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 741 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
83,460
shares
|
$4.84 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
|
$4.83 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
83,200
shares
|
$4.83 Million
2.81% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
82,549
shares
|
$4.79 Million
4.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
80,896
shares
|
$4.69 Million
0.53% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,500
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2023
Added 6.18%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
80,458
shares
|
$4.67 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
78,585
shares
|
$4.56 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
|
$4.4 Million
0.18% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
74,990
shares
|
$4.35 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
|
$4.23 Million
2.39% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
71,121
shares
|
$4.13 Million
0.51% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
70,729
shares
|
$4.1 Million
0.58% of portfolio
|
Q1 2025
Added 170.55%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
70,709
shares
|
$4.1 Million
0.95% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
70,224
shares
|
$4.07 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
69,819
shares
|
$4.05 Million
0.03% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
67,836
shares
|
$3.94 Million
3.97% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
66,133
shares
|
$3.84 Million
3.47% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
65,384
shares
|
$3.79 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
65,339
shares
|
$3.79 Million
0.04% of portfolio
|
Q4 2024
Added 133.55%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
64,312
shares
|
$3.73 Million
2.19% of portfolio
|
Q1 2023
Added 2.5%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
64,044
shares
|
$3.72 Million
2.6% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
64,029
shares
|
$3.71 Million
0.02% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
64,006
shares
|
$3.71 Million
0.37% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
63,976
shares
|
$3.71 Million
0.04% of portfolio
|
Q3 2023
Added 0.07%
|