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 231 institutions that hold shares in the stock, with a total of 27.9 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.
|
Aug 07, 2025 Q2 2025 |
5,443,674
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
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%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
416,004
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
407,806
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
390,765
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
372,538
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
339,438
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
339,357
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
318,781
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
279,197
shares
|
$0
3.02% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
207,386
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
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%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
203,827
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
200,646
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 41.88%
|