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 |
|---|---|---|---|---|---|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
3,738
shares
|
$248,390
0.09% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
3,677
shares
|
$244,336
0.16% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
3,655
shares
|
$242,874
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
3,641
shares
|
$241,944
0.14% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
3,575
shares
|
$237,558
0.01% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,566
shares
|
$236,960
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,564
shares
|
$236,827
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
3,524
shares
|
$234,169
0.01% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,513
shares
|
$233,438
0.09% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
3,512
shares
|
$233,372
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,510
shares
|
$233,239
0.09% of portfolio
|
Q2 2024
Reduced 24.97%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,509
shares
|
$233,173
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
3,502
shares
|
$232,707
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
3,485
shares
|
$231,578
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
3,401
shares
|
$225,996
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,390
shares
|
$225,265
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
3,382
shares
|
$224,733
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
3,370
shares
|
$223,936
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
3,361
shares
|
$223,338
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,345
shares
|
$222,275
0.03% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
3,336
shares
|
$221,677
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,306
shares
|
$219,683
0.0% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
3,276
shares
|
$217,690
0.04% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
3,173
shares
|
$210,845
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 14, 2025 Q4 2024 |
3,128
shares
|
$207,855
0.03% of portfolio
|
Q4 2024
New holding
|