Public ownership evidence

Dimensional U.S. Equity Market ETF (DFUS) Ownership Disclosures

Read DFUS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional U.S. Equity Market ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
1,298,158
Value (USD)
$106,371,066
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFUS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFUS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-281,298,158$106,371,066None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-262,929$217,244None
Financial Insights, Inc.2026-06-302026-08-266,631$543,344None
Kings Path Partners LLC2026-03-312026-08-221,972$139,835None
Rehmann Capital Advisory Group2026-06-302026-08-21155,554$12,675,151None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-214,142$339,395None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-212,567$210,374None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,929,304$321,967,182None
Beacon Pointe Advisors, LLC2026-06-302026-08-19781,601$64,044,387None
RB Capital Management, LLC2026-06-302026-08-193,105$254,424None
E-Wealth Partners, LLC2026-06-302026-08-1829,550$2,421,346None
WNY Asset Management, LLC2026-06-302026-08-1822,820$1,869,890None
Yukon Wealth Management, Inc.2026-06-302026-08-184,122$337,757None
SwitchPoint Financial Planning, LLC2026-06-302026-08-1821,451$1,757,732None
KM Capital Management Ltd.2026-06-302026-08-18443,216$36,317,134None
Corient Private Wealth LP2026-06-302026-08-181,298,159$106,371,066None
FSA Advisors, Inc.2026-06-302026-08-182,773$227,210None
Empowered Funds, LLC2026-06-302026-08-189,387$769,171None
Empowered Funds, LLC2026-06-302026-08-185,305$434,692None
Pure Financial Advisors, LLC2026-06-302026-08-1812,517$1,025,606None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1880,910$6,633,859None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1810,264$841,071None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1810,243$726,304None
Equitable Holdings, Inc.2026-06-302026-08-18632,306$51,811,150None
Odyssey Group, LLC2026-06-302026-08-152,710$222,057None
Forum Finance Group S.A.2026-06-302026-08-151,404$93,000None
Financial Plan, Inc.2026-06-302026-08-1515,393$1,261,302None
AMERIFLEX GROUP, INC.2026-06-302026-08-15393$32,202None
Synergy Investment Management, LLC2026-06-302026-08-15268$21,338None
Synergy Investment Management, LLC2026-06-302026-08-152,301$188,522None
SEI INVESTMENTS CO2026-06-302026-08-158,351$684,270None
Seneschal Advisors, LLC2026-06-302026-08-15116,048$9,508,958None
Seneschal Advisors, LLC2026-06-302026-08-152,323$190,347None
JPL Wealth Management, LLC2026-06-302026-08-152,307$189,036None
Modern Wealth Management, LLC2026-06-302026-08-152,923$239,529None
Basecamp Wealth Advisors LLC2026-06-302026-08-152,245$183,955None
Vantage Point Financial LLC2026-06-302026-08-1576,349$6,256,064None
Mutual Advisors, LLC2026-06-302026-08-155,867$480,723None
Advyzon Investment Management, LLC2026-06-302026-08-154,364$357,571None
Advyzon Investment Management, LLC2026-06-302026-08-151,659$135,938None
Nemes Rush Group LLC2026-06-302026-08-1558,745$4,813,576None
Envision Financial Planning, LLC2026-06-302026-08-15153,699$12,594,121None
COFG Advisors, LLC2026-06-302026-08-152,975$243,739None
VANCE WEALTH, LLC2026-06-302026-08-1510,084$826,288None
Babb Wealth Advisors LLC2026-06-302026-08-15314,557$25,774,776None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-151,726,300$141,453,030None
Wick Capital Partners, LLC2026-06-302026-08-1521,979$1,800,959None
Ameritas Advisory Services, LLC2026-06-302026-08-154,035$330,591None
Vickerman Investment Advisors, Inc.2026-06-302026-08-155,774$473,122None
Delos Wealth Advisors, LLC2026-06-302026-08-151,636$134,054None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Financial Insights, Inc. ↗Kings Path Partners LLC ↗Rehmann Capital Advisory Group ↗CLIFFORD SWAN INVESTMENT COUNSEL LLC ↗GILL CAPITAL PARTNERS, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗RB Capital Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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