Evid Invest
Who owns DFUSWhat DFUS owns — n/a

Who owns Dimensional U.S. Equity ETF?

Institutional ownership of DFUS from SEC Form 13F filings across 370 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

370

13F holders

$10.37B

value, 2026 filers

49.5%

of shares outstanding (127.7M sh)

36

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DFUS's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1PRUDENTIAL FINANCIAL INC39.8M$3.26B3.5%15.4%-9.8%
2Focus Partners Wealth9.4M$773.8M0.8%3.7%+1.1%
3Root Financial Partners, LLC5.2M$426.0M16.6%2%-15.1%
4Vise Technologies, Inc.4.8M$396.5M4.5%1.9%+2.1%
5Plancorp, LLC4.4M$362.5M8.8%1.7%-0.7%
6MERCER GLOBAL ADVISORS INC /ADV3.8M$313.4M0.4%1.5%+12.7%
7LPL Financial LLC3.4M$279.2M0.1%1.3%-7.0%
8Creative Planning3.3M$272.1M0.2%1.3%-1.1%
9Focus Partners Advisor Solutions, LLC2.7M$221.2M1.9%1%+6.4%
10Zhang Financial LLC2.7M$218.0M6.4%1%+5.0%
11Mariner, LLC2.6M$214.5M0.2%1%-12.6%
12Apella Capital, LLC2.2M$179.9M2.5%0.9%+0.9%
13BANK OF AMERICA CORP /DE/1.8M$145.2M0.0%0.7%+4.8%
14EARNED WEALTH ADVISORS, LLC1.7M$141.5M9.1%0.7%+2.1%
15RAYMOND JAMES FINANCIAL INC1.7M$139.8M0.0%0.7%+8.7%
16COMMONWEALTH EQUITY SERVICES, LLC1.6M$130.4M0.2%0.6%-3.7%
17ENVESTNET ASSET MANAGEMENT INC1.4M$117.1M0.0%0.6%+2.5%
18ROYAL BANK OF CANADA1.4M$114.5M0.0%0.5%+1.1%
19JFS WEALTH ADVISORS, LLC1.3M$109.3M5.4%0.5%-1.8%
20Corient Private Wealth LP1.3M$106.4M0.1%0.5%-21.4%
21Sequoia Financial Advisors, LLC1.3M$104.0M0.5%0.5%-2.2%
22Savant Capital, LLC1.3M$102.8M0.3%0.5%+35.0%
23DiNuzzo Private Wealth, Inc.1.2M$95.9M9.5%0.5%-0.6%
24Chicago Partners Investment Group LLC1.1M$92.8M1.9%0.4%+4.0%
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.0M$84.7M0.1%0.4%+1.3%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.