DIMENSIONAL ETF TRUST (DFUS)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
848
Reporting holders
$17.4B
Reported value
0.0%
Held as options
+25
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 |
|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | $3.3B | 39,752,037 | 3.55% | 13q | -9.8%-$354.2M |
| Focus Partners Wealth | $773.8M | 9,443,034 | 0.79% | 11q | +1.1%+$8.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $635.4M | 7,754,408 | 0.39% | 21q | +128.5%+$357.3M |
| MASECO LLP | $603.9M | 7,371,581 | 16.97% | 5q | -1.5%-$9.4M |
| Root Financial Partners, LLC | $426.0M | 5,198,745 | 16.55% | 14q | -15.1%-$76.0M |
| Index Fund Advisors, Inc. | $408.9M | 4,989,844 | 16.23% | 19q | +0.8%+$3.1M |
| Vise Technologies, Inc. | $396.5M | 4,839,412 | 4.49% | 4q | +2.1%+$8.0M |
| Plancorp, LLC | $362.5M | 4,426,858 | 8.85% | 21q | -0.7%-$2.5M |
| TCI Wealth Advisors, Inc. | $313.8M | 3,829,125 | 13.57% | 21q | +15.3%+$41.6M |
| SAX WEALTH ADVISORS, LLC | $301.4M | 4,250,622 | 12.26% | 20q | +9.9%+$27.2M |
| LPL Financial LLC | $279.2M | 3,407,781 | 0.06% | 17q | -7.0%-$20.9M |
| Creative Planning | $272.1M | 3,321,135 | 0.16% | 21q | -1.1%-$2.9M |
| Great Waters Wealth Management | $240.5M | 2,934,668 | 22.28% | 15q | +4.1%+$9.6M |
| Focus Partners Advisor Solutions, LLC | $221.2M | 2,699,030 | 1.87% | 19q | +6.4%+$13.3M |
| Zhang Financial LLC | $218.0M | 2,660,097 | 6.37% | 16q | +5.0%+$10.4M |
| Mariner, LLC | $214.5M | 2,618,024 | 0.23% | 21q | -12.6%-$30.8M |
| Corient Private Wealth LP | $212.7M | 2,596,317 | 0.14% | 15q | +57.2%+$77.4M |
| G2 CAPITAL MANAGEMENT, LLC / OH | $192.8M | 2,353,192 | 42.05% | 19q | +1.2%+$2.3M |
| Apella Capital, LLC | $179.9M | 2,199,716 | 2.54% | 16q | +0.9%+$1.6M |
| Smartleaf Asset Management LLC | $151.6M | 1,865,705 | 4.93% | 11q | HELD |
| BANK OF AMERICA CORP /DE/ | $145.2M | 1,771,769 | 0.01% | 20q | +4.8%+$6.6M |
| EARNED WEALTH ADVISORS, LLC | $141.5M | 1,726,300 | 9.12% | 19q | +2.1%+$2.9M |
| RAYMOND JAMES FINANCIAL INC | $139.8M | 1,706,447 | 0.04% | 7q | +8.7%+$11.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $130.4M | 1,591,766 | 0.16% | 21q | -3.7%-$5.0M |
| Flagstone Financial Management | $127.4M | 1,555,365 | 28.50% | 15q | +1.6%+$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $117.1M | 1,429,525 | 0.03% | 21q | +2.5%+$2.8M |
| ROYAL BANK OF CANADA | $114.5M | 1,397,315 | 0.02% | 21q | +1.1%+$1.3M |
| JFS WEALTH ADVISORS, LLC | $109.3M | 1,333,612 | 5.45% | 21q | -1.8%-$2.0M |
| Intelligence Driven Advisers, LLC | $104.8M | 1,279,127 | 17.02% | 17q | HELD |
| Sequoia Financial Advisors, LLC | $104.0M | 1,269,391 | 0.52% | 19q | -2.2%-$2.3M |
| Savant Capital, LLC | $102.8M | 1,252,540 | 0.30% | 21q | +35.0%+$26.7M |
| Colony Family Offices, LLC | $98.7M | 1,204,562 | 21.69% | 21q | +4.0%+$3.8M |
| Modera Wealth Management, LLC | $96.5M | 1,177,121 | 1.03% | 21q | +8.0%+$7.2M |
| DiNuzzo Private Wealth, Inc. | $95.9M | 1,169,867 | 9.48% | 11q | -0.6%-$549.2K |
| Forum Financial Management, LP | $93.9M | 1,145,416 | 1.21% | 19q | -2.2%-$2.1M |
