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 645 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
7,682
shares
|
$505,629
0.03% of portfolio
|
Q4 2023
Reduced 72.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,616
shares
|
$501,285
0.0% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
7,555
shares
|
$497,270
0.02% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,504
shares
|
$493,913
0.19% of portfolio
|
Q3 2023
Reduced 6.57%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,439
shares
|
$489,634
0.01% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Peavine Capital, LLC
|
Oct 21, 2024 Q3 2024 |
7,433
shares
|
$489,240
0.11% of portfolio
|
Q4 2023
Reduced 34.49%
|
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
7,420
shares
|
$488,384
0.18% of portfolio
|
Q2 2022
Added 0.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,326
shares
|
$482,197
0.0% of portfolio
|
Q3 2024
Added 85.37%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
7,302
shares
|
$480,617
0.24% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
7,290
shares
|
$479,827
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
7,190
shares
|
$473,245
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
7,049
shares
|
$463,965
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,917
shares
|
$455,276
0.0% of portfolio
|
Q4 2023
Reduced 48.48%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
6,913
shares
|
$455,013
0.25% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
6,907
shares
|
$454,618
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,885
shares
|
$453,170
0.0% of portfolio
|
Q1 2023
Added 12.28%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,863
shares
|
$451,722
0.03% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
6,705
shares
|
$441,323
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
6,684
shares
|
$439,940
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
6,519
shares
|
$429,080
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,489
shares
|
$427,105
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,400
shares
|
$421,247
0.04% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
6,396
shares
|
$420,984
0.25% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
6,353
shares
|
$418,154
0.1% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
6,349
shares
|
$417,891
0.04% of portfolio
|
Q3 2024
Reduced 5.55%
|