DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
878
Reporting holders
$17.2B
Reported value
0.0%
Calls
0.0%
Puts
+22
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 |
|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | $3.3B | 39,752,037 | 3.55% | 13q | -9.8%-$354.2M |
| Focus Partners Wealth | $773.8M | 9,443,034 | 0.79% | 11q | +1.1%+$8.4M |
| MASECO LLP | $603.9M | 7,371,581 | 16.97% | 5q | -1.5%-$9.4M |
| Root Financial Partners, LLC | $426.0M | 5,198,745 | 16.55% | 14q | -15.1%-$76.0M |
| Index Fund Advisors, Inc. | $408.9M | 4,989,844 | 16.23% | 19q | +0.8%+$3.1M |
| Vise Technologies, Inc. | $396.5M | 4,839,412 | 4.49% | 4q | +2.1%+$8.0M |
| Plancorp, LLC | $362.5M | 4,426,858 | 8.85% | 21q | -0.7%-$2.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $322.0M | 3,929,304 | 0.40% | 21q | +15.8%+$43.8M |
| TCI Wealth Advisors, Inc. | $313.8M | 3,829,125 | 13.57% | 21q | +15.3%+$41.6M |
| SAX WEALTH ADVISORS, LLC | $301.4M | 4,250,622 | 12.26% | 20q | +9.9%+$27.2M |
| LPL Financial LLC | $279.2M | 3,407,781 | 0.06% | 17q | -7.0%-$20.9M |
| Creative Planning | $272.1M | 3,321,135 | 0.16% | 21q | -1.1%-$2.9M |
| Great Waters Wealth Management | $240.5M | 2,934,668 | 22.28% | 15q | +4.1%+$9.6M |
| Focus Partners Advisor Solutions, LLC | $221.2M | 2,699,030 | 1.87% | 19q | +6.4%+$13.3M |
| Zhang Financial LLC | $218.0M | 2,660,097 | 6.37% | 16q | +5.0%+$10.4M |
| Mariner, LLC | $214.5M | 2,618,024 | 0.23% | 21q | -12.6%-$30.8M |
| G2 CAPITAL MANAGEMENT, LLC / OH | $192.8M | 2,353,192 | 42.05% | 19q | +1.2%+$2.3M |
| Apella Capital, LLC | $179.9M | 2,199,716 | 2.54% | 16q | +0.9%+$1.6M |
| Smartleaf Asset Management LLC | $151.6M | 1,865,705 | 4.93% | 11q | HELD |
| BANK OF AMERICA CORP /DE/ | $145.2M | 1,771,769 | 0.01% | 20q | +4.8%+$6.6M |
| EARNED WEALTH ADVISORS, LLC | $141.5M | 1,726,300 | 9.12% | 19q | +2.1%+$2.9M |
| RAYMOND JAMES FINANCIAL INC | $139.8M | 1,706,447 | 0.04% | 7q | +8.7%+$11.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $130.4M | 1,591,766 | 0.16% | 21q | -3.7%-$5.0M |
| Flagstone Financial Management | $127.4M | 1,555,365 | 28.50% | 15q | +1.6%+$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $117.1M | 1,429,525 | 0.03% | 21q | +2.5%+$2.8M |
| ROYAL BANK OF CANADA | $114.5M | 1,397,315 | 0.02% | 21q | +1.1%+$1.3M |
| JFS WEALTH ADVISORS, LLC | $109.3M | 1,333,612 | 5.45% | 21q | -1.8%-$2.0M |
| Corient Private Wealth LP | $106.4M | 1,298,158 | 0.15% | 15q | -21.4%-$28.9M |
| Intelligence Driven Advisers, LLC | $104.8M | 1,279,127 | 17.02% | 17q | HELD |
| Sequoia Financial Advisors, LLC | $104.0M | 1,269,391 | 0.52% | 19q | -2.2%-$2.3M |
| Savant Capital, LLC | $102.8M | 1,252,540 | 0.30% | 21q | +35.0%+$26.7M |
| Colony Family Offices, LLC | $98.7M | 1,204,562 | 21.69% | 21q | +4.0%+$3.8M |
| Modera Wealth Management, LLC | $96.5M | 1,177,121 | 1.03% | 21q | +8.0%+$7.2M |
| DiNuzzo Private Wealth, Inc. | $95.9M | 1,169,867 | 9.48% | 11q | -0.6%-$549.2K |
| Forum Financial Management, LP | $93.9M | 1,145,416 | 1.21% | 19q | -2.2%-$2.1M |
| Chicago Partners Investment Group LLC | $92.8M | 1,149,698 | 1.86% | 21q | +4.0%+$3.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.7M | 1,041,811 | 0.14% | 19q | +1.3%+$1.1M |
