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 197 institutions that hold shares in the stock, with a total of 24.4 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 |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
33,277
shares
|
$0
0.58% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
32,527
shares
|
$0
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
32,383
shares
|
$0
0.6% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
30,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
30,618
shares
|
$0
0.6% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
30,199
shares
|
$0
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
28,940
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
28,904
shares
|
$0
0.78% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
28,574
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
27,731
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
27,580
shares
|
$0
0.7% of portfolio
|
Q3 2024
Added 98.52%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
26,761
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
26,000
shares
|
$0
0.21% of portfolio
|
Q2 2024
Added 225.0%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
25,088
shares
|
$0
0.12% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
24,557
shares
|
$0
0.53% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
24,297
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 42.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,273
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 47.89%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
24,151
shares
|
$0
0.36% of portfolio
|
Q4 2024
Added 60.47%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
23,401
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
22,791
shares
|
$0
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
21,243
shares
|
$0
0.23% of portfolio
|
Q1 2023
Added 33.92%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
20,993
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
20,879
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,679
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 78.02%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
20,475
shares
|
$0
0.16% of portfolio
|
Q4 2024
Added 7.54%
|