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 |
|---|---|---|---|---|---|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
377,525
shares
|
$24.9 Million
19.32% of portfolio
|
Q3 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
377,172
shares
|
$24.9 Million
1.38% of portfolio
|
Q3 2022
Added 110.8%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
375,643
shares
|
$24.8 Million
20.54% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
366,872
shares
|
$24.2 Million
1.57% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
340,455
shares
|
$22.5 Million
0.25% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
319,861
shares
|
$21.1 Million
1.64% of portfolio
|
Q3 2024
Added 181.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
317,313
shares
|
$21 Million
0.94% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
314,485
shares
|
$20.8 Million
4.38% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
307,282
shares
|
$20.3 Million
3.98% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
307,169
shares
|
$20.3 Million
0.12% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
280,530
shares
|
$18.5 Million
1.21% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
274,074
shares
|
$18.1 Million
5.85% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
265,398
shares
|
$17.5 Million
5.76% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
263,518
shares
|
$17.4 Million
0.06% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
260,129
shares
|
$17.2 Million
9.56% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
259,709
shares
|
$17.1 Million
7.72% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
247,829
shares
|
$16.4 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
244,197
shares
|
$16.1 Million
9.4% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
240,495
shares
|
$15.9 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
238,867
shares
|
$15.8 Million
7.36% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
234,571
shares
|
$15.5 Million
3.45% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
228,483
shares
|
$15.1 Million
0.21% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
226,377
shares
|
$14.9 Million
7.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
223,213
shares
|
$14.7 Million
0.52% of portfolio
|
Q3 2024
Added 669.99%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
219,336
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2024
Added 9.85%
|