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 733 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
719,979
shares
|
$43.3 Million
0.0% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
713,498
shares
|
$42.9 Million
4.82% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
712,814
shares
|
$42.9 Million
11.86% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
686,575
shares
|
$41.3 Million
13.15% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
667,196
shares
|
$40.1 Million
6.25% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
665,186
shares
|
$40 Million
14.92% of portfolio
|
Q4 2024
Added 229.8%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
658,494
shares
|
$39.6 Million
1.65% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
652,680
shares
|
$39.3 Million
1.8% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
648,217
shares
|
$39 Million
3.31% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
646,347
shares
|
$38.9 Million
36.29% of portfolio
|
Q4 2024
New holding
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
640,349
shares
|
$38.5 Million
7.49% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
611,389
shares
|
$36.8 Million
20.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
601,666
shares
|
$36.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
600,697
shares
|
$36.1 Million
6.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
586,452
shares
|
$35.3 Million
7.21% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
573,756
shares
|
$34.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
562,446
shares
|
$33.8 Million
18.36% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
535,720
shares
|
$32.2 Million
0.23% of portfolio
|
Q4 2024
Added 6396.73%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
531,842
shares
|
$32 Million
10.08% of portfolio
|
Q4 2024
Added 3374.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
520,654
shares
|
$31.3 Million
0.33% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
508,067
shares
|
$30.6 Million
6.11% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
507,143
shares
|
$30.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
496,192
shares
|
$29.8 Million
14.3% of portfolio
|
Q4 2024
Added 27.32%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
493,431
shares
|
$29.7 Million
12.66% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
491,758
shares
|
$29.6 Million
10.89% of portfolio
|
Q4 2024
Reduced 1.4%
|