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 833 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
12,886
shares
|
$939,518
0.59% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,821
shares
|
$934,779
0.02% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
12,540
shares
|
$914,291
0.21% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
12,397
shares
|
$903,865
0.35% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
12,328
shares
|
$898,834
0.09% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
12,328
shares
|
$898,834
0.12% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
12,322
shares
|
$898,397
0.02% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
12,299
shares
|
$896,720
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
12,249
shares
|
$893,074
0.36% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
12,196
shares
|
$889,210
0.05% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
12,183
shares
|
$888,262
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
12,147
shares
|
$885,637
0.0% of portfolio
|
Q2 2025
Reduced 21.51%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
12,139
shares
|
$885,054
0.04% of portfolio
|
Q2 2025
Reduced 76.22%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
12,104
shares
|
$882,502
0.37% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
11,724
shares
|
$854,796
0.04% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,522
shares
|
$840,069
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
11,500
shares
|
$838,465
0.48% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
11,383
shares
|
$829,934
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
11,100
shares
|
$809,301
0.15% of portfolio
|
Q3 2025
Added 70.77%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
11,084
shares
|
$808,134
0.73% of portfolio
|
Q4 2021
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
11,075
shares
|
$807,478
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
11,074
shares
|
$807,405
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,074
shares
|
$807,405
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
11,022
shares
|
$803,614
0.0% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
10,987
shares
|
$801,062
0.24% of portfolio
|
Q1 2025
Reduced 5.18%
|
|