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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
1,261,486
shares
|
$73.2 Million
1.59% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,245,917
shares
|
$72.3 Million
22.52% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,221,382
shares
|
$70.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,203,541
shares
|
$69.8 Million
12.42% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,171,069
shares
|
$67.9 Million
15.63% of portfolio
|
Q2 2024
Added 109.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,169,659
shares
|
$67.9 Million
0.13% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,154,992
shares
|
$67 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,140,820
shares
|
$66.2 Million
0.1% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,128,166
shares
|
$65.5 Million
0.02% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,094,495
shares
|
$63.5 Million
0.1% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,075,424
shares
|
$62.4 Million
13.89% of portfolio
|
Q4 2022
Added 0.65%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
1,072,156
shares
|
$62.2 Million
14.68% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
1,069,075
shares
|
$62 Million
16.83% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,026,767
shares
|
$59.6 Million
0.53% of portfolio
|
Q4 2024
Added 24.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,024,925
shares
|
$59.5 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,019,063
shares
|
$59.1 Million
2.39% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
1,014,132
shares
|
$58.8 Million
2.3% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,003,123
shares
|
$58.2 Million
3.83% of portfolio
|
Q4 2024
Added 2245.61%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
982,327
shares
|
$57 Million
21.33% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
971,577
shares
|
$56.4 Million
4.51% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
923,477
shares
|
$53.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.37%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
843,989
shares
|
$49 Million
0.09% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
801,370
shares
|
$46.5 Million
30.07% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
766,051
shares
|
$44.4 Million
4.2% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
760,383
shares
|
$44.1 Million
15.88% of portfolio
|
Q1 2025
Added 14.31%
|