| Foster Group, Inc. | $77.1M | 941,437 | 2.05% | 21q | -0.6%-$468.0K |
| Austin Asset Management Co Inc | $77.1M | 941,091 | 10.75% | 19q | HELD |
| CHOREO, LLC | $76.7M | 935,798 | 0.84% | 21q | HELD |
| Evanson Financial, LLC | $76.2M | 930,248 | 3.73% | new | FIRST |
| CAPTRUST FINANCIAL ADVISORS | $75.6M | 922,805 | 0.12% | 21q | HELD |
| Elser Financial Planning, Inc | $75.5M | 920,864 | 3.27% | 9q | -1.1%-$833.1K |
| OLIO Financial Planning | $73.5M | 896,829 | 18.23% | 18q | +1.6%+$1.2M |
| Penney Financial, LLC | $73.2M | 893,449 | 25.59% | new | NEW |
| Heritage Wealth Management, Inc./Texas | $72.9M | 889,725 | 28.07% | 15q | -0.5%-$400.6K |
| Wealth Management Nebraska | $72.3M | 882,866 | 6.45% | 7q | +5.7%+$3.9M |
| Willow Creek Wealth Management Inc. | $71.8M | 876,290 | 4.72% | 19q | +6.9%+$4.6M |
| Quadcap Wealth Management, LLC | $70.7M | 863,161 | 6.88% | 11q | +4.4%+$3.0M |
| Tencap Wealth Coaching, LLC | $69.2M | 843,306 | 21.93% | 3q | HELD |
| JPMORGAN CHASE & CO | $67.8M | 834,751 | 0.00% | 21q | +2.6%+$1.7M |
| Aspen Wealth Management LLC | $67.8M | 827,733 | 11.52% | 19q | +10.1%+$6.2M |
| Beacon Pointe Advisors, LLC | $64.0M | 781,601 | 0.30% | 21q | +8.1%+$4.8M |
| Kestra Advisory Services, LLC | $63.8M | 779,203 | 0.21% | 21q | +4.1%+$2.5M |
| 1900 WEALTH MANAGEMENT LLC | $63.6M | 776,310 | 3.54% | 21q | -1.5%-$958.5K |
| Foundry Financial LLC | $62.6M | 763,870 | 21.08% | 3q | +13.5%+$7.4M |
| RS CRUM INC. | $61.8M | 753,902 | 11.58% | 19q | +1.0%+$602.3K |
| Cerity Partners LLC | $58.9M | 718,664 | 0.07% | 18q | +4.1%+$2.3M |
| Arax Advisory Partners | $57.6M | 703,277 | 0.38% | 3q | +1186.9%+$53.1M |
| Cetera Investment Advisers | $57.6M | 703,089 | 0.05% | 21q | +6.3%+$3.4M |
| Hurlow Wealth Management Group, Inc. | $57.1M | 697,119 | 11.88% | 17q | +5.9%+$3.2M |
| TRUIST FINANCIAL CORP | $56.6M | 691,296 | 0.07% | 21q | HELD |
| Everest Private Wealth | $56.3M | 686,579 | 20.99% | 7q | +6.4%+$3.4M |
| ASSETMARK, INC | $56.2M | 686,225 | 0.10% | 21q | +2.0%+$1.1M |
| Vermillion Wealth Management, Inc. | $55.8M | 681,053 | 13.08% | 7q | +5.9%+$3.1M |
| Cambridge Investment Research Advisors, Inc. | $54.3M | 662,282 | 0.06% | 21q | +123.2%+$30.0M |
| Crusonia Wealth Advisors LLC | $54.1M | 660,410 | 8.88% | 3q | +4.1%+$2.1M |
| Crown Wealth Group, LLC | $53.9M | 657,362 | 13.71% | 13q | +2.0%+$1.0M |
| Equitable Holdings, Inc. | $51.8M | 632,306 | 0.31% | 21q | +2.8%+$1.4M |
| McLean Asset Management Corp | $50.7M | 621,126 | 6.70% | 17q | -3.3%-$1.7M |
| Private Advisor Group, LLC | $50.2M | 612,696 | 0.23% | 17q | +333.3%+$38.6M |
| Farther Finance Advisors, LLC | $48.5M | 591,783 | 0.38% | 14q | -22.7%-$14.3M |
| CWS Financial Advisors, LLC | $48.1M | 586,781 | 10.67% | 4q | +32.4%+$11.8M |
| Pine Harbor Wealth Management, LLC | $47.5M | 579,315 | 12.71% | 11q | +3.2%+$1.5M |
| HighTower Advisors, LLC | $47.1M | 575,408 | 0.05% | 21q | +4.1%+$1.8M |
| Three Arch Wealth Management LLC | $47.0M | 573,323 | 7.21% | 3q | HELD |
| Dynamic Advisor Solutions LLC | $46.4M | 566,467 | 1.32% | 17q | -1.5%-$715.8K |
| Disciplined Equity Management, Inc. | $45.6M | 556,457 | 20.19% | 19q | +6.2%+$2.7M |
| Parkwoods Wealth Partners, LLC | $44.2M | 539,447 | 7.10% | 8q | +2.9%+$1.2M |
