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 249 institutions that hold shares in the stock, with a total of 30.7 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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
20,427
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
20,212
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
20,053
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
19,061
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
18,410
shares
|
$0
1.28% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
18,241
shares
|
$0
0.35% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
18,130
shares
|
$0
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
17,876
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
17,831
shares
|
$0
0.29% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
17,636
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 36.9%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
17,306
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
17,151
shares
|
$0
0.48% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,391
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
15,797
shares
|
$0
0.22% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
15,786
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
15,524
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,118
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
15,115
shares
|
$0
0.18% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
14,685
shares
|
$0
0.34% of portfolio
|
Q3 2025
Added 422.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,339
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
14,205
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.72%
|
|
|
Define Financial, LLC
San Diego, CA |
Oct 15, 2025 Q3 2025 |
13,767
shares
|
$0
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,706
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 2.11%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
13,620
shares
|
$0
0.86% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,860
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.91%
|
|