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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,296
shares
|
$348,212
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,280
shares
|
$347,160
0.0% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,260
shares
|
$345,845
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,244
shares
|
$344,793
0.11% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,228
shares
|
$343,741
0.0% of portfolio
|
Q4 2024
Reduced 39.43%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
5,188
shares
|
$341,111
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
5,165
shares
|
$339,598
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
5,117
shares
|
$336,442
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
5,115
shares
|
$336,311
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
5,114
shares
|
$336,245
0.16% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
5,087
shares
|
$334,470
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,074
shares
|
$333,615
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
5,073
shares
|
$333,549
0.12% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,015
shares
|
$329,736
0.01% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$328,750
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
4,993
shares
|
$328,289
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
4,985
shares
|
$327,763
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
4,982
shares
|
$327,566
0.17% of portfolio
|
Q4 2024
Reduced 31.77%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,939
shares
|
$324,739
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
4,844
shares
|
$318,493
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
4,835
shares
|
$317,901
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
4,834
shares
|
$317,835
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
4,767
shares
|
$313,430
0.21% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
4,763
shares
|
$313,167
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
4,759
shares
|
$312,904
0.04% of portfolio
|
Q2 2023
Added 5.25%
|