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 |
|---|---|---|---|---|---|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
165,373
shares
|
$10.8 Million
5.42% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
165,033
shares
|
$10.8 Million
3.39% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
158,868
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
158,618
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
158,488
shares
|
$10.4 Million
1.3% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
157,970
shares
|
$10.4 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
157,909
shares
|
$10.4 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
155,364
shares
|
$10.2 Million
4.96% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
155,247
shares
|
$10.2 Million
6.7% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
153,276
shares
|
$10.1 Million
0.61% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
150,488
shares
|
$9.87 Million
0.16% of portfolio
|
Q3 2022
Added 38.65%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
149,272
shares
|
$9.79 Million
2.26% of portfolio
|
Q4 2024
Added 1086.39%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
146,431
shares
|
$9.6 Million
6.6% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
141,964
shares
|
$9.31 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
141,464
shares
|
$9.28 Million
0.06% of portfolio
|
Q3 2024
Added 814.26%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
136,285
shares
|
$8.94 Million
0.47% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
136,139
shares
|
$8.93 Million
0.47% of portfolio
|
Q4 2024
Reduced 57.1%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
133,598
shares
|
$8.76 Million
2.92% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
130,670
shares
|
$8.57 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
130,546
shares
|
$8.56 Million
8.13% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
130,406
shares
|
$8.55 Million
0.02% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,277
shares
|
$8.54 Million
0.01% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
129,529
shares
|
$8.49 Million
0.72% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
128,642
shares
|
$8.44 Million
1.9% of portfolio
|
Q3 2024
Added 61.8%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
128,357
shares
|
$8.42 Million
0.08% of portfolio
|
Q4 2024
Added 1.33%
|