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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
54,670
shares
|
$3.61 Million
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
54,530
shares
|
$3.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
53,412
shares
|
$3.53 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
52,788
shares
|
$3.49 Million
2.18% of portfolio
|
Q1 2024
Reduced 18.5%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
51,655
shares
|
$3.41 Million
0.9% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
51,002
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
50,817
shares
|
$3.36 Million
0.15% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
50,205
shares
|
$3.32 Million
1.13% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
50,073
shares
|
$3.31 Million
1.16% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
48,516
shares
|
$3.2 Million
1.51% of portfolio
|
Q3 2024
Added 36.02%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
48,387
shares
|
$3.19 Million
1.57% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
47,654
shares
|
$3.15 Million
0.52% of portfolio
|
Q2 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
47,168
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
47,054
shares
|
$3.11 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
47,051
shares
|
$3.11 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
45,495
shares
|
$3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,302
shares
|
$2.99 Million
0.38% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
45,280
shares
|
$2.99 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.87%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
45,123
shares
|
$2.98 Million
0.26% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
44,885
shares
|
$2.96 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
44,748
shares
|
$2.95 Million
0.18% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
44,065
shares
|
$2.91 Million
1.11% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
44,048
shares
|
$2.91 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
44,020
shares
|
$2.91 Million
2.61% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
43,432
shares
|
$2.87 Million
2.01% of portfolio
|
Q3 2024
Added 1.43%
|