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 $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,267,774
shares
|
$83.7 Million
0.23% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,245,917
shares
|
$82.3 Million
22.52% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,229,895
shares
|
$81.2 Million
14.35% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,226,518
shares
|
$81 Million
1.46% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,167,132
shares
|
$77.1 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,140,820
shares
|
$75.3 Million
0.1% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,134,149
shares
|
$74.9 Million
0.13% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,107,181
shares
|
$73.1 Million
2.67% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,075,704
shares
|
$71 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,075,424
shares
|
$71 Million
13.89% of portfolio
|
Q4 2022
Added 0.65%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
1,075,073
shares
|
$71 Million
14.02% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,027,277
shares
|
$67.8 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,019,006
shares
|
$67.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,016,140
shares
|
$67.1 Million
0.01% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
998,001
shares
|
$65.9 Million
2.21% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
975,320
shares
|
$64.4 Million
20.48% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
961,693
shares
|
$63.5 Million
4.42% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
836,553
shares
|
$55.2 Million
0.08% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
821,637
shares
|
$54.3 Million
0.44% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
820,134
shares
|
$54.2 Million
29.57% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
776,734
shares
|
$51.3 Million
4.42% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
734,158
shares
|
$48.5 Million
11.33% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
711,872
shares
|
$47 Million
11.13% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
695,873
shares
|
$45.9 Million
13.03% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
686,734
shares
|
$45.3 Million
9.01% of portfolio
|
Q3 2024
Added 182.09%
|