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 771 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
42,567,494
shares
|
$2.89 Billion
3.81% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,957,417
shares
|
$541 Million
5.21% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
5,160,953
shares
|
$351 Million
20.01% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
4,712,710
shares
|
$320 Million
11.37% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,838,636
shares
|
$261 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,610,103
shares
|
$245 Million
0.09% of portfolio
|
Q1 2025
Added 49.08%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,559,740
shares
|
$242 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,399,048
shares
|
$231 Million
14.96% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,893,839
shares
|
$197 Million
18.67% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,506,843
shares
|
$170 Million
8.08% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,486,268
shares
|
$169 Million
0.35% of portfolio
|
Q1 2025
Added 44.9%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
2,482,654
shares
|
$169 Million
13.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
2,390,540
shares
|
$162 Million
20.84% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,216,646
shares
|
$151 Million
29.05% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,960,818
shares
|
$133 Million
1.93% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,928,749
shares
|
$131 Million
0.2% of portfolio
|
Q1 2025
Added 21.7%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
1,794,689
shares
|
$122 Million
33.24% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,634,690
shares
|
$111 Million
0.2% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,585,877
shares
|
$108 Million
0.16% of portfolio
|
Q1 2025
Added 35.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,568,099
shares
|
$107 Million
0.04% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,532,653
shares
|
$104 Million
15.75% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,456,020
shares
|
$98.9 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,387,839
shares
|
$94.3 Million
5.71% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
1,386,852
shares
|
$94.2 Million
27.02% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,332,675
shares
|
$90.6 Million
20.05% of portfolio
|
Q2 2023
Added 3.62%
|