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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
181,861
shares
|
$10.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
180,737
shares
|
$10.9 Million
9.52% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
180,399
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
179,461
shares
|
$10.8 Million
3.29% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
175,503
shares
|
$10.6 Million
6.2% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
169,492
shares
|
$10.2 Million
6.4% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
169,322
shares
|
$10.2 Million
5.56% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
165,033
shares
|
$9.93 Million
3.39% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
164,814
shares
|
$9.91 Million
5.43% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
164,222
shares
|
$9.88 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
158,344
shares
|
$9.52 Million
2.17% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
157,970
shares
|
$9.5 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
157,909
shares
|
$9.5 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
155,364
shares
|
$9.34 Million
4.96% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
155,247
shares
|
$9.34 Million
6.7% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
154,925
shares
|
$9.32 Million
0.06% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
153,276
shares
|
$9.22 Million
0.61% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
150,488
shares
|
$9.05 Million
0.16% of portfolio
|
Q3 2022
Added 38.65%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
150,187
shares
|
$9.03 Million
9.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
149,272
shares
|
$8.98 Million
2.26% of portfolio
|
Q4 2024
Added 1086.39%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
146,431
shares
|
$8.81 Million
6.6% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
144,000
shares
|
$8.66 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
141,964
shares
|
$8.54 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
138,118
shares
|
$8.31 Million
0.86% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
137,116
shares
|
$8.25 Million
1.17% of portfolio
|
Q4 2024
Reduced 13.48%
|