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 741 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
63,370
shares
|
$3.68 Million
0.97% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
63,334
shares
|
$3.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
61,446
shares
|
$3.57 Million
1.67% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
59,872
shares
|
$3.47 Million
0.16% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
59,717
shares
|
$3.46 Million
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
59,305
shares
|
$3.44 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
59,179
shares
|
$3.43 Million
0.19% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
58,145
shares
|
$3.37 Million
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
56,706
shares
|
$3.29 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
56,377
shares
|
$3.27 Million
1.18% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
56,212
shares
|
$3.26 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
56,005
shares
|
$3.25 Million
0.08% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Clg LLC
Long Beach, CA |
Apr 11, 2025 Q4 2024 |
55,746
shares
|
$3.23 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
55,743
shares
|
$3.23 Million
0.56% of portfolio
|
Q2 2021
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
55,395
shares
|
$3.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
55,256
shares
|
$3.21 Million
1.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
54,988
shares
|
$3.19 Million
2.18% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
54,670
shares
|
$3.17 Million
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
52,788
shares
|
$3.06 Million
2.18% of portfolio
|
Q1 2024
Reduced 18.5%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
51,655
shares
|
$3 Million
0.9% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
51,593
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
51,514
shares
|
$2.99 Million
0.02% of portfolio
|
Q4 2024
Reduced 67.57%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
50,956
shares
|
$2.96 Million
0.16% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
50,209
shares
|
$2.91 Million
1.18% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
49,400
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Added 85.71%
|