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 |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
42,766
shares
|
$2.76 Million
3.58% of portfolio
|
Q1 2025
Reduced 95.74%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
41,362
shares
|
$2.67 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
41,351
shares
|
$2.67 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
40,779
shares
|
$2.64 Million
0.76% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
40,655
shares
|
$2.63 Million
0.24% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
39,523
shares
|
$2.55 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
39,042
shares
|
$2.52 Million
1.97% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
39,036
shares
|
$2.52 Million
0.03% of portfolio
|
Q1 2025
Added 38.84%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
38,632
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
38,570
shares
|
$2.49 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
37,731
shares
|
$2.44 Million
1.04% of portfolio
|
Q4 2021
New holding
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
37,148
shares
|
$2.4 Million
0.21% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
36,960
shares
|
$2.39 Million
0.19% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
36,959
shares
|
$2.39 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
36,517
shares
|
$2.36 Million
0.04% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
35,724
shares
|
$2.31 Million
1.52% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
35,300
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
34,999
shares
|
$2.26 Million
0.64% of portfolio
|
Q2 2021
New holding
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
34,028
shares
|
$2.2 Million
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,846
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
33,101
shares
|
$2.14 Million
0.36% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
32,980
shares
|
$2.13 Million
1.33% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
32,278
shares
|
$2.09 Million
1.1% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
32,123
shares
|
$2.08 Million
0.76% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
32,059
shares
|
$2.07 Million
0.36% of portfolio
|
Q4 2024
New holding
|