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 823 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 $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
61,226
shares
|
$4.46 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
60,730
shares
|
$4.43 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
60,126
shares
|
$4.38 Million
3.78% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
59,578
shares
|
$4.34 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
59,360
shares
|
$4.33 Million
0.17% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
58,959
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
58,352
shares
|
$4.26 Million
1.22% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
58,303
shares
|
$4.25 Million
0.68% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
58,249
shares
|
$4.25 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
57,767
shares
|
$4.21 Million
0.04% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
57,644
shares
|
$4.2 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
|
$4.17 Million
0.03% of portfolio
|
Q2 2025
Added 318.44%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
55,425
shares
|
$4.04 Million
2.19% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
55,256
shares
|
$4.03 Million
1.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
55,230
shares
|
$4.03 Million
1.22% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
54,670
shares
|
$3.99 Million
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
54,585
shares
|
$3.98 Million
2.13% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
54,124
shares
|
$3.95 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
53,604
shares
|
$3.91 Million
0.45% of portfolio
|
Q3 2025
Added 73.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
53,217
shares
|
$3.88 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
52,788
shares
|
$3.85 Million
2.18% of portfolio
|
Q1 2024
Reduced 18.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
52,196
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
51,864
shares
|
$3.78 Million
1.22% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
51,655
shares
|
$3.77 Million
0.9% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
50,204
shares
|
$3.66 Million
0.22% of portfolio
|
Q3 2025
Added 41.09%
|