DFUS Institutional Ownership & Shareholders
DIMENSIONAL US EQUITY ETF (DFUS) is currently held by 869 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.94B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Prudential Financial Inc is currently the largest disclosed institutional shareholder of DFUS tracked by InsiderSet, reporting ownership valued at approximately $3.26B in its June 30, 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 $3.26B, representing an estimated gain of +0.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% 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
869
Total Reported Value
$16.94B
Largest Holder
Prudential Financial Inc
Largest Position
$3.26B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prudential Financial Inc | 3.55% | 39,752,037 | $3,257,281,912 | $3,260,859,595 | +$3,577,683 | +0.11% | |
| Focus Partners Wealth | 0.79% | 9,443,034 | $773,762,176 | $774,612,079 | +$849,903 | +0.11% | |
| Maseco Llp | 16.22% | 7,138,795 | $592,876,932 | $585,595,354 | -$7,281,578 | -1.23% | |
| Vise Technologies, Inc. | 3.67% | 5,318,761 | $441,616,687 | $436,297,965 | -$5,318,722 | -1.20% | |
| Index Fund Advisors, Inc. | 16.23% | 4,989,844 | $408,867,823 | $409,316,903 | +$449,080 | +0.11% | |
| Sax Wealth Advisors, Llc | 11.21% | 4,731,975 | $392,895,859 | $388,163,909 | -$4,731,950 | -1.20% | |
| Plancorp, Llc | 8.18% | 4,371,622 | $360,352,836 | $358,604,153 | -$1,748,683 | -0.49% | |
| Tci Wealth Advisors, Inc. | 13.74% | 4,110,854 | $341,324,220 | $337,213,354 | -$4,110,866 | -1.20% | |
| Mercer Global Advisors Inc | 0.40% | 3,929,304 | $321,967,182 | $322,320,807 | +$353,625 | +0.11% | |
| Lpl Financial Llc | 0.06% | 3,407,781 | $279,233,547 | $279,540,275 | +$306,728 | +0.11% | |
| Creative Planning | 0.16% | 3,355,976 | $278,646,692 | $275,290,711 | -$3,355,981 | -1.20% | |
| Great Waters Wealth Management | 23.25% | 3,114,270 | $258,577,855 | $255,463,568 | -$3,114,287 | -1.20% | |
| Focus Partners Advisor Solutions, Llc | 1.87% | 2,699,030 | $221,158,526 | $221,401,431 | +$242,905 | +0.11% | |
| Zhang Financial Llc | 6.37% | 2,660,097 | $217,968,392 | $218,207,757 | +$239,365 | +0.11% | |
| Mariner, Llc | 0.23% | 2,618,024 | $214,493,352 | $214,756,509 | +$263,157 | +0.12% | |
| G2 Capital Management, Llc / Oh | 45.32% | 2,407,093 | $199,860,963 | $197,453,839 | -$2,407,124 | -1.20% | |
| Apella Capital, Llc | 2.32% | 2,155,906 | $182,497,435 | $176,848,969 | -$5,648,466 | -3.10% | |
| Smartleaf Asset Management Llc | 4.93% | 1,865,705 | $151,644,509 | $153,043,781 | +$1,399,272 | +0.92% | |
| Bank Of America Corp | 0.01% | 1,771,769 | $145,178,739 | $145,338,211 | +$159,472 | +0.11% | |
| Earned Wealth Advisors, Llc | 9.13% | 1,726,300 | $141,453,030 | $141,608,389 | +$155,359 | +0.11% | |
| Raymond James Financial Inc | 0.04% | 1,706,447 | $139,826,202 | $139,979,847 | +$153,645 | +0.11% | |
| Flagstone Financial Management | 28.50% | 1,555,365 | $127,446,574 | $127,586,591 | +$140,017 | +0.11% | |
| Envestnet Asset Management Inc | 0.03% | 1,429,525 | $117,135,244 | $117,263,936 | +$128,692 | +0.11% | |
| Royal Bank Of Canada | 0.02% | 1,397,315 | $114,496,000 | $114,621,749 | +$125,749 | +0.11% | |
| Jfs Wealth Advisors, Llc | 5.55% | 1,322,771 | $109,829,638 | $108,506,905 | -$1,322,733 | -1.20% | |
| Intelligence Driven Advisers, Llc | 18.54% | 1,293,755 | $107,420,526 | $106,126,723 | -$1,293,803 | -1.20% | |
| Corient Private Wealth Llc | 0.15% | 1,298,158 | $106,371,066 | $106,487,901 | +$116,835 | +0.11% | |
| Sequoia Financial Advisors | 0.52% | 1,269,391 | $104,013,927 | $104,128,144 | +$114,217 | +0.11% | |
