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 |
|---|---|---|---|---|---|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
4,561
shares
|
$338,380
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
4,552
shares
|
$337,712
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
4,538
shares
|
$336,674
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
4,536
shares
|
$336,525
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
4,536
shares
|
$336,525
0.23% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
4,531
shares
|
$336,154
0.01% of portfolio
|
Q3 2025
Added 54.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,524
shares
|
$335,635
0.0% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
4,496
shares
|
$333,558
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,345
shares
|
$322,355
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
4,313
shares
|
$319,981
0.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
4,294
shares
|
$318,571
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
4,212
shares
|
$312,488
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
4,186
shares
|
$310,559
0.19% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
4,184
shares
|
$310,410
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
4,133
shares
|
$306,627
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,123
shares
|
$305,885
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
4,122
shares
|
$305,811
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,099
shares
|
$304,104
0.02% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
4,078
shares
|
$302,546
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
4,064
shares
|
$301,508
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,056
shares
|
$300,914
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
4,056
shares
|
$300,914
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,023
shares
|
$298,466
0.0% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$296,760
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
3,933
shares
|
$291,789
0.01% of portfolio
|
Q3 2025
Added 24.3%
|