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 833 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
5,115
shares
|
$372,934
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
5,070
shares
|
$369,653
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
5,060
shares
|
$368,924
0.01% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
5,022
shares
|
$366,154
0.04% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
5,001
shares
|
$364,622
0.03% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$364,550
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
4,993
shares
|
$364,039
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
4,989
shares
|
$363,747
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
4,935
shares
|
$359,810
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
4,869
shares
|
$354,998
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
4,862
shares
|
$354,488
0.01% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
4,861
shares
|
$354,415
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
4,843
shares
|
$353,103
0.16% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
4,843
shares
|
$353,103
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
4,833
shares
|
$352,374
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
4,829
shares
|
$352,082
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
4,826
shares
|
$351,863
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,811
shares
|
$350,770
0.01% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
4,802
shares
|
$350,113
0.2% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
4,772
shares
|
$347,926
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
4,755
shares
|
$346,687
0.25% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,735
shares
|
$345,228
0.01% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,727
shares
|
$344,645
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,707
shares
|
$343,187
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
4,690
shares
|
$341,947
0.07% of portfolio
|
Q4 2023
Reduced 28.66%
|
|