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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
287,941
shares
|
$20.6 Million
10.74% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
285,749
shares
|
$20.5 Million
5.25% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
283,931
shares
|
$20.4 Million
3.63% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
282,690
shares
|
$20.3 Million
3.68% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
280,530
shares
|
$20.1 Million
1.16% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
280,262
shares
|
$20.1 Million
5.57% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
277,065
shares
|
$19.9 Million
10.21% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
272,920
shares
|
$19.6 Million
6.05% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
262,135
shares
|
$18.8 Million
12.13% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
259,755
shares
|
$18.6 Million
12.85% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
248,866
shares
|
$17.8 Million
0.62% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
242,876
shares
|
$17.4 Million
3.53% of portfolio
|
Q2 2025
Added 53.21%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
238,673
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
236,361
shares
|
$16.9 Million
4.91% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
233,918
shares
|
$16.8 Million
0.22% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
233,876
shares
|
$16.8 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
229,645
shares
|
$16.5 Million
7.79% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
229,443
shares
|
$16.4 Million
5.89% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
225,530
shares
|
$16.2 Million
7.54% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
216,015
shares
|
$15.5 Million
4.28% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
210,728
shares
|
$15.1 Million
7.07% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
208,293
shares
|
$14.9 Million
13.2% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
206,149
shares
|
$14.8 Million
7.12% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
203,668
shares
|
$14.6 Million
0.04% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
201,381
shares
|
$14.4 Million
10.37% of portfolio
|
Q2 2025
Added 4.21%
|