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 |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
26,076
shares
|
$1.87 Million
0.17% of portfolio
|
Q2 2025
Added 100.54%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
26,023
shares
|
$1.87 Million
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
25,684
shares
|
$1.84 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
25,470
shares
|
$1.83 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
25,437
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.29%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
25,414
shares
|
$1.82 Million
0.65% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
25,085
shares
|
$1.8 Million
0.13% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
24,981
shares
|
$1.79 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
24,476
shares
|
$1.75 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
24,462
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
24,447
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
24,320
shares
|
$1.74 Million
0.17% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
24,122
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
24,011
shares
|
$1.72 Million
0.19% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
24,000
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
23,840
shares
|
$1.71 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
23,836
shares
|
$1.71 Million
0.78% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
23,812
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
23,724
shares
|
$1.7 Million
0.07% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
23,637
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
23,454
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
23,454
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
23,132
shares
|
$1.66 Million
0.76% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
23,116
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
22,923
shares
|
$1.64 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.78%
|