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 645 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
10,302
shares
|
$680,241
0.01% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
10,228
shares
|
$675,354
0.19% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
10,190
shares
|
$672,845
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
10,180
shares
|
$672,185
0.36% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
10,108
shares
|
$667,431
0.26% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
10,093
shares
|
$666,440
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,092
shares
|
$666,374
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,885
shares
|
$652,706
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9,869
shares
|
$651,650
0.14% of portfolio
|
Q3 2024
Added 51.83%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
9,851
shares
|
$650,461
0.04% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9,825
shares
|
$648,744
0.45% of portfolio
|
Q4 2023
Reduced 11.49%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
9,760
shares
|
$644,452
0.1% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
9,598
shares
|
$633,755
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
9,576
shares
|
$632,303
0.48% of portfolio
|
Q2 2022
Added 11.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
9,551
shares
|
$630,652
0.04% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,462
shares
|
$624,775
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
9,425
shares
|
$622,332
0.33% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
9,271
shares
|
$612,164
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
9,212
shares
|
$608,268
0.12% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
9,173
shares
|
$605,693
0.22% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,004
shares
|
$594,534
0.04% of portfolio
|
Q4 2022
Reduced 14.31%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
8,980
shares
|
$592,949
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,966
shares
|
$592,024
0.27% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8,907
shares
|
$588,129
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
8,875
shares
|
$586,016
0.38% of portfolio
|
Q4 2023
Reduced 0.09%
|