DFUS institutional holders

Dimensional U.S. Equity Market ETF · 907 reporting institutions · $17.3B reported value

Funds that can replace DFUS · DFUS return decomposition

Institutional holdings

Institutions reporting DFUS, largest first
InstitutionReported positionAdvisors at firmReport period
Prudential Financial Inc$3.3B02026-06-30
Focus Partners Wealth$773.8M1,0482026-06-30
Maseco LLP$603.9M82026-06-30
Root Financial Partners, LLC$426M642026-06-30
Index Fund Advisors, Inc.$408.9M182026-06-30
Vise Technologies, Inc.$396.5M02026-06-30
Plancorp, LLC$362.5M522026-06-30
Mercer Global Advisors Inc /adv$322M02026-06-30
Tci Wealth Advisors, Inc.$313.8M462026-06-30
Sax Wealth Advisors, LLC$301.4M422026-06-30
Lpl Financial LLC$279.2M23,4582026-06-30
Creative Planning$272.1M1,1712026-06-30
Great Waters Wealth Management$240.5M262026-06-30
Focus Partners Advisor Solutions, LLC$221.2M422026-06-30
Zhang Financial LLC$218M202026-06-30
Mariner, LLC$214.5M02026-06-30
G2 Capital Management, LLC / Oh$192.8M02026-06-30
Apella Capital, LLC$179.9M1042026-06-30
Smartleaf Asset Management LLC$151.6M92026-06-30
Bank of America Corp /de$145.2M02026-06-30
Earned Wealth Advisors, LLC$141.5M462026-06-30
Raymond James Financial Inc$139.8M02026-06-30
Commonwealth Equity Services, LLC$130.4M2,8632026-06-30
Flagstone Financial Management$127.4M102026-06-30
Envestnet Pmc$117.1M602026-06-30
Royal Bank of Canada$114.5M02026-06-30
Jfs Wealth Advisors, LLC$109.3M332026-06-30
Corient Private Wealth LP$106.4M6742026-06-30
Intelligence Driven Advisers, LLC$104.8M162026-06-30
Sequoia Financial Group, LLC$104M2582026-06-30
Savant Wealth Management$102.8M4052026-06-30
Colony Family Offices, LLC$98.7M72026-06-30
Modera Wealth Management, LLC$96.5M1352026-06-30
Dinuzzo Private Wealth, Inc.$95.9M82026-06-30
Forum Financial Management, LP$93.9M1162026-06-30
Chicago Partners Investment Group LLC$92.8M572026-06-30
Wealth Enhancement Advisory Services, LLC$84.7M1,0262026-06-30
Foster Group, Inc.$77.1M582026-06-30
Austin Asset$77.1M152026-06-30
Choreo, LLC$76.7M1482026-06-30
Evanson Financial, LLC$76.2M42026-06-30
Captrust Financial Advisors$75.6M9622026-06-30
Elser Financial Planning, Inc.$75.5M132026-06-30
Olio Financial Planning$73.5M122026-06-30
Penney Financial, LLC$73.2M42026-06-30
Heritage Wealth Management, Inc./texas$72.9M62026-06-30
Wealth Management$72.3M462026-06-30
Quadcap Wealth Management, LLC$70.7M132026-06-30
Tencap Wealth Coaching, LLC$69.2M82026-06-30
Jpmorgan Chase & Co$67.8M02026-06-30
Aspen Wealth Management LLC$67.8M82026-06-30
Pbmares Wealth Management LLC$67M12025-09-30
Evanson Asset Management, LLC$66.6M02026-03-31
Beacon Pointe Advisors, LLC$64M4662026-06-30
Kestra Advisory Services, LLC$63.8M1,4792026-06-30
1900 Wealth$63.6M182026-06-30
Foundry Financial LLC$62.6M102026-06-30
Rs Crum Inc.$61.8M62026-06-30
Willow Creek Wealth Management Inc.$59.4M102025-09-30
