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 838 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
5,850
shares
|
$426,523
0.06% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
5,799
shares
|
$422,805
0.18% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,749
shares
|
$419,159
0.0% of portfolio
|
Q3 2025
Reduced 52.92%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
5,721
shares
|
$417,118
0.07% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
5,721
shares
|
$417,118
0.09% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,673
shares
|
$413,618
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
5,642
shares
|
$411,358
0.01% of portfolio
|
Q3 2025
Added 31.3%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,610
shares
|
$409,025
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
5,587
shares
|
$407,348
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,538
shares
|
$403,775
0.01% of portfolio
|
Q3 2025
Added 57.82%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,532
shares
|
$403,338
0.11% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
5,489
shares
|
$400,202
0.18% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
5,436
shares
|
$396,338
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,434
shares
|
$396,192
0.01% of portfolio
|
Q3 2025
Reduced 80.49%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
5,424
shares
|
$395,463
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
5,379
shares
|
$392,182
0.01% of portfolio
|
Q4 2025
Reduced 5.07%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
5,336
shares
|
$389,047
0.16% of portfolio
|
Q3 2025
Reduced 19.6%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,334
shares
|
$388,901
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,304
shares
|
$386,714
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,301
shares
|
$386,495
0.1% of portfolio
|
Q1 2024
Reduced 87.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
5,301
shares
|
$386,495
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,276
shares
|
$384,673
0.11% of portfolio
|
Q3 2025
Reduced 24.04%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,260
shares
|
$383,506
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
5,225
shares
|
$380,954
0.19% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,184
shares
|
$377,965
0.1% of portfolio
|
Q3 2025
Added 0.41%
|
|