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 |
|---|---|---|---|---|---|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
195,364
shares
|
$14 Million
9.75% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
189,782
shares
|
$13.6 Million
0.1% of portfolio
|
Q2 2025
Added 47.75%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
187,677
shares
|
$13.5 Million
2.31% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
186,676
shares
|
$13.4 Million
4.16% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
181,909
shares
|
$13 Million
2.42% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
181,452
shares
|
$13 Million
0.07% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
181,392
shares
|
$13 Million
0.11% of portfolio
|
Q2 2025
Added 49.08%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
179,702
shares
|
$12.9 Million
4.65% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
175,309
shares
|
$12.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
174,936
shares
|
$12.5 Million
0.39% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
174,909
shares
|
$12.5 Million
1.57% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
173,621
shares
|
$12.4 Million
0.01% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
171,359
shares
|
$12.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
170,180
shares
|
$12.2 Million
7.16% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
170,128
shares
|
$12.2 Million
9.99% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
169,322
shares
|
$12.1 Million
5.56% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
165,258
shares
|
$11.8 Million
0.26% of portfolio
|
Q2 2025
Added 318.13%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
164,500
shares
|
$11.8 Million
3.06% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
160,626
shares
|
$11.5 Million
3.36% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
159,496
shares
|
$11.4 Million
4.96% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
159,219
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Added 62.34%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
155,783
shares
|
$11.2 Million
2.8% of portfolio
|
Q2 2025
Reduced 75.45%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
155,640
shares
|
$11.2 Million
4.88% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
154,140
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
154,060
shares
|
$11 Million
1.82% of portfolio
|
Q2 2025
Reduced 5.98%
|