# DIMENSIONAL ETF TRUST (DFUV)

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

- Reporting holders: 33
- Reported value: $239.5M
- 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/) | $59.5M | 1,072,946 | 0.8% | 17 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $53.7M | 976,097 | 8.2% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $31.7M | 577,232 | 0.2% | 15 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $23.4M | 425,611 | 2.2% | 15 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $17.5M | 318,553 | 4.5% | 18 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $11.9M | 216,414 | 1.3% | 18 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $11.2M | 203,873 | 1.0% | 17 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $8.8M | 160,433 | 1.7% | 18 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $8.6M | 156,958 | 3.4% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.9M | 35,291 | 0.0% | 18 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $1.4M | 25,514 | 0.8% | 8 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.1M | 19,548 | 0.1% | 4 |
| [Arbor Wealth Advisors LLC](https://holderbook.com/funds/2009890-arbor-wealth-advisors-llc/) | $989.2K | 17,986 | 0.6% | 12 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $885.1K | 16,093 | 0.0% | 18 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $762.7K | 13,867 | 0.2% | 18 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $693.4K | 12,608 | 0.4% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $666.4K | 11,971 | 0.0% | 3 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $558.7K | 10,158 | 0.1% | 12 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $518.5K | 9,427 | 0.0% | 18 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $456.2K | 8,294 | 0.0% | 4 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $447.4K | 8,135 | 0.2% | 7 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $432.0K | 7,855 | 0.2% | 9 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $327.5K | 5,954 | 0.0% | 8 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $323.5K | 5,881 | 0.1% | 4 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $303.3K | 5,515 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 33 | $239.5M |
| Q2 2026 | 800 | $15.0B |
| Q1 2026 | 765 | $11.0B |
| Q4 2025 | 741 | $10.9B |
| Q3 2025 | 690 | $9.6B |
| Q2 2025 | 674 | $10.3B |
| Q1 2025 | 670 | $10.0B |
| Q4 2024 | 670 | $10.7B |
| Q3 2024 | 605 | $10.0B |
| Q2 2024 | 590 | $9.0B |
| Q1 2024 | 565 | $8.9B |
| Q4 2023 | 550 | $7.7B |