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 761 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
456,371
shares
|
$29.5 Million
19.24% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
455,137
shares
|
$29.4 Million
20.27% of portfolio
|
Q1 2025
Added 70.57%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
448,255
shares
|
$29 Million
27.81% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
444,103
shares
|
$28.7 Million
14.65% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
437,891
shares
|
$28.3 Million
6.47% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
434,929
shares
|
$28.1 Million
14.17% of portfolio
|
Q1 2025
Reduced 12.35%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
425,573
shares
|
$27.5 Million
3.26% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
411,104
shares
|
$26.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
389,111
shares
|
$25.1 Million
15.9% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
387,075
shares
|
$25 Million
5.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
386,848
shares
|
$25 Million
0.05% of portfolio
|
Q1 2025
Reduced 72.59%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
385,919
shares
|
$24.9 Million
10.32% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
380,451
shares
|
$24.6 Million
0.59% of portfolio
|
Q1 2025
Added 68.38%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
377,172
shares
|
$24.4 Million
1.38% of portfolio
|
Q3 2022
Added 110.8%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
376,015
shares
|
$24.3 Million
6.6% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
375,643
shares
|
$24.3 Million
20.54% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
362,303
shares
|
$23.4 Million
2.14% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
349,746
shares
|
$22.6 Million
0.24% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
347,731
shares
|
$22.5 Million
0.0% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
May 12, 2025 Q1 2025 |
339,279
shares
|
$21.9 Million
15.81% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
298,596
shares
|
$19.3 Million
1.58% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
295,616
shares
|
$19.1 Million
13.2% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
295,453
shares
|
$19.1 Million
3.73% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
288,903
shares
|
$18.7 Million
5.47% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
287,183
shares
|
$18.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.8%
|