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 823 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
45,111,138
shares
|
$3.29 Billion
4.06% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,957,417
shares
|
$580 Million
5.21% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
7,896,996
shares
|
$576 Million
20.12% of portfolio
|
Q2 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
4,992,856
shares
|
$364 Million
18.23% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,572,240
shares
|
$333 Million
10.66% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,561,445
shares
|
$333 Million
20.36% of portfolio
|
Q3 2025
Added 47.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,626,695
shares
|
$264 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
3,566,773
shares
|
$260 Million
14.07% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,530,566
shares
|
$257 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
2,952,158
shares
|
$215 Million
14.07% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,517,541
shares
|
$184 Million
0.35% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
2,496,996
shares
|
$182 Million
21.37% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,396,803
shares
|
$175 Million
7.53% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
2,260,615
shares
|
$165 Million
42.31% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,216,646
shares
|
$162 Million
29.05% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,023,380
shares
|
$148 Million
1.93% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,987,532
shares
|
$145 Million
0.2% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
1,725,750
shares
|
$126 Million
0.17% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,598,482
shares
|
$117 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,532,653
shares
|
$112 Million
15.75% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
1,495,008
shares
|
$109 Million
28.58% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,431,480
shares
|
$104 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,411,720
shares
|
$103 Million
6.06% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,410,942
shares
|
$103 Million
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,354,395
shares
|
$98.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 65.94%
|