| MML INVESTORS SERVICES, LLC | $43.9M | 536,208 | 0.09% | 21q | +23.0%+$8.2M |
| Graver Capital Management, LLC | $42.4M | 517,252 | 30.19% | 7q | -3.8%-$1.7M |
| Greenspring Advisors, LLC | $41.7M | 508,931 | 2.31% | 9q | -1.2%-$525.6K |
| Heritage Investment Group, Inc. | $41.2M | 502,967 | 5.54% | 19q | HELD |
| Guardian Wealth Management, LLC | $40.5M | 494,759 | 11.37% | 3q | -0.5%-$206.6K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $40.4M | 492,705 | 3.19% | 19q | +5.5%+$2.1M |
| Freedom Investment Management, Inc. | $39.9M | 486,503 | 11.10% | 11q | -5.1%-$2.1M |
| Mason & Associates Inc | $39.5M | 481,535 | 6.37% | 15q | -2.4%-$982.1K |
| Owl Creek Wealth Partners LLC | $39.4M | 480,458 | 11.52% | 2q | +2.7%+$1.0M |
| TCP Asset Management, LLC | $38.9M | 474,753 | 4.41% | 14q | +0.7%+$275.4K |
| AQR CAPITAL MANAGEMENT LLC | $38.2M | 466,528 | 0.01% | 9q | +29.9%+$8.8M |
| SC&H Financial Advisors, Inc. | $37.6M | 459,468 | 4.99% | 19q | +1.2%+$434.5K |
| ARK & TLK INVESTMENTS, LLC | $37.2M | 453,692 | 9.16% | 11q | HELD |
| KM Capital Management Ltd. | $36.3M | 443,216 | 17.07% | 15q | HELD |
| DIXON FNANCIAL SERVICES, INC. | $35.2M | 429,043 | 14.24% | 19q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $34.7M | 422,966 | 0.42% | 21q | -8.9%-$3.4M |
| Retirement Solution LLC | $34.6M | 421,813 | 15.40% | 21q | -2.2%-$792.4K |
| AG Asset Advisory, LLC | $33.0M | 403,309 | 26.73% | 7q | -12.0%-$4.5M |
| Timonier Family Office, LTD. | $31.3M | 381,895 | 8.84% | 6q | HELD |
| Premier Financial Group | $31.0M | 378,242 | 6.23% | 5q | HELD |
| Warburton Capital Management, LLC | $30.1M | 367,506 | 12.25% | 7q | +66.1%+$12.0M |
Showing the largest 100 of 878 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 | 398 | $6.3B | 76,260,787 | 12 | 116 | 85 | 0.0% |
| Q2 2026 | 878 | $17.2B | 210,948,538 | 56 | 235 | 201 | 0.0% |
| Q1 2026 | 856 | $14.9B | 209,403,862 | 48 | 259 | 184 | 0.0% |
| Q4 2025 | 843 | $15.1B | 203,607,434 | 42 | 198 | 211 | 0.0% |
| Q3 2025 | 762 | $14.1B | 194,800,837 | 46 | 193 | 193 | 0.0% |
| Q2 2025 | 743 | $12.5B | 188,170,970 | 50 | 231 | 174 | 0.0% |
| Q1 2025 | 704 | $10.6B | 173,394,155 | 38 | 195 | 190 | 0.0% |
| Q4 2024 | 699 | $10.4B | 163,053,857 | 30 | 155 | 159 | 0.0% |
| Q3 2024 | 612 | $7.9B | 127,216,107 | 30 | 166 | 141 | 0.0% |
| Q2 2024 | 593 | $6.8B | 115,801,419 | 40 | 162 | 133 | 0.0% |
| Q1 2024 | 567 | $6.2B | 109,687,428 | 42 | 136 | 154 | 0.0% |
| Q4 2023 | 549 | $5.4B | 104,730,337 | 43 | 123 | 127 | 0.0% |
| Q3 2023 | 478 | $4.5B | 97,408,273 | 26 | 113 | 131 | 0.0% |
| Q2 2023 | 471 | $4.3B | 90,247,341 | 22 | 100 | 125 | 0.0% |
| Q1 2023 | 458 | $3.9B | 89,609,263 | 29 | 114 | 109 | 0.0% |
| Q4 2022 | 439 | $3.6B | 86,611,437 | 34 | 99 | 118 | 0.0% |
| Q3 2022 | 383 | $19.0B | 489,289,583 | 17 | 90 | 94 | 0.0% |
| Q2 2022 | 384 | $20.0B | 489,479,222 | 67 | 81 | 75 | 0.0% |
| Q1 2022 | 333 | $24.1B | 492,707,836 | 19 | 65 | 82 | 0.0% |
| Q4 2021 | 365 | $29.6B | 573,201,470 | 29 | 61 | 70 | 0.0% |
| Q3 2021 | 285 | $25.3B | 539,273,358 | 37 | 50 | 61 | 0.0% |
| Q2 2021 | 263 | $24.8B | 525,854,359 | 259 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.9M | 40,644 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.9M | 40,644 | 1 | 0 | 0 | 0.0% |