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 |
|---|---|---|---|---|---|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
15,442
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
15,358
shares
|
$0
0.18% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
15,175
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
14,616
shares
|
$0
0.24% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
14,177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 82.91%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
13,907
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
13,712
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,706
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 2.11%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
13,667
shares
|
$0
0.15% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
13,353
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
12,835
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,767
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
12,731
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
12,330
shares
|
$0
0.81% of portfolio
|
Q1 2025
Added 75.04%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
11,591
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,481
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
11,257
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
11,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,958
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
10,930
shares
|
$0
0.2% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
10,802
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
10,800
shares
|
$0
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,404
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,000
shares
|
$0
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,553
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.25%
|