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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
28,991
shares
|
$1.88 Million
0.6% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
28,906
shares
|
$1.87 Million
0.06% of portfolio
|
Q1 2024
Added 90.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
28,895
shares
|
$1.87 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
28,739
shares
|
$1.86 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
28,704
shares
|
$1.86 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
28,639
shares
|
$1.85 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
28,515
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
28,142
shares
|
$1.82 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
28,138
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2023
Added 46.44%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
28,111
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
27,977
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
27,970
shares
|
$1.81 Million
0.26% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
27,591
shares
|
$1.79 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
27,442
shares
|
$1.78 Million
0.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
27,403
shares
|
$1.77 Million
0.59% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
27,378
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
27,330
shares
|
$1.77 Million
0.32% of portfolio
|
Q2 2024
Added 38.03%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
27,268
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
27,266
shares
|
$1.76 Million
0.3% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
26,940
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
26,600
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 28.5%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
26,503
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
26,379
shares
|
$1.71 Million
1.48% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
26,205
shares
|
$1.7 Million
0.2% of portfolio
|
Q4 2022
Reduced 1.45%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
25,986
shares
|
$1.68 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.95%
|