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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,619
shares
|
$976,346
0.02% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
13,559
shares
|
$972,044
0.28% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
13,558
shares
|
$971,973
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
13,344
shares
|
$956,631
0.07% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
13,152
shares
|
$942,866
0.08% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
13,060
shares
|
$936,271
0.07% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
12,934
shares
|
$927,238
0.15% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,928
shares
|
$926,808
0.02% of portfolio
|
Q2 2025
Added 65.34%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
12,868
shares
|
$922,506
0.64% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
12,806
shares
|
$918,062
0.22% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
12,796
shares
|
$917,345
0.33% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
12,738
shares
|
$913,187
0.1% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
12,604
shares
|
$903,580
0.7% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
12,557
shares
|
$900,211
0.34% of portfolio
|
Q2 2025
Added 23.52%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
12,422
shares
|
$890,533
0.38% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
12,411
shares
|
$889,744
0.23% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
12,342
shares
|
$884,797
0.06% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
12,322
shares
|
$883,364
0.02% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
12,283
shares
|
$880,568
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
12,269
shares
|
$879,564
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
12,264
shares
|
$879,206
0.04% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
12,238
shares
|
$877,342
0.0% of portfolio
|
Q1 2025
Added 75.28%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
12,210
shares
|
$875,334
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
12,183
shares
|
$873,399
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,147
shares
|
$870,818
0.0% of portfolio
|
Q2 2025
Reduced 21.51%
|