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 |
|---|---|---|---|---|---|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
5,477
shares
|
$373,750
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
5,431
shares
|
$370,611
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
5,424
shares
|
$370,133
0.12% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
5,412
shares
|
$369,314
0.04% of portfolio
|
Q2 2025
Added 28.89%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,334
shares
|
$363,992
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,328
shares
|
$363,582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,301
shares
|
$361,740
0.1% of portfolio
|
Q1 2024
Reduced 87.47%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,296
shares
|
$361,399
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,294
shares
|
$361,262
0.01% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,260
shares
|
$358,942
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
5,186
shares
|
$353,892
0.19% of portfolio
|
Q1 2025
Reduced 57.2%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
5,165
shares
|
$352,459
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,163
shares
|
$352,323
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
5,117
shares
|
$349,184
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
5,115
shares
|
$349,047
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
5,087
shares
|
$347,136
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
5,010
shares
|
$341,882
0.04% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
5,001
shares
|
$341,268
0.03% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
5,000
shares
|
$341,200
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
4,997
shares
|
$340,995
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
4,993
shares
|
$340,722
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
4,989
shares
|
$340,449
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
4,970
shares
|
$339,152
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,939
shares
|
$337,037
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,920
shares
|
$335,740
0.01% of portfolio
|
Q1 2025
Reduced 14.69%
|