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 823 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 $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
487,953
shares
|
$35.6 Million
29.79% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
485,558
shares
|
$35.4 Million
5.62% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
462,985
shares
|
$33.8 Million
10.64% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
456,651
shares
|
$33.3 Million
6.21% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
447,083
shares
|
$32.6 Million
19.74% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
439,369
shares
|
$32 Million
0.08% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
438,288
shares
|
$32 Million
26.34% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
434,397
shares
|
$31.7 Million
14.49% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
433,842
shares
|
$31.6 Million
1.48% of portfolio
|
Q3 2025
Reduced 52.24%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
432,529
shares
|
$31.5 Million
3.23% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
430,716
shares
|
$31.4 Million
5.7% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
402,075
shares
|
$29.3 Million
9.54% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
377,800
shares
|
$27.5 Million
7.28% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
377,172
shares
|
$27.5 Million
1.38% of portfolio
|
Q3 2022
Added 110.8%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
375,643
shares
|
$27.4 Million
20.54% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
366,802
shares
|
$26.7 Million
0.0% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
358,453
shares
|
$26.1 Million
12.14% of portfolio
|
Q3 2025
Added 58.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
356,207
shares
|
$26 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
354,270
shares
|
$25.8 Million
0.25% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
346,935
shares
|
$25.3 Million
2.05% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
317,749
shares
|
$23.2 Million
14.64% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
313,314
shares
|
$22.8 Million
12.81% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
310,344
shares
|
$22.6 Million
6.29% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
298,825
shares
|
$21.8 Million
0.04% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
290,003
shares
|
$21.1 Million
11.36% of portfolio
|
Q3 2025
Added 0.72%
|