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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
13,338
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
13,175
shares
|
$0
0.3% of portfolio
|
Q3 2024
Added 89.32%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,767
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
12,227
shares
|
$0
0.22% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,805
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,501
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
11,386
shares
|
$0
0.15% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,046
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
11,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,958
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
10,861
shares
|
$0
0.21% of portfolio
|
Q3 2024
Added 73.89%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
10,800
shares
|
$0
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,000
shares
|
$0
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
9,933
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,722
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
9,234
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,825
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
7,770
shares
|
$0
0.15% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
7,760
shares
|
$0
0.07% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
7,515
shares
|
$0
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
7,374
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
7,291
shares
|
$0
0.14% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
7,247
shares
|
$0
0.18% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,072
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
6,910
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|