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 799 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 $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
12,144
shares
|
$870,603
0.37% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
12,139
shares
|
$870,244
0.04% of portfolio
|
Q2 2025
Reduced 76.22%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
11,996
shares
|
$859,993
0.01% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
11,924
shares
|
$854,831
0.12% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
11,724
shares
|
$840,493
0.04% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,687
shares
|
$837,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
11,600
shares
|
$831,604
0.48% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,496
shares
|
$824,148
0.02% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
11,383
shares
|
$816,047
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
11,222
shares
|
$804,505
0.0% of portfolio
|
Q2 2025
Reduced 24.06%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
11,183
shares
|
$801,709
0.09% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
11,084
shares
|
$794,611
0.73% of portfolio
|
Q4 2021
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
11,074
shares
|
$793,895
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
11,074
shares
|
$793,895
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,048
shares
|
$792,031
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
10,987
shares
|
$787,658
0.23% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
10,830
shares
|
$776,402
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
10,698
shares
|
$766,939
0.25% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
10,592
shares
|
$759,340
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,549
shares
|
$756,257
0.03% of portfolio
|
Q2 2025
Reduced 25.47%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
10,534
shares
|
$755,182
0.04% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
10,394
shares
|
$745,145
0.35% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
10,366
shares
|
$743,138
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
10,361
shares
|
$742,780
0.07% of portfolio
|
Q4 2024
Added 117.71%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
10,308
shares
|
$738,980
0.11% of portfolio
|
Q2 2025
Added 1.03%
|