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 738 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,183
shares
|
$880,917
0.02% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
15,114
shares
|
$876,914
0.31% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
15,113
shares
|
$876,856
0.08% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
14,950
shares
|
$867,399
0.16% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
14,942
shares
|
$866,934
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
14,936
shares
|
$866,586
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
14,870
shares
|
$862,757
0.21% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,777
shares
|
$857,361
0.08% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
14,658
shares
|
$850,457
0.04% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
14,622
shares
|
$848,368
0.62% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
14,443
shares
|
$837,982
0.06% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
14,345
shares
|
$832,296
0.1% of portfolio
|
Q4 2022
Added 10.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,300
shares
|
$829,686
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
14,177
shares
|
$822,549
0.08% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
13,981
shares
|
$811,177
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
13,938
shares
|
$808,682
0.07% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
13,887
shares
|
$805,723
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
13,814
shares
|
$801,488
0.72% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
13,754
shares
|
$798,007
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,667
shares
|
$792,959
0.04% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
13,637
shares
|
$791,218
0.03% of portfolio
|
Q4 2022
Added 43.62%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
13,277
shares
|
$770,331
0.16% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
13,152
shares
|
$763,079
0.08% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
13,094
shares
|
$759,713
0.37% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
13,025
shares
|
$755,710
0.19% of portfolio
|
Q4 2024
Reduced 1.62%
|