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 690 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $9.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
747,513
shares
|
$49 Million
9.86% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
734,158
shares
|
$48.1 Million
11.33% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
686,575
shares
|
$45 Million
13.15% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
665,186
shares
|
$43.6 Million
14.92% of portfolio
|
Q4 2024
Added 229.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
658,576
shares
|
$43.2 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
658,494
shares
|
$43.2 Million
1.65% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
652,680
shares
|
$42.8 Million
1.8% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
648,217
shares
|
$42.5 Million
3.31% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
639,554
shares
|
$41.9 Million
6.81% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
611,389
shares
|
$40.1 Million
20.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
608,534
shares
|
$39.9 Million
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
607,878
shares
|
$39.9 Million
0.08% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
600,697
shares
|
$39.4 Million
6.23% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
589,988
shares
|
$38.7 Million
3.91% of portfolio
|
Q4 2023
Added 35.32%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
586,452
shares
|
$38.5 Million
7.21% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
567,356
shares
|
$37.2 Million
5.51% of portfolio
|
Q3 2024
Added 46.58%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
531,842
shares
|
$34.9 Million
10.08% of portfolio
|
Q4 2024
Added 3374.27%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
508,067
shares
|
$33.3 Million
6.11% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
507,143
shares
|
$33.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
505,331
shares
|
$33.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
498,733
shares
|
$32.7 Million
11.03% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
496,192
shares
|
$32.5 Million
14.3% of portfolio
|
Q4 2024
Added 27.32%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
473,728
shares
|
$31.1 Million
20.57% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
469,049
shares
|
$30.8 Million
9.16% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
468,148
shares
|
$30.7 Million
19.5% of portfolio
|
Q4 2024
Reduced 4.07%
|