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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
796,649
shares
|
$57.1 Million
5.05% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
766,624
shares
|
$55 Million
4.2% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
750,294
shares
|
$53.8 Million
36.13% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
721,271
shares
|
$51.7 Million
6.51% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
712,470
shares
|
$51.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
696,320
shares
|
$49.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 43.72%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
695,585
shares
|
$49.9 Million
11.6% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
695,183
shares
|
$49.8 Million
11.93% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
675,427
shares
|
$48.4 Million
11.94% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
670,487
shares
|
$48.1 Million
3.34% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
665,448
shares
|
$47.7 Million
3.74% of portfolio
|
Q2 2025
Added 122.86%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
644,963
shares
|
$46.2 Million
20.63% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
637,122
shares
|
$45.7 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
601,524
shares
|
$43.1 Million
0.21% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
581,352
shares
|
$41.7 Million
15.24% of portfolio
|
Q2 2025
Added 33.67%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
574,599
shares
|
$41.2 Million
0.07% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
567,600
shares
|
$40.7 Million
18.77% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
547,471
shares
|
$39.2 Million
0.32% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
519,119
shares
|
$37.2 Million
12.24% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
511,481
shares
|
$36.7 Million
8.27% of portfolio
|
Q2 2025
Reduced 52.16%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
508,591
shares
|
$36.5 Million
9.72% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
504,951
shares
|
$36.2 Million
5.95% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
499,676
shares
|
$35.8 Million
19.8% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
498,441
shares
|
$35.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
498,287
shares
|
$35.7 Million
29.53% of portfolio
|
Q2 2025
Added 7.59%
|