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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
112,022
shares
|
$8.03 Million
1.44% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
111,742
shares
|
$8.01 Million
3.94% of portfolio
|
Q2 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
111,570
shares
|
$8 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
111,342
shares
|
$7.98 Million
4.46% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
110,198
shares
|
$7.9 Million
3.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
109,680
shares
|
$7.86 Million
1.06% of portfolio
|
Q2 2025
Added 36.01%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
109,322
shares
|
$7.84 Million
4.06% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
108,842
shares
|
$7.8 Million
7.03% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
108,430
shares
|
$7.77 Million
0.59% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
108,297
shares
|
$7.76 Million
3.36% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
106,986
shares
|
$7.67 Million
0.76% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
104,920
shares
|
$7.52 Million
1.51% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
104,898
shares
|
$7.52 Million
0.27% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
104,638
shares
|
$7.5 Million
1.28% of portfolio
|
Q2 2025
Added 28.49%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
102,683
shares
|
$7.36 Million
0.16% of portfolio
|
Q2 2025
Added 1350.73%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
101,090
shares
|
$7.25 Million
6.38% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
99,759
shares
|
$7.15 Million
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
97,873
shares
|
$7.02 Million
2.01% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
97,411
shares
|
$6.98 Million
5.41% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
96,140
shares
|
$6.89 Million
3.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
95,200
shares
|
$6.82 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
95,062
shares
|
$6.81 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
94,934
shares
|
$6.81 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
94,864
shares
|
$6.8 Million
1.28% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
93,196
shares
|
$6.68 Million
0.64% of portfolio
|
Q2 2025
Added 21.55%
|