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 833 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 $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
27,250
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
27,106
shares
|
$1.98 Million
0.67% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
26,815
shares
|
$1.96 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
26,723
shares
|
$1.95 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
26,628
shares
|
$1.94 Million
0.44% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
26,239
shares
|
$1.91 Million
0.71% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
26,023
shares
|
$1.9 Million
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
25,511
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
25,463
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
25,437
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.29%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
25,136
shares
|
$1.83 Million
0.13% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,135
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
24,807
shares
|
$1.81 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
24,476
shares
|
$1.78 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
24,381
shares
|
$1.78 Million
0.17% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
24,121
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
24,088
shares
|
$1.76 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
24,047
shares
|
$1.75 Million
0.18% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
24,036
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
23,918
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
23,840
shares
|
$1.74 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
23,812
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
23,790
shares
|
$1.73 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
23,236
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
23,192
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|