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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
80,074
shares
|
$5.84 Million
0.28% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
79,663
shares
|
$5.81 Million
0.0% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
79,020
shares
|
$5.76 Million
2.52% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
78,748
shares
|
$5.74 Million
0.13% of portfolio
|
Q3 2025
Reduced 52.35%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
78,721
shares
|
$5.74 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
78,432
shares
|
$5.72 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,052
shares
|
$5.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
74,158
shares
|
$5.41 Million
0.18% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
72,841
shares
|
$5.31 Million
2.39% of portfolio
|
Q4 2022
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
71,435
shares
|
$5.21 Million
0.69% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
70,706
shares
|
$5.16 Million
3.86% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
70,637
shares
|
$5.15 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
68,769
shares
|
$5.01 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
68,444
shares
|
$4.99 Million
2.29% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
67,710
shares
|
$4.94 Million
1.68% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
67,148
shares
|
$4.9 Million
1.91% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
67,117
shares
|
$4.89 Million
1.53% of portfolio
|
Q2 2025
Added 103.51%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
66,401
shares
|
$4.84 Million
2.79% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
65,893
shares
|
$4.8 Million
0.56% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
64,312
shares
|
$4.69 Million
2.19% of portfolio
|
Q1 2023
Added 2.5%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
64,006
shares
|
$4.67 Million
0.35% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
63,976
shares
|
$4.67 Million
0.04% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
63,370
shares
|
$4.62 Million
0.97% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
62,735
shares
|
$4.57 Million
0.02% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
61,928
shares
|
$4.52 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.47%
|