DIMENSIONAL US EQUITY ETF (DFUS) Institutional Shareholders

DIMENSIONAL US EQUITY ETF (DFUS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $15.72B in DFUS holdings during the latest filing period.

Prudential Financial Inc is currently the largest disclosed institutional shareholder of DFUS tracked by InsiderSet, reporting ownership valued at approximately $3.13B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.72B, representing an estimated gain of +18.94% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed DFUS value among the investors covered in this analysis. Major shareholders include Prudential Financial Inc, Focus Partners Wealth, Maseco Llp, and several other long-term asset managers with concentrated positions in DIMENSIONAL US EQUITY ETF (DFUS).

This page ranks the largest institutional DFUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

850

Total Reported Value

$15.72B

Largest Holder

Prudential Financial Inc

Largest Position

$3.13B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

23

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Prudential Financial Inc3.85%44,074,306$3,125,309,038$3,717,226,968+$591,917,930+18.94%
Focus Partners Wealth0.74%9,340,123$664,171,784$787,745,974+$123,574,190+18.61%
Maseco Llp16.65%7,486,563$530,947,047$631,416,723+$100,469,676+18.92%
Root Financial Partners, Llc16.55%5,198,745$425,985,139$438,462,153+$12,477,014+2.93%
Plancorp, Llc8.85%4,426,858$362,515,414$373,361,204+$10,845,790+2.99%
Vise Technologies, Inc.6.91%4,742,037$351,716,878$399,943,401+$48,226,523+13.71%
Index Fund Advisors, Inc.15.80%4,952,143$351,156,434$417,663,741+$66,507,307+18.94%
Tci Wealth Advisors, Inc.13.58%3,829,125$313,758,469$322,948,403+$9,189,934+2.93%
Sax Wealth Advisors, Llc12.26%4,250,622$301,411,635$358,497,459+$57,085,824+18.94%
Lpl Financial Llc0.07%3,662,750$259,725,570$308,916,335+$49,190,765+18.94%
Mercer Global Advisors Inc0.36%3,394,161$240,679,952$286,263,539+$45,583,587+18.94%
Great Waters Wealth Management22.28%2,934,668$240,466,688$247,509,899+$7,043,211+2.93%
Creative Planning0.16%3,357,019$238,046,210$283,130,982+$45,084,772+18.94%
Zhang Financial Llc6.37%2,660,097$217,968,392$224,352,581+$6,384,189+2.93%
Mariner, Llc0.25%2,994,330$212,326,056$252,541,792+$40,215,736+18.94%
Apella Capital, Llc2.54%2,199,716$179,892,806$185,524,047+$5,631,241+3.13%
Focus Partners Advisor Solutions, Llc1.81%2,536,124$179,789,984$213,896,698+$34,106,714+18.97%
G2 Capital Management, Llc / Oh40.09%2,325,624$164,910,025$196,143,128+$31,233,103+18.94%
Commonwealth Equity Services, Llc0.16%1,591,766$130,429,276$134,249,544+$3,820,268+2.93%
Smartleaf Asset Management Llc4.64%1,865,705$128,528,423$157,353,560+$28,825,137+22.43%
Flagstone Financial Management28.50%1,555,365$127,446,574$131,179,484+$3,732,910+2.93%
Earned Wealth Advisors, Llc8.02%1,691,253$119,926,762$142,640,278+$22,713,516+18.94%
Bank Of America Corp0.01%1,690,838$119,897,340$142,605,277+$22,707,937+18.94%
Envestnet Asset Management Inc0.03%1,429,525$117,135,244$120,566,139+$3,430,895+2.93%
Corient Private Wealth Llc0.17%1,651,247$117,123,963$139,266,172+$22,142,209+18.90%
Raymond James Financial Inc0.03%1,570,121$111,337,281$132,424,005+$21,086,724+18.94%
Jfs Wealth Advisors, Llc5.45%1,333,612$109,276,171$112,476,836+$3,200,665+2.93%
Sequoia Financial Advisors0.52%1,269,391$104,013,927$107,060,437+$3,046,510+2.93%
Colony Family Offices, Llc21.69%1,204,562$98,701,845$101,592,759+$2,890,914+2.93%
Royal Bank Of Canada0.02%1,381,600$97,970,000$116,524,144+$18,554,144+18.94%
Modera Wealth Management, Llc1.03%1,177,121$96,453,308$99,278,385+$2,825,077+2.93%
Dinuzzo Private Wealth, Inc.9.48%1,169,867$95,858,939$98,666,583+$2,807,644+2.93%
Forum Financial Management, Lp1.21%1,145,416$93,855,390$96,604,385+$2,748,995+2.93%
Chicago Partners Investment Group Llc1.86%1,149,698$92,815,135$96,965,529+$4,150,394+4.47%
Intelligence Driven Advisers, Llc15.83%1,280,186$90,777,974$107,970,887+$17,192,913+18.94%
Wealth Enhancement Advisory Services, Llc0.14%1,041,811$84,696,005$87,866,340+$3,170,335+3.74%
Foster Group, Inc.2.05%941,437$77,141,330$79,400,797+$2,259,467+2.93%
Austin Asset Management Co Inc10.75%941,091$77,112,969$79,371,615+$2,258,646+2.93%
Choreo, Llc0.84%935,798$76,679,255$78,925,203+$2,245,948+2.93%
Elser Financial Planning, Inc3.27%920,864$75,455,617$77,665,670+$2,210,053+2.93%
Olio Financial Planning18.23%896,829$73,486,134$75,638,558+$2,152,424+2.93%
Penney Financial, Llc25.59%893,449$73,209,211$75,353,489+$2,144,278+2.93%
Wealth Management Nebraska6.45%882,866$72,342,076$74,460,918+$2,118,842+2.93%
Quadcap Wealth Management, Llc6.89%863,161$70,727,451$72,798,999+$2,071,548+2.93%
Tencap Wealth Coaching, Llc21.93%843,306$69,170,068$71,124,428+$1,954,360+2.83%
Aspen Wealth Management Llc11.52%827,733$67,824,409$69,811,001+$1,986,592+2.93%
Evanson Asset Management, Llc3.58%939,846$66,644,455$79,266,612+$12,622,157+18.94%
Savant Capital, Llc0.32%927,780$65,788,881$78,248,965+$12,460,084+18.94%
Captrust Financial Advisors0.11%921,951$65,368,028$77,757,347+$12,389,319+18.95%
Kestra Advisory Services, Llc0.21%779,203$63,847,921$65,717,981+$1,870,060+2.93%

Frequently asked questions about DFUS

  • Who owns the most DFUS stock?

    The largest holders of DFUS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US EQUITY ETF (DFUS).

  • Is DFUS widely held by superinvestors?

    Many widely followed stocks like DFUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFUS is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.