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 231 institutions that hold shares in the stock, with a total of 27.9 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 |
|---|---|---|---|---|---|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
18,410
shares
|
$0
1.14% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
18,130
shares
|
$0
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
17,833
shares
|
$0
0.3% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
17,776
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
17,726
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 86.61%
|
|
|
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 |
Aug 08, 2025 Q2 2025 |
16,537
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
15,797
shares
|
$0
0.22% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
15,442
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,191
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 60.8%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 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%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
13,773
shares
|
$0
0.16% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
13,706
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 2.11%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
13,518
shares
|
$0
0.86% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,353
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
12,909
shares
|
$0
0.18% of portfolio
|
Q2 2025
Added 85.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,788
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 45.29%
|
|
|
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%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
11,670
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
11,627
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
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
|
Jul 29, 2025 Q2 2025 |
11,481
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|