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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
15,769
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
15,742
shares
|
$1.13 Million
0.39% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
15,741
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
15,641
shares
|
$1.12 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
15,351
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
15,113
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
15,045
shares
|
$1.08 Million
0.29% of portfolio
|
Q2 2025
Reduced 37.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
14,973
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
14,936
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,777
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
14,717
shares
|
$1.06 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
14,618
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
14,569
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.28%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
14,544
shares
|
$1.04 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
14,535
shares
|
$1.04 Million
0.83% of portfolio
|
Q2 2025
Reduced 26.99%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
14,345
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2022
Added 10.76%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
14,314
shares
|
$1.03 Million
0.41% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
14,314
shares
|
$1.03 Million
0.47% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
14,168
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
14,131
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
14,081
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2025
Reduced 27.74%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
13,981
shares
|
$1 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
13,783
shares
|
$988,103
0.67% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,667
shares
|
$979,787
0.04% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
13,637
shares
|
$977,636
0.03% of portfolio
|
Q4 2022
Added 43.62%
|