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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
37,333
shares
|
$2.68 Million
0.04% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
36,959
shares
|
$2.65 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
36,759
shares
|
$2.64 Million
1.08% of portfolio
|
Q2 2025
Added 174942.86%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
36,035
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
35,895
shares
|
$2.57 Million
0.62% of portfolio
|
Q2 2025
Added 876.47%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
35,724
shares
|
$2.56 Million
1.52% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
35,582
shares
|
$2.55 Million
0.21% of portfolio
|
Q2 2025
Added 81.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
35,500
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
35,284
shares
|
$2.53 Million
2.39% of portfolio
|
Q2 2025
New holding
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
34,999
shares
|
$2.51 Million
0.65% of portfolio
|
Q2 2021
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
34,956
shares
|
$2.51 Million
0.88% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
34,934
shares
|
$2.5 Million
1.95% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
34,347
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
34,028
shares
|
$2.44 Million
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
33,476
shares
|
$2.4 Million
0.37% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
33,442
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.76%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
33,352
shares
|
$2.39 Million
2.02% of portfolio
|
Q2 2025
Added 28.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
32,123
shares
|
$2.3 Million
0.76% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
31,688
shares
|
$2.27 Million
0.04% of portfolio
|
Q1 2024
Reduced 13.42%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
31,550
shares
|
$2.26 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
31,494
shares
|
$2.26 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
31,246
shares
|
$2.24 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
31,244
shares
|
$2.24 Million
0.31% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
30,857
shares
|
$2.21 Million
0.28% of portfolio
|
Q2 2025
Added 63.45%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
30,420
shares
|
$2.18 Million
0.36% of portfolio
|
Q2 2025
Added 14.02%
|