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 722 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
47,106
shares
|
$3.14 Million
1.33% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
46,546
shares
|
$3.11 Million
1.06% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
46,133
shares
|
$3.08 Million
0.07% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
45,280
shares
|
$3.02 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.87%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
45,223
shares
|
$3.02 Million
0.68% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
45,198
shares
|
$3.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
45,123
shares
|
$3.01 Million
0.27% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
44,779
shares
|
$2.99 Million
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
44,540
shares
|
$2.97 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
44,136
shares
|
$2.94 Million
2.11% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
44,082
shares
|
$2.94 Million
2.89% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
44,048
shares
|
$2.94 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
44,020
shares
|
$2.94 Million
2.66% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
42,559
shares
|
$2.84 Million
1.05% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
42,124
shares
|
$2.81 Million
1.18% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
40,745
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2024
Added 11.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
40,655
shares
|
$2.71 Million
0.25% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
39,400
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
39,042
shares
|
$2.6 Million
2.02% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
38,917
shares
|
$2.6 Million
2.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
38,467
shares
|
$2.57 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
37,731
shares
|
$2.52 Million
1.14% of portfolio
|
Q4 2021
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
37,361
shares
|
$2.49 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
37,322
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2024
Added 66.78%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
36,959
shares
|
$2.47 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.91%
|