DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFSU)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
279
Reporting holders
$1.5B
Reported value
0.0%
Calls
0.0%
Puts
+17
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AWM CAPITAL, LLC | $163.8M | 3,511,890 | 13.11% | 15q | +7.0%+$10.8M |
| Quantum Financial Advisors, LLC | $111.0M | 2,379,557 | 10.98% | 14q | -0.9%-$1.0M |
| Focus Partners Wealth | $100.7M | 2,160,532 | 0.10% | 8q | +11.8%+$10.6M |
| MASECO LLP | $96.5M | 2,068,712 | 2.71% | 5q | +2.2%+$2.1M |
| Citrine Capital LLC | $73.2M | 1,569,106 | 27.08% | 7q | +13.8%+$8.9M |
| Pathstone Holdings, LLC | $70.3M | 1,508,057 | 0.20% | 11q | +22.4%+$12.9M |
| Abacus Wealth Partners, LLC | $60.6M | 1,300,763 | 6.37% | 15q | +1.5%+$888.0K |
| EP Wealth Advisors, LLC | $34.3M | 734,838 | 0.13% | 2q | +4.4%+$1.4M |
| Savant Capital, LLC | $25.6M | 549,074 | 0.08% | 12q | +20.1%+$4.3M |
| Five Oceans Advisors | $22.8M | 489,837 | 7.34% | 14q | +4.8%+$1.0M |
| Forum Financial Management, LP | $22.0M | 471,383 | 0.28% | 14q | +4.8%+$1.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $21.5M | 460,197 | 0.03% | 11q | +20.1%+$3.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.7M | 415,678 | 0.03% | 12q | -3.3%-$676.5K |
| Pure Financial Advisors, LLC | $19.6M | 419,670 | 0.25% | 9q | +2.6%+$486.9K |
| Focus Partners Advisor Solutions, LLC | $19.4M | 416,292 | 0.16% | 14q | +2.9%+$542.1K |
| Apella Capital, LLC | $19.3M | 409,314 | 0.27% | 13q | +3.5%+$652.8K |
| Willow Creek Wealth Management Inc. | $18.2M | 390,223 | 1.20% | 13q | +19.4%+$3.0M |
| Gibson Capital, LLC | $17.5M | 375,765 | 2.87% | 13q | HELD |
| Beacon Pointe Advisors, LLC | $15.9M | 341,750 | 0.07% | 4q | +1.4%+$219.8K |
| Simplicity Wealth,LLC | $14.9M | 319,712 | 0.50% | 4q | +7.6%+$1.0M |
| Triune Financial Partners, LLC | $13.1M | 281,794 | 2.74% | 5q | HELD |
| TCI Wealth Advisors, Inc. | $12.8M | 275,091 | 0.55% | 15q | +1.5%+$191.1K |
| Wealth Architects, LLC | $12.5M | 267,678 | 0.99% | 13q | HELD |
| OneDigital Investment Advisors LLC | $12.5M | 267,228 | 0.11% | 11q | +16.7%+$1.8M |
| QUARRY HILL ADVISORS, LLC | $12.0M | 257,533 | 4.61% | 15q | +5.6%+$634.0K |
| New Capital Management LP | $11.6M | 247,912 | 2.63% | 13q | HELD |
| Betterment LLC | $11.5M | 246,132 | 0.02% | 10q | -6.0%-$727.2K |
| Elser Financial Planning, Inc | $11.3M | 242,897 | 0.49% | 2q | +7.5%+$786.1K |
| BRIGHTON JONES LLC | $10.9M | 233,340 | 0.20% | 13q | +14.0%+$1.3M |
| NWAM LLC | $9.8M | 210,940 | 0.49% | 8q | +0.8%+$74.1K |
| Corient Private Wealth LP | $9.7M | 206,975 | 0.01% | 11q | -3.2%-$317.0K |
| SJS Investment Consulting Inc. | $9.1M | 194,776 | 0.99% | 15q | -7.4%-$725.9K |
| Momentous Wealth Management, Inc. | $9.1M | 194,319 | 4.64% | 7q | HELD |
| Planning Center, Inc. | $8.7M | 186,762 | 0.82% | 15q | +1.1%+$94.1K |
| LPL Financial LLC | $8.6M | 185,046 | 0.00% | 12q | +10.3%+$808.0K |
| Cardinal Point Capital Management ULC | $8.5M | 182,564 | 0.48% | 10q | HELD |