| Chicago Partners Investment Group LLC | $92.8M | 1,149,698 | 1.86% | 21q | +4.0%+$3.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.7M | 1,041,811 | 0.14% | 19q | +1.3%+$1.1M |
| Foster Group, Inc. | $77.1M | 941,437 | 2.05% | 21q | -0.6%-$468.0K |
| Austin Asset Management Co Inc | $77.1M | 941,091 | 10.75% | 19q | HELD |
| CHOREO, LLC | $76.7M | 935,798 | 0.84% | 21q | HELD |
| Evanson Financial, LLC | $76.2M | 930,248 | 3.73% | new | FIRST |
| CAPTRUST FINANCIAL ADVISORS | $75.6M | 922,805 | 0.12% | 21q | HELD |
| Elser Financial Planning, Inc | $75.5M | 920,864 | 3.27% | 9q | -1.1%-$833.1K |
| OLIO Financial Planning | $73.5M | 896,829 | 18.23% | 18q | +1.6%+$1.2M |
| Penney Financial, LLC | $73.2M | 893,449 | 25.59% | new | NEW |
| Heritage Wealth Management, Inc./Texas | $72.9M | 889,725 | 28.07% | 15q | -0.5%-$400.6K |
| Wealth Management Nebraska | $72.3M | 882,866 | 6.45% | 7q | +5.7%+$3.9M |
| Quadcap Wealth Management, LLC | $70.7M | 863,161 | 6.88% | 11q | +4.4%+$3.0M |
| Tencap Wealth Coaching, LLC | $69.2M | 843,306 | 21.93% | 3q | HELD |
| JPMORGAN CHASE & CO | $67.8M | 834,751 | 0.00% | 21q | +2.6%+$1.7M |
| Aspen Wealth Management LLC | $67.8M | 827,733 | 11.52% | 19q | +10.1%+$6.2M |
| Beacon Pointe Advisors, LLC | $64.0M | 781,601 | 0.30% | 21q | +8.1%+$4.8M |
| Kestra Advisory Services, LLC | $63.8M | 779,203 | 0.21% | 21q | +4.1%+$2.5M |
| 1900 WEALTH MANAGEMENT LLC | $63.6M | 776,310 | 3.54% | 21q | -1.5%-$958.5K |
| Foundry Financial LLC | $62.6M | 763,870 | 21.08% | 3q | +13.5%+$7.4M |
| RS CRUM INC. | $61.8M | 753,902 | 11.58% | 19q | +1.0%+$602.3K |
| Cerity Partners LLC | $58.9M | 718,664 | 0.07% | 18q | +4.1%+$2.3M |
| Arax Advisory Partners | $57.6M | 703,277 | 0.38% | 3q | +1186.9%+$53.1M |
| Cetera Investment Advisers | $57.6M | 703,089 | 0.05% | 21q | +6.3%+$3.4M |
| Hurlow Wealth Management Group, Inc. | $57.1M | 697,119 | 11.88% | 17q | +5.9%+$3.2M |
| TRUIST FINANCIAL CORP | $56.6M | 691,296 | 0.07% | 21q | HELD |
| Everest Private Wealth | $56.3M | 686,579 | 20.99% | 7q | +6.4%+$3.4M |
| ASSETMARK, INC | $56.2M | 686,225 | 0.10% | 21q | +2.0%+$1.1M |
| Vermillion Wealth Management, Inc. | $55.8M | 681,053 | 13.08% | 7q | +5.9%+$3.1M |
| Crusonia Wealth Advisors LLC | $54.1M | 660,410 | 8.88% | 3q | +4.1%+$2.1M |
| Crown Wealth Group, LLC | $53.9M | 657,362 | 13.71% | 13q | +2.0%+$1.0M |
| Equitable Holdings, Inc. | $51.8M | 632,306 | 0.31% | 21q | +2.8%+$1.4M |
| McLean Asset Management Corp | $50.7M | 621,126 | 6.70% | 17q | -3.3%-$1.7M |
| Private Advisor Group, LLC | $50.2M | 612,696 | 0.23% | 17q | +333.3%+$38.6M |
| Farther Finance Advisors, LLC | $48.5M | 591,783 | 0.38% | 14q | -22.7%-$14.3M |
| CWS Financial Advisors, LLC | $48.1M | 586,781 | 10.67% | 4q | +32.4%+$11.8M |
| Pine Harbor Wealth Management, LLC | $47.5M | 579,315 | 12.71% | 11q | +3.2%+$1.5M |
| HighTower Advisors, LLC | $47.1M | 575,408 | 0.05% | 21q | +4.1%+$1.8M |
| Three Arch Wealth Management LLC | $47.0M | 573,323 | 7.21% | 3q | HELD |
| Dynamic Advisor Solutions LLC | $46.4M | 566,467 | 1.32% | 17q | -1.5%-$715.8K |
