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 738 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
49,053
shares
|
$2.85 Million
1.11% of portfolio
|
Q4 2024
Added 190.96%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
48,545
shares
|
$2.82 Million
1.28% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
48,387
shares
|
$2.81 Million
1.57% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
48,373
shares
|
$2.81 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
47,654
shares
|
$2.76 Million
0.49% of portfolio
|
Q2 2023
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
47,502
shares
|
$2.76 Million
2.93% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
47,108
shares
|
$2.73 Million
2.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
47,106
shares
|
$2.73 Million
1.33% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
46,546
shares
|
$2.7 Million
1.06% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
46,133
shares
|
$2.68 Million
0.45% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
45,280
shares
|
$2.63 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.87%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
45,223
shares
|
$2.62 Million
0.68% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
45,198
shares
|
$2.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
45,123
shares
|
$2.62 Million
0.27% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
44,540
shares
|
$2.58 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
44,136
shares
|
$2.56 Million
2.11% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
44,048
shares
|
$2.56 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
44,020
shares
|
$2.55 Million
2.66% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
44,020
shares
|
$2.55 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
42,559
shares
|
$2.47 Million
1.05% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
42,124
shares
|
$2.44 Million
1.18% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
40,745
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2024
Added 11.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
40,655
shares
|
$2.36 Million
0.25% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
39,523
shares
|
$2.29 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
39,400
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.47%
|