DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFUV)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
804
Reporting holders
$12.1B
Reported value
0.0%
Calls
0.0%
Puts
+33
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $2.4B | 43,369,886 | 2.95% | 17q | +2.4%+$56.8M |
| 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 |
| 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 | 0.23% | 17q | -0.8%-$1.9M |
| TCI Wealth Advisors, Inc. | $222.5M | 4,044,731 | 9.63% | 17q | +16.8%+$31.9M |
| Corient Private Wealth LP | $209.1M | 3,801,714 | 0.29% | 15q | -61.0%-$326.4M |
| 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 |
| 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 |
| Willow Creek Wealth Management Inc. | $57.1M | 1,038,398 | 3.76% | 15q | -3.9%-$2.3M |
| 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 |
| Integrated Wealth Concepts LLC | $42.4M | 770,681 | 0.28% | 17q | +1.5%+$640.0K |
| 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 |
| Premier Financial Group | $31.2M | 566,861 | 6.27% | 5q | -1.4%-$443.2K |
| AQR CAPITAL MANAGEMENT LLC | $31.0M | 563,266 | 0.01% | 11q | +26.4%+$6.5M |
| M Holdings Securities, Inc. | $30.7M | 557,561 | 4.20% | 17q | -27.6%-$11.7M |
| 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% | 2q | +20.2%+$4.8M |
| 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 |
Showing the largest 100 of 804 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 | 339 | $2.6B | 48,116,476 | 18 | 35 | 105 | 0.0% |
| Q2 2026 | 804 | $12.1B | 219,668,001 | 59 | 138 | 217 | 0.0% |
| Q1 2026 | 771 | $11.0B | 225,872,949 | 51 | 137 | 225 | 0.0% |
| Q4 2025 | 743 | $10.9B | 232,620,026 | 35 | 139 | 201 | 0.0% |
| Q3 2025 | 691 | $9.6B | 212,697,789 | 44 | 130 | 202 | 0.0% |
| Q2 2025 | 676 | $10.3B | 243,573,439 | 29 | 148 | 187 | 0.0% |
| Q1 2025 | 671 | $10.0B | 242,085,981 | 36 | 122 | 196 | 0.0% |
| Q4 2024 | 671 | $10.7B | 260,686,329 | 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 | 567 | $8.9B | 218,328,864 | 37 | 117 | 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 | 104 | 106 | 0.0% |
| Q3 2022 | 418 | $89.8B | 3,032,493,108 | 52 | 118 | 86 | 0.0% |
| Q2 2022 | 393 | $93.9B | 2,971,816,494 | 384 | 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% |