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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,920
shares
|
$335,740
0.01% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
4,861
shares
|
$331,714
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
4,858
shares
|
$331,509
0.04% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,854
shares
|
$331,236
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
4,834
shares
|
$329,872
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
4,826
shares
|
$329,326
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
4,804
shares
|
$327,824
0.13% of portfolio
|
Q1 2025
Added 558.08%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
4,778
shares
|
$326,050
0.19% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,771
shares
|
$325,573
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
4,763
shares
|
$325,027
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
4,743
shares
|
$323,662
0.05% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
4,727
shares
|
$322,570
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,707
shares
|
$321,205
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,690
shares
|
$320,045
0.07% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,666
shares
|
$318,407
0.06% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
4,643
shares
|
$316,838
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,604
shares
|
$314,176
0.05% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,561
shares
|
$311,242
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,540
shares
|
$309,809
0.0% of portfolio
|
Q1 2025
Reduced 23.9%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,538
shares
|
$309,673
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
4,536
shares
|
$309,536
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,524
shares
|
$308,717
0.0% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
4,513
shares
|
$307,967
0.31% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
4,508
shares
|
$307,625
0.15% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
4,496
shares
|
$306,807
0.04% of portfolio
|
Q2 2023
New holding
|