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 197 institutions that hold shares in the stock, with a total of 24.4 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.
|
Feb 07, 2025 Q4 2024 |
5,665,965
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
2,937,456
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
2,270,848
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
988,593
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
970,891
shares
|
$0
5.49% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
862,369
shares
|
$0
24.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
575,789
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
404,096
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
401,323
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
398,648
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
353,259
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
350,633
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 30.31%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
339,573
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
304,817
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
277,702
shares
|
$0
9.33% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
255,168
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 219.38%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
221,004
shares
|
$0
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 04, 2025 Q4 2024 |
210,081
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,438
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 13.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
192,474
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
186,660
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
184,766
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
178,385
shares
|
$0
1.9% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
177,130
shares
|
$0
1.07% of portfolio
|
Q4 2024
Added 3.7%
|