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 |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
6,910
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,893
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
6,524
shares
|
$0
0.12% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
6,500
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
5,965
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
5,800
shares
|
$0
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
5,697
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
5,595
shares
|
$0
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
5,580
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
5,027
shares
|
$0
0.08% of portfolio
|
Q3 2024
Added 71.69%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
4,750
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,713
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 15.17%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
4,355
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,211
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 12285.29%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,743
shares
|
$0
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
3,719
shares
|
$0
0.05% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,584
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
3,516
shares
|
$0
0.08% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,423
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
3,277
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,041
shares
|
$0
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,884
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,763
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
2,646
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|