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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
9,022
shares
|
$599,511
0.17% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,004
shares
|
$598,315
0.04% of portfolio
|
Q4 2022
Reduced 14.31%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,980
shares
|
$596,721
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
8,973
shares
|
$596,255
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,966
shares
|
$595,790
0.27% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8,907
shares
|
$591,870
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
8,809
shares
|
$585,358
0.23% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
8,656
shares
|
$575,191
0.61% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
8,635
shares
|
$573,795
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
8,629
shares
|
$573,397
0.37% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
8,547
shares
|
$567,948
0.16% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$558,180
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
8,364
shares
|
$555,787
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,318
shares
|
$552,731
0.01% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
8,289
shares
|
$550,804
0.04% of portfolio
|
Q1 2024
Added 168.51%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
8,286
shares
|
$550,604
0.05% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
8,276
shares
|
$549,940
0.21% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
8,056
shares
|
$535,321
0.06% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
7,994
shares
|
$531,201
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,850
shares
|
$521,632
0.01% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
7,752
shares
|
$515,120
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
7,736
shares
|
$514,057
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
7,707
shares
|
$512,130
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
7,682
shares
|
$510,468
0.03% of portfolio
|
Q4 2024
Reduced 41.84%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
7,555
shares
|
$502,029
0.02% of portfolio
|
Q3 2024
Reduced 15.0%
|