| Wealthspire Advisors, LLC | $8.1M | 173,982 | 0.04% | 8q | +886.5%+$7.3M |
| Equita Financial Network, Inc. | $7.4M | 159,672 | 2.07% | 8q | +34.1%+$1.9M |
| Composition Wealth, LLC | $7.4M | 158,946 | 0.09% | 4q | +19.9%+$1.2M |
| Clarity Wealth Development LLC | $7.3M | 156,216 | 4.04% | new | NEW |
| Sequoia Financial Advisors, LLC | $7.0M | 150,199 | 0.03% | 6q | -0.8%-$55.9K |
| ELEVATION WEALTH PARTNERS, LLC | $6.7M | 143,443 | 2.00% | 13q | HELD |
| Allodium Investment Consultants, LLC | $6.6M | 142,553 | 2.82% | 7q | -2.3%-$157.8K |
| RAM Investment Partners, LLC | $6.4M | 136,596 | 1.02% | 15q | +6.2%+$372.2K |
| Donalies Financial Planning, LLC | $6.2M | 132,972 | 4.57% | 3q | -1.6%-$100.3K |
| Vise Technologies, Inc. | $6.1M | 131,054 | 0.07% | 4q | +131.6%+$3.5M |
| Root Financial Partners, LLC | $6.0M | 129,700 | 0.23% | 7q | +13.7%+$727.0K |
| BROWN ADVISORY INC | $6.0M | 129,060 | 0.01% | 5q | +5.7%+$323.1K |
| Wealth Management Strategies, Inc. | $5.8M | 124,022 | 2.26% | 7q | HELD |
| Foster Group, Inc. | $5.4M | 115,631 | 0.14% | 9q | -1.9%-$103.2K |
| Rockbridge Investment Management, LCC | $5.3M | 114,373 | 0.43% | 14q | -10.7%-$635.8K |
| Aspen Capital Management, LLC | $5.2M | 111,535 | 1.15% | 6q | -2.4%-$127.8K |
| MB Generational Wealth, LLC | $5.1M | 108,607 | 2.48% | 11q | +3.5%+$170.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 101,251 | 0.01% | 14q | +2.5%+$113.8K |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 96,525 | 0.00% | 6q | +13.0%+$517.1K |
| Northland Capital Management LLC | $4.3M | 93,107 | 2.34% | 13q | -5.1%-$235.6K |
| Wheels Up Wealth, Inc. | $4.1M | 88,743 | 3.51% | 3q | +6.0%+$234.3K |
| Perigon Wealth Management, LLC | $4.1M | 88,644 | 0.07% | 5q | +2.1%+$86.6K |
| Syverson Strege & Co | $4.1M | 87,793 | 0.89% | 11q | HELD |
| Chicago Partners Investment Group LLC | $3.9M | 84,635 | 0.08% | 13q | +1.7%+$64.3K |
| MISSION WEALTH MANAGEMENT, LP | $3.7M | 79,869 | 0.05% | 3q | +214.6%+$2.5M |
| BEACON HILL WEALTH MANAGEMENT LTD. | $3.7M | 78,481 | 2.54% | new | FIRST |
| Asset Dedication, LLC | $3.5M | 75,372 | 0.22% | 15q | +16.0%+$484.2K |
| Truepoint, Inc. | $3.5M | 75,152 | 0.07% | 14q | -18.6%-$803.2K |
| Longview Financial Advisors LLC | $3.3M | 71,062 | 1.64% | 7q | HELD |
| Burton Enright Welch | $3.1M | 67,495 | 0.37% | 7q | -4.0%-$129.7K |
| Level Financial Advisors | $3.1M | 67,307 | 0.70% | 13q | -1.2%-$37.0K |
| Premier Financial Group | $3.1M | 66,921 | 0.63% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $3.1M | 66,613 | 0.00% | 6q | +209.8%+$2.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | $3.0M | 63,853 | 0.30% | 3q | HELD |
| Babb Wealth Advisors LLC | $2.9M | 63,176 | 1.42% | 7q | -0.8%-$22.8K |
| Foundation Wealth Management, LLC\PA | $2.8M | 60,566 | 0.85% | 7q | HELD |
| Addison Advisors LLC | $2.8M | 59,027 | 1.30% | 12q | -39.5%-$1.8M |
| Sensenig Capital Advisors, Inc | $2.7M | 58,854 | 2.51% | 3q | -1.6%-$43.9K |
| BetterWealth, LLC | $2.7M | 57,685 | 0.48% | 14q | +4.5%+$116.6K |
