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 731 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $9.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,734
shares
|
$351,895
0.0% of portfolio
|
Q4 2024
Reduced 21.73%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
5,721
shares
|
$351,097
0.09% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
5,721
shares
|
$351,097
0.06% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
5,682
shares
|
$348,704
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,673
shares
|
$348,152
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
5,642
shares
|
$346,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
5,610
shares
|
$344,285
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,606
shares
|
$344,040
0.08% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
5,477
shares
|
$336,123
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
5,474
shares
|
$335,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
5,455
shares
|
$334,773
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
5,410
shares
|
$332,011
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,408
shares
|
$331,888
0.02% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,334
shares
|
$327,347
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,301
shares
|
$325,322
0.1% of portfolio
|
Q1 2024
Reduced 87.47%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,296
shares
|
$325,015
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,280
shares
|
$324,033
0.0% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,260
shares
|
$322,806
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,244
shares
|
$321,824
0.11% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,228
shares
|
$320,842
0.0% of portfolio
|
Q4 2024
Reduced 39.43%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
5,204
shares
|
$319,369
0.03% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
5,188
shares
|
$318,387
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
5,165
shares
|
$316,976
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
5,117
shares
|
$314,030
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
5,115
shares
|
$313,907
0.04% of portfolio
|
Q4 2022
New holding
|