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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
35,765
shares
|
$2.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
35,698
shares
|
$2.38 Million
0.19% of portfolio
|
Q4 2024
Added 16.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
35,232
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
34,999
shares
|
$2.33 Million
0.67% of portfolio
|
Q2 2021
New holding
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
34,028
shares
|
$2.27 Million
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
32,898
shares
|
$2.19 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
32,123
shares
|
$2.14 Million
0.76% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
32,059
shares
|
$2.14 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
31,964
shares
|
$2.13 Million
1.39% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
31,688
shares
|
$2.11 Million
0.04% of portfolio
|
Q1 2024
Reduced 13.42%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
31,215
shares
|
$2.08 Million
0.34% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
30,813
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
30,185
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
29,915
shares
|
$2 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
29,767
shares
|
$1.99 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
29,619
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
29,292
shares
|
$1.95 Million
0.26% of portfolio
|
Q4 2021
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
28,906
shares
|
$1.93 Million
0.07% of portfolio
|
Q1 2024
Added 90.4%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
28,704
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
28,696
shares
|
$1.91 Million
0.61% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
28,533
shares
|
$1.9 Million
0.32% of portfolio
|
Q4 2024
Added 70.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
28,138
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2023
Added 46.44%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
28,115
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
28,111
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.05%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
27,970
shares
|
$1.87 Million
0.27% of portfolio
|
Q2 2024
Added 10.81%
|