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 |
|---|---|---|---|---|---|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
479,713
shares
|
$27.8 Million
9.61% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
472,678
shares
|
$27.4 Million
18.85% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
456,371
shares
|
$26.5 Million
19.24% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
452,859
shares
|
$26.3 Million
15.83% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
445,379
shares
|
$25.8 Million
29.67% of portfolio
|
Q4 2024
New holding
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Mar 06, 2025 Q4 2024 |
443,403
shares
|
$25.7 Million
28.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
431,098
shares
|
$25 Million
6.6% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
425,320
shares
|
$24.7 Million
3.45% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
411,552
shares
|
$23.9 Million
0.09% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
380,451
shares
|
$22.1 Million
0.59% of portfolio
|
Q1 2025
Added 68.38%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
378,996
shares
|
$22 Million
19.22% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
377,172
shares
|
$21.9 Million
1.38% of portfolio
|
Q3 2022
Added 110.8%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
375,643
shares
|
$21.8 Million
20.54% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
375,113
shares
|
$21.8 Million
2.3% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
365,039
shares
|
$21.2 Million
5.06% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
357,756
shares
|
$20.8 Million
11.7% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
340,497
shares
|
$19.8 Million
0.0% of portfolio
|
Q4 2024
Added 114.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
319,866
shares
|
$18.6 Million
0.23% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
313,248
shares
|
$18.2 Million
5.7% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
306,475
shares
|
$17.8 Million
15.33% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
304,414
shares
|
$17.7 Million
1.69% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
295,166
shares
|
$17.1 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
292,459
shares
|
$17 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
292,032
shares
|
$16.9 Million
3.89% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
288,887
shares
|
$16.8 Million
0.06% of portfolio
|
Q4 2024
Added 9.63%
|