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 761 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
64,006
shares
|
$4.14 Million
0.35% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
63,976
shares
|
$4.13 Million
0.04% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
63,370
shares
|
$4.09 Million
0.97% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
63,152
shares
|
$4.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
62,220
shares
|
$4.02 Million
0.05% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
60,967
shares
|
$3.94 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
59,872
shares
|
$3.87 Million
0.15% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
59,233
shares
|
$3.83 Million
0.17% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
59,188
shares
|
$3.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
58,553
shares
|
$3.78 Million
2.31% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
58,536
shares
|
$3.78 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
58,429
shares
|
$3.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
57,260
shares
|
$3.7 Million
1.2% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
56,615
shares
|
$3.66 Million
0.04% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
56,377
shares
|
$3.64 Million
1.18% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
56,133
shares
|
$3.63 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
55,690
shares
|
$3.6 Million
0.02% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
55,386
shares
|
$3.58 Million
0.3% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
55,256
shares
|
$3.57 Million
1.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
54,988
shares
|
$3.55 Million
2.18% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
54,670
shares
|
$3.53 Million
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
54,502
shares
|
$3.52 Million
2.28% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
54,480
shares
|
$3.52 Million
1.57% of portfolio
|
Q1 2025
Added 206.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
54,326
shares
|
$3.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
52,788
shares
|
$3.41 Million
2.18% of portfolio
|
Q1 2024
Reduced 18.5%
|