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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
104,162
shares
|
$6.26 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
102,627
shares
|
$6.17 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
101,607
shares
|
$6.11 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
101,410
shares
|
$6.1 Million
0.07% of portfolio
|
Q4 2024
Added 206.51%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
100,896
shares
|
$6.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
100,143
shares
|
$6.02 Million
0.01% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
100,052
shares
|
$6.02 Million
5.2% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
99,740
shares
|
$6 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
99,302
shares
|
$5.97 Million
1.49% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
96,684
shares
|
$5.81 Million
3.11% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
96,536
shares
|
$5.81 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
94,073
shares
|
$5.66 Million
0.36% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
93,696
shares
|
$5.63 Million
2.83% of portfolio
|
Q4 2024
Added 25.42%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
93,583
shares
|
$5.63 Million
0.03% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
92,885
shares
|
$5.59 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
92,186
shares
|
$5.54 Million
1.48% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
91,945
shares
|
$5.53 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
91,674
shares
|
$5.51 Million
0.03% of portfolio
|
Q2 2023
Reduced 16.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
90,973
shares
|
$5.47 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
89,460
shares
|
$5.38 Million
0.58% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
86,165
shares
|
$5.18 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
84,526
shares
|
$5.08 Million
2.9% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
83,460
shares
|
$5.02 Million
0.79% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
83,223
shares
|
$5.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
83,200
shares
|
$5 Million
2.81% of portfolio
|
Q4 2024
Added 8.83%
|