Cerity Partners LLC$58.9M7772026-06-30
Arax Advisory Partners$57.6M2322026-06-30
Cetera Investment Advisers$57.6M10,3702026-06-30
Hurlow Wealth Management Group, Inc.$57.1M112026-06-30
Truist Financial Corp$56.6M02026-06-30
Everest Private Wealth$56.3M22026-06-30
Assetmark, Inc$56.2M2202026-06-30
Vermillion Wealth Management, Inc.$55.8M42026-06-30
Crusonia Wealth Advisors LLC$54.1M172026-06-30
Crown Wealth Group, LLC$53.9M82026-06-30
Equitable Holdings, Inc.$51.8M02026-06-30
McLean Asset Management Corp.$50.7M162026-06-30
Private Advisor Group, LLC$50.2M9272026-06-30
Farther Finance Advisors, LLC$48.5M3342026-06-30
Cws Financial Advisors, LLC$48.1M72026-06-30
Pine Harbor Wealth Management, LLC$47.5M12026-06-30
Hightower Advisors, LLC$47.1M1,0462026-06-30
Three Arch Wealth Management LLC$47M42026-06-30
Dynamic$46.4M752026-06-30
Disciplined Equity Management, Inc.$45.6M32026-06-30
Parkwoods Wealth Partners, LLC$44.2M312026-06-30
MML Investors Services, LLC$43.9M5,1202026-06-30
Graver Capital Management, LLC$42.4M22026-06-30
Greenspring Advisors, LLC$41.7M442026-06-30
Heritage Investment Group, Inc.$41.2M122026-06-30
Guardian Wealth Management, LLC$40.5M02026-06-30
Jackson Thornton Wealth Management, LLC$40.4M92026-06-30
Freedom Investment Management, Inc.$39.9M32026-06-30
Mason & Associates Inc$39.5M82026-06-30
Owl Creek Wealth Partners$39.4M32026-06-30
Tcp Asset Management, LLC$38.9M252026-06-30
Aqr Capital Management LLC$38.2M12026-06-30
Sc&h Financial Advisors, Inc.$37.6M192026-06-30
Ark & Tlk Investments, LLC$37.2M92026-06-30
Retirement Solution LLC$36.7M182026-06-30
Km Capital Management Ltd.$36.3M42026-06-30
Wealthstream Advisors, Inc.$35.2M02025-09-30
Dixon Fnancial Services, Inc.$35.2M62026-06-30
Mission Wealth Management, LP$34.7M1382026-06-30
AG Asset Advisory, LLC$33M22026-06-30
Timonier Family Office, Ltd.$31.3M42026-06-30
Investmark Advisory Group LLC$29.9M112026-06-30
Asset Dedication, LLC$29.5M112026-06-30
Rhp Wealth Management$29.4M52026-06-30
Edge Financial Advisors LLC$28.2M02025-12-31
Southstate Bank Corp$28.1M02026-06-30
Allodium Investment Consultants, LLC$27.9M52026-06-30
Onedigital Investment Advisors LLC$27.9M3862026-06-30
Premier Financial Group Inc$27.2M122026-03-31
Quantinno Capital Management LP$26.9M02026-06-30
Meritas Wealth Management, LLC$26.8M62026-06-30
Keb Asset Management, LLC$26.2M142026-06-30
Sterling Wealth Advisors Inc$25.9M32026-06-30
Babb Wealth Advisors LLC$25.8M32026-06-30
Optimus Capital Advisors, LLC$25.4M02026-06-30
One Capital Management, LLC$25.2M642026-06-30
Morgan Stanley$25.1M23,1852026-06-30
Trinity Financial Advisors LLC$24.8M62026-06-30
Claris Advisors, LLC / Mo$24.6M42026-06-30
Bernardo Wealth Planning LLC$24.6M112026-06-30
Osaic Holdings, Inc.$24.4M02026-06-30
American Capital Advisory, LLC$24.4M72026-06-30
Cypress Point Wealth Management, LLC$23.9M42026-06-30
Carsonallaria Wealth Management, Ltd.$23.2M62026-06-30
