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 761 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 |
|---|---|---|---|---|---|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
760,383
shares
|
$49.1 Million
15.88% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
727,066
shares
|
$47 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
715,546
shares
|
$46.2 Million
1.5% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
713,498
shares
|
$46.1 Million
4.82% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
695,183
shares
|
$44.9 Million
11.93% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
686,340
shares
|
$44.4 Million
6.31% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
674,462
shares
|
$43.6 Million
11.95% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
655,212
shares
|
$42.3 Million
1.33% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
638,528
shares
|
$41.3 Million
35.21% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
634,673
shares
|
$41 Million
7.01% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
629,018
shares
|
$40.6 Million
3.15% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
597,699
shares
|
$38.6 Million
10.26% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
587,685
shares
|
$38 Million
10.43% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
569,064
shares
|
$36.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
567,842
shares
|
$36.7 Million
18.51% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
553,554
shares
|
$35.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
526,539
shares
|
$34 Million
0.32% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
511,917
shares
|
$33.1 Million
12.39% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
507,608
shares
|
$32.8 Million
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
507,459
shares
|
$32.8 Million
5.8% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
502,844
shares
|
$32.5 Million
5.94% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
487,394
shares
|
$31.5 Million
10.39% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
476,715
shares
|
$30.8 Million
9.06% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
472,678
shares
|
$30.5 Million
18.85% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
463,144
shares
|
$29.9 Million
28.55% of portfolio
|
Q1 2025
Added 3.99%
|