| Savant Capital, Llc | 0.30% | 1,252,540 | $102,800,918 | $102,745,856 | -$55,062 | -0.05% | |
| Colony Family Offices, Llc | 23.23% | 1,224,151 | $101,641,250 | $100,417,107 | -$1,224,143 | -1.20% | |
| Dinuzzo Private Wealth, Inc. | 9.69% | 1,174,418 | $97,511,963 | $96,337,509 | -$1,174,454 | -1.20% | |
| Modera Wealth Management, Llc | 1.01% | 1,152,937 | $95,728,331 | $94,575,422 | -$1,152,909 | -1.20% | |
| Chicago Partners Investment Group Llc | 1.74% | 1,147,085 | $94,898,371 | $94,095,383 | -$802,988 | -0.85% | |
| Forum Financial Management, Lp | 1.22% | 1,128,313 | $93,683,860 | $92,555,515 | -$1,128,345 | -1.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.14% | 1,119,789 | $93,012,175 | $91,856,292 | -$1,155,883 | -1.24% | |
| Commonwealth Equity Services, Llc | 0.12% | 1,068,576 | $88,723,830 | $87,655,289 | -$1,068,541 | -1.20% | |
| Penney Financial, Llc | 23.45% | 957,113 | $79,469,133 | $78,511,979 | -$957,154 | -1.20% | |
| Austin Asset Management Co Inc | 10.49% | 943,709 | $78,356,182 | $77,412,449 | -$943,733 | -1.20% | |
| Choreo, Llc | 0.80% | 938,634 | $77,934,800 | $76,996,147 | -$938,653 | -1.20% | |
| Foster Group, Inc. | 2.10% | 932,666 | $77,439,240 | $76,506,592 | -$932,648 | -1.20% | |
| Foundry Financial Llc | 24.02% | 930,126 | $77,228,392 | $76,298,236 | -$930,156 | -1.20% | |
| Elser Financial Planning, Inc | 3.33% | 916,566 | $76,102,498 | $75,185,909 | -$916,589 | -1.20% | |
| Captrust Financial Advisors | 0.12% | 922,805 | $75,614,638 | $75,697,694 | +$83,056 | +0.11% | |
| Quadcap Wealth Management, Llc | 7.11% | 902,861 | $74,964,979 | $74,061,688 | -$903,291 | -1.20% | |
| Wealth Management Nebraska | 6.54% | 898,692 | $74,618,431 | $73,719,705 | -$898,726 | -1.20% | |
| Olio Financial Planning | 18.38% | 889,894 | $73,887,904 | $72,998,005 | -$889,899 | -1.20% | |
| Aspen Wealth Management Llc | 11.77% | 889,269 | $73,836,015 | $72,946,736 | -$889,279 | -1.20% | |
| Heritage Wealth Management, Inc./Texas | 28.07% | 889,725 | $72,903,982 | $72,984,142 | +$80,160 | +0.11% | |
| Kestra Advisory Services, Llc | 0.20% | 853,683 | $70,881,316 | $70,027,616 | -$853,700 | -1.20% | |
| Tencap Wealth Coaching, Llc | 21.93% | 843,306 | $69,170,068 | $69,176,391 | +$6,323 | +0.01% |
Frequently asked questions about DFUS
Who are the largest institutional holders of DFUS?
The largest institutional holders of DFUS reported in the latest SEC Form 13F filings include Prudential Financial Inc, Focus Partners Wealth, Maseco Llp, Vise Technologies, Inc., and Index Fund Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported DFUS position.
What is DFUS institutional ownership?
This page tracks DFUS positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL US EQUITY ETF (DFUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFUS?
InsiderSet currently tracks 869 institutional managers reporting DFUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFUS shareholders.
How much DFUS stock do institutions own?
Institutional investment managers disclosed approximately $16.94B in DFUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFUS institutional ownership last updated?
The latest DFUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFUS position after the reporting date.
Are institutions buying or selling DFUS?
Institutional buying and selling can be analyzed by comparing DFUS positions across consecutive 13F reporting periods. InsiderSet's DFUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFUS ownership changes.
How has DFUS institutional ownership changed over time?
InsiderSet tracks DFUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.