DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DUSB)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
188
Reporting holders
$1.4B
Reported value
0.0%
Calls
0.0%
Puts
-9
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 |
|---|---|---|---|---|---|
| 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 |
| Betterment LLC | $5.6M | 109,524 | 0.01% | 8q | +6.2%+$325.6K |
| 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 |
| Navigoe, LLC | $4.6M | 89,744 | 2.38% | 7q | +20.7%+$780.3K |
| 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 |
| Coston, McIsaac & Partners | $4.2M | 82,107 | 0.84% | 8q | HELD |
| Concord Wealth Partners | $4.1M | 80,989 | 0.47% | 11q | +0.9%+$37.3K |
| 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% | 3q | -15.8%-$548.3K |
| Kings Path Partners LLC | $2.9M | 57,413 | 0.78% | 9q | +130.9%+$1.7M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $2.5M | 50,012 | 0.00% | 7q | +100.5%+$1.3M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $2.0M | 40,000 | 0.00% | 3q | -0.5%-$10.8K |
| 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% | 7q | -31.0%-$878.0K |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 83 | $747.4M | 14,804,630 | 9 | 46 | 24 | 0.0% |
| Q2 2026 | 188 | $1.4B | 26,915,700 | 14 | 102 | 55 | 0.0% |
| Q1 2026 | 197 | $1.2B | 23,802,842 | 33 | 93 | 51 | 0.0% |
| Q4 2025 | 171 | $1.1B | 21,753,434 | 21 | 77 | 39 | 0.0% |
| Q3 2025 | 141 | $809.2M | 15,941,131 | 28 | 62 | 34 | 0.0% |
| Q2 2025 | 128 | $712.5M | 14,041,800 | 20 | 68 | 29 | 0.0% |
| Q1 2025 | 112 | $626.2M | 12,346,262 | 28 | 53 | 22 | 0.0% |
| Q4 2024 | 92 | $552.0M | 10,909,908 | 25 | 36 | 15 | 0.0% |
| Q3 2024 | 58 | $376.7M | 7,419,389 | 14 | 31 | 11 | 0.0% |
| Q2 2024 | 47 | $322.0M | 6,354,607 | 16 | 26 | 3 | 0.0% |
| Q1 2024 | 32 | $147.3M | 2,911,883 | 12 | 15 | 3 | 0.0% |
| Q4 2023 | 22 | $69.9M | 1,388,152 | 16 | 2 | 1 | 0.0% |
| Q3 2023 | 5 | $20.4M | 406,006 | 5 | 0 | 0 | 0.0% |