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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
4,707
shares
|
$309,485
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
4,690
shares
|
$308,367
0.07% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
4,643
shares
|
$305,277
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
4,627
shares
|
$304,225
0.05% of portfolio
|
Q4 2024
Added 47.54%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
4,561
shares
|
$299,885
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,547
shares
|
$298,965
0.0% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,538
shares
|
$298,373
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,536
shares
|
$298,242
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
4,508
shares
|
$296,401
0.17% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
4,496
shares
|
$295,612
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,480
shares
|
$294,560
0.02% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
4,472
shares
|
$294,034
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,439
shares
|
$291,864
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,400
shares
|
$289,300
0.03% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
4,339
shares
|
$285,289
0.22% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
4,338
shares
|
$285,223
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
4,313
shares
|
$283,579
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,294
shares
|
$282,330
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,276
shares
|
$281,147
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,249
shares
|
$279,371
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
4,213
shares
|
$277,004
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
4,199
shares
|
$276,084
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
4,184
shares
|
$275,098
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
4,150
shares
|
$272,862
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jan 23, 2025 Q4 2024 |
4,133
shares
|
$271,744
0.22% of portfolio
|
Q4 2023
New holding
|