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 |
|---|---|---|---|---|---|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
51,655
shares
|
$3.34 Million
0.9% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
51,436
shares
|
$3.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
51,042
shares
|
$3.3 Million
0.16% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
50,328
shares
|
$3.25 Million
0.66% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
50,209
shares
|
$3.24 Million
1.18% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
50,061
shares
|
$3.23 Million
1.23% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
48,561
shares
|
$3.14 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
48,387
shares
|
$3.13 Million
1.57% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
47,654
shares
|
$3.08 Million
0.45% of portfolio
|
Q2 2023
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
47,502
shares
|
$3.07 Million
2.93% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
47,497
shares
|
$3.07 Million
1.53% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
47,212
shares
|
$3.05 Million
1.96% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
46,214
shares
|
$2.99 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
46,133
shares
|
$2.98 Million
0.43% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,621
shares
|
$2.95 Million
0.03% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
45,412
shares
|
$2.93 Million
0.11% of portfolio
|
Q1 2025
Added 230.17%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
45,280
shares
|
$2.93 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.87%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
45,255
shares
|
$2.92 Million
1.23% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
44,764
shares
|
$2.89 Million
1.13% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
44,221
shares
|
$2.86 Million
1.89% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
44,020
shares
|
$2.84 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
44,020
shares
|
$2.84 Million
2.58% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
43,688
shares
|
$2.82 Million
2.11% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
43,636
shares
|
$2.82 Million
0.53% of portfolio
|
Q1 2025
Added 83.29%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
43,095
shares
|
$2.78 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.24%
|