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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
72,841
shares
|
$4.81 Million
2.39% of portfolio
|
Q4 2022
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
71,439
shares
|
$4.72 Million
0.16% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
70,224
shares
|
$4.64 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
68,167
shares
|
$4.5 Million
0.94% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
65,904
shares
|
$4.35 Million
0.03% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
65,686
shares
|
$4.34 Million
3.85% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
65,384
shares
|
$4.32 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
65,246
shares
|
$4.31 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
64,312
shares
|
$4.25 Million
2.19% of portfolio
|
Q1 2023
Added 2.5%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
64,006
shares
|
$4.23 Million
0.36% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
63,976
shares
|
$4.22 Million
0.04% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
63,370
shares
|
$4.18 Million
0.97% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
62,939
shares
|
$4.16 Million
0.75% of portfolio
|
Q3 2024
Added 14.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
60,833
shares
|
$4.02 Million
0.05% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
60,465
shares
|
$3.99 Million
0.02% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
60,058
shares
|
$3.97 Million
1.76% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
59,425
shares
|
$3.92 Million
2.36% of portfolio
|
Q3 2024
Added 19.88%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
59,092
shares
|
$3.9 Million
0.2% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
59,078
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2023
Reduced 2.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
58,108
shares
|
$3.84 Million
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
58,058
shares
|
$3.83 Million
1.65% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
57,970
shares
|
$3.83 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
56,000
shares
|
$3.7 Million
2.5% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
55,743
shares
|
$3.68 Million
0.55% of portfolio
|
Q2 2021
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
55,256
shares
|
$3.65 Million
1.04% of portfolio
|
Q3 2023
Reduced 0.57%
|