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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
38,707
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 35.46%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
38,429
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
37,062
shares
|
$0
0.45% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
36,367
shares
|
$0
0.16% of portfolio
|
Q1 2025
Reduced 29.17%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
36,355
shares
|
$0
0.73% of portfolio
|
Q1 2025
Reduced 21.36%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
36,191
shares
|
$0
0.82% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
33,968
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
33,891
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 379.23%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
33,826
shares
|
$0
0.63% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
33,157
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
32,203
shares
|
$0
0.12% of portfolio
|
Q1 2025
Added 106.63%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
31,741
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 61.15%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
31,013
shares
|
$0
0.56% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
30,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
30,618
shares
|
$0
0.6% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
29,426
shares
|
$0
0.02% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
29,114
shares
|
$0
0.72% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
28,316
shares
|
$0
0.68% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
28,207
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 35.1%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
27,921
shares
|
$0
0.13% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
27,907
shares
|
$0
0.37% of portfolio
|
Q2 2025
Added 260.79%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
27,898
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
26,506
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
26,038
shares
|
$0
0.19% of portfolio
|
Q2 2025
Added 14.07%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
26,000
shares
|
$0
0.2% of portfolio
|
Q2 2024
Added 225.0%
|