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 676 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,754,230
shares
|
$575 Million
0.78% of portfolio
|
Q3 2024
Added 48948.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,957,417
shares
|
$523 Million
5.21% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
5,803,530
shares
|
$381 Million
20.61% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,963,934
shares
|
$326 Million
12.66% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,119,516
shares
|
$271 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,667,805
shares
|
$241 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
3,504,693
shares
|
$230 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,269,813
shares
|
$215 Million
16.58% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
2,511,066
shares
|
$165 Million
20.54% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,369,405
shares
|
$156 Million
8.75% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,343,045
shares
|
$154 Million
13.23% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,316,725
shares
|
$152 Million
18.31% of portfolio
|
Q4 2024
Added 27.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,249,572
shares
|
$148 Million
0.06% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,216,646
shares
|
$146 Million
29.05% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
1,765,647
shares
|
$116 Million
0.83% of portfolio
|
Q4 2024
Added 6593.38%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
1,660,296
shares
|
$109 Million
31.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,637,529
shares
|
$108 Million
0.23% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,632,070
shares
|
$107 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,542,942
shares
|
$101 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,401,173
shares
|
$92.1 Million
6.13% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,335,882
shares
|
$87.8 Million
1.9% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,332,675
shares
|
$87.6 Million
20.05% of portfolio
|
Q2 2023
Added 3.62%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
1,325,005
shares
|
$87.1 Million
28.07% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
1,321,902
shares
|
$86.9 Million
15.85% of portfolio
|
Q4 2024
Reduced 25.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,293,763
shares
|
$85 Million
0.18% of portfolio
|
Q3 2024
Added 15.5%
|