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 834 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
40,472
shares
|
$2.95 Million
0.22% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
39,870
shares
|
$2.91 Million
2.1% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
39,759
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
39,044
shares
|
$2.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
39,042
shares
|
$2.85 Million
1.99% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
38,803
shares
|
$2.83 Million
2.67% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
37,731
shares
|
$2.75 Million
1.02% of portfolio
|
Q4 2021
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
37,429
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
36,817
shares
|
$2.68 Million
0.8% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
36,670
shares
|
$2.67 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
36,334
shares
|
$2.65 Million
0.6% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
35,635
shares
|
$2.6 Million
2.18% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
35,500
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
34,999
shares
|
$2.55 Million
0.68% of portfolio
|
Q2 2021
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
34,917
shares
|
$2.55 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
34,573
shares
|
$2.52 Million
0.79% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
34,144
shares
|
$2.49 Million
0.38% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
34,028
shares
|
$2.48 Million
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
33,442
shares
|
$2.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.76%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
32,902
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
32,884
shares
|
$2.4 Million
0.05% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
32,152
shares
|
$2.34 Million
0.16% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
32,123
shares
|
$2.34 Million
0.76% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
31,688
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2024
Reduced 13.42%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
31,591
shares
|
$2.3 Million
0.18% of portfolio
|
Q3 2025
Added 521.01%
|
|