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 848 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,500
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2023
Added 6.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
80,465
shares
|
$5.87 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
80,356
shares
|
$5.86 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
79,835
shares
|
$5.82 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
79,292
shares
|
$5.78 Million
2.51% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
78,432
shares
|
$5.72 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
76,806
shares
|
$5.6 Million
0.39% of portfolio
|
Q4 2025
Reduced 5.93%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
75,734
shares
|
$5.52 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
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%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
73,836
shares
|
$5.38 Million
4.41% of portfolio
|
Q3 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
72,857
shares
|
$5.31 Million
0.92% of portfolio
|
Q4 2025
Added 79.69%
|
|
|
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
|
|
|
Dbk Financial Counsel, LLC
|
Jan 26, 2026 Q4 2025 |
71,519
shares
|
$5.21 Million
4.22% of portfolio
|
Q4 2025
Added 18.95%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
70,655
shares
|
$5.15 Million
1.8% of portfolio
|
Q4 2025
Reduced 37.49%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
70,637
shares
|
$5.15 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
69,427
shares
|
$5.06 Million
3.7% of portfolio
|
Q4 2025
Reduced 1.81%
|
|
|
Independent Wealth Network Inc.
|
Jan 26, 2026 Q4 2025 |
68,521
shares
|
$5 Million
1.64% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
68,444
shares
|
$4.99 Million
2.24% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
68,078
shares
|
$4.96 Million
1.26% of portfolio
|
Q4 2025
Added 8.36%
|
|
|
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%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
66,946
shares
|
$4.88 Million
1.3% of portfolio
|
Q4 2025
Reduced 48.77%
|
|
|
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%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
66,194
shares
|
$4.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
65,916
shares
|
$4.81 Million
0.1% of portfolio
|
Q4 2025
Reduced 16.3%
|
|