DFUS — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFUS? 35 Institutions Hold $699M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFUS)? 35 institutions reported holding $698.87M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Great Waters Wealth Management ($258.6M), Apella Capital, LLC ($182.5M), Intelligence Driven Advisers, LLC ($107.4M).

Rank	Institution	Value	Shares	Change
1	Great Waters Wealth Management	$258.6M	3.1M	Added
2	Apella Capital, LLC	$182.5M	2.2M	Trimmed
3	Intelligence Driven Advisers, LLC	$107.4M	1.3M	Added
4	Farther Finance Advisors, LLC	$67.1M	808,133	Added
5	Trinity Financial Advisors LLC	$25.1M	301,875	Trimmed
6	Mendota Financial Group, LLC	$22.7M	273,353	Trimmed
7	Gradient Investments LLC	$6.2M	74,546	Trimmed
8	CLUNE & ASSOCIATES, LTD.	$5.4M	65,296	Added
9	BAKER TILLY WEALTH MANAGEMENT, LLC	$5.3M	64,161	Trimmed
10	Cambridge Financial Group, LLC	$2.6M	31,693	Hold
11	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$1.8M	21,090	Trimmed
12	Valeo Financial Advisors, LLC	$1.5M	17,682	Hold
13	Venture Visionary Partners LLC	$1.3M	15,813	New
14	Montz Harcus Wealth Management LLC	$1.2M	14,485	Added
15	Everhart Financial Group, Inc.	$1.2M	14,334	Added
16	Williams & Novak, LLC	$1.1M	13,689	Added
17	Shira Ridge Wealth Management	$1.0M	12,060	Trimmed
18	Wealth Enhancement Trust Services, Inc.	$967,881	11,657	Trimmed
19	Towneley Capital Management, Inc / DE	$819,793	9,873	Trimmed
20	Avidian Wealth Enterprises, LLC	$813,925	9,803	Added
21	Sincerus Advisory, LLC	$778,241	9,373	Added
22	Ridgewood Investments LLC	$483,134	5,819	Added
23	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$468,455	5,642	Hold
24	Global Wealth Strategies & Associates	$393,931	4,744	New
25	Versant Capital Management, Inc	$386,329	4,653	Added

Source: SEC Form 13F filings · as of 2026-09-30