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 |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
59,578
shares
|
$4.27 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
59,299
shares
|
$4.25 Million
0.17% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
58,959
shares
|
$4.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
58,352
shares
|
$4.18 Million
1.22% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
58,285
shares
|
$4.18 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
57,815
shares
|
$4.14 Million
0.67% of portfolio
|
Q2 2025
Added 32.49%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
57,767
shares
|
$4.14 Million
0.04% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
57,644
shares
|
$4.13 Million
2.44% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
57,196
shares
|
$4.1 Million
0.03% of portfolio
|
Q2 2025
Added 318.44%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
57,114
shares
|
$4.09 Million
0.72% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
56,284
shares
|
$4.03 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
55,342
shares
|
$3.97 Million
2.16% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
55,256
shares
|
$3.96 Million
1.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
54,670
shares
|
$3.92 Million
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
54,499
shares
|
$3.91 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
54,124
shares
|
$3.88 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
53,640
shares
|
$3.85 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
53,454
shares
|
$3.83 Million
3.32% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
52,788
shares
|
$3.78 Million
2.18% of portfolio
|
Q1 2024
Reduced 18.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
52,196
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
51,655
shares
|
$3.7 Million
0.9% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
49,514
shares
|
$3.55 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
48,842
shares
|
$3.5 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
48,387
shares
|
$3.47 Million
1.57% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
47,859
shares
|
$3.43 Million
1.28% of portfolio
|
Q2 2025
Added 5.75%
|