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 777 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
11,460
shares
|
$782,030
0.04% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
11,371
shares
|
$775,957
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
11,183
shares
|
$763,127
0.09% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
11,084
shares
|
$756,372
0.73% of portfolio
|
Q4 2021
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
11,074
shares
|
$755,689
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
11,074
shares
|
$755,689
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
11,045
shares
|
$753,710
0.37% of portfolio
|
Q1 2025
Added 121.7%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
11,018
shares
|
$751,868
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
10,987
shares
|
$749,752
0.23% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
10,830
shares
|
$739,039
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
10,716
shares
|
$731,259
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
10,394
shares
|
$709,286
0.39% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
10,366
shares
|
$707,375
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
10,361
shares
|
$707,034
0.07% of portfolio
|
Q4 2024
Added 117.71%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
10,329
shares
|
$704,850
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
10,293
shares
|
$702,394
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
10,263
shares
|
$700,347
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
10,249
shares
|
$699,391
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
10,228
shares
|
$697,958
0.15% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
10,203
shares
|
$696,252
0.12% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
10,166
shares
|
$693,727
0.27% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
10,123
shares
|
$690,793
0.23% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
10,093
shares
|
$688,746
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,092
shares
|
$688,678
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,092
shares
|
$688,678
0.0% of portfolio
|
Q1 2025
Added 5.6%
|