DFSU — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFSU)? 7 institutions reported holding $41.31M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($25.2M), Elevation Wealth Partners, LLC ($6.1M), Farther Finance Advisors, LLC ($5.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $25.2M | 524,914 | Added |
| 2 | ELEVATION WEALTH PARTNERS, LLC | $6.1M | 129,752 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $5.9M | 124,962 | Added |
| 4 | Cambridge Financial Group, LLC | $1.8M | 37,745 | Hold |
| 5 | Shira Ridge Wealth Management | $1.1M | 23,554 | Hold |
| 6 | Ledgewood Wealth Advisors, LLC | $856,041 | 18,148 | Hold |
| 7 | Towneley Capital Management, Inc / DE | $417,882 | 8,859 | Added |
Source: SEC Form 13F filings · as of 2026-09-30