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 |
|---|---|---|---|---|---|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
27,854
shares
|
$1.86 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
27,838
shares
|
$1.86 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
27,696
shares
|
$1.85 Million
1.64% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
27,470
shares
|
$1.83 Million
0.19% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
27,378
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
27,268
shares
|
$1.82 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
26,896
shares
|
$1.79 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
26,844
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
26,815
shares
|
$1.79 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
26,802
shares
|
$1.79 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
26,496
shares
|
$1.77 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
26,430
shares
|
$1.76 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
26,205
shares
|
$1.75 Million
0.21% of portfolio
|
Q4 2022
Reduced 1.45%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
26,143
shares
|
$1.74 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
26,084
shares
|
$1.74 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
25,974
shares
|
$1.73 Million
0.15% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
25,768
shares
|
$1.72 Million
0.7% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
25,601
shares
|
$1.71 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
25,582
shares
|
$1.71 Million
0.19% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
25,440
shares
|
$1.7 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
25,437
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.29%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
25,162
shares
|
$1.68 Million
0.14% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
25,034
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
24,875
shares
|
$1.66 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
24,766
shares
|
$1.65 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.26%
|