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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
47,654
shares
|
$3.42 Million
0.4% of portfolio
|
Q2 2023
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
47,497
shares
|
$3.41 Million
1.53% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
47,356
shares
|
$3.39 Million
2.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
47,258
shares
|
$3.39 Million
1.17% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
46,481
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 32.72%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
46,276
shares
|
$3.32 Million
0.77% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,621
shares
|
$3.27 Million
0.03% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
45,412
shares
|
$3.26 Million
0.09% of portfolio
|
Q2 2025
Added 61.75%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
45,280
shares
|
$3.25 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.87%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
44,921
shares
|
$3.22 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
44,405
shares
|
$3.18 Million
0.66% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
44,020
shares
|
$3.16 Million
2.87% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
43,375
shares
|
$3.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
42,620
shares
|
$3.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
41,170
shares
|
$2.95 Million
0.76% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
40,882
shares
|
$2.93 Million
0.23% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
40,810
shares
|
$2.93 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
40,539
shares
|
$2.91 Million
1.93% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
40,485
shares
|
$2.9 Million
1.96% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
39,106
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
39,042
shares
|
$2.8 Million
1.97% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
38,996
shares
|
$2.8 Million
0.12% of portfolio
|
Q2 2025
Added 41.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
38,243
shares
|
$2.74 Million
0.2% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
37,908
shares
|
$2.72 Million
0.18% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
37,731
shares
|
$2.7 Million
1.03% of portfolio
|
Q4 2021
New holding
|