Institutional Ownership Dimensional ETF Tr Dimen Us Su (DFSU)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Us Su (DFSU). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
5,425,580
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
2,937,456
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
2,280,462
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
993,844
shares
|
$0
22.27% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
988,593
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
970,891
shares
|
$0
5.49% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
563,186
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
412,711
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
398,648
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
390,767
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
353,259
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
350,633
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 30.31%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
339,573
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
304,817
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
277,702
shares
|
$0
9.33% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
255,168
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 219.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
214,868
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 12.65%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
210,081
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
198,694
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,438
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 13.61%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
195,628
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
192,474
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
190,766
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
184,766
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
178,385
shares
|
$0
1.9% of portfolio
|
Q4 2024
Reduced 2.26%
|