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 643 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
42,766
shares
|
$2.77 Million
3.86% of portfolio
|
Q3 2024
Reduced 95.59%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
41,855
shares
|
$2.71 Million
0.61% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
41,725
shares
|
$2.7 Million
2.68% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
40,745
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2024
Added 11.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
40,655
shares
|
$2.63 Million
0.26% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,087
shares
|
$2.59 Million
0.05% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
39,042
shares
|
$2.53 Million
1.93% of portfolio
|
Q4 2023
Reduced 8.68%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
38,463
shares
|
$2.49 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
37,731
shares
|
$2.44 Million
1.16% of portfolio
|
Q4 2021
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
36,248
shares
|
$2.35 Million
1.07% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
34,999
shares
|
$2.27 Million
0.64% of portfolio
|
Q2 2021
New holding
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
34,028
shares
|
$2.2 Million
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
33,085
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
32,957
shares
|
$2.13 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
32,123
shares
|
$2.08 Million
0.77% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
31,688
shares
|
$2.05 Million
0.04% of portfolio
|
Q1 2024
Reduced 13.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
31,663
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 67.2%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
31,176
shares
|
$2.02 Million
0.31% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
31,172
shares
|
$2.02 Million
1.34% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
30,668
shares
|
$1.98 Million
0.33% of portfolio
|
Q1 2023
Added 5.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
30,609
shares
|
$1.98 Million
0.16% of portfolio
|
Q3 2024
Added 36.22%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
30,276
shares
|
$1.96 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
30,185
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
29,619
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
29,292
shares
|
$1.9 Million
0.26% of portfolio
|
Q4 2021
New holding
|