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 823 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 $14.5 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
|
$6.77 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
92,643
shares
|
$6.76 Million
1.6% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
92,048
shares
|
$6.71 Million
0.32% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
91,678
shares
|
$6.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
91,674
shares
|
$6.68 Million
0.03% of portfolio
|
Q2 2023
Reduced 16.42%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
91,365
shares
|
$6.66 Million
4.0% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
91,007
shares
|
$6.64 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
90,131
shares
|
$6.57 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
89,621
shares
|
$6.54 Million
3.76% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
89,275
shares
|
$6.51 Million
0.24% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
88,904
shares
|
$6.48 Million
0.87% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
88,085
shares
|
$6.42 Million
3.83% of portfolio
|
Q3 2025
Reduced 71.38%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
86,910
shares
|
$6.34 Million
3.35% of portfolio
|
Q2 2025
Added 48.43%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
85,638
shares
|
$6.24 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
85,199
shares
|
$6.21 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
|
$6.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
84,872
shares
|
$6.19 Million
1.51% of portfolio
|
Q3 2025
New holding
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
83,781
shares
|
$6.11 Million
4.48% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
83,202
shares
|
$6.07 Million
0.78% of portfolio
|
Q2 2025
Added 278.55%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
82,645
shares
|
$6.03 Million
2.32% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
82,445
shares
|
$6.01 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
81,829
shares
|
$5.97 Million
0.43% of portfolio
|
Q1 2025
Added 25.15%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
81,244
shares
|
$5.92 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,500
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2023
Added 6.18%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
80,356
shares
|
$5.86 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.62%
|