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 716 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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
10,361
shares
|
$688,488
0.08% of portfolio
|
Q4 2024
Added 117.71%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
10,328
shares
|
$686,295
0.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
10,291
shares
|
$683,836
0.05% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
10,228
shares
|
$679,650
0.18% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,227
shares
|
$679,584
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
10,191
shares
|
$677,191
0.27% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,154
shares
|
$674,733
0.04% of portfolio
|
Q4 2024
Reduced 24.09%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
10,093
shares
|
$670,679
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,092
shares
|
$670,613
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
9,958
shares
|
$661,709
0.36% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
9,885
shares
|
$656,858
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
9,881
shares
|
$656,592
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,869
shares
|
$655,795
0.14% of portfolio
|
Q3 2024
Added 51.83%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9,825
shares
|
$652,871
0.45% of portfolio
|
Q4 2023
Reduced 11.49%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
9,732
shares
|
$646,691
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
9,576
shares
|
$636,325
0.47% of portfolio
|
Q2 2022
Added 11.71%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
9,557
shares
|
$635,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
9,551
shares
|
$634,663
0.04% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
9,466
shares
|
$629,015
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
9,462
shares
|
$628,749
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
9,458
shares
|
$628,484
0.3% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
9,304
shares
|
$618,250
0.16% of portfolio
|
Q4 2024
Reduced 21.11%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,264
shares
|
$615,592
0.01% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
9,212
shares
|
$612,137
0.12% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
9,036
shares
|
$600,442
0.22% of portfolio
|
Q4 2024
Reduced 1.49%
|