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 839 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,727
shares
|
$344,645
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,707
shares
|
$343,187
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
4,690
shares
|
$341,947
0.07% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,666
shares
|
$340,198
0.05% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
4,643
shares
|
$338,521
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
4,623
shares
|
$337,062
0.04% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
4,561
shares
|
$332,542
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
4,552
shares
|
$331,886
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
4,543
shares
|
$331,230
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
4,538
shares
|
$330,865
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
4,536
shares
|
$330,719
0.23% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
4,536
shares
|
$330,719
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
4,531
shares
|
$330,355
0.01% of portfolio
|
Q3 2025
Added 54.17%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
4,496
shares
|
$327,803
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
4,365
shares
|
$318,252
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,345
shares
|
$316,793
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,323
shares
|
$315,189
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
4,294
shares
|
$313,075
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
4,254
shares
|
$310,159
0.18% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
4,197
shares
|
$306,003
0.2% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
4,184
shares
|
$305,055
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
4,133
shares
|
$301,337
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,123
shares
|
$300,607
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,122
shares
|
$300,535
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,099
shares
|
$298,858
0.02% of portfolio
|
Q4 2024
Reduced 7.56%
|
|