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 645 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
201,694
shares
|
$13.3 Million
4.7% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
199,162
shares
|
$13.2 Million
7.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
198,981
shares
|
$13.1 Million
4.89% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
197,090
shares
|
$13 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
186,247
shares
|
$12.3 Million
0.12% of portfolio
|
Q3 2024
Added 1136.29%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
182,369
shares
|
$12 Million
5.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
179,945
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
173,525
shares
|
$11.5 Million
3.64% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
173,344
shares
|
$11.4 Million
3.2% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
170,364
shares
|
$11.2 Million
6.61% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
169,322
shares
|
$11.2 Million
5.56% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
165,373
shares
|
$10.9 Million
5.42% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
162,445
shares
|
$10.7 Million
3.11% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
161,707
shares
|
$10.7 Million
5.83% of portfolio
|
Q3 2024
Added 105.94%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
159,220
shares
|
$10.5 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
158,868
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
158,618
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
158,488
shares
|
$10.5 Million
1.3% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
158,257
shares
|
$10.4 Million
1.66% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
155,881
shares
|
$10.3 Million
6.66% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
155,364
shares
|
$10.3 Million
4.87% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
150,488
shares
|
$9.94 Million
0.16% of portfolio
|
Q3 2022
Added 38.65%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
146,516
shares
|
$9.67 Million
6.45% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
146,456
shares
|
$9.67 Million
0.59% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
145,941
shares
|
$9.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.58%
|