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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
497,847
shares
|
$35.7 Million
5.81% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
482,598
shares
|
$34.6 Million
10.38% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Aug 05, 2025 Q2 2025 |
450,260
shares
|
$32.3 Million
26.22% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
448,953
shares
|
$32.2 Million
19.64% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
447,495
shares
|
$32.1 Million
6.49% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
441,725
shares
|
$31.7 Million
15.11% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
439,369
shares
|
$31.5 Million
0.08% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
432,006
shares
|
$31 Million
3.38% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
412,324
shares
|
$29.6 Million
5.27% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
391,774
shares
|
$28.1 Million
15.15% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
388,711
shares
|
$27.9 Million
9.74% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
377,172
shares
|
$27 Million
1.38% of portfolio
|
Q3 2022
Added 110.8%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
376,483
shares
|
$27 Million
7.29% of portfolio
|
Q2 2025
New holding
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
375,643
shares
|
$26.9 Million
20.54% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
366,802
shares
|
$26.3 Million
0.0% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
356,207
shares
|
$25.5 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
|
$25.4 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
|
$24.9 Million
2.05% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
313,128
shares
|
$22.4 Million
0.42% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
311,989
shares
|
$22.4 Million
13.23% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
311,464
shares
|
$22.3 Million
14.91% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
310,344
shares
|
$22.2 Million
6.29% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
307,722
shares
|
$22.1 Million
13.84% of portfolio
|
Q2 2025
Reduced 32.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
298,825
shares
|
$21.4 Million
0.04% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
295,718
shares
|
$21.2 Million
3.87% of portfolio
|
Q2 2025
Added 0.09%
|