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 761 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
104,898
shares
|
$6.78 Million
0.27% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
101,758
shares
|
$6.58 Million
0.55% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
100,639
shares
|
$6.5 Million
0.7% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
99,369
shares
|
$6.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
98,153
shares
|
$6.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 36.64%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
98,075
shares
|
$6.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
97,345
shares
|
$6.29 Million
0.82% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
97,025
shares
|
$6.27 Million
5.6% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
95,844
shares
|
$6.19 Million
4.93% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
95,455
shares
|
$6.17 Million
2.93% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
93,567
shares
|
$6.05 Million
0.89% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
93,024
shares
|
$6.01 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
92,885
shares
|
$6 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
92,451
shares
|
$5.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
91,674
shares
|
$5.92 Million
0.03% of portfolio
|
Q2 2023
Reduced 16.42%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
90,785
shares
|
$5.87 Million
2.9% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
90,109
shares
|
$5.82 Million
1.83% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
89,900
shares
|
$5.81 Million
1.24% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
89,733
shares
|
$5.8 Million
0.07% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
89,508
shares
|
$5.78 Million
0.56% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
87,701
shares
|
$5.67 Million
0.05% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
87,017
shares
|
$5.62 Million
2.65% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
86,969
shares
|
$5.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
83,214
shares
|
$5.38 Million
1.06% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
82,523
shares
|
$5.33 Million
0.72% of portfolio
|
Q1 2025
New holding
|