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 831 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 $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
12,422
shares
|
$921,588
0.38% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
12,397
shares
|
$919,733
0.35% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
12,389
shares
|
$919,139
0.09% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
12,322
shares
|
$914,169
0.02% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
12,299
shares
|
$912,462
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
12,238
shares
|
$907,937
0.0% of portfolio
|
Q1 2025
Added 75.28%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
12,210
shares
|
$905,859
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
12,196
shares
|
$904,821
0.05% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
12,183
shares
|
$903,856
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
12,147
shares
|
$901,185
0.0% of portfolio
|
Q2 2025
Reduced 21.51%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
12,139
shares
|
$900,592
0.04% of portfolio
|
Q2 2025
Reduced 76.22%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
12,104
shares
|
$897,995
0.37% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
11,724
shares
|
$869,803
0.04% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,687
shares
|
$867,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,522
shares
|
$854,817
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
11,500
shares
|
$853,185
0.48% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
11,383
shares
|
$844,504
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
11,100
shares
|
$823,509
0.15% of portfolio
|
Q3 2025
Added 70.77%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
11,084
shares
|
$822,321
0.73% of portfolio
|
Q4 2021
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,074
shares
|
$821,580
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
11,074
shares
|
$821,580
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,048
shares
|
$819,651
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
11,022
shares
|
$817,722
0.0% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
10,987
shares
|
$815,125
0.24% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
10,737
shares
|
$796,578
0.04% of portfolio
|
Q3 2025
Reduced 12.45%
|