| Disciplined Equity Management, Inc. | $45.6M | 556,457 | 20.19% | 19q | +6.2%+$2.7M |
| Parkwoods Wealth Partners, LLC | $44.2M | 539,447 | 7.10% | 8q | +2.9%+$1.2M |
| MML INVESTORS SERVICES, LLC | $43.9M | 536,208 | 0.09% | 21q | +23.0%+$8.2M |
| Graver Capital Management, LLC | $42.4M | 517,252 | 30.19% | 7q | -3.8%-$1.7M |
| Greenspring Advisors, LLC | $41.7M | 508,931 | 2.31% | 9q | -1.2%-$525.6K |
| Heritage Investment Group, Inc. | $41.2M | 502,967 | 5.54% | 19q | HELD |
| Guardian Wealth Management, LLC | $40.5M | 494,759 | 11.37% | 3q | -0.5%-$206.6K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $40.4M | 492,705 | 3.19% | 19q | +5.5%+$2.1M |
| Freedom Investment Management, Inc. | $39.9M | 486,503 | 11.10% | 11q | -5.1%-$2.1M |
| Mason & Associates Inc | $39.5M | 481,535 | 6.37% | 15q | -2.4%-$982.1K |
| Owl Creek Wealth Partners LLC | $39.4M | 480,458 | 11.52% | 2q | +2.7%+$1.0M |
| TCP Asset Management, LLC | $38.9M | 474,753 | 4.41% | 14q | +0.7%+$275.4K |
| AQR CAPITAL MANAGEMENT LLC | $38.2M | 466,528 | 0.01% | 9q | +29.9%+$8.8M |
| SC&H Financial Advisors, Inc. | $37.6M | 459,468 | 4.99% | 19q | +1.2%+$434.5K |
| ARK & TLK INVESTMENTS, LLC | $37.2M | 453,692 | 9.16% | 11q | HELD |
| Retirement Solution LLC | $36.7M | 448,251 | 7.18% | 21q | +3.9%+$1.4M |
| KM Capital Management Ltd. | $36.3M | 443,216 | 17.07% | 15q | HELD |
| DIXON FNANCIAL SERVICES, INC. | $35.2M | 429,043 | 14.24% | 19q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $34.7M | 422,966 | 0.42% | 21q | -8.9%-$3.4M |
| AG Asset Advisory, LLC | $33.0M | 403,309 | 26.73% | 7q | -12.0%-$4.5M |
| Timonier Family Office, LTD. | $31.3M | 381,895 | 8.84% | 6q | HELD |
| Investmark Advisory Group LLC | $29.9M | 365,001 | 11.36% | 19q | +1.1%+$323.2K |
| Asset Dedication, LLC | $29.5M | 359,582 | 1.85% | 21q | +8.0%+$2.2M |
| Royal Harbor Partners, LLC | $29.4M | 359,212 | 9.12% | 5q | HELD |
| SouthState Bank Corp | $28.1M | 343,173 | 1.17% | 6q | -3.9%-$1.1M |
Showing the largest 100 of 867 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 | 848 | $17.4B | 213,412,127 | 55 | 231 | 194 | 0.0% |
| Q1 2026 | 823 | $14.8B | 207,369,124 | 44 | 253 | 174 | 0.0% |
| Q4 2025 | 817 | $15.0B | 202,355,933 | 40 | 193 | 207 | 0.0% |
| Q3 2025 | 741 | $13.9B | 192,559,764 | 44 | 186 | 189 | 0.0% |
| Q2 2025 | 717 | $12.3B | 185,125,571 | 46 | 217 | 172 | 0.0% |
| Q1 2025 | 681 | $10.5B | 170,822,455 | 38 | 187 | 183 | 0.0% |
| Q4 2024 | 675 | $10.2B | 160,577,187 | 30 | 148 | 150 | 0.0% |
| Q3 2024 | 587 | $7.7B | 124,671,445 | 29 | 157 | 134 | 0.0% |
| Q2 2024 | 569 | $6.6B | 112,952,709 | 39 | 152 | 129 | 0.0% |
| Q1 2024 | 535 | $5.8B | 102,391,348 | 39 | 125 | 148 | 0.0% |
| Q4 2023 | 516 | $5.1B | 98,046,450 | 40 | 113 | 118 | 0.0% |
| Q3 2023 | 448 | $4.2B | 90,709,932 | 23 | 105 | 128 | 0.0% |
| Q2 2023 | 442 | $4.1B | 84,107,635 | 18 | 89 | 121 | 0.0% |
| Q1 2023 | 426 | $3.6B | 82,343,653 | 29 | 103 | 105 | 0.0% |
| Q4 2022 | 391 | $3.0B | 71,965,916 | 31 | 86 | 93 | 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% |