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 |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,154
shares
|
$139,191
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,046
shares
|
$132,212
0.09% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,031
shares
|
$131,243
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,955
shares
|
$126,332
0.02% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,884
shares
|
$121,744
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,860
shares
|
$120,193
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Gpwm LLC
|
Apr 22, 2025 Q1 2025 |
1,830
shares
|
$118,254
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
1,771
shares
|
$114,442
0.06% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,736
shares
|
$112,180
0.0% of portfolio
|
Q2 2021
Reduced 26.61%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,705
shares
|
$110,177
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,623
shares
|
$104,878
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,552
shares
|
$100,290
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,491
shares
|
$96,348
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,380
shares
|
$89,175
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,302
shares
|
$84,135
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,247
shares
|
$80,581
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,211
shares
|
$78,254
0.0% of portfolio
|
Q4 2022
Added 0.41%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,159
shares
|
$74,894
0.01% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,118
shares
|
$72,245
0.0% of portfolio
|
Q1 2024
Reduced 41.44%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,104
shares
|
$71,340
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
1,068
shares
|
$69,014
0.06% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,035
shares
|
$66,881
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,034
shares
|
$66,817
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,004
shares
|
$64,878
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
929
shares
|
$60,031
0.0% of portfolio
|
Q4 2024
Reduced 42.15%
|