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 778 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
24,119
shares
|
$1.65 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
23,972
shares
|
$1.64 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
|
$1.63 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
23,836
shares
|
$1.63 Million
0.78% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
23,812
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
23,488
shares
|
$1.6 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
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
23,286
shares
|
$1.59 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
23,224
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
23,132
shares
|
$1.58 Million
0.76% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
22,923
shares
|
$1.56 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
22,660
shares
|
$1.55 Million
1.35% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
22,326
shares
|
$1.52 Million
0.17% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,165
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2022
Reduced 9.4%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
21,994
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
21,979
shares
|
$1.5 Million
0.43% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
21,957
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
21,933
shares
|
$1.5 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
21,929
shares
|
$1.5 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
21,885
shares
|
$1.49 Million
0.14% of portfolio
|
Q1 2023
Added 5.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,878
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
21,755
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 29.75%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
21,693
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
21,558
shares
|
$1.47 Million
1.24% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
21,485
shares
|
$1.47 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.58%
|