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 761 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
82,019
shares
|
$5.3 Million
3.67% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
81,858
shares
|
$5.29 Million
0.19% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
81,829
shares
|
$5.29 Million
0.43% of portfolio
|
Q1 2025
Added 25.15%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
81,438
shares
|
$5.26 Million
1.0% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
80,639
shares
|
$5.21 Million
0.76% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,500
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2023
Added 6.18%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
80,458
shares
|
$5.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
79,846
shares
|
$5.16 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
78,603
shares
|
$5.08 Million
2.51% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
78,328
shares
|
$5.06 Million
2.3% of portfolio
|
Q1 2025
Added 181.21%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
77,651
shares
|
$5.02 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
76,791
shares
|
$4.96 Million
0.03% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
76,676
shares
|
$4.95 Million
0.51% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
73,635
shares
|
$4.76 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
73,589
shares
|
$4.76 Million
0.7% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
72,841
shares
|
$4.71 Million
2.39% of portfolio
|
Q4 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
72,535
shares
|
$4.69 Million
1.52% of portfolio
|
Q1 2025
Added 47.87%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
70,729
shares
|
$4.57 Million
0.58% of portfolio
|
Q1 2025
Added 170.55%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
70,140
shares
|
$4.53 Million
0.67% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
68,839
shares
|
$4.45 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
68,545
shares
|
$4.43 Million
3.76% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
66,122
shares
|
$4.27 Million
3.16% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
65,906
shares
|
$4.26 Million
0.0% of portfolio
|
Q1 2025
Added 87.06%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
65,309
shares
|
$4.22 Million
1.67% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
64,312
shares
|
$4.16 Million
2.19% of portfolio
|
Q1 2023
Added 2.5%
|