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 645 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,878
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,655
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
21,616
shares
|
$1.43 Million
0.35% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
21,515
shares
|
$1.42 Million
0.31% of portfolio
|
Q2 2023
Added 1.41%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
21,485
shares
|
$1.42 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
21,485
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
21,396
shares
|
$1.41 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
21,193
shares
|
$1.4 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
20,853
shares
|
$1.38 Million
0.34% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
20,831
shares
|
$1.38 Million
0.42% of portfolio
|
Q2 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
19,554
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
19,356
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 22, 2024 Q3 2024 |
19,154
shares
|
$1.26 Million
0.65% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
19,017
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
18,904
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
18,396
shares
|
$1.21 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,384
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 19.77%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
18,355
shares
|
$1.21 Million
0.17% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
18,259
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 92.1%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
18,115
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
17,990
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,647
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
17,574
shares
|
$1.16 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
17,505
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
17,494
shares
|
$1.16 Million
0.5% of portfolio
|
Q3 2024
New holding
|