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 833 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
157,296
shares
|
$11.5 Million
4.83% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
151,690
shares
|
$11.1 Million
8.51% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
151,428
shares
|
$11 Million
1.78% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
150,970
shares
|
$11 Million
9.46% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
150,534
shares
|
$11 Million
7.15% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
150,488
shares
|
$11 Million
0.16% of portfolio
|
Q3 2022
Added 38.65%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
148,791
shares
|
$10.8 Million
2.73% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
146,368
shares
|
$10.7 Million
6.22% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
145,367
shares
|
$10.6 Million
0.38% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
145,014
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
Added 94.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
142,711
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
142,483
shares
|
$10.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
141,477
shares
|
$10.3 Million
2.65% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
139,974
shares
|
$10.2 Million
0.41% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
139,934
shares
|
$10.2 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
138,967
shares
|
$10.1 Million
0.58% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
135,491
shares
|
$9.88 Million
5.78% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
130,666
shares
|
$9.53 Million
2.21% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,277
shares
|
$9.5 Million
0.01% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
127,398
shares
|
$9.29 Million
6.7% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
125,755
shares
|
$9.17 Million
0.18% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
123,434
shares
|
$9 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
118,814
shares
|
$8.66 Million
2.68% of portfolio
|
Q3 2025
Added 8368.57%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
118,205
shares
|
$8.62 Million
3.3% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
114,754
shares
|
$8.37 Million
3.72% of portfolio
|
Q3 2025
Added 2.7%
|
|