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 |
|---|---|---|---|---|---|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
82,549
shares
|
$4.96 Million
4.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
80,896
shares
|
$4.87 Million
0.53% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
80,749
shares
|
$4.86 Million
0.12% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,500
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2023
Added 6.18%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
79,378
shares
|
$4.77 Million
0.82% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
78,585
shares
|
$4.73 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
75,865
shares
|
$4.56 Million
0.18% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
74,990
shares
|
$4.51 Million
1.08% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
72,841
shares
|
$4.38 Million
2.39% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
71,121
shares
|
$4.28 Million
0.51% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
70,709
shares
|
$4.25 Million
0.95% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
70,224
shares
|
$4.22 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
69,819
shares
|
$4.2 Million
0.03% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
67,836
shares
|
$4.08 Million
3.97% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
66,133
shares
|
$3.98 Million
3.47% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
65,384
shares
|
$3.93 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
65,339
shares
|
$3.93 Million
0.04% of portfolio
|
Q4 2024
Added 133.55%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
64,312
shares
|
$3.87 Million
2.19% of portfolio
|
Q1 2023
Added 2.5%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
64,044
shares
|
$3.85 Million
2.6% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
64,029
shares
|
$3.85 Million
0.02% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
64,006
shares
|
$3.85 Million
0.37% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
63,976
shares
|
$3.85 Million
0.04% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
63,370
shares
|
$3.81 Million
0.97% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
63,334
shares
|
$3.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
61,446
shares
|
$3.7 Million
1.67% of portfolio
|
Q4 2024
Added 5.84%
|