Pillar Financial Advisors, LLC$22.7M42026-06-30
Mendota Financial Group, LLC$22.6M62026-06-30
Ruedi Wealth Management, Inc.$21.5M52026-06-30
Jones Financial Companies LLLP$21.2M02026-06-30
Gem Asset Management, LLC$20.6M42026-06-30
Spire Wealth Management$20.6M32026-06-30
Legacy Financial Group, Inc.$20.4M82026-06-30
Security Financial Services, Inc.$20.2M102026-06-30
Strategic Investment Solutions, Inc. /il$19.6M102026-06-30
Cardiff Park Advisors, LLC$19.5M12026-06-30
Pfg Advisors$19.1M832026-06-30
Stratos Wealth Partners, Ltd.$18.9M3862026-06-30
Tassel Capital Management, Inc$18.8M42026-06-30
UBS Group AG$18.3M02026-06-30
Kpp Advisory Services LLC$17.9M222026-06-30
Capstone Wealth Management, LLC$17.9M72026-06-30
Axxcess Wealth Management, LLC$17.5M382026-06-30
Larson Financial Group LLC$17.5M672026-06-30
Investment Advisory Group LLC$17.3M52026-06-30
Aptus Capital Advisors, LLC$17.2M212026-06-30
Certified Advisory Corp$17.2M172026-06-30
Stifel Financial Corp$17M02026-06-30
Professional Financial Solutions LLC /adv$16.5M02026-06-30
Hb Wealth Management, LLC$15.5M1692026-06-30
Kraft, Davis & Associates, LLC$15M52026-06-30
Kestra Investment Management, LLC$14.9M92026-06-30
American Investment Services, Inc.$14.9M62026-06-30
Northwest Wealth Management, LLC$14.4M212026-06-30
Concord Wealth Partners$14.4M112026-06-30
Atlantic Union Bankshares Corp$14.3M02026-06-30
Indivisible Partners$14.3M342026-06-30
V2 Financial Group LLC$14.2M42026-06-30
Wealthspire Advisors, LLC$14.2M2372026-06-30
Private Wealth Management Group, LLC$14.1M72026-06-30
Allworth Financial, LP$14.1M3172026-06-30
Settanni Financial LLC$13.9M32026-06-30
Awm Capital, LLC$13.6M292026-06-30
Alpha Financial Advisors, LLC$13.3M82026-06-30
Physician Wealth Solutions Inc.$12.9M12026-06-30
Wealth Advisory Team LLC$12.8M42026-06-30
Warwick Investment Management, Inc.$12.7M52026-06-30
Rehmann Capital Advisory Group$12.7M422026-06-30
Savvy Advisors, Inc.$12.6M2142026-06-30
Bostonpremier Wealth$12.6M72026-06-30
Envision Financial Planning, LLC$12.6M72026-06-30
Greenwood Capital Associates LLC$12.4M162026-06-30
Cedar Point Capital Partners, LLC$12.4M62026-06-30
Herold Advisors, Inc.$12.2M132026-06-30
Hughes Financial Services, LLC$12.2M92026-06-30
Cornerstone Financial Group, LLC /ne$12.2M52026-06-30
Cgn Advisors LLC$12M362026-06-30
Rf&l Wealth Management, LLC$11.9M32026-06-30
Embree Financial Group$11.9M132026-06-30
Cfs Investment Advisory Services LLC$11.7M102026-06-30
Tillman Hartley LLC$11.6M32026-06-30
Fund Evaluation Group, LLC$11.5M22026-06-30
Sowell Financial Services LLC$11.4M1082026-06-30
Broadhurst Jeffrey B$11.3M02026-06-30
Harbour Investments, Inc.$11.2M2472026-06-30
Apollon Wealth Management, LLC$11.1M1512026-06-30
Team Hewins, LLC$11M232026-06-30
Topsail Wealth Management, LLC$10.5M42026-06-30
Xy Planning Network, Inc.$10.3M02026-06-30
Vsm Wealth Advisory, LLC$10.1M52026-06-30
