Institutional Ownership Dimensional ETF Tr U S Equity (DFUS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS). We have compiled data on the 747 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $9.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
26,381,889
shares
|
$1.58 Billion
2.38% of portfolio
|
Q4 2024
Added 201.36%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,957,417
shares
|
$477 Million
5.21% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
5,160,953
shares
|
$309 Million
20.01% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,790,947
shares
|
$287 Million
12.62% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,838,636
shares
|
$230 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,610,103
shares
|
$216 Million
0.09% of portfolio
|
Q1 2025
Added 49.08%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,604,136
shares
|
$216 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,269,813
shares
|
$196 Million
16.58% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,893,839
shares
|
$174 Million
18.67% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,506,843
shares
|
$150 Million
8.08% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
2,482,654
shares
|
$149 Million
13.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
2,366,428
shares
|
$142 Million
19.86% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,216,646
shares
|
$133 Million
29.05% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
1,794,689
shares
|
$108 Million
33.24% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,715,870
shares
|
$103 Million
0.27% of portfolio
|
Q4 2024
Reduced 51.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,714,150
shares
|
$103 Million
2.0% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,607,085
shares
|
$96.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,584,822
shares
|
$95 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,456,020
shares
|
$87.3 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,387,839
shares
|
$83.2 Million
5.71% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
1,386,852
shares
|
$83.2 Million
27.02% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
1,335,847
shares
|
$80.1 Million
15.69% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,332,675
shares
|
$79.9 Million
20.05% of portfolio
|
Q2 2023
Added 3.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,329,213
shares
|
$79.7 Million
0.03% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,245,917
shares
|
$74.7 Million
22.52% of portfolio
|
Q3 2022
Added 1.14%
|