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 723 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
26,381,889
shares
|
$1.76 Billion
2.38% of portfolio
|
Q4 2024
Added 201.36%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,957,417
shares
|
$530 Million
5.21% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
5,803,530
shares
|
$387 Million
20.61% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,790,947
shares
|
$319 Million
12.62% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,041,518
shares
|
$269 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,604,136
shares
|
$240 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,269,813
shares
|
$218 Million
16.58% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
2,511,066
shares
|
$167 Million
20.54% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,421,592
shares
|
$161 Million
0.07% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,369,405
shares
|
$158 Million
8.75% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,343,045
shares
|
$156 Million
13.23% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,316,725
shares
|
$154 Million
18.31% of portfolio
|
Q4 2024
Added 27.2%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,216,646
shares
|
$148 Million
29.05% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,715,870
shares
|
$114 Million
0.27% of portfolio
|
Q4 2024
Reduced 51.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,714,150
shares
|
$114 Million
2.0% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
1,671,385
shares
|
$111 Million
31.93% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,637,529
shares
|
$109 Million
0.23% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,584,822
shares
|
$106 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,473,325
shares
|
$98.2 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,411,227
shares
|
$94 Million
0.2% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,401,173
shares
|
$93.3 Million
6.13% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,332,675
shares
|
$88.8 Million
20.05% of portfolio
|
Q2 2023
Added 3.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,329,213
shares
|
$88.6 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
1,325,005
shares
|
$88.3 Million
28.07% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
1,321,902
shares
|
$88.1 Million
15.85% of portfolio
|
Q4 2024
Reduced 25.12%
|