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 |
|---|---|---|---|---|---|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
24,970
shares
|
$0
0.27% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
24,770
shares
|
$0
0.47% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
24,692
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
23,168
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
23,105
shares
|
$0
0.74% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
22,327
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
21,851
shares
|
$0
0.41% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
21,599
shares
|
$0
0.47% of portfolio
|
Q1 2025
Added 69.32%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
21,243
shares
|
$0
0.23% of portfolio
|
Q1 2023
Added 33.92%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
21,113
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.11%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
21,097
shares
|
$0
0.6% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,679
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 78.02%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
20,475
shares
|
$0
0.16% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
20,260
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
20,212
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
20,053
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
19,209
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
19,156
shares
|
$0
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
18,135
shares
|
$0
0.29% of portfolio
|
Q1 2025
Added 48.27%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
18,130
shares
|
$0
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
17,701
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
17,347
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
17,151
shares
|
$0
0.41% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,246
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
15,787
shares
|
$0
0.23% of portfolio
|
Q1 2025
Reduced 1.17%
|