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 |
|---|---|---|---|---|---|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
452,859
shares
|
$29.7 Million
15.83% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
431,098
shares
|
$28.3 Million
6.6% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
428,763
shares
|
$28.1 Million
13.27% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
411,472
shares
|
$27 Million
3.4% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
391,308
shares
|
$25.7 Million
0.09% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
378,996
shares
|
$24.9 Million
19.22% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
377,971
shares
|
$24.8 Million
7.04% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
377,172
shares
|
$24.7 Million
1.38% of portfolio
|
Q3 2022
Added 110.8%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
375,643
shares
|
$24.6 Million
20.54% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
366,872
shares
|
$24.1 Million
1.57% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
365,039
shares
|
$23.9 Million
5.06% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
357,756
shares
|
$23.5 Million
11.7% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
340,455
shares
|
$22.3 Million
0.25% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
319,861
shares
|
$21 Million
1.64% of portfolio
|
Q3 2024
Added 181.73%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
307,282
shares
|
$20.2 Million
3.98% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
306,475
shares
|
$20.1 Million
15.33% of portfolio
|
Q4 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
295,166
shares
|
$19.4 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
292,459
shares
|
$19.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
280,530
shares
|
$18.4 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
280,352
shares
|
$18.4 Million
5.93% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
274,074
shares
|
$18 Million
5.85% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
269,083
shares
|
$17.6 Million
3.92% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
264,822
shares
|
$17.4 Million
9.97% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
263,518
shares
|
$17.3 Million
0.06% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
252,727
shares
|
$16.6 Million
12.98% of portfolio
|
Q4 2024
New holding
|