DIMENSIONAL ETF TRUST (DFUV)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
771
Reporting holders
$14.5B
Reported value
0.0%
Held as options
+30
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $4.8B | 86,457,055 | 2.95% | 17q | +104.2%+$2.4B |
| Savant Capital, LLC | $839.1M | 15,249,311 | 2.46% | 17q | -1.0%-$8.2M |
| Focus Partners Wealth | $782.1M | 14,217,663 | 0.80% | 11q | -3.2%-$26.3M |
| Corient Private Wealth LP | $418.3M | 7,603,428 | 0.27% | 15q | -21.9%-$117.3M |
| Index Fund Advisors, Inc. | $318.4M | 5,787,541 | 12.64% | 17q | +0.9%+$2.7M |
| Focus Partners Advisor Solutions, LLC | $275.0M | 4,999,844 | 2.33% | 17q | +1.0%+$2.7M |
| NORTHERN TRUST CORP | $269.2M | 4,892,951 | 0.03% | 17q | -11.8%-$35.9M |
| Creative Planning | $267.6M | 4,865,323 | 0.16% | 17q | -1.8%-$4.8M |
| HighTower Advisors, LLC | $243.8M | 4,432,562 | 0.24% | 17q | -0.8%-$1.9M |
| TCI Wealth Advisors, Inc. | $222.5M | 4,044,731 | 9.63% | 17q | +16.8%+$31.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $184.6M | 3,355,094 | 2.69% | 17q | +5.0%+$8.8M |
| Plancorp, LLC | $178.4M | 3,242,114 | 4.35% | 17q | -41.7%-$127.5M |
| Cerity Partners LLC | $145.5M | 2,644,308 | 0.18% | 16q | +4.4%+$6.1M |
| Modera Wealth Management, LLC | $126.1M | 2,291,735 | 1.35% | 17q | +5.1%+$6.2M |
| MASECO LLP | $110.0M | 1,999,281 | 3.09% | 5q | -1.1%-$1.2M |
| Truepoint, Inc. | $104.6M | 1,902,222 | 2.18% | 17q | -2.1%-$2.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $102.0M | 1,853,369 | 0.17% | 14q | +2.6%+$2.6M |
| Trust Co of the South | $94.8M | 1,722,466 | 13.34% | 11q | HELD |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $91.8M | 1,669,238 | 7.26% | 17q | HELD |
| RAYMOND JAMES FINANCIAL INC | $77.5M | 1,408,163 | 0.02% | 7q | +2.5%+$1.9M |
| Integrated Wealth Concepts LLC | $76.3M | 1,387,899 | 0.37% | 17q | +82.8%+$34.6M |
| Beacon Pointe Advisors, LLC | $73.8M | 1,342,005 | 0.34% | 17q | -2.3%-$1.7M |
| LPL Financial LLC | $73.8M | 1,341,644 | 0.02% | 17q | -1.8%-$1.4M |
| Evanson Financial, LLC | $72.5M | 1,317,420 | 3.55% | new | FIRST |
| CHOREO, LLC | $70.6M | 1,283,006 | 0.77% | 17q | HELD |
| Foster Group, Inc. | $69.5M | 1,263,263 | 1.85% | 17q | -0.8%-$590.8K |
| Beaird Harris Wealth Management, LLC | $65.6M | 1,193,244 | 4.11% | 17q | -2.6%-$1.7M |
| Forum Financial Management, LP | $63.8M | 1,159,212 | 0.82% | 17q | -1.2%-$791.0K |
| Pathstone Holdings, LLC | $62.4M | 1,133,788 | 0.18% | 11q | -2.3%-$1.4M |
| Apella Capital, LLC | $58.8M | 1,070,075 | 0.83% | 16q | HELD |
| Parkwoods Wealth Partners, LLC | $58.5M | 1,063,093 | 9.40% | 8q | +3.7%+$2.1M |
| SACHEM HILL LLC | $57.6M | 1,047,542 | 10.24% | 17q | -1.3%-$733.2K |
| MONOGRAPH WEALTH ADVISORS, LLC | $56.2M | 1,022,464 | 4.62% | 17q | +0.7%+$417.9K |
| Triune Financial Partners, LLC | $54.0M | 981,939 | 11.28% | 17q | +2.7%+$1.4M |
| Team Hewins, LLC | $52.4M | 951,799 | 14.32% | 15q | -1.3%-$691.3K |
| Factor Wealth Management LTD | $52.2M | 948,209 | 7.89% | 7q | +32.0%+$12.6M |
| TFC Financial Management, Inc. | $49.8M | 905,753 | 5.52% | 17q | HELD |