Lvz, Inc.$10.1M162026-06-30
Richard Young Associates, Ltd.$9.9M82026-06-30
Binnacle Investments Inc$9.8M52025-09-30
Seneschal Advisors, LLC$9.7M32026-06-30
Bayshore Asset Management, LLC$9.7M32026-06-30
Yardley Wealth Management LLC$9.7M32026-06-30
Edelman Financial Engines$9.6M7222026-06-30
Northwestern Mutual Wealth Management Co$9.4M02026-06-30
Altiora Financial Group, LLC$9.1M12026-06-30
Integrated Wealth Concepts LLC$9.1M4802026-06-30
Jdh Wealth Management, LLC$9.1M12026-06-30
Fmb Wealth Management$9.1M82026-06-30
Lauterbach Financial Advisors, LLC$8.9M122026-06-30
Seabridge Investment Advisors LLC$8.8M112026-06-30
Kondo Wealth Advisors, Inc.$8.7M22026-06-30
Capstone Wealth Management, Inc.$8.7M62026-06-30
Burk Holdings LLC$8.7M72026-06-30
Tortoise Investment Management, LLC$8.6M152026-06-30
Quantum Financial Advisors, LLC$8.6M02026-06-30
Cva Family Office, LLC$8.4M82026-06-30
Sb Capital Management Inc$8.4M02025-12-31
Robertson Stephens Wealth Management, LLC$8.4M722026-06-30
Great Path Planning$8.3M22026-06-30
Fmr LLC$8.2M02026-06-30
First National Bank & Trust Co of Newtown$8.2M02026-06-30
Bluespring Wealth Management, LLC$8M502026-06-30
Arista Wealth Management, LLC$8M112026-06-30
Ridgeline Wealth, LLC$7.9M42026-06-30
Enrich Financial Partners LLC$7.9M42026-06-30
Grunden Financial Advisory, Inc.$7.8M02025-12-31
Eversource Wealth Advisors, LLC$7.6M772026-06-30
Dwr Wealth Management, LLC$7.4M32026-06-30
Diversify Advisory Services, LLC$7.4M1162026-06-30
Diversify Wealth Management, LLC$7.4M782026-06-30
Aurelius Family Office LLC$7.3M52026-06-30
Gemmer Asset Management LLC$7.2M82026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$7.2M1032026-06-30
Pathstone Holdings, LLC$7.1M02026-06-30
Elm Partners Management LLC$7M72026-06-30
Rfg Advisory, LLC$7M1912026-06-30
Symmetry Partners, LLC$6.8M232026-06-30
Gradient Investments, LLC$6.7M312026-06-30
United Capital Financial Advisors, LLC$6.6M1662026-06-30
Innovative Wealth Building LLC$6.5M72026-06-30
Ifg Advisory, LLC$6.5M1102026-06-30
Clg LLC$6.4M232026-06-30
Dbk Financial Counsel, LLC$6.4M32026-06-30
Bridgewater Advisors Inc.$6.4M142026-06-30
Dopkins Wealth Management, LLC$6.4M72026-06-30
Heck Capital Advisors, LLC$6.3M242026-06-30
Vantage Point Financial LLC$6.3M162026-06-30
Independent Wealth Network Inc.$6.2M342026-06-30
Clearstead; Clearstead Advisory Solutions$6.1M642026-06-30
Oakmont Advisory Group, LLC$6.1M32026-06-30
Virtue Asset Management LLC$6.1M32026-06-30
Avant Financial Advisors$6M22026-06-30
Oak Wealth Advisors LLC$6M32026-06-30
Nova R Wealth, Inc.$5.9M52026-06-30
Waverly Advisors, LLC$5.7M2312026-06-30
Wealthcare Advisory Partners LLC$5.7M1702026-06-30
Hfg Wealth Management, LLC$5.6M32026-06-30
Andrews, Lucia Wealth Management LLC$5.6M12026-06-30
Frankly Finances, LLC$5.5M12026-06-30

The 250 largest of 907 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30