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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
24,748
shares
|
$1.65 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
24,462
shares
|
$1.63 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
24,027
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
23,840
shares
|
$1.59 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
23,812
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
23,807
shares
|
$1.59 Million
0.3% of portfolio
|
Q4 2024
Added 148.04%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
23,567
shares
|
$1.57 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
23,304
shares
|
$1.55 Million
0.32% of portfolio
|
Q4 2024
Added 68.86%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
23,100
shares
|
$1.54 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
23,096
shares
|
$1.54 Million
0.77% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
22,923
shares
|
$1.53 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
22,424
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
22,315
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 30.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
22,240
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
22,211
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
22,197
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,165
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2022
Reduced 9.4%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
22,077
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
22,038
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 48.41%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
21,885
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2023
Added 5.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,878
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,600
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Added 212.27%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
21,580
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
21,557
shares
|
$1.44 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
21,485
shares
|
$1.43 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.58%
|