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 |
|---|---|---|---|---|---|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
252,464
shares
|
$16.6 Million
9.68% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
249,384
shares
|
$16.4 Million
13.28% of portfolio
|
Q4 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
246,897
shares
|
$16.2 Million
12.05% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
243,972
shares
|
$16 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
241,574
shares
|
$15.8 Million
0.49% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
238,867
shares
|
$15.7 Million
7.36% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
227,569
shares
|
$14.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
226,878
shares
|
$14.9 Million
6.38% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
223,213
shares
|
$14.6 Million
0.52% of portfolio
|
Q3 2024
Added 669.99%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
221,634
shares
|
$14.5 Million
9.16% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
219,336
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
217,876
shares
|
$14.3 Million
5.38% of portfolio
|
Q4 2024
Added 106.27%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
201,695
shares
|
$13.2 Million
7.17% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
197,781
shares
|
$13 Million
11.19% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
197,471
shares
|
$13 Million
4.82% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
190,378
shares
|
$12.5 Million
2.03% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
182,228
shares
|
$12 Million
5.26% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
181,861
shares
|
$11.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
180,737
shares
|
$11.9 Million
9.52% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
179,945
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
175,503
shares
|
$11.5 Million
6.2% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
173,525
shares
|
$11.4 Million
3.64% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
173,344
shares
|
$11.4 Million
3.2% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
169,492
shares
|
$11.1 Million
6.4% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
169,322
shares
|
$11.1 Million
5.56% of portfolio
|
Q2 2024
Added 2.15%
|