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 777 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peavine Capital, LLC
|
Jul 16, 2025 Q2 2025 |
7,433
shares
|
$507,227
0.12% of portfolio
|
Q4 2023
Reduced 34.49%
|
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
7,420
shares
|
$506,340
0.2% of portfolio
|
Q2 2022
Added 0.19%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
7,290
shares
|
$497,469
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,252
shares
|
$494,876
0.01% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
7,190
shares
|
$490,645
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
7,049
shares
|
$481,023
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
7,015
shares
|
$478,703
0.31% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
6,987
shares
|
$476,792
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,933
shares
|
$473,107
0.02% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
6,907
shares
|
$471,333
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
6,907
shares
|
$471,333
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
6,885
shares
|
$469,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
6,793
shares
|
$463,554
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
6,778
shares
|
$462,530
0.23% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
6,732
shares
|
$459,391
0.01% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
6,705
shares
|
$457,549
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,690
shares
|
$456,525
0.04% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,684
shares
|
$456,116
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
6,637
shares
|
$452,908
0.2% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
6,606
shares
|
$450,793
0.27% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
6,583
shares
|
$449,223
0.16% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
6,526
shares
|
$445,334
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
6,519
shares
|
$444,856
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,399
shares
|
$436,667
0.0% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
6,382
shares
|
$435,507
0.03% of portfolio
|
Q4 2024
Added 50.2%
|