DIMENSIONAL ETF TRUST (DUSB)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
182
Reporting holders
$1.4B
Reported value
0.0%
Held as options
-5
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 |
|---|---|---|---|---|---|
| Planning Center, Inc. | $186.8M | 3,678,554 | 17.63% | 9q | +3.5%+$6.4M |
| Root Financial Partners, LLC | $94.8M | 1,866,250 | 3.68% | 11q | +23.2%+$17.9M |
| Vise Technologies, Inc. | $90.7M | 1,786,825 | 1.03% | 4q | +53.7%+$31.7M |
| Prudent Man Investment Management, Inc. | $79.6M | 1,571,347 | 27.15% | 7q | -1.6%-$1.3M |
| Savant Capital, LLC | $51.8M | 1,019,305 | 0.15% | 7q | +149.2%+$31.0M |
| Financial Harvest, LLC | $42.2M | 831,400 | 17.45% | 5q | +1020.2%+$38.4M |
| SJS Investment Consulting Inc. | $37.5M | 737,985 | 4.08% | 9q | HELD |
| SC&H Financial Advisors, Inc. | $32.8M | 645,927 | 4.35% | 8q | +6.4%+$2.0M |
| DiNuzzo Private Wealth, Inc. | $31.7M | 623,822 | 3.13% | 11q | +9.8%+$2.8M |
| Financial Plan, Inc. | $29.8M | 587,139 | 2.83% | 3q | -28.2%-$11.7M |
| American Capital Advisory, LLC | $26.0M | 511,900 | 9.46% | 8q | +5.9%+$1.4M |
| Sterling Wealth Management, Inc. | $25.3M | 499,163 | 6.30% | 10q | +0.8%+$209.0K |
| Three Arch Wealth Management LLC | $21.6M | 424,532 | 3.31% | 3q | +16.8%+$3.1M |
| Rachor Investment Advisory Services, LLC | $19.9M | 392,443 | 9.81% | 3q | +2.2%+$433.8K |
| Pillar Financial Advisors, LLC | $19.6M | 386,385 | 10.26% | 7q | +13.6%+$2.3M |
| Chicago Partners Investment Group LLC | $19.4M | 383,636 | 0.39% | 12q | -6.3%-$1.3M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $18.4M | 361,664 | 1.35% | 12q | -29.8%-$7.8M |
| Aspen Capital Management, LLC | $17.8M | 351,153 | 3.94% | 2q | +640.8%+$15.4M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $17.8M | 350,343 | 2.53% | 11q | +6.8%+$1.1M |
| Avestar Capital, LLC | $15.1M | 296,914 | 0.84% | 2q | +8.6%+$1.2M |
| Foundry Financial LLC | $13.5M | 265,312 | 4.54% | 3q | +10.3%+$1.3M |
| Johnson Wealth Management, LLC | $13.1M | 258,411 | 5.56% | 4q | +14.0%+$1.6M |
| Mariner, LLC | $13.0M | 255,920 | 0.01% | 6q | +7.1%+$866.9K |
| Onyx Financial Advisors, LLC | $12.9M | 253,807 | 4.64% | 11q | +11.8%+$1.4M |
| Hiley Hunt Wealth Management | $12.7M | 250,727 | 5.03% | 9q | +8.2%+$967.0K |
| ENVESTNET ASSET MANAGEMENT INC | $11.5M | 225,932 | 0.00% | 11q | +6.4%+$690.2K |
| Babb Wealth Advisors LLC | $11.0M | 217,424 | 5.32% | 7q | +3.3%+$351.1K |
| Wolfstich Capital, LLC | $10.9M | 214,072 | 8.39% | 3q | +53.8%+$3.8M |
| TAGStone Capital, Inc. | $10.6M | 209,246 | 3.38% | 6q | -8.3%-$965.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.2M | 199,906 | 0.02% | 9q | +122.3%+$5.6M |
| New Dimensions Wealth Management, LLC | $10.1M | 199,748 | 7.66% | 6q | +1.0%+$101.2K |
| Financial Symmetry Inc | $9.8M | 193,362 | 3.28% | 9q | +4.8%+$449.8K |
| Tumwater Wealth Management, LLC | $9.8M | 193,333 | 3.55% | 3q | +4.8%+$452.6K |
| Creative Planning | $9.0M | 177,152 | 0.01% | 10q | +16.0%+$1.2M |
