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 645 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
25,896
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
25,582
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
25,437
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.29%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
25,336
shares
|
$1.64 Million
0.69% of portfolio
|
Q3 2024
Added 27.97%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
25,091
shares
|
$1.62 Million
0.13% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
24,944
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
24,831
shares
|
$1.61 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
24,651
shares
|
$1.59 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,272
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
23,880
shares
|
$1.54 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
23,822
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.46%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
23,720
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,577
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
23,454
shares
|
$1.52 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
23,070
shares
|
$1.49 Million
0.72% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
22,923
shares
|
$1.48 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
22,878
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2024
Reduced 10.5%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,645
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
22,378
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
22,311
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
22,307
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
22,201
shares
|
$1.44 Million
0.61% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,165
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2022
Reduced 9.4%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
22,022
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
21,885
shares
|
$1.42 Million
0.14% of portfolio
|
Q1 2023
Added 5.46%
|