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 249 institutions that hold shares in the stock, with a total of 30.7 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 |
|---|---|---|---|---|---|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
51,008
shares
|
$0
0.88% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
50,535
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 4.76%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
48,577
shares
|
$0
0.91% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
47,558
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
47,461
shares
|
$0
0.53% of portfolio
|
Q3 2025
Added 65.51%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
47,405
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
46,361
shares
|
$0
1.28% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
46,117
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
44,330
shares
|
$0
0.73% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
43,183
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
41,117
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
41,003
shares
|
$0
0.69% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
39,159
shares
|
$0
0.17% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jan 14, 2026 Q4 2025 |
39,011
shares
|
$0
1.56% of portfolio
|
Q4 2025
Reduced 31.86%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
38,847
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
37,674
shares
|
$0
0.73% of portfolio
|
Q4 2025
Added 18.65%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
35,228
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
34,932
shares
|
$0
0.09% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
33,704
shares
|
$0
0.41% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
32,980
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
32,112
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
31,098
shares
|
$0
0.41% of portfolio
|
Q4 2025
Reduced 3.62%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
30,653
shares
|
$0
0.21% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
30,618
shares
|
$0
0.6% of portfolio
|
Q4 2023
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
30,468
shares
|
$0
0.74% of portfolio
|
Q3 2025
Added 3.13%
|
|