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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
283,632
shares
|
$18.3 Million
3.58% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
280,530
shares
|
$18.1 Million
1.16% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
278,931
shares
|
$18 Million
3.66% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
271,997
shares
|
$17.6 Million
5.25% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
269,351
shares
|
$17.4 Million
9.55% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
266,047
shares
|
$17.2 Million
9.65% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
265,804
shares
|
$17.2 Million
5.79% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
260,308
shares
|
$16.8 Million
11.73% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
254,858
shares
|
$16.5 Million
12.35% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Trinity Financial Advisors LLC
|
May 19, 2025 Q1 2025 |
254,066
shares
|
$16.4 Million
5.5% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
250,192
shares
|
$16.2 Million
6.51% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
248,379
shares
|
$16.1 Million
0.5% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
247,076
shares
|
$16 Million
7.55% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
237,905
shares
|
$15.4 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
231,226
shares
|
$14.9 Million
0.22% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
215,780
shares
|
$13.9 Million
7.04% of portfolio
|
Q1 2025
Added 22.95%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
208,824
shares
|
$13.5 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
207,251
shares
|
$13.4 Million
4.02% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
205,206
shares
|
$13.3 Million
4.58% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
202,337
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
202,236
shares
|
$13.1 Million
6.88% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
199,821
shares
|
$12.9 Million
13.11% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
196,218
shares
|
$12.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
193,249
shares
|
$12.5 Million
10.22% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
190,206
shares
|
$12.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 34.16%
|