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 777 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
14,936
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
14,777
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.49%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,777
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
14,717
shares
|
$1 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
14,668
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
14,544
shares
|
$992,482
0.59% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
14,535
shares
|
$991,868
0.83% of portfolio
|
Q2 2025
Reduced 26.99%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
14,345
shares
|
$978,902
0.15% of portfolio
|
Q4 2022
Added 10.76%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
14,314
shares
|
$976,787
0.47% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
14,293
shares
|
$975,354
0.15% of portfolio
|
Q1 2025
Added 468.76%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
14,200
shares
|
$969,007
0.0% of portfolio
|
Q1 2025
Reduced 71.26%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
14,168
shares
|
$966,824
0.06% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
14,154
shares
|
$965,868
0.05% of portfolio
|
Q1 2025
Added 39.39%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
13,981
shares
|
$954,063
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
13,887
shares
|
$947,648
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
13,783
shares
|
$940,551
0.67% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
13,669
shares
|
$932,772
0.01% of portfolio
|
Q1 2025
Reduced 38.75%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,667
shares
|
$932,636
0.04% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
13,637
shares
|
$930,588
0.03% of portfolio
|
Q4 2022
Added 43.62%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,619
shares
|
$929,360
0.02% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,535
shares
|
$923,628
0.07% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
13,344
shares
|
$910,594
0.07% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
13,277
shares
|
$906,022
0.16% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
13,152
shares
|
$897,492
0.08% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
13,025
shares
|
$888,825
0.07% of portfolio
|
Q1 2025
Added 0.22%
|