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 823 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 $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
22,923
shares
|
$1.67 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
22,588
shares
|
$1.65 Million
1.32% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
22,326
shares
|
$1.63 Million
0.17% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Oct 06, 2025 Q3 2025 |
22,239
shares
|
$1.62 Million
0.95% of portfolio
|
Q1 2023
Reduced 16.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,165
shares
|
$1.62 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
|
$1.62 Million
1.22% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
21,929
shares
|
$1.6 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
21,885
shares
|
$1.6 Million
0.14% of portfolio
|
Q1 2023
Added 5.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,878
shares
|
$1.6 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
|
$1.57 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
21,437
shares
|
$1.56 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
21,413
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
21,308
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2025
Added 293.72%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
21,193
shares
|
$1.55 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
21,140
shares
|
$1.54 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,903
shares
|
$1.52 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
20,831
shares
|
$1.52 Million
0.39% of portfolio
|
Q2 2021
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
20,803
shares
|
$1.52 Million
0.35% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
20,740
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
20,581
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
20,288
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2025
Reduced 47.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,966
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
19,925
shares
|
$1.45 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
19,672
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
19,330
shares
|
$1.41 Million
0.42% of portfolio
|
Q3 2025
Added 1.92%
|