| WEALTHSPAN PARTNERS, LLC | $8.7M | 171,441 | 2.74% | 10q | +7.7%+$622.5K |
| Arkadios Wealth Advisors | $8.5M | 168,178 | 0.13% | 9q | +10.9%+$838.9K |
| CHOREO, LLC | $8.5M | 167,029 | 0.09% | 2q | +14.6%+$1.1M |
| Ruedi Wealth Management, Inc. | $8.3M | 164,162 | 1.96% | 11q | +8.7%+$667.3K |
| Mattern Wealth Management LLC | $7.9M | 154,640 | 1.29% | 7q | +5.6%+$414.4K |
| Shore Point Advisors, LLC | $7.7M | 154,949 | 2.65% | 6q | +4.5%+$332.9K |
| Parkwoods Wealth Partners, LLC | $7.7M | 151,487 | 1.24% | 4q | +2.2%+$163.8K |
| Leading Edge Financial Planning LLC | $7.7M | 151,087 | 1.37% | 7q | +8.1%+$573.0K |
| Tencap Wealth Coaching, LLC | $7.6M | 150,331 | 2.42% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $7.3M | 142,983 | 0.74% | new | NEW |
| Beacon Pointe Advisors, LLC | $7.1M | 140,047 | 0.03% | 7q | +10.7%+$690.2K |
| Pathstone Holdings, LLC | $6.9M | 135,956 | 0.02% | 7q | +139.8%+$4.0M |
| CITADEL ADVISORS LLC | $6.1M | 120,512 | 0.00% | 4q | +37.3%+$1.7M |
| Strategic Investment Solutions, Inc. /IL | $5.8M | 114,748 | 1.33% | 10q | +5.4%+$300.5K |
| Prime Capital Investment Advisors, LLC | $5.6M | 110,257 | 0.05% | 10q | -14.8%-$971.1K |
| Tillman Hartley LLC | $5.5M | 108,825 | 1.24% | 2q | +120.5%+$3.0M |
| Altiora Financial Group, LLC | $5.2M | 102,137 | 0.82% | 9q | -6.6%-$363.8K |
| Cogent Private Wealth, Inc. | $5.0M | 98,559 | 3.13% | 3q | -29.7%-$2.1M |
| 3 FACTOR INDEXING, LLC | $4.9M | 97,091 | 4.17% | 2q | -24.0%-$1.6M |
| AssuredPartners Investment Advisors, LLC | $4.9M | 97,003 | 0.48% | 5q | +5.6%+$259.5K |
| Live Oak Private Wealth LLC | $4.8M | 93,936 | 0.60% | 6q | +393.6%+$3.8M |
| RAYMOND JAMES FINANCIAL INC | $4.7M | 92,271 | 0.00% | 3q | +12.0%+$500.7K |
| Farther Finance Advisors, LLC | $4.6M | 90,237 | 0.04% | 6q | +17.3%+$674.9K |
| Dynamic Advisor Solutions LLC | $4.6M | 90,194 | 0.13% | 5q | -1.2%-$54.5K |
| GREAT OAK CAPITAL PARTNERS, LLC | $4.4M | 87,106 | 0.96% | 11q | +17.7%+$666.7K |
| VANCE WEALTH, LLC | $4.4M | 85,761 | 0.98% | 6q | -10.3%-$498.4K |
| Concord Wealth Partners | $4.1M | 80,989 | 0.47% | 11q | +0.9%+$37.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.1M | 80,000 | 0.00% | 3q | +98.9%+$2.0M |
| BRIGHT FINANCIAL ADVISORS, INC. | $4.0M | 78,045 | 1.66% | 10q | -4.9%-$202.3K |
| Outbound Financial Inc | $3.8M | 75,678 | 2.49% | 5q | +91.6%+$1.8M |
| Strathmore Capital Advisors, Inc. | $3.8M | 74,482 | 1.02% | 6q | +3.0%+$108.7K |
| Apella Capital, LLC | $3.7M | 72,060 | 0.05% | 6q | -23.5%-$1.1M |
| Kestra Advisory Services, LLC | $3.6M | 71,202 | 0.01% | 7q | -14.3%-$601.5K |
| DWR WEALTH MANAGEMENT, LLC | $3.6M | 70,991 | 2.70% | 3q | +3.9%+$134.5K |
| VESTIA PERSONAL WEALTH ADVISORS | $3.2M | 62,620 | 1.24% | 7q | -2.8%-$92.3K |
| Quantum Financial Advisors, LLC | $3.2M | 62,455 | 0.31% | 5q | HELD |
| FMB WEALTH MANAGEMENT | $3.1M | 60,507 | 1.13% | 11q | -2.8%-$87.6K |
