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 146 institutions that hold shares in the stock, with a total of 20.1 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.
|
Jul 25, 2024 Q2 2024 |
5,999,862
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 15, 2024 Q2 2024 |
2,142,767
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.36%
|
|
|
Awm Capital, LLC
|
Aug 12, 2024 Q2 2024 |
2,135,935
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 12.38%
|
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
1,006,579
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 11, 2024 Q2 2024 |
916,245
shares
|
$0
5.29% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
500,611
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 11.66%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 15, 2024 Q2 2024 |
401,323
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
394,574
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
357,042
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.16%
|
|
|
Heritage Financial Services, LLC
|
Jul 23, 2024 Q2 2024 |
312,681
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
New Capital Management LP
|
Jul 11, 2024 Q2 2024 |
312,657
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
308,281
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 7.98%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
247,665
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 19.75%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
214,868
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 12.65%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 22, 2024 Q2 2024 |
212,323
shares
|
$0
1.24% of portfolio
|
Q2 2024
New holding
|
|
|
Planning Center, Inc.
|
Aug 08, 2024 Q2 2024 |
204,029
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
200,991
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,438
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 13.61%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
182,692
shares
|
$0
2.12% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Aug 05, 2024 Q2 2024 |
169,291
shares
|
$0
3.95% of portfolio
|
Q2 2024
Added 17.82%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 12, 2024 Q2 2024 |
159,010
shares
|
$0
0.96% of portfolio
|
Q2 2024
Added 550.61%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
150,927
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 74.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
126,369
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 81.99%
|
|
|
Northland Capital Management LLC
|
Jul 17, 2024 Q2 2024 |
123,100
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
120,776
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 123.32%
|