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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
5,502
shares
|
$363,297
0.04% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
5,402
shares
|
$356,694
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,372
shares
|
$354,713
0.09% of portfolio
|
Q3 2024
Added 20.07%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,346
shares
|
$352,996
0.11% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,301
shares
|
$350,025
0.1% of portfolio
|
Q1 2024
Reduced 87.47%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,299
shares
|
$349,892
0.01% of portfolio
|
Q3 2022
Reduced 54.7%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,296
shares
|
$349,694
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,260
shares
|
$347,317
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,240
shares
|
$345,997
0.02% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
5,180
shares
|
$342,035
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
5,165
shares
|
$341,044
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
5,117
shares
|
$337,875
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,115
shares
|
$337,743
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
5,108
shares
|
$337,281
0.16% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
5,103
shares
|
$336,951
0.0% of portfolio
|
Q2 2024
Added 32.86%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
5,087
shares
|
$335,894
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
5,073
shares
|
$334,970
0.12% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
5,015
shares
|
$331,140
0.01% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
5,000
shares
|
$330,150
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
4,993
shares
|
$329,687
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
4,967
shares
|
$327,971
0.04% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,939
shares
|
$326,122
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,834
shares
|
$319,189
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
4,826
shares
|
$318,660
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
4,763
shares
|
$314,500
0.06% of portfolio
|
Q2 2024
New holding
|