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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,023
shares
|
$396,012
0.0% of portfolio
|
Q3 2024
Reduced 62.2%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
6,013
shares
|
$395,354
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,916
shares
|
$388,977
0.21% of portfolio
|
Q4 2022
Added 2.9%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,904
shares
|
$388,188
0.03% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
5,829
shares
|
$383,256
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
5,794
shares
|
$380,955
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
5,778
shares
|
$379,903
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,767
shares
|
$379,180
0.01% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,734
shares
|
$377,010
0.0% of portfolio
|
Q4 2024
Reduced 21.73%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
5,721
shares
|
$376,155
0.06% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
5,721
shares
|
$376,155
0.09% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
5,682
shares
|
$373,591
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,673
shares
|
$372,999
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
5,642
shares
|
$370,961
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
5,610
shares
|
$368,857
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,606
shares
|
$368,594
0.08% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
5,502
shares
|
$361,756
0.04% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
5,477
shares
|
$360,112
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
5,455
shares
|
$358,666
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
5,410
shares
|
$355,707
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,408
shares
|
$355,576
0.02% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,334
shares
|
$350,710
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,301
shares
|
$348,540
0.1% of portfolio
|
Q1 2024
Reduced 87.47%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,299
shares
|
$348,409
0.01% of portfolio
|
Q3 2022
Reduced 54.7%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,296
shares
|
$348,212
0.01% of portfolio
|
Q1 2024
New holding
|