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 762 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Apr 22, 2025 Q1 2025 |
4,133
shares
|
$267,074
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,122
shares
|
$266,363
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,110
shares
|
$265,588
0.09% of portfolio
|
Q2 2024
Added 7.09%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,099
shares
|
$264,877
0.02% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,078
shares
|
$263,520
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
4,064
shares
|
$262,615
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,056
shares
|
$262,098
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
4,056
shares
|
$262,098
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
3,995
shares
|
$258,156
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
3,980
shares
|
$257,187
0.12% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,913
shares
|
$252,858
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,877
shares
|
$250,531
0.05% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
3,869
shares
|
$250,014
0.1% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,834
shares
|
$247,753
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
3,834
shares
|
$247,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
3,828
shares
|
$247,365
0.05% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
3,819
shares
|
$246,783
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,812
shares
|
$246,331
0.0% of portfolio
|
Q1 2025
Added 24.86%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
3,784
shares
|
$244,522
0.04% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,784
shares
|
$244,522
0.03% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
3,746
shares
|
$242,066
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,721
shares
|
$240,451
0.06% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Brooklyn Fi, LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,676
shares
|
$237,543
0.07% of portfolio
|
Q4 2024
Reduced 98.44%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
3,641
shares
|
$235,281
0.13% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,635
shares
|
$234,893
0.01% of portfolio
|
Q1 2025
New holding
|