DUSB — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DUSB)? 11 institutions reported holding $50.23M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Hiley Hunt Wealth Management ($14.1M), Financial Symmetry Inc ($10.6M), Market Street Wealth Management Advisors LLC ($9.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hiley Hunt Wealth Management | $14.1M | 278,593 | Added |
| 2 | Financial Symmetry Inc | $10.6M | 210,421 | Added |
| 3 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $9.9M | 195,742 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $5.0M | 98,897 | Added |
| 5 | Apella Capital, LLC | $4.9M | 97,579 | Added |
| 6 | CLUNE & ASSOCIATES, LTD. | $2.9M | 57,870 | Added |
| 7 | Bullock Wealth Management Group | $2.0M | 40,050 | Added |
| 8 | Tactive Advisors, LLC | $351,792 | 6,968 | New |
| 9 | BAKER TILLY WEALTH MANAGEMENT, LLC | $214,902 | 4,256 | Added |
| 10 | CYPRESS FINANCIAL PLANNING LLC | $214,421 | 4,247 | Trimmed |
| 11 | CX Institutional | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30