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 592 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $6.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
7,655,694
shares
|
$438 Million
4.95% of portfolio
|
Q1 2024
Added 26.72%
|
|
|
Index Fund Advisors, Inc.
|
May 13, 2024 Q1 2024 |
5,994,170
shares
|
$343 Million
19.27% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
5,121,033
shares
|
$293 Million
12.7% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,204,542
shares
|
$241 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
3,792,806
shares
|
$217 Million
0.61% of portfolio
|
Q1 2024
Added 2.67%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 13, 2024 Q1 2024 |
2,748,910
shares
|
$157 Million
18.47% of portfolio
|
Q1 2024
Added 248.63%
|
|
|
Tci Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
2,276,910
shares
|
$130 Million
13.37% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,216,646
shares
|
$127 Million
29.05% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 08, 2024 Q1 2024 |
1,792,795
shares
|
$103 Million
16.68% of portfolio
|
Q1 2024
Added 6.71%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,717,662
shares
|
$98.3 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Intelligence Driven Advisers, LLC
|
May 01, 2024 Q1 2024 |
1,701,852
shares
|
$97.4 Million
14.34% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Zhang Financial LLC
|
Apr 24, 2024 Q1 2024 |
1,640,761
shares
|
$93.9 Million
6.96% of portfolio
|
Q1 2024
Added 18.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
1,633,116
shares
|
$93.4 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
May 10, 2024 Q1 2024 |
1,629,167
shares
|
$93.2 Million
30.13% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
1,618,735
shares
|
$92.6 Million
1.16% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
1,434,939
shares
|
$82.1 Million
6.5% of portfolio
|
Q1 2024
Added 1.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,429,280
shares
|
$81.8 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
1,355,438
shares
|
$77.6 Million
1.49% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,332,675
shares
|
$76.3 Million
20.05% of portfolio
|
Q2 2023
Added 3.62%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
1,307,486
shares
|
$74.8 Million
12.9% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Flagstone Financial Management
Lincoln, NE |
May 01, 2024 Q1 2024 |
1,265,302
shares
|
$72.4 Million
27.85% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,249,083
shares
|
$71.5 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,245,917
shares
|
$71.3 Million
22.52% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
1,198,233
shares
|
$68.6 Million
1.04% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
1,166,359
shares
|
$66.7 Million
2.09% of portfolio
|
Q1 2024
Added 126.12%
|
|