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 161 institutions that hold shares in the stock, with a total of 21.8 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.
|
Nov 01, 2024 Q3 2024 |
5,845,593
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,754,134
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
2,231,633
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,017,945
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
974,384
shares
|
$0
5.43% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
522,743
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
404,096
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
401,323
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
397,505
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
348,285
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
313,831
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
310,642
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
269,070
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
214,868
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 12.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
202,659
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
202,366
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,438
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 13.61%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
189,040
shares
|
$0
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
189,040
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
186,645
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 47.7%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
182,501
shares
|
$0
2.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
171,608
shares
|
$0
4.27% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
170,810
shares
|
$0
1.06% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
168,092
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
134,454
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.22%
|