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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
20,269
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
20,260
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
20,212
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
18,558
shares
|
$0
0.05% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
18,224
shares
|
$0
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
18,218
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
17,241
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
17,166
shares
|
$0
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
16,545
shares
|
$0
0.33% of portfolio
|
Q4 2024
Reduced 29.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,333
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
16,216
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
15,974
shares
|
$0
0.24% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
15,585
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
15,141
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
15,018
shares
|
$0
0.19% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
14,890
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 49.9%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
14,584
shares
|
$0
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
14,177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 82.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,986
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,706
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 2.11%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
13,338
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,112
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.87%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,767
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
12,756
shares
|
$0
0.29% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
12,319
shares
|
$0
0.15% of portfolio
|
Q4 2024
Added 8.19%
|