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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,299,746
shares
|
$93.2 Million
0.02% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,245,917
shares
|
$89.3 Million
22.52% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,226,641
shares
|
$87.9 Million
0.11% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,224,999
shares
|
$87.8 Million
12.49% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,219,630
shares
|
$87.4 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,205,949
shares
|
$86.5 Million
1.02% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,177,252
shares
|
$84.4 Million
2.25% of portfolio
|
Q2 2025
Added 64.52%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,171,069
shares
|
$84 Million
15.63% of portfolio
|
Q2 2024
Added 109.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,140,820
shares
|
$81.8 Million
0.1% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,090,394
shares
|
$78.2 Million
0.01% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,081,221
shares
|
$77.5 Million
2.29% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,075,424
shares
|
$77.1 Million
13.89% of portfolio
|
Q4 2022
Added 0.65%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
1,029,271
shares
|
$73.8 Million
19.46% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,013,963
shares
|
$72.7 Million
2.43% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,009,455
shares
|
$72.4 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
985,771
shares
|
$70.7 Million
13.84% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
952,690
shares
|
$68.3 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
948,821
shares
|
$68 Million
3.83% of portfolio
|
Q2 2025
Reduced 95.49%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
946,784
shares
|
$67.9 Million
4.43% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
928,187
shares
|
$66.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
911,954
shares
|
$65.4 Million
11.33% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
908,286
shares
|
$65.1 Million
2.71% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
882,747
shares
|
$63.3 Million
29.36% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
837,611
shares
|
$60 Million
7.13% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
809,909
shares
|
$58.1 Million
17.15% of portfolio
|
Q2 2025
Added 6.51%
|