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 799 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 $14.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,099
shares
|
$293,857
0.02% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
4,078
shares
|
$292,351
0.01% of portfolio
|
Q4 2023
New holding
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
4,064
shares
|
$291,348
0.03% of portfolio
|
Q1 2025
New holding
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
4,056
shares
|
$290,774
0.2% of portfolio
|
Q4 2024
New holding
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,056
shares
|
$290,774
0.01% of portfolio
|
Q4 2023
New holding
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,023
shares
|
$288,408
0.01% of portfolio
|
Q2 2025
Added 10.67%
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
3,912
shares
|
$280,451
0.01% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,896
shares
|
$279,304
0.04% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,880
shares
|
$278,157
0.1% of portfolio
|
Q2 2025
Added 0.28%
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
3,870
shares
|
$277,440
0.12% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,834
shares
|
$274,859
0.01% of portfolio
|
Q1 2024
New holding
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
3,828
shares
|
$274,429
0.05% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
3,819
shares
|
$273,784
0.08% of portfolio
|
Q2 2023
New holding
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,794
shares
|
$271,991
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
3,794
shares
|
$271,991
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
3,756
shares
|
$269,267
0.08% of portfolio
|
Q2 2025
Added 0.27%
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
3,741
shares
|
$268,192
0.14% of portfolio
|
Q2 2025
Added 2.75%
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
3,659
shares
|
$262,313
0.02% of portfolio
|
Q2 2025
New holding
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
3,650
shares
|
$261,668
0.28% of portfolio
|
Q2 2025
New holding
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
3,599
shares
|
$258,012
0.01% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
3,540
shares
|
$253,782
0.13% of portfolio
|
Q2 2025
New holding
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
3,524
shares
|
$252,635
0.01% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
3,514
shares
|
$251,918
0.1% of portfolio
|
Q2 2025
Reduced 26.85%
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,509
shares
|
$251,560
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
3,502
shares
|
$251,058
0.04% of portfolio
|
Q3 2024
New holding
|