DFUV — Dimensional ETF Trust Institutional Holders · Q3 2026

Name: Who Owns DFUV? 35 Institutions Hold $241M (Q3 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DFUV)? 35 institutions reported holding $240.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($59.5M), Clune & Associates, Ltd. ($53.7M), Farther Finance Advisors, LLC ($31.7M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$59.5M	1.1M	Added
2	CLUNE & ASSOCIATES, LTD.	$53.7M	976,097	Added
3	Farther Finance Advisors, LLC	$31.7M	577,232	Trimmed
4	Graves Light Lenhart Wealth, Inc.	$23.4M	425,611	Added
5	JUNCTURE WEALTH STRATEGIES, LLC	$17.5M	318,553	Trimmed
6	RTD Financial Advisors, Inc.	$11.9M	216,414	Trimmed
7	Versant Capital Management, Inc	$11.2M	203,873	Added
8	BAKER TILLY WEALTH MANAGEMENT, LLC	$8.8M	160,433	Trimmed
9	Sprinkle Financial Consultants LLC	$8.6M	156,958	Trimmed
10	Valeo Financial Advisors, LLC	$1.9M	35,291	Added
11	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$1.4M	25,514	Hold
12	Wealth Enhancement Trust Services, Inc.	$1.1M	19,548	Trimmed
13	Arbor Wealth Advisors LLC	$989,230	17,986	Hold
14	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$885,115	16,093	Trimmed
15	COLLECTIVE FAMILY OFFICE LLC	$762,685	13,867	Hold
16	WoodTrust Financial Corp	$727,000	13,215	Hold
17	Williams & Novak, LLC	$693,448	12,608	Added
18	Wedmont Private Capital	$666,401	11,971	Added
19	Towneley Capital Management, Inc / DE	$558,705	10,158	Added
20	Gradient Investments LLC	$518,485	9,427	Hold
21	Venture Visionary Partners LLC	$456,176	8,294	Added
22	Montz Harcus Wealth Management LLC	$447,410	8,135	Added
23	Ridgewood Investments LLC	$432,030	7,855	Added
24	Stonebridge Financial Group, LLC	$327,470	5,954	Hold
25	BOS Asset Management, LLC	$323,455	5,881	Hold

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