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 |
|---|---|---|---|---|---|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
22,660
shares
|
$1.62 Million
1.35% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
22,326
shares
|
$1.6 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
|
$1.59 Million
0.04% of portfolio
|
Q3 2022
Reduced 9.4%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
22,154
shares
|
$1.59 Million
1.22% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
21,933
shares
|
$1.57 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
21,929
shares
|
$1.57 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
21,885
shares
|
$1.57 Million
0.14% of portfolio
|
Q1 2023
Added 5.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,878
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
21,485
shares
|
$1.54 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
21,413
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
21,240
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
21,193
shares
|
$1.52 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
21,140
shares
|
$1.52 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,903
shares
|
$1.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
20,831
shares
|
$1.49 Million
0.39% of portfolio
|
Q2 2021
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
20,803
shares
|
$1.49 Million
0.35% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
20,581
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
20,314
shares
|
$1.46 Million
0.55% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,966
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
19,672
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
19,614
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Added 448.64%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
19,215
shares
|
$1.38 Million
0.2% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
18,965
shares
|
$1.36 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
18,910
shares
|
$1.36 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
18,652
shares
|
$1.34 Million
0.26% of portfolio
|
Q2 2025
Reduced 54.91%
|