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 833 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
113,932
shares
|
$8.31 Million
4.1% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
113,541
shares
|
$8.28 Million
5.77% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
113,025
shares
|
$8.24 Million
3.19% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
112,189
shares
|
$8.18 Million
4.26% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
111,570
shares
|
$8.13 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
110,777
shares
|
$8.08 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
110,304
shares
|
$8.04 Million
0.04% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
110,118
shares
|
$8.03 Million
4.87% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
109,308
shares
|
$7.97 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
109,004
shares
|
$7.95 Million
0.94% of portfolio
|
Q3 2025
Added 27.07%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
108,842
shares
|
$7.94 Million
7.03% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
108,643
shares
|
$7.92 Million
3.17% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
108,468
shares
|
$7.91 Million
3.42% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
108,314
shares
|
$7.9 Million
1.49% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
107,822
shares
|
$7.86 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
105,223
shares
|
$7.67 Million
0.2% of portfolio
|
Q3 2025
Added 43.25%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
104,920
shares
|
$7.65 Million
1.45% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
104,898
shares
|
$7.65 Million
0.27% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
102,378
shares
|
$7.46 Million
0.16% of portfolio
|
Q3 2025
Added 70.02%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
101,836
shares
|
$7.42 Million
1.79% of portfolio
|
Q3 2025
Added 19.53%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
101,414
shares
|
$7.39 Million
3.86% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
101,087
shares
|
$7.37 Million
6.55% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
100,462
shares
|
$7.32 Million
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
99,227
shares
|
$7.23 Million
1.22% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
97,447
shares
|
$7.1 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|