| Applied Capital LLC | $3.1M | 60,249 | 0.99% | 10q | +54.9%+$1.1M |
| Savvy Advisors, Inc. | $3.0M | 59,802 | 0.06% | 3q | +109.1%+$1.6M |
| Optimus Capital Advisors, LLC | $2.9M | 57,484 | 1.57% | new | FIRST |
| Kings Path Partners LLC | $2.9M | 57,413 | 0.78% | 9q | +8.8%+$235.7K |
| OSAIC HOLDINGS, INC. | $2.9M | 56,844 | 0.00% | 6q | +19.9%+$478.9K |
| Everest Financial Group LLC | $2.9M | 56,825 | 0.39% | 2q | -5.9%-$180.6K |
| LPL Financial LLC | $2.9M | 56,258 | 0.00% | 7q | +31.2%+$679.4K |
| STUDIO INVESTMENT MANAGEMENT LLC | $2.8M | 55,972 | 0.48% | 7q | +22.9%+$530.3K |
| Index Fund Advisors, Inc. | $2.7M | 54,069 | 0.11% | 9q | -53.1%-$3.1M |
| LRI Investments, LLC | $2.7M | 53,750 | 0.22% | 6q | +36.9%+$736.1K |
| Burk Holdings LLC | $2.5M | 50,057 | 0.94% | 3q | HELD |
| SpringVest Wealth Management LLC | $2.5M | 48,972 | 1.56% | 4q | +119.4%+$1.4M |
| Core Wealth Management, Inc. | $2.5M | 48,950 | 0.70% | 10q | +4.6%+$109.4K |
| ATLas Financial Planning LLC | $2.5M | 48,788 | 2.01% | 3q | +1.8%+$43.0K |
| Factor Wealth Management LTD | $2.5M | 48,520 | 0.37% | 7q | -46.8%-$2.2M |
| JPMORGAN CHASE & CO | $2.3M | 45,154 | 0.00% | 2q | +173569.2%+$2.3M |
| XY Planning Network, Inc. | $2.2M | 43,572 | 0.28% | 6q | +50.1%+$738.8K |
| Forza Wealth Management, LLC | $2.0M | 38,694 | 0.60% | 4q | +1.3%+$25.1K |
| Torren Management, LLC | $2.0M | 38,623 | 1.00% | 3q | -67.3%-$4.0M |
| Bullock Wealth Management Group | $2.0M | 38,542 | 0.85% | new | FIRST |
| Meredith Wealth Planning | $1.9M | 37,778 | 0.45% | 8q | +4.1%+$75.0K |
| HighTower Advisors, LLC | $1.9M | 37,101 | 0.00% | 8q | +5.1%+$90.9K |
| MB Generational Wealth, LLC | $1.8M | 35,928 | 0.89% | 3q | +25.4%+$369.7K |
| Apollon Wealth Management, LLC | $1.8M | 34,500 | 0.02% | 10q | -2.8%-$50.8K |
| V2 Financial group LLC | $1.7M | 33,086 | 0.63% | new | NEW |
| Balboa Wealth Partners | $1.6M | 31,996 | 0.22% | 3q | -1.9%-$32.0K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $1.5M | 30,488 | 0.46% | 5q | +0.8%+$12.0K |
| DRAVO BAY LLC | $1.5M | 30,181 | 0.53% | 9q | -48.6%-$1.5M |
| Focus Partners Advisor Solutions, LLC | $1.5M | 30,011 | 0.01% | 2q | +0.7%+$10.0K |
Showing the largest 100 of 188 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 | 182 | $1.4B | 26,609,059 | 14 | 98 | 52 | 0.0% |
| Q1 2026 | 187 | $1.2B | 23,340,454 | 31 | 89 | 47 | 0.0% |
| Q4 2025 | 162 | $1.1B | 21,323,444 | 21 | 72 | 37 | 0.0% |
| Q3 2025 | 132 | $791.1M | 15,583,874 | 27 | 57 | 32 | 0.0% |
| Q2 2025 | 119 | $695.7M | 13,710,520 | 19 | 63 | 26 | 0.0% |
| Q1 2025 | 102 | $601.5M | 11,858,806 | 26 | 47 | 21 | 0.0% |
| Q4 2024 | 82 | $536.0M | 10,593,603 | 22 | 31 | 15 | 0.0% |
| Q3 2024 | 53 | $371.6M | 7,319,768 | 11 | 30 | 10 | 0.0% |
| Q2 2024 | 43 | $318.9M | 6,293,154 | 15 | 23 | 3 | 0.0% |
| Q1 2024 | 28 | $145.2M | 2,872,051 | 10 | 13 | 3 | 0.0% |
| Q4 2023 | 21 | $69.3M | 1,377,716 | 15 | 2 | 1 | 0.0% |
| Q3 2023 | 5 | $20.4M | 406,006 | 5 | 0 | 0 | 0.0% |