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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
23,914
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 21.29%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
23,562
shares
|
$0
0.45% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,134
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
22,160
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 34.3%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
21,243
shares
|
$0
0.23% of portfolio
|
Q1 2023
Added 33.92%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
21,038
shares
|
$0
0.11% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,679
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 78.02%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
20,269
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
20,212
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
20,209
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
19,343
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 106.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
19,300
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
19,040
shares
|
$0
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
18,558
shares
|
$0
0.07% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
18,545
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
18,089
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
18,010
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 612.14%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
17,211
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
15,394
shares
|
$0
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
15,351
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
15,050
shares
|
$0
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
14,839
shares
|
$0
0.18% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
14,177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 82.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,034
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,706
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 2.11%
|