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 723 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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
21,390
shares
|
$1.43 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
21,193
shares
|
$1.41 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,903
shares
|
$1.39 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
20,831
shares
|
$1.39 Million
0.41% of portfolio
|
Q2 2021
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
20,323
shares
|
$1.35 Million
0.41% of portfolio
|
Q4 2024
Added 549.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,216
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 235.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,131
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
20,062
shares
|
$1.34 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
19,692
shares
|
$1.31 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
19,554
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
19,356
shares
|
$1.29 Million
0.08% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
19,151
shares
|
$1.28 Million
0.53% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
19,017
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
19,003
shares
|
$1.27 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
18,921
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
18,593
shares
|
$1.24 Million
1.14% of portfolio
|
Q4 2024
Added 68.89%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
18,507
shares
|
$1.23 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
18,355
shares
|
$1.22 Million
0.17% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,178
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
17,990
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
17,957
shares
|
$1.2 Million
0.3% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
17,778
shares
|
$1.18 Million
0.53% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
17,647
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,565
shares
|
$1.17 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
17,287
shares
|
$1.15 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.63%
|