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 761 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,245,917
shares
|
$80.5 Million
22.52% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,237,218
shares
|
$79.9 Million
0.21% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,232,446
shares
|
$79.6 Million
1.41% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,222,633
shares
|
$79 Million
0.02% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1,197,781
shares
|
$77.4 Million
11.74% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,184,226
shares
|
$76.5 Million
3.34% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,171,069
shares
|
$75.7 Million
15.63% of portfolio
|
Q2 2024
Added 109.6%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,164,961
shares
|
$75.3 Million
0.1% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,145,407
shares
|
$74 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,140,820
shares
|
$73.7 Million
0.1% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,075,424
shares
|
$69.5 Million
13.89% of portfolio
|
Q4 2022
Added 0.65%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
1,069,075
shares
|
$69.1 Million
16.83% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
1,053,480
shares
|
$68.1 Million
2.24% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
1,047,964
shares
|
$67.7 Million
14.33% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,019,555
shares
|
$65.9 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,019,063
shares
|
$65.9 Million
2.39% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
987,882
shares
|
$63.8 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
969,812
shares
|
$62.7 Million
4.42% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
960,373
shares
|
$62.1 Million
20.25% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
945,137
shares
|
$61.1 Million
0.0% of portfolio
|
Q1 2025
Added 31.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
928,187
shares
|
$60 Million
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
816,700
shares
|
$52.8 Million
10.03% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
782,800
shares
|
$50.6 Million
27.43% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
770,170
shares
|
$49.8 Million
6.75% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
766,051
shares
|
$49.5 Million
4.2% of portfolio
|
Q1 2025
Reduced 0.51%
|