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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
92,885
shares
|
$6.66 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
91,678
shares
|
$6.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
91,674
shares
|
$6.57 Million
0.03% of portfolio
|
Q2 2023
Reduced 16.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
91,007
shares
|
$6.52 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
89,621
shares
|
$6.42 Million
3.76% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
89,054
shares
|
$6.38 Million
0.23% of portfolio
|
Q2 2025
Added 279.15%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
87,355
shares
|
$6.26 Million
2.57% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
86,959
shares
|
$6.23 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
86,910
shares
|
$6.23 Million
3.35% of portfolio
|
Q2 2025
Added 48.43%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
85,782
shares
|
$6.15 Million
0.73% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
85,199
shares
|
$6.11 Million
1.25% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
85,055
shares
|
$6.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
83,202
shares
|
$5.96 Million
0.78% of portfolio
|
Q2 2025
Added 278.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
82,445
shares
|
$5.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
82,098
shares
|
$5.89 Million
3.53% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
81,829
shares
|
$5.87 Million
0.43% of portfolio
|
Q1 2025
Added 25.15%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
81,808
shares
|
$5.86 Million
1.87% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
80,861
shares
|
$5.8 Million
2.39% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,500
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2023
Added 6.18%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
80,074
shares
|
$5.74 Million
0.28% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
79,993
shares
|
$5.73 Million
4.37% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
79,702
shares
|
$5.71 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
79,663
shares
|
$5.71 Million
0.0% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
79,223
shares
|
$5.68 Million
2.49% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
78,721
shares
|
$5.64 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.41%
|