| SeedSafe Financial LLC | $2.7M | 57,183 | 1.92% | 3q | +1.4%+$35.9K |
| Flagstone Financial Management | $2.6M | 55,686 | 0.58% | 10q | +3.2%+$81.0K |
| DiNuzzo Private Wealth, Inc. | $2.6M | 55,471 | 0.26% | 11q | HELD |
| United Wealth Management, LLC | $2.5M | 53,273 | 0.56% | 7q | +3.0%+$71.9K |
| von Borstel & Associates, Inc. | $2.5M | 53,075 | 0.51% | 8q | +58.8%+$916.4K |
| COMPASS CAPITAL CORP /MA/ /ADV | $2.5M | 50,697 | 0.80% | 7q | +1.2%+$28.7K |
| Modera Wealth Management, LLC | $2.4M | 51,542 | 0.03% | 14q | +38.5%+$668.1K |
| RW Investment Management LLC | $2.4M | 51,315 | 0.21% | 13q | +1.8%+$43.1K |
| Petersen Hastings Wealth Advisors Inc. | $2.3M | 49,386 | 0.19% | 3q | HELD |
| Joel Adams & Associates, Inc. | $2.3M | 48,915 | 1.46% | 7q | +2.8%+$61.5K |
| ROYAL BANK OF CANADA | $2.2M | 48,082 | 0.00% | 6q | +97.3%+$1.1M |
| Private Advisor Group, LLC | $2.2M | 47,690 | 0.01% | 10q | -11.1%-$277.2K |
| Broadhurst Jeffrey B | $2.2M | 47,237 | 4.69% | 3q | -71.9%-$5.6M |
| VISTA CAPITAL PARTNERS, INC. | $2.2M | 46,616 | 0.19% | 5q | -4.9%-$111.4K |
| Strategic Investment Solutions, Inc. /IL | $2.1M | 45,900 | 0.49% | 13q | -0.7%-$15.6K |
| JPMORGAN CHASE & CO | $2.1M | 46,143 | 0.00% | 14q | +90.4%+$1.0M |
| XY Planning Network, Inc. | $2.1M | 45,088 | 0.26% | 7q | -4.5%-$98.6K |
| Cerity Partners LLC | $2.1M | 45,034 | 0.00% | new | NEW |
| CAHILL FINANCIAL ADVISORS INC | $2.1M | 44,907 | 0.20% | 12q | +30.9%+$493.7K |
| Wealth Advisors Northwest LLC | $2.1M | 44,189 | 0.70% | 7q | +8.9%+$168.3K |
| Creative Capital Management Investments LLC | $2.0M | 42,787 | 0.46% | 14q | +0.5%+$10.1K |
| D.A. DAVIDSON & CO. | $2.0M | 42,438 | 0.01% | 12q | -9.0%-$196.1K |
| Farther Finance Advisors, LLC | $1.9M | 41,771 | 0.02% | 12q | -9.1%-$196.1K |
| Cordant, Inc. | $1.9M | 41,544 | 0.70% | 15q | +27.9%+$423.1K |
| HILL ISLAND FINANCIAL LLC | $1.9M | 41,414 | 0.41% | 6q | +30.0%+$445.1K |
Showing the largest 100 of 279 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 116 | $982.8M | 20,820,147 | 4 | 41 | 35 | 0.0% |
| Q2 2026 | 279 | $1.5B | 31,482,937 | 29 | 101 | 61 | 0.0% |
| Q1 2026 | 262 | $1.4B | 34,624,599 | 17 | 120 | 50 | 0.0% |
| Q4 2025 | 259 | $1.4B | 32,914,925 | 15 | 95 | 54 | 0.0% |
| Q3 2025 | 233 | $1.3B | 30,544,818 | 17 | 95 | 50 | 0.0% |
| Q2 2025 | 221 | $1.1B | 28,006,882 | 25 | 96 | 42 | 0.0% |
| Q1 2025 | 204 | $913.7M | 25,522,039 | 17 | 85 | 43 | 0.0% |
| Q4 2024 | 195 | $954.5M | 25,204,315 | 17 | 64 | 40 | 0.0% |
| Q3 2024 | 155 | $797.9M | 21,456,148 | 18 | 72 | 18 | 0.0% |
| Q2 2024 | 140 | $694.9M | 19,924,366 | 16 | 55 | 32 | 0.0% |
| Q1 2024 | 126 | $638.2M | 18,553,392 | 18 | 57 | 22 | 0.0% |
| Q4 2023 | 116 | $739.4M | 23,628,427 | 12 | 49 | 12 | 0.0% |
| Q3 2023 | 98 | $721.9M | 25,836,719 | 18 | 50 | 8 | 0.0% |
| Q2 2023 | 85 | $550.6M | 19,184,246 | 24 | 38 | 6 | 0.0% |
| Q1 2023 | 67 | $441.7M | 16,597,270 | 35 | 16 | 3 | 0.0% |
| Q4 2022 | 33 | $65.3M | 2,621,217 | 25 | 0 | 0 | 0.0% |