DIMENSIONAL ETF TRUST

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DFSU·25434V716·US·ETF·Unknown - Unknown

DFSU (DIMENSIONAL ETF TRUST) is held by 44 institutional investors as of Q2 2026. Largest holders: Focus Partners Wealth ($100.7M), Pathstone Holdings, LLC ($70.3M), EP Wealth Advisors, LLC ($34.3M). Net institutional sentiment: Mixed.

44

Holders

(5 Elite)

$361.4M

Total Value

58% (43)

Consensus

25 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)27

Insider (Form 4)77

Activist (13D/13G)53

Congressional (STOCK Act)45

Holder Quality

85

★★★★★

Elite

57

★★★★

Strong

13

★★★

Solid

51

★★

Below

26

★

Weak

Held by 44 funds

5 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFSU.

Top Holders

Top Holders (44)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Increased	2.2M(+11.8%)	$100.7M	0.1%	+25.97%	40
Pathstone Holdings, LLC	Increased	1.5M(+22.4%)	$70.3M	0.2%	+16.44%	43
EP Wealth Advisors, LLC	Increased	734,838(+4.4%)	$34.3M	0.1%	+11.41%	36
Savant Capital, LLC	Increased	549,074(+20.1%)	$25.6M	0.1%	+11.88%	34
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	436,367(+13.9%)	$20.3M	0.0%	+14.13%	32
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	415,678(-3.3%)	$19.7M	0.0%	+53.47%	0
OneDigital Investment Advisors LLC	Increased	267,228(+16.7%)	$12.5M	0.1%	+28.06%	39
Corient Private Wealth LP	Decreased	206,975(-3.2%)	$9.7M	0.0%	+27.78%	0
LPL Financial LLC	Increased	185,046(+10.3%)	$8.6M	0.0%	+22.75%	30
WAWealthspire Advisors, LLC	Increased	173,982(+886.5%)	$8.1M	0.0%	+5.94%	44
Sequoia Financial Advisors, LLC	Decreased	150,199(-0.8%)	$7M	0.0%	+23.28%	0
BROWN ADVISORY INC	Increased	129,060(+5.7%)	$6M	0.0%	+11.76%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	101,251(+2.5%)	$4.7M	0.0%	+53.99%	28
RAYMOND JAMES FINANCIAL INC	Increased	96,525(+13.0%)	$4.5M	0.0%	+14.01%	30
OSAIC HOLDINGS, INC.	Increased	66,613(+209.8%)	$3.1M	0.0%	+9.91%	43
ROYAL BANK OF CANADA	Increased	48,082(+97.3%)	$2.2M	0.0%	+7.71%	42
Private Advisor Group, LLC	Decreased	47,690(-11.1%)	$2.2M	0.0%	+34.48%	0
JPMORGAN CHASE & CO	Increased	46,143(+90.4%)	$2.1M	0.0%	+10.22%	41
Cerity Partners LLC	New	45,034	$2.1M	0.0%	+3.62%	36
D.A. DAVIDSON & CO.	Decreased	42,438(-9.0%)	$2M	0.0%	+40.62%	0

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DFSUDIMENSIONAL ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer