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 832 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
14,350
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
14,345
shares
|
$1.06 Million
0.16% of portfolio
|
Q4 2022
Added 10.76%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
14,314
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
14,131
shares
|
$1.05 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
14,131
shares
|
$1.05 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,083
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
13,985
shares
|
$1.04 Million
0.68% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
13,867
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
13,784
shares
|
$1.02 Million
0.64% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
13,667
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
13,637
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2022
Added 43.62%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
13,619
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
13,580
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
13,559
shares
|
$1.01 Million
0.28% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
13,518
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
13,344
shares
|
$989,991
0.07% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
13,170
shares
|
$977,082
0.24% of portfolio
|
Q3 2025
Reduced 36.69%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
13,152
shares
|
$975,746
0.08% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
13,093
shares
|
$971,369
0.08% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
13,086
shares
|
$970,850
0.72% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
12,979
shares
|
$962,912
0.33% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,947
shares
|
$960,537
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,934
shares
|
$959,573
0.15% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
12,886
shares
|
$956,012
0.59% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,821
shares
|
$951,189
0.02% of portfolio
|
Q3 2025
Added 4.38%
|