Institutional Ownership Dimensional ETF Tr U S Equity (DFUS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS). We have compiled data on the 798 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
45,111,138
shares
|
$3.16 Billion
4.06% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,957,417
shares
|
$557 Million
5.21% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
7,896,996
shares
|
$553 Million
20.12% of portfolio
|
Q2 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
5,052,581
shares
|
$354 Million
19.78% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,595,119
shares
|
$322 Million
10.8% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,976,107
shares
|
$278 Million
0.08% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,626,695
shares
|
$254 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,530,566
shares
|
$247 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
3,425,092
shares
|
$240 Million
14.13% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
3,095,429
shares
|
$217 Million
20.05% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,730,367
shares
|
$191 Million
13.71% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,517,541
shares
|
$176 Million
0.35% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,396,803
shares
|
$168 Million
7.53% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
2,390,540
shares
|
$167 Million
20.84% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,216,646
shares
|
$155 Million
29.05% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
2,178,411
shares
|
$152 Million
41.84% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,023,380
shares
|
$142 Million
1.93% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,987,532
shares
|
$139 Million
0.2% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,725,749
shares
|
$121 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,634,690
shares
|
$114 Million
0.2% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,532,653
shares
|
$107 Million
15.75% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
1,466,921
shares
|
$103 Million
28.18% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,431,480
shares
|
$100 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,411,720
shares
|
$98.8 Million
6.06% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,332,675
shares
|
$93.2 Million
20.05% of portfolio
|
Q2 2023
Added 3.62%
|