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 |
|---|---|---|---|---|---|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
288,133
shares
|
$21 Million
5.14% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
286,493
shares
|
$20.9 Million
9.44% of portfolio
|
Q3 2025
Added 24.75%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
284,403
shares
|
$20.7 Million
10.2% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
282,690
shares
|
$20.6 Million
3.68% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
280,530
shares
|
$20.5 Million
1.16% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
280,418
shares
|
$20.4 Million
3.66% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
280,262
shares
|
$20.4 Million
5.57% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
274,518
shares
|
$20 Million
5.67% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
262,135
shares
|
$19.1 Million
12.13% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
259,755
shares
|
$18.9 Million
12.85% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
255,026
shares
|
$18.6 Million
3.24% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
253,126
shares
|
$18.5 Million
3.62% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
246,449
shares
|
$18 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
245,830
shares
|
$17.9 Million
5.17% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
243,321
shares
|
$17.7 Million
0.22% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
238,673
shares
|
$17.4 Million
0.0% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
233,876
shares
|
$17.1 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
229,443
shares
|
$16.7 Million
5.93% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
224,543
shares
|
$16.4 Million
4.46% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
222,769
shares
|
$16.2 Million
12.05% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
216,874
shares
|
$15.8 Million
7.29% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
211,172
shares
|
$15.4 Million
9.79% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
204,728
shares
|
$14.9 Million
7.06% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
203,668
shares
|
$14.9 Million
0.04% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
198,407
shares
|
$14.5 Million
11.06% of portfolio
|
Q3 2025
Added 16.62%
|