196 institutions reported holding $1.20B of DIMENSIONAL ETF TRUST (DUSB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Planning Center, Inc. ($180.2M), Prudent Man Investment Management, Inc. ($80.9M), Root Financial Partners, LLC ($76.8M), Vise Technologies, Inc. ($58.9M), Financial Plan, Inc. ($41.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Planning Center, Inc. | $180.2M | 3.6M | Added |
| 2 | Prudent Man Investment Management, Inc. | $80.9M | 1.6M | Trimmed |
| 3 | Root Financial Partners, LLC | $76.8M | 1.5M | Added |
| 4 | Vise Technologies, Inc. | $58.9M | 1.2M | Hold |
| 5 | Financial Plan, Inc. | $41.5M | 817,942 | Trimmed |
| 6 | SJS Investment Consulting Inc. | $37.4M | 737,706 | Added |
| 7 | SC&H Financial Advisors, Inc. | $30.8M | 607,348 | Added |
| 8 | DiNuzzo Private Wealth, Inc. | $28.8M | 568,272 | Added |
| 9 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $26.1M | 515,043 | Added |
| 10 | Sterling Wealth Management, Inc. | $25.1M | 495,047 | Added |
| 11 | American Capital Advisory, LLC | $24.5M | 483,517 | Added |
| 12 | Chicago Partners Investment Group LLC | $20.8M | 409,458 | Trimmed |
| 13 | Savant Capital, LLC | $20.7M | 409,013 | Trimmed |
| 14 | Rachor Investment Advisory Services, LLC | $19.5M | 383,900 | Added |
| 15 | Three Arch Wealth Management LLC | $18.4M | 363,353 | Added |
| 16 | Pillar Financial Advisors, LLC | $17.3M | 340,234 | Added |
| 17 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $16.6M | 328,138 | Trimmed |
| 18 | Avestar Capital, LLC | $13.9M | 273,313 | New |
| 19 | Foundry Financial LLC | $12.2M | 240,613 | Added |
| 20 | Mariner, LLC | $12.1M | 238,848 | Added |
| 21 | Hiley Hunt Wealth Management | $11.7M | 231,684 | Added |
| 22 | TAGStone Capital, Inc. | $11.6M | 228,259 | Trimmed |
| 23 | Onyx Financial Advisors, LLC | $11.5M | 227,112 | Added |
| 24 | Johnson Wealth Management, LLC | $11.5M | 226,682 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 212,340 | Added |
Source: SEC Form 13F filings · as of 2026-03-31