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 734 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
136,345
shares
|
$8.2 Million
0.41% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
136,139
shares
|
$8.19 Million
0.47% of portfolio
|
Q4 2024
Reduced 57.1%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
135,707
shares
|
$8.16 Million
4.19% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
134,206
shares
|
$8.07 Million
0.01% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
133,598
shares
|
$8.03 Million
2.92% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
130,546
shares
|
$7.85 Million
8.13% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,277
shares
|
$7.83 Million
0.01% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
129,629
shares
|
$7.8 Million
6.91% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
128,357
shares
|
$7.72 Million
0.08% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
122,631
shares
|
$7.38 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
122,192
shares
|
$7.35 Million
4.39% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
118,002
shares
|
$7.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
117,630
shares
|
$7.07 Million
2.61% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
117,135
shares
|
$7.04 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
114,487
shares
|
$6.89 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
113,396
shares
|
$6.82 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
111,699
shares
|
$6.72 Million
6.24% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
111,630
shares
|
$6.71 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
111,468
shares
|
$6.7 Million
3.32% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
111,260
shares
|
$6.69 Million
3.3% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
107,962
shares
|
$6.49 Million
5.73% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
106,635
shares
|
$6.41 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
106,472
shares
|
$6.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
104,920
shares
|
$6.31 Million
1.38% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
104,313
shares
|
$6.27 Million
2.37% of portfolio
|
Q4 2024
New holding
|