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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
65,906
shares
|
$4.48 Million
0.0% of portfolio
|
Q1 2025
Added 87.06%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
65,309
shares
|
$4.44 Million
1.67% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
64,312
shares
|
$4.37 Million
2.19% of portfolio
|
Q1 2023
Added 2.5%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
64,006
shares
|
$4.35 Million
0.35% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
63,976
shares
|
$4.35 Million
0.04% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
63,370
shares
|
$4.31 Million
0.97% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
63,152
shares
|
$4.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
62,220
shares
|
$4.23 Million
0.05% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
60,967
shares
|
$4.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
59,872
shares
|
$4.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
59,233
shares
|
$4.02 Million
0.17% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
59,188
shares
|
$4.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
58,553
shares
|
$3.98 Million
2.31% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
58,536
shares
|
$3.98 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
58,429
shares
|
$3.97 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
57,260
shares
|
$3.89 Million
1.2% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
56,615
shares
|
$3.85 Million
0.04% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
56,284
shares
|
$3.82 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
56,133
shares
|
$3.81 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
55,690
shares
|
$3.78 Million
0.02% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
55,386
shares
|
$3.76 Million
0.3% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
55,256
shares
|
$3.75 Million
1.04% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
54,988
shares
|
$3.74 Million
2.18% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
54,670
shares
|
$3.71 Million
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
54,502
shares
|
$3.7 Million
2.28% of portfolio
|
Q1 2025
Reduced 3.89%
|