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 834 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
756,729
shares
|
$55.2 Million
34.95% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
754,415
shares
|
$55 Million
11.88% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
750,838
shares
|
$54.7 Million
6.42% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
746,543
shares
|
$54.4 Million
6.45% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
724,355
shares
|
$52.8 Million
12.15% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
712,187
shares
|
$51.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 58.73%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
709,268
shares
|
$51.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
698,108
shares
|
$50.9 Million
3.48% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
660,178
shares
|
$48.1 Million
9.94% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
649,787
shares
|
$47.4 Million
12.72% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
638,226
shares
|
$46.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
635,187
shares
|
$46.3 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
625,230
shares
|
$45.6 Million
15.43% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
625,142
shares
|
$45.6 Million
12.78% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
597,209
shares
|
$43.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
589,748
shares
|
$43 Million
11.18% of portfolio
|
Q3 2025
Added 15.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
573,382
shares
|
$41.8 Million
0.32% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
550,430
shares
|
$40.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
547,979
shares
|
$40 Million
18.35% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
544,708
shares
|
$39.7 Million
0.6% of portfolio
|
Q3 2025
Added 73.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
532,989
shares
|
$38.9 Million
0.05% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
522,577
shares
|
$38.1 Million
12.14% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
517,456
shares
|
$37.7 Million
7.95% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
512,679
shares
|
$37.4 Million
20.5% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
504,861
shares
|
$36.8 Million
5.98% of portfolio
|
Q3 2025
Reduced 0.02%
|
|