Institutional Ownership Dimensional ETF Tr Dimen Us Su (DFSU)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Us Su (DFSU). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
5,425,580
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
2,399,411
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,259,010
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.04%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,837,409
shares
|
$0
2.75% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,234,428
shares
|
$0
7.39% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
1,083,004
shares
|
$0
22.57% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
988,593
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
563,186
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
407,806
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
396,258
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
390,767
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
390,419
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
350,932
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
339,438
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
318,781
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
272,556
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
266,092
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 76.65%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
217,472
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
214,868
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 12.65%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
212,693
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
206,613
shares
|
$0
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
204,423
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
199,388
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,438
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 13.61%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
195,628
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.8%
|