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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
280,530
shares
|
$16.9 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
280,352
shares
|
$16.9 Million
5.93% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
269,083
shares
|
$16.2 Million
3.92% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
266,839
shares
|
$16 Million
13.52% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
264,822
shares
|
$15.9 Million
9.97% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
252,727
shares
|
$15.2 Million
12.98% of portfolio
|
Q4 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
252,464
shares
|
$15.2 Million
9.68% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
249,384
shares
|
$15 Million
13.28% of portfolio
|
Q4 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
246,897
shares
|
$14.8 Million
12.05% of portfolio
|
Q4 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
244,686
shares
|
$14.7 Million
7.82% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
243,972
shares
|
$14.7 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
241,574
shares
|
$14.5 Million
0.49% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
227,569
shares
|
$13.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
226,878
shares
|
$13.6 Million
6.38% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
225,943
shares
|
$13.6 Million
0.52% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
221,634
shares
|
$13.3 Million
9.16% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
217,876
shares
|
$13.1 Million
5.38% of portfolio
|
Q4 2024
Added 106.27%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
215,627
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
201,695
shares
|
$12.1 Million
7.17% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
197,781
shares
|
$11.9 Million
11.19% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
197,471
shares
|
$11.9 Million
4.82% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
194,080
shares
|
$11.7 Million
5.01% of portfolio
|
Q4 2024
New holding
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
190,378
shares
|
$11.4 Million
2.03% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
185,671
shares
|
$11.2 Million
3.81% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
182,228
shares
|
$11 Million
5.26% of portfolio
|
Q4 2024
Reduced 0.08%
|