| KEB ASSET MANAGEMENT, LLC | $49.5M | 900,330 | 8.02% | 17q | +6.0%+$2.8M |
| Porter White Investment Advisors, Inc. | $48.8M | 886,806 | 18.78% | 15q | -9.3%-$5.0M |
| Elser Financial Planning, Inc | $48.6M | 882,671 | 2.11% | 9q | -1.0%-$512.1K |
| Smartleaf Asset Management LLC | $46.7M | 847,220 | 1.52% | 11q | HELD |
| Disciplined Equity Management, Inc. | $46.1M | 838,894 | 20.44% | 17q | +3.7%+$1.7M |
| Heritage Investment Group, Inc. | $46.0M | 836,665 | 6.18% | 17q | -1.0%-$484.7K |
| Verus Financial Partners, Inc. | $45.9M | 833,515 | 3.92% | 17q | +10.9%+$4.5M |
| Guardian Wealth Management, LLC | $45.3M | 824,333 | 12.71% | 3q | -2.3%-$1.1M |
| EARNED WEALTH ADVISORS, LLC | $43.6M | 792,213 | 2.81% | 17q | -1.0%-$455.0K |
| Timonier Family Office, LTD. | $42.4M | 769,971 | 11.96% | 6q | +0.5%+$224.4K |
| Wescott Financial Advisory Group, LLC | $41.5M | 754,353 | 3.21% | 17q | -2.3%-$956.8K |
| DIXON FNANCIAL SERVICES, INC. | $41.0M | 745,784 | 16.62% | 17q | -0.6%-$263.0K |
| SAX WEALTH ADVISORS, LLC | $39.4M | 814,035 | 1.60% | 17q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $39.4M | 715,500 | 0.48% | 17q | HELD |
| Richard Young Associates, Ltd. | $39.0M | 708,429 | 25.90% | 3q | HELD |
| ASPIRIANT, LLC | $38.9M | 707,126 | 0.96% | 17q | HELD |
| Allworth Financial LP | $38.8M | 704,814 | 0.16% | 17q | -36.2%-$22.0M |
| Tillman Hartley LLC | $38.6M | 702,050 | 8.68% | 15q | -1.3%-$515.6K |
| Planning Center, Inc. | $38.5M | 699,135 | 3.63% | 17q | -1.7%-$671.8K |
| Wealth Management Nebraska | $38.4M | 698,114 | 3.43% | 7q | -1.2%-$480.7K |
| ENVESTNET ASSET MANAGEMENT INC | $37.5M | 681,475 | 0.01% | 17q | -8.9%-$3.7M |
| Wealth Architects, LLC | $37.4M | 679,197 | 2.95% | 17q | -3.0%-$1.2M |
| Mariner, LLC | $37.1M | 675,012 | 0.04% | 17q | -7.4%-$3.0M |
| Heritage Wealth Management, Inc./Texas | $36.7M | 667,599 | 14.14% | 15q | -3.0%-$1.1M |
| CARDIFF PARK ADVISORS, LLC | $34.8M | 632,077 | 2.70% | 17q | -1.4%-$509.6K |
| McLean Asset Management Corp | $33.4M | 600,061 | 4.41% | 17q | -2.4%-$804.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $33.2M | 602,675 | 0.04% | 17q | -3.6%-$1.3M |
| Three Arch Wealth Management LLC | $32.9M | 598,703 | 5.05% | 3q | HELD |
| Farther Finance Advisors, LLC | $32.0M | 582,567 | 0.25% | 14q | +3.8%+$1.2M |
| RW Investment Management LLC | $31.7M | 575,717 | 2.78% | 14q | -2.0%-$644.9K |
| AQR CAPITAL MANAGEMENT LLC | $31.0M | 563,266 | 0.01% | 11q | +26.4%+$6.5M |
| Meritas Wealth Management, LLC | $30.6M | 555,354 | 11.93% | 15q | -0.6%-$183.3K |
| TFO Wealth Partners, LLC | $30.4M | 553,055 | 3.31% | 17q | -1.1%-$337.5K |
| WPWealth LLP | $30.1M | 547,549 | 4.47% | 15q | -8.8%-$2.9M |
| ShankerValleau Wealth Advisors, Inc. | $29.9M | 544,043 | 7.88% | 17q | -5.5%-$1.7M |
| LRI Investments, LLC | $29.8M | 542,430 | 2.40% | 10q | HELD |
| Moisand Fitzgerald Tamayo, LLC | $29.4M | 535,101 | 2.87% | 17q | -1.7%-$521.6K |
| Symmetry Partners, LLC | $28.5M | 517,258 | 1.45% | 17q | -5.3%-$1.6M |
| FISCHER INVESTMENT STRATEGIES, LLC | $28.3M | 513,880 | 13.49% | new | NEW |
