DIMENSIONAL ETF TRUST (DFUV)

Institutional ownership reported to the SEC as of Q3 2026, across 21 quarters.

Reporting holders

$239.5M

Reported value

0.0%

Calls

0.0%

Puts

-767

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

Download these holders as CSV

Filer	Value	Shares	Their book	Held	Change
Apella Capital, LLC	$59.5M	1,072,946	0.75%	17q	HELD
Factor Wealth Management LTD	$53.7M	976,097	8.21%	8q	+2.9%+$1.5M
Farther Finance Advisors, LLC	$31.7M	577,232	0.22%	15q	-0.9%-$293.4K
Graves Light Lenhart Wealth, Inc.	$23.4M	425,611	2.19%	15q	+5.6%+$1.2M
JUNCTURE WEALTH STRATEGIES, LLC	$17.5M	318,553	4.49%	18q	-4.8%-$889.4K
RTD Financial Advisors, Inc.	$11.9M	216,414	1.30%	18q	-1.0%-$122.8K
Versant Capital Management, Inc	$11.2M	203,873	0.96%	17q	HELD
BAKER TILLY WEALTH MANAGEMENT, LLC	$8.8M	160,433	1.73%	18q	-3.6%-$334.0K
Sprinkle Financial Consultants LLC	$8.6M	156,958	3.37%	12q	HELD
Valeo Financial Advisors, LLC	$1.9M	35,291	0.04%	18q	+23.2%+$365.6K
BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$1.4M	25,514	0.80%	8q	HELD
Wealth Enhancement Trust Services, Inc.	$1.1M	19,548	0.11%	4q	-51.8%-$1.2M
Arbor Wealth Advisors LLC	$989.2K	17,986	0.62%	12q	HELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$885.1K	16,093	0.01%	18q	-42.0%-$640.6K
COLLECTIVE FAMILY OFFICE LLC	$762.7K	13,867	0.16%	18q	HELD
Williams & Novak Wealth Management, LLC	$693.4K	12,608	0.41%	9q	+0.9%+$6.3K
Wedmont Private Capital	$666.4K	11,971	0.02%	3q	HELD
Towneley Capital Management, Inc / DE	$558.7K	10,158	0.11%	12q	HELD
Gradient Investments LLC	$518.5K	9,427	0.01%	18q	HELD
Venture Visionary Partners LLC	$456.2K	8,294	0.01%	4q	HELD
Montz Harcus Wealth Management LLC	$447.4K	8,135	0.16%	7q	HELD
Ridgewood Investments LLC	$432.0K	7,855	0.16%	9q	HELD
Stonebridge Financial Group, LLC	$327.5K	5,954	0.02%	8q	HELD
BOS Asset Management, LLC	$323.5K	5,881	0.08%	4q	HELD
Everhart Financial Group, Inc.	$303.3K	5,515	0.02%	7q	HELD
GAMMA Investing LLC	$276.4K	5,025	0.01%	2q	HELD
HWG Holdings LP	$237.8K	4,323	0.05%	13q	HELD
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$232.2K	4,222	0.03%	2q	HELD
COLTON GROOME FINANCIAL ADVISORS, LLC	$222.9K	4,052	0.05%	2q	HELD
Prosperity Planning, Inc.	$204.1K	3,710	0.05%	2q	HELD
Retirement Wealth Solutions LLC	$73.9K	1,343	0.04%	5q	HELD
Investors Research Corp	$52.5K	954	0.01%	18q	HELD
STEPH & CO	$24.5K	446	0.01%	18q	HELD
WoodTrust Financial Corp	$727	13,215	0.09%	18q	HELD
CX Institutional	$241	4,390	0.01%	7q	-33.1%

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	$239.5M	4,346,289	0	4	6	0.0%
Q2 2026	800	$15.0B	268,317,863	60	145	218	0.0%
Q1 2026	765	$11.0B	225,651,368	50	140	222	0.0%
Q4 2025	741	$10.9B	232,619,258	35	139	201	0.0%
Q3 2025	690	$9.6B	212,688,206	44	130	202	0.0%
Q2 2025	674	$10.3B	243,551,313	29	148	187	0.0%
Q1 2025	670	$10.0B	242,071,048	36	122	196	0.0%
Q4 2024	670	$10.7B	260,671,396	19	128	167	0.0%
Q3 2024	605	$10.0B	239,182,708	36	117	168	0.0%
Q2 2024	590	$9.0B	228,765,219	42	127	177	0.0%
Q1 2024	565	$8.9B	218,118,579	37	115	170	0.0%
Q4 2023	550	$7.7B	208,276,555	39	107	150	0.0%
Q3 2023	490	$6.9B	202,325,330	16	122	134	0.0%
Q2 2023	493	$6.5B	187,817,523	22	117	137	0.0%
Q1 2023	490	$5.9B	176,897,158	26	111	137	0.0%
Q4 2022	478	$5.8B	176,009,987	43	108	93	0.0%
Q3 2022	424	$4.7B	160,242,081	53	120	84	0.0%
Q2 2022	396	$4.5B	142,123,108	387	1	0	0.0%
Q1 2022	3	$1.5M	43,240	3	0	0	0.0%
Q3 2021	1	$545.0K	18,394	0	0	0	0.0%
Q2 2021	1	$19.4M	615,148	0	0	0	0.0%