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 |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
8,056
shares
|
$577,534
0.05% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
8,032
shares
|
$575,814
0.0% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,011
shares
|
$574,308
0.03% of portfolio
|
Q2 2025
Reduced 37.63%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
7,994
shares
|
$573,089
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
7,868
shares
|
$564,056
0.15% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,850
shares
|
$562,766
0.01% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
7,752
shares
|
$555,740
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,736
shares
|
$554,593
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
7,704
shares
|
$552,299
0.35% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
7,682
shares
|
$550,722
0.03% of portfolio
|
Q4 2024
Reduced 41.84%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
7,621
shares
|
$546,349
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
7,540
shares
|
$540,542
0.05% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Peavine Capital, LLC
|
Jul 16, 2025 Q2 2025 |
7,433
shares
|
$532,871
0.12% of portfolio
|
Q4 2023
Reduced 34.49%
|
|
|
Westwood Wealth Management
|
Aug 05, 2025 Q2 2025 |
7,420
shares
|
$531,939
0.17% of portfolio
|
Q2 2022
Added 0.19%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
7,411
shares
|
$531,294
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
7,369
shares
|
$528,283
0.08% of portfolio
|
Q2 2025
Reduced 48.44%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
7,290
shares
|
$522,620
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
7,190
shares
|
$515,451
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
7,049
shares
|
$505,342
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
7,015
shares
|
$502,905
0.29% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
6,987
shares
|
$500,898
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
6,946
shares
|
$497,958
0.12% of portfolio
|
Q2 2025
Reduced 22.28%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,933
shares
|
$497,026
0.02% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
6,908
shares
|
$495,234
0.42% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
6,907
shares
|
$495,162
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|