| BAYSHORE ASSET MANAGEMENT, LLC | $27.9M | 506,330 | 9.95% | 17q | -2.3%-$659.3K |
| WorthPointe, LLC | $27.8M | 505,062 | 6.97% | 17q | -2.9%-$819.2K |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | $27.7M | 504,434 | 20.55% | 7q | HELD |
| Petersen Hastings Wealth Advisors Inc. | $27.7M | 503,156 | 2.32% | 3q | -1.4%-$395.1K |
| 1900 WEALTH MANAGEMENT LLC | $27.4M | 497,233 | 1.52% | 17q | -2.2%-$606.0K |
| STIFEL FINANCIAL CORP | $26.6M | 484,264 | 0.02% | 17q | +1.2%+$313.7K |
| MATHER GROUP, LLC. | $26.1M | 474,836 | 0.23% | 17q | -0.7%-$173.2K |
| American Investment Services, Inc. | $26.1M | 474,682 | 5.52% | 17q | -1.2%-$311.0K |
| RS CRUM INC. | $25.9M | 471,472 | 4.86% | 17q | HELD |
| Cetera Investment Advisers | $25.8M | 468,539 | 0.02% | 17q | +2.6%+$642.0K |
| UBS Group AG | $25.2M | 458,690 | 0.00% | 17q | +11.6%+$2.6M |
| DiNuzzo Private Wealth, Inc. | $24.9M | 452,669 | 2.46% | 11q | -0.6%-$152.9K |
| LEGACY FINANCIAL GROUP, INC. | $24.9M | 452,004 | 5.80% | 15q | -3.4%-$881.9K |
| BAKER BOYER NATIONAL BANK | $24.0M | 435,463 | 6.58% | 17q | -1.5%-$367.7K |
| Sequoia Financial Advisors, LLC | $23.1M | 420,699 | 0.12% | 17q | -3.4%-$821.0K |
| Quantinno Capital Management LP | $22.5M | 409,344 | 0.03% | 13q | +20.7%+$3.9M |
| Graves Light Lenhart Wealth, Inc. | $22.2M | 402,895 | 2.07% | 14q | +13.9%+$2.7M |
| DOPKINS WEALTH MANAGEMENT, LLC | $22.1M | 401,368 | 8.02% | 17q | -1.1%-$243.5K |
| Prudent Man Investment Management, Inc. | $22.0M | 471,441 | 7.49% | 7q | -1.7%-$381.0K |
| Confluence Wealth Services, Inc. | $21.3M | 387,967 | 0.61% | 11q | +4.5%+$916.5K |
| CLARIS ADVISORS, LLC / MO / | $21.2M | 384,556 | 5.52% | 17q | -2.4%-$521.6K |
| TWO SIGMA INVESTMENTS, LP | $21.1M | 383,500 | 0.02% | new | NEW |
| Financial Engines Advisors L.L.C. | $20.6M | 374,528 | 0.04% | 17q | -3.1%-$652.1K |
| JPMORGAN CHASE & CO | $19.7M | 357,895 | 0.00% | 15q | +12.4%+$2.2M |
Showing the largest 100 of 795 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 | 771 | $14.5B | 264,159,000 | 60 | 135 | 209 | 0.0% |
| Q1 2026 | 741 | $10.9B | 223,689,655 | 48 | 132 | 218 | 0.0% |
| Q4 2025 | 716 | $10.8B | 230,627,234 | 34 | 135 | 196 | 0.0% |
| Q3 2025 | 666 | $9.4B | 210,653,157 | 43 | 125 | 195 | 0.0% |
| Q2 2025 | 647 | $10.2B | 240,875,952 | 28 | 142 | 177 | 0.0% |
| Q1 2025 | 640 | $9.9B | 239,384,752 | 33 | 114 | 188 | 0.0% |
| Q4 2024 | 638 | $10.5B | 257,073,260 | 19 | 120 | 157 | 0.0% |
| Q3 2024 | 572 | $9.8B | 235,815,931 | 33 | 109 | 157 | 0.0% |
| Q2 2024 | 553 | $8.7B | 223,275,582 | 38 | 118 | 166 | 0.0% |
| Q1 2024 | 529 | $7.7B | 187,970,956 | 35 | 109 | 161 | 0.0% |
| Q4 2023 | 513 | $6.8B | 183,393,050 | 36 | 99 | 138 | 0.0% |
| Q3 2023 | 453 | $6.1B | 179,982,535 | 15 | 111 | 126 | 0.0% |
| Q2 2023 | 455 | $5.8B | 167,313,674 | 20 | 101 | 127 | 0.0% |
| Q1 2023 | 444 | $5.4B | 160,869,401 | 23 | 101 | 126 | 0.0% |
| Q4 2022 | 412 | $5.1B | 152,290,133 | 37 | 95 | 79 | 0.0% |
| Q3 2022 | 423 | $4.7B | 160,064,047 | 53 | 120 | 83 | 0.0% |
| Q2 2022 | 395 | $4.5B | 141,943,471 | 386 | 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% |