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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
101,248
shares
|
$6.69 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
100,684
shares
|
$6.65 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
98,953
shares
|
$6.53 Million
1.02% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
98,030
shares
|
$6.47 Million
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
96,289
shares
|
$6.36 Million
1.44% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
94,825
shares
|
$6.26 Million
1.58% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
94,686
shares
|
$6.25 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
93,968
shares
|
$6.2 Million
0.96% of portfolio
|
Q3 2024
Added 95.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
93,336
shares
|
$6.16 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
92,885
shares
|
$6.13 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
92,854
shares
|
$6.13 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
91,704
shares
|
$6.06 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
91,674
shares
|
$6.05 Million
0.03% of portfolio
|
Q2 2023
Reduced 16.42%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
89,335
shares
|
$5.9 Million
0.57% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
88,696
shares
|
$5.86 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
87,043
shares
|
$5.75 Million
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
86,064
shares
|
$5.68 Million
0.06% of portfolio
|
Q3 2024
Added 58.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,500
shares
|
$5.32 Million
0.01% of portfolio
|
Q3 2023
Added 6.18%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
78,851
shares
|
$5.21 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
76,915
shares
|
$5.08 Million
2.1% of portfolio
|
Q3 2024
Added 31.5%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
76,447
shares
|
$5.05 Million
3.96% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
76,221
shares
|
$5.03 Million
0.52% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
75,341
shares
|
$4.97 Million
0.2% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
74,703
shares
|
$4.93 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
73,925
shares
|
$4.88 Million
0.59% of portfolio
|
Q3 2024
Added 5.17%
|