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 778 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
42,567,494
shares
|
$2.9 Billion
3.81% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,957,417
shares
|
$543 Million
5.21% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
7,896,996
shares
|
$539 Million
20.12% of portfolio
|
Q2 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
5,052,581
shares
|
$345 Million
19.78% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,595,119
shares
|
$314 Million
10.8% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,838,636
shares
|
$262 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,610,103
shares
|
$246 Million
0.09% of portfolio
|
Q1 2025
Added 49.08%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,559,740
shares
|
$243 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
3,425,092
shares
|
$234 Million
14.13% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,893,839
shares
|
$197 Million
18.67% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,730,367
shares
|
$186 Million
13.71% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,506,843
shares
|
$171 Million
8.08% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,486,268
shares
|
$170 Million
0.35% of portfolio
|
Q1 2025
Added 44.9%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
2,390,540
shares
|
$163 Million
20.84% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,216,646
shares
|
$151 Million
29.05% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
2,178,411
shares
|
$149 Million
41.84% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,960,818
shares
|
$134 Million
1.93% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,928,749
shares
|
$132 Million
0.2% of portfolio
|
Q1 2025
Added 21.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,634,690
shares
|
$112 Million
0.2% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,585,877
shares
|
$108 Million
0.16% of portfolio
|
Q1 2025
Added 35.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,568,099
shares
|
$107 Million
0.04% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,532,653
shares
|
$105 Million
15.75% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,436,823
shares
|
$98 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,411,720
shares
|
$96.3 Million
6.06% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
1,386,852
shares
|
$94.6 Million
27.02% of portfolio
|
Q1 2025
Added 4.67%
|