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 645 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
658,576
shares
|
$43.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
656,983
shares
|
$43.4 Million
1.7% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
650,121
shares
|
$42.9 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
639,554
shares
|
$42.2 Million
6.81% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
610,949
shares
|
$40.3 Million
20.31% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
608,534
shares
|
$40.2 Million
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
607,878
shares
|
$40.1 Million
0.08% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
593,332
shares
|
$39.2 Million
7.35% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
589,988
shares
|
$39 Million
3.91% of portfolio
|
Q4 2023
Added 35.32%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
584,033
shares
|
$38.6 Million
2.48% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
567,356
shares
|
$37.5 Million
5.51% of portfolio
|
Q3 2024
Added 46.58%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
508,860
shares
|
$33.6 Million
6.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
508,721
shares
|
$33.6 Million
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
505,331
shares
|
$33.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
498,733
shares
|
$32.9 Million
11.03% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
494,726
shares
|
$32.7 Million
17.99% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
488,023
shares
|
$32.2 Million
19.17% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
471,722
shares
|
$31.1 Million
15.72% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
469,049
shares
|
$31 Million
9.16% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
428,763
shares
|
$28.3 Million
13.27% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
422,087
shares
|
$27.9 Million
6.57% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
411,472
shares
|
$27.2 Million
3.4% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
391,308
shares
|
$25.8 Million
0.09% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
389,729
shares
|
$25.7 Million
11.48% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
377,971
shares
|
$25 Million
7.04% of portfolio
|
Q3 2024
Added 1.87%
|