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 |
|---|---|---|---|---|---|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
78,118
shares
|
$0
1.6% of portfolio
|
Q1 2025
Added 51.33%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
76,727
shares
|
$0
0.33% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
75,409
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 26.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
75,395
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 38.92%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
73,802
shares
|
$0
1.5% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
73,354
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
66,473
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
65,486
shares
|
$0
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
64,787
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
61,734
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
60,103
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
59,857
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
59,324
shares
|
$0
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
57,254
shares
|
$0
4.93% of portfolio
|
Q2 2025
Reduced 79.38%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
55,999
shares
|
$0
0.96% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
52,428
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
52,231
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
51,107
shares
|
$0
0.57% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
50,553
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
46,413
shares
|
$0
1.33% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
45,669
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 117.54%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
44,878
shares
|
$0
0.77% of portfolio
|
Q1 2025
Reduced 41.47%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
42,093
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
39,662
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
38,736
shares
|
$0
0.73% of portfolio
|
Q2 2025
New holding
|