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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
26,680
shares
|
$1.72 Million
0.3% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
26,205
shares
|
$1.69 Million
0.2% of portfolio
|
Q4 2022
Reduced 1.45%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
26,050
shares
|
$1.68 Million
1.63% of portfolio
|
Q1 2025
Added 74.34%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
26,023
shares
|
$1.68 Million
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
25,974
shares
|
$1.68 Million
0.65% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
25,798
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,515
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
25,510
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
25,470
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
25,437
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.29%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
25,030
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
24,981
shares
|
$1.61 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
24,653
shares
|
$1.59 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
24,583
shares
|
$1.59 Million
0.08% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
24,476
shares
|
$1.58 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
24,254
shares
|
$1.57 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
24,188
shares
|
$1.56 Million
0.49% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
24,119
shares
|
$1.56 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
24,065
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
23,972
shares
|
$1.55 Million
0.18% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
23,840
shares
|
$1.54 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
23,812
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
23,716
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
23,488
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
23,448
shares
|
$1.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 21.27%
|