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 707 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
6,951
shares
|
$457,028
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,950
shares
|
$456,962
0.01% of portfolio
|
Q4 2024
Added 20.68%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
6,913
shares
|
$454,529
0.28% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
6,907
shares
|
$454,135
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,885
shares
|
$452,688
0.0% of portfolio
|
Q1 2023
Added 12.28%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,877
shares
|
$452,162
0.13% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
6,705
shares
|
$440,853
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,684
shares
|
$439,473
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,578
shares
|
$432,503
0.03% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
6,519
shares
|
$428,624
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,489
shares
|
$426,651
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
6,484
shares
|
$426,323
0.02% of portfolio
|
Q4 2024
Added 17.46%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,353
shares
|
$417,709
0.11% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
6,256
shares
|
$411,332
0.36% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
6,249
shares
|
$410,871
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
6,237
shares
|
$410,082
0.15% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,236
shares
|
$410,017
0.02% of portfolio
|
Q3 2024
Reduced 42.81%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,217
shares
|
$408,767
0.04% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
6,197
shares
|
$407,452
0.14% of portfolio
|
Q2 2024
Added 25.42%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
6,153
shares
|
$404,559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
6,141
shares
|
$403,770
0.11% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,116
shares
|
$402,127
0.01% of portfolio
|
Q4 2022
Reduced 10.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
6,099
shares
|
$401,009
0.01% of portfolio
|
Q4 2021
Reduced 4.82%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,086
shares
|
$400,154
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
6,064
shares
|
$398,708
0.03% of portfolio
|
Q3 2022
Reduced 2.88%
|