC | $107.4M | 1,293,755 | 18.54% | 18q | +1.1%+$1.2M |
| Farther Finance Advisors, LLC | $67.1M | 808,133 | 0.47% | 15q | +36.6%+$18.0M |
| Trinity Financial Advisors LLC | $25.1M | 301,875 | 6.45% | 10q | HELD |
| Mendota Financial Group, LLC | $22.7M | 273,353 | 14.08% | 12q | -1.1%-$245.6K |
| Gradient Investments LLC | $6.2M | 74,546 | 0.09% | 22q | -9.1%-$618.8K |
| Factor Wealth Management LTD | $5.4M | 65,296 | 0.83% | 8q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $5.3M | 64,161 | 1.04% | 5q | -4.6%-$256.2K |
| Cambridge Financial Group, LLC | $2.6M | 31,693 | 0.82% | 12q | HELD |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $1.8M | 21,090 | 0.25% | 18q | -10.3%-$200.2K |
| Valeo Financial Advisors, LLC | $1.5M | 17,682 | 0.03% | 22q | HELD |
| Venture Visionary Partners LLC | $1.3M | 15,813 | 0.03% | new | NEW |
| Montz Harcus Wealth Management LLC | $1.2M | 14,485 | 0.42% | 7q | HELD |
| Everhart Financial Group, Inc. | $1.2M | 14,334 | 0.07% | 7q | +15.4%+$158.6K |
| Williams & Novak Wealth Management, LLC | $1.1M | 13,689 | 0.67% | 10q | +5.1%+$55.0K |
| Shira Ridge Wealth Management | $1.0M | 12,060 | 0.35% | 16q | -0.8%-$8.1K |
| Wealth Enhancement Trust Services, Inc. | $967.9K | 11,657 | 0.10% | 4q | -51.6%-$1.0M |
| Towneley Capital Management, Inc / DE | $819.8K | 9,873 | 0.16% | 12q | -1.2%-$10.0K |
| Avidian Wealth Enterprises, LLC | $813.9K | 9,803 | 0.02% | 8q | +25.8%+$166.9K |
| Sincerus Advisory, LLC | $778.2K | 9,373 | 0.51% | 8q | +5.0%+$37.3K |
| Ridgewood Investments LLC | $483.1K | 5,819 | 0.18% | 5q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $468.5K | 5,642 | 0.01% | 13q | HELD |
| Global Wealth Strategies & Associates | $393.9K | 4,744 | 0.07% | new | NEW |
| Versant Capital Management, Inc | $386.3K | 4,653 | 0.03% | 21q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $320.9K | 3,865 | 0.09% | 15q | HELD |
| HWG Holdings LP | $317.1K | 3,819 | 0.07% | 13q | HELD |
| Olistico Wealth, LLC | $286.5K | 3,451 | 0.12% | 10q | -0.7%-$1.9K |
| First Heartland Consultants, Inc. | $210.7K | 2,538 | 0.01% | new | NEW |
| Emprise Bank | $208.3K | 2,509 | 0.08% | 2q | +1.8%+$3.7K |
| Acropolis Investment Management, LLC | $203.4K | 2,450 | 0.01% | 3q | -50.0%-$203.4K |
| ATMOS ADVISORY, LLC | $154.2K | 1,857 | 0.08% | 20q | HELD |
| Trust Co | $98.1K | 1,182 | 0.01% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 33 | $698.9M | 8,375,376 | 4 | 8 | 10 | 0.0% |
| Q2 2026 | 874 | $17.8B | 216,974,859 | 55 | 243 | 198 | 0.0% |
| Q1 2026 | 847 | $14.9B | 208,799,109 | 48 | 259 | 179 | 0.0% |
| Q4 2025 | 838 | $15.1B | 203,361,643 | 42 | 198 | 211 | 0.0% |
| Q3 2025 | 761 | $14.1B | 194,870,074 | 46 | 193 | 193 | 0.0% |
| Q2 2025 | 742 | $12.5B | 188,169,570 | 50 | 231 | 174 | 0.0% |
| Q1 2025 | 703 | $10.6B | 173,392,755 | 38 | 195 | 190 | 0.0% |
| Q4 2024 | 697 | $10.4B | 163,029,914 | 30 | 155 | 158 | 0.0% |
| Q3 2024 | 611 | $7.9B | 127,193,269 | 30 | 165 | 141 | 0.0% |
| Q2 2024 | 592 | $6.8B | 115,779,048 | 40 | 162 | 133 | 0.0% |
| Q1 2024 | 564 | $6.2B | 109,427,282 | 42 | 134 | 154 | 0.0% |
| Q4 2023 | 547 | $5.4B | 104,707,849 | 43 | 122 | 127 | 0.0% |
| Q3 2023 | 476 | $4.5B | 97,387,939 | 26 | 112 | 131 | 0.0% |
| Q2 2023 | 469 | $4.3B | 90,228,349 | 22 | 99 | 125 | 0.0% |
| Q1 2023 | 456 | $3.9B | 89,590,391 | 29 | 114 | 109 | 0.0% |
| Q4 2022 | 437 | $3.6B | 86,581,503 | 33 | 101 | 109 | 0.0% |
| Q3 2022 | 388 | $3.1B | 79,602,053 | 19 | 91 | 94 | 0.0% |
| Q2 2022 | 386 | $3.2B | 77,921,425 | 68 | 82 | 74 | 0.0% |
| Q1 2022 | 333 | $3.6B | 73,149,689 | 19 | 64 | 82 | 0.0% |
| Q4 2021 | 364 | $3.8B | 73,788,183 | 29 | 60 | 69 | 0.0% |
| Q3 2021 | 285 | $2.5B | 53,286,965 | 38 | 49 | 61 | 0.0% |
| Q2 2021 | 262 | $2.4B | 50,039,808 | 258 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.9M | 40,644 | 1 | 0 | 0 | 0.0% |