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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
11,379
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 54.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,006
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,973
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
10,957
shares
|
$0
0.2% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
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
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
9,559
shares
|
$0
0.23% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
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%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
9,148
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
8,780
shares
|
$0
0.15% of portfolio
|
Q2 2025
Added 35.98%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
8,522
shares
|
$0
0.13% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
8,394
shares
|
$0
0.21% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
8,374
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
8,298
shares
|
$0
0.07% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
7,991
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
7,861
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
7,715
shares
|
$0
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,517
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
7,397
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
7,313
shares
|
$0
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
7,293
shares
|
$0
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
7,253
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
7,247
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 18.77%
|