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 799 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 $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
78,236
shares
|
$5.61 Million
3.19% of portfolio
|
Q2 2025
Added 293.96%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
76,469
shares
|
$5.48 Million
0.73% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
76,445
shares
|
$5.48 Million
0.35% of portfolio
|
Q2 2025
Added 57.42%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
76,182
shares
|
$5.46 Million
2.14% of portfolio
|
Q2 2025
Added 39.83%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,052
shares
|
$5.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
74,406
shares
|
$5.33 Million
0.0% of portfolio
|
Q2 2025
Added 188.42%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
72,841
shares
|
$5.22 Million
2.39% of portfolio
|
Q4 2022
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
72,652
shares
|
$5.21 Million
0.18% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
70,833
shares
|
$5.08 Million
3.91% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
69,438
shares
|
$4.98 Million
1.81% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
69,131
shares
|
$4.96 Million
0.67% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
68,769
shares
|
$4.93 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
|
$4.91 Million
2.29% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
67,117
shares
|
$4.81 Million
1.53% of portfolio
|
Q2 2025
Added 103.51%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
66,176
shares
|
$4.74 Million
3.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
65,654
shares
|
$4.71 Million
0.62% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
64,312
shares
|
$4.61 Million
2.19% of portfolio
|
Q1 2023
Added 2.5%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
64,006
shares
|
$4.59 Million
0.35% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
63,976
shares
|
$4.59 Million
0.04% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
63,370
shares
|
$4.54 Million
0.97% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
62,735
shares
|
$4.5 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
|
$4.44 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
60,730
shares
|
$4.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
60,215
shares
|
$4.32 Million
0.1% of portfolio
|
Q2 2025
Added 209.37%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
60,076
shares
|
$4.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.87%
|