DIMENSIONAL US EQUITY ETF (DFUS) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $14.67B 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 $3.57B, representing an estimated gain of +14.27% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 45% 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

832

Total Reported Value

$14.67B

Largest Holder

Prudential Financial Inc

Largest Position

$3.13B

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

38

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$3,571,341,015+$446,031,977+14.27%
Focus Partners Wealth0.74%9,340,123$664,171,784$756,830,167+$92,658,383+13.95%
Maseco Llp16.65%7,486,563$530,947,047$606,636,200+$75,689,153+14.26%
Root Financial Partners, Llc20.09%6,125,950$434,391,092$496,385,729+$61,994,637+14.27%
Vise Technologies, Inc.6.91%4,742,037$351,716,878$384,247,258+$32,530,380+9.25%
Index Fund Advisors, Inc.15.80%4,952,143$351,156,434$401,272,147+$50,115,713+14.27%
Plancorp, Llc9.39%4,457,788$330,143,770$361,214,562+$31,070,792+9.41%
Sax Wealth Advisors, Llc13.89%3,866,695$286,792,802$313,318,296+$26,525,494+9.25%
Lpl Financial Llc0.07%3,662,750$259,725,570$296,792,633+$37,067,063+14.27%
Mercer Global Advisors Inc0.36%3,394,161$240,679,952$275,028,866+$34,348,914+14.27%
Creative Planning0.16%3,357,019$238,046,210$272,019,250+$33,973,040+14.27%
Tci Wealth Advisors, Inc.12.51%3,321,432$235,522,772$269,135,635+$33,612,863+14.27%
Mariner, Llc0.25%2,994,330$212,326,056$242,630,560+$30,304,504+14.27%
Great Waters Wealth Management21.15%2,817,903$199,817,528$228,334,680+$28,517,152+14.27%
Focus Partners Advisor Solutions, Llc1.81%2,536,124$179,789,984$205,502,128+$25,712,144+14.30%
Zhang Financial Llc6.21%2,533,557$179,654,455$205,294,124+$25,639,669+14.27%
Apella Capital, Llc2.51%2,180,551$168,796,471$176,690,048+$7,893,577+4.68%
G2 Capital Management, Llc / Oh40.09%2,325,624$164,910,025$188,445,313+$23,535,288+14.27%
Smartleaf Asset Management Llc4.64%1,865,705$128,528,423$151,178,076+$22,649,653+17.62%
Earned Wealth Advisors, Llc8.02%1,691,253$119,926,762$137,042,231+$17,115,469+14.27%
Bank Of America Corp0.01%1,690,838$119,897,340$137,008,603+$17,111,263+14.27%
Commonwealth Equity Services, Llc0.16%1,652,947$117,210,462$133,938,295+$16,727,833+14.27%
Corient Private Wealth Llc0.17%1,651,247$117,123,963$133,800,544+$16,676,581+14.24%
Raymond James Financial Inc0.03%1,570,121$111,337,281$127,226,905+$15,889,624+14.27%
Flagstone Financial Management26.95%1,531,004$108,563,465$124,057,254+$15,493,789+14.27%
Envestnet Asset Management Inc0.03%1,395,299$98,940,631$113,061,078+$14,120,447+14.27%
Royal Bank Of Canada0.02%1,381,600$97,970,000$111,951,048+$13,981,048+14.27%
Jfs Wealth Advisors, Llc5.39%1,357,480$96,258,897$109,996,604+$13,737,707+14.27%
Sequoia Financial Advisors0.52%1,297,323$91,993,173$105,122,083+$13,128,910+14.27%
Intelligence Driven Advisers, Llc15.83%1,280,186$90,777,974$103,733,472+$12,955,498+14.27%
Chicago Partners Investment Group Llc1.92%1,105,861$85,781,619$89,607,917+$3,826,298+4.46%
Dinuzzo Private Wealth, Inc.8.99%1,176,569$83,430,485$95,337,386+$11,906,901+14.27%
Forum Financial Management, Lp1.18%1,171,335$83,059,391$94,913,275+$11,853,884+14.27%
Colony Family Offices, Llc20.25%1,157,780$82,098,174$93,814,913+$11,716,739+14.27%
Modera Wealth Management, Llc0.93%1,089,484$77,255,286$88,280,889+$11,025,603+14.27%
Wealth Enhancement Advisory Services, Llc0.16%1,028,531$72,446,659$83,341,867+$10,895,208+15.04%
Foster Group, Inc.2.00%947,149$67,162,350$76,747,483+$9,585,133+14.27%
Evanson Asset Management, Llc3.58%939,846$66,644,455$76,155,721+$9,511,266+14.27%
Austin Asset Management Co Inc10.92%937,196$66,456,589$75,940,992+$9,484,403+14.27%
Choreo, Llc0.81%933,545$66,197,676$75,645,151+$9,447,475+14.27%
Elser Financial Planning, Inc3.21%931,031$66,039,653$75,441,442+$9,401,789+14.24%
Savant Capital, Llc0.32%927,780$65,788,881$75,178,013+$9,389,132+14.27%
Captrust Financial Advisors0.11%921,951$65,368,028$74,705,690+$9,337,662+14.28%
Heritage Wealth Management, Inc./Texas27.11%894,614$63,437,592$72,490,572+$9,052,980+14.27%
Olio Financial Planning17.34%882,588$62,584,324$71,516,106+$8,931,782+14.27%
Tencap Wealth Coaching, Llc22.50%842,182$59,777,663$68,242,007+$8,464,344+14.16%
Wealth Management Nebraska6.00%835,254$59,227,877$67,680,632+$8,452,755+14.27%
Quadcap Wealth Management, Llc6.68%827,028$58,644,551$67,014,079+$8,369,528+14.27%
1900 Wealth Management Llc3.59%788,008$55,877,632$63,852,288+$7,974,656+14.27%
Farther Finance Advisors, Llc0.52%765,857$54,728,161$62,057,393+$7,329,232+13.39%

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.