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 724 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,673
shares
|
$365,511
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
5,642
shares
|
$363,514
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
5,610
shares
|
$361,452
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,606
shares
|
$361,194
0.08% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
5,477
shares
|
$352,883
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
5,474
shares
|
$352,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
5,455
shares
|
$351,465
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
5,410
shares
|
$348,566
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,408
shares
|
$348,437
0.02% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,334
shares
|
$343,669
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,301
shares
|
$341,543
0.1% of portfolio
|
Q1 2024
Reduced 87.47%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,296
shares
|
$341,221
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,280
shares
|
$340,190
0.0% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,260
shares
|
$338,901
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,244
shares
|
$337,870
0.11% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,228
shares
|
$336,840
0.0% of portfolio
|
Q4 2024
Reduced 39.43%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
5,204
shares
|
$335,293
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
|
$334,262
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
5,165
shares
|
$332,780
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
5,117
shares
|
$329,688
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
5,115
shares
|
$329,559
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
5,114
shares
|
$329,495
0.16% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
5,087
shares
|
$327,755
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,074
shares
|
$326,917
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,015
shares
|
$323,116
0.01% of portfolio
|
Q2 2024
Reduced 5.98%
|