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 823 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 $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,332,675
shares
|
$97.2 Million
20.05% of portfolio
|
Q2 2023
Added 3.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,299,746
shares
|
$94.8 Million
0.02% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,273,415
shares
|
$92.9 Million
0.12% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,245,917
shares
|
$90.9 Million
22.52% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,223,673
shares
|
$89.2 Million
12.72% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,212,084
shares
|
$88.4 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,188,307
shares
|
$86.7 Million
1.02% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,171,069
shares
|
$85.4 Million
15.63% of portfolio
|
Q2 2024
Added 109.6%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,162,120
shares
|
$84.7 Million
1.97% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,140,820
shares
|
$83.2 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
|
$79.5 Million
0.01% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,089,188
shares
|
$79.4 Million
2.25% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
1,082,152
shares
|
$78.9 Million
21.91% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,075,424
shares
|
$78.4 Million
13.89% of portfolio
|
Q4 2022
Added 0.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,009,455
shares
|
$73.6 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
992,549
shares
|
$72.4 Million
2.37% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
980,459
shares
|
$71.5 Million
0.4% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
956,364
shares
|
$69.7 Million
13.65% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
924,690
shares
|
$67.4 Million
10.99% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
917,920
shares
|
$66.9 Million
4.24% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
897,094
shares
|
$65.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
895,466
shares
|
$65.3 Million
28.6% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
837,611
shares
|
$61.1 Million
7.13% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
824,792
shares
|
$60.1 Million
17.57% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
796,649
shares
|
$58.1 Million
5.05% of portfolio
|
Q3 2024
Added 4.07%
|