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 761 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
8,289
shares
|
$535,635
0.04% of portfolio
|
Q1 2024
Added 168.51%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,252
shares
|
$533,244
0.14% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
8,056
shares
|
$520,578
0.05% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
7,994
shares
|
$516,572
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7,899
shares
|
$510,433
0.02% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,850
shares
|
$507,267
0.01% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,819
shares
|
$505,263
0.01% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,752
shares
|
$500,934
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
7,736
shares
|
$499,900
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
7,682
shares
|
$496,410
0.03% of portfolio
|
Q4 2024
Reduced 41.84%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
7,545
shares
|
$487,557
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
7,504
shares
|
$484,908
0.17% of portfolio
|
Q3 2023
Reduced 6.57%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
7,480
shares
|
$483,357
0.05% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Peavine Capital, LLC
|
Apr 23, 2025 Q1 2025 |
7,433
shares
|
$480,320
0.12% of portfolio
|
Q4 2023
Reduced 34.49%
|
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
7,420
shares
|
$479,480
0.2% of portfolio
|
Q2 2022
Added 0.19%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
7,290
shares
|
$471,079
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,252
shares
|
$468,624
0.01% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
7,190
shares
|
$464,617
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
7,078
shares
|
$457,380
0.01% of portfolio
|
Q1 2025
Added 79.78%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
7,049
shares
|
$455,506
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
7,015
shares
|
$453,309
0.31% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,933
shares
|
$448,010
0.02% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
6,907
shares
|
$446,330
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
6,907
shares
|
$446,330
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
6,885
shares
|
$444,908
0.0% of portfolio
|
Q1 2025
New holding
|