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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
141,464
shares
|
$9.34 Million
0.06% of portfolio
|
Q3 2024
Added 814.26%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
136,285
shares
|
$9 Million
0.47% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
130,831
shares
|
$8.64 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
130,670
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
130,406
shares
|
$8.61 Million
0.02% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,277
shares
|
$8.6 Million
0.01% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
129,529
shares
|
$8.55 Million
0.72% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
128,642
shares
|
$8.49 Million
1.9% of portfolio
|
Q3 2024
Added 61.8%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
126,673
shares
|
$8.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
126,211
shares
|
$8.33 Million
0.1% of portfolio
|
Q3 2024
Added 422.14%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
124,949
shares
|
$8.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
122,498
shares
|
$8.09 Million
4.31% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
117,015
shares
|
$7.73 Million
0.58% of portfolio
|
Q2 2024
Reduced 5.97%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
116,240
shares
|
$7.68 Million
4.29% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
115,356
shares
|
$7.62 Million
2.54% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
112,486
shares
|
$7.43 Million
1.66% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
111,630
shares
|
$7.37 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
110,998
shares
|
$7.33 Million
3.15% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
109,381
shares
|
$7.22 Million
5.63% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
107,458
shares
|
$7.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
105,629
shares
|
$6.97 Million
2.66% of portfolio
|
Q3 2024
Added 313.24%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
104,920
shares
|
$6.93 Million
1.59% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
104,894
shares
|
$6.93 Million
0.27% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
104,438
shares
|
$6.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
101,878
shares
|
$6.73 Million
3.06% of portfolio
|
Q3 2024
Added 1.07%
|