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 832 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
4,993
shares
|
$370,430
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
4,989
shares
|
$370,133
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
4,935
shares
|
$366,127
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
4,919
shares
|
$364,940
0.11% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
4,869
shares
|
$361,231
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
4,862
shares
|
$360,711
0.01% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
4,861
shares
|
$360,637
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
4,843
shares
|
$359,302
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
4,843
shares
|
$359,302
0.16% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,834
shares
|
$358,634
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
4,829
shares
|
$358,263
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
4,826
shares
|
$358,040
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,811
shares
|
$356,928
0.01% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
4,802
shares
|
$356,260
0.2% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
4,772
shares
|
$354,034
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
4,755
shares
|
$352,773
0.25% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,735
shares
|
$351,289
0.01% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,727
shares
|
$350,696
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,707
shares
|
$349,212
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
4,690
shares
|
$347,951
0.07% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,666
shares
|
$346,170
0.05% of portfolio
|
Q2 2025
Reduced 8.04%
|