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 833 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
10,645
shares
|
$776,126
0.25% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
10,610
shares
|
$773,575
0.02% of portfolio
|
Q3 2025
Reduced 27.17%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
10,592
shares
|
$772,262
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
10,556
shares
|
$769,637
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
10,534
shares
|
$768,033
0.04% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
10,465
shares
|
$763,003
0.08% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
10,394
shares
|
$757,826
0.3% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
10,366
shares
|
$755,785
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
10,361
shares
|
$755,420
0.07% of portfolio
|
Q4 2024
Added 117.71%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
10,308
shares
|
$751,556
0.11% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
10,263
shares
|
$748,275
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
10,228
shares
|
$745,723
0.15% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
10,180
shares
|
$742,223
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
10,093
shares
|
$735,880
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,092
shares
|
$735,807
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
9,924
shares
|
$723,558
0.16% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
9,885
shares
|
$720,715
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9,825
shares
|
$716,340
0.45% of portfolio
|
Q4 2023
Reduced 11.49%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
9,697
shares
|
$707,008
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
9,629
shares
|
$702,050
0.36% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
9,576
shares
|
$698,186
0.5% of portfolio
|
Q2 2022
Added 11.71%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
9,531
shares
|
$694,905
0.05% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
9,529
shares
|
$694,759
0.29% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
9,501
shares
|
$692,717
0.15% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
9,457
shares
|
$689,509
0.03% of portfolio
|
Q3 2025
Reduced 51.78%
|