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 831 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 $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,538
shares
|
$410,864
0.01% of portfolio
|
Q3 2025
Added 57.82%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,532
shares
|
$410,419
0.11% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
5,477
shares
|
$406,338
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
5,436
shares
|
$403,296
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,434
shares
|
$403,148
0.01% of portfolio
|
Q3 2025
Reduced 80.49%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
5,424
shares
|
$402,406
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
5,336
shares
|
$395,877
0.16% of portfolio
|
Q3 2025
Reduced 19.6%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,334
shares
|
$395,729
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,304
shares
|
$393,503
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,301
shares
|
$393,281
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,301
shares
|
$393,281
0.1% of portfolio
|
Q1 2024
Reduced 87.47%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,276
shares
|
$391,426
0.11% of portfolio
|
Q3 2025
Reduced 24.04%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,260
shares
|
$390,239
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
5,225
shares
|
$387,642
0.19% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,184
shares
|
$384,600
0.1% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
5,165
shares
|
$383,191
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
5,143
shares
|
$381,559
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
5,120
shares
|
$379,852
0.08% of portfolio
|
Q3 2025
Reduced 25.45%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
5,117
shares
|
$379,630
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
5,115
shares
|
$379,481
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
5,070
shares
|
$376,143
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
5,060
shares
|
$375,401
0.01% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
5,022
shares
|
$372,582
0.04% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
5,001
shares
|
$371,024
0.03% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$370,950
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|