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 834 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
50,877
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
50,204
shares
|
$3.66 Million
0.22% of portfolio
|
Q3 2025
Added 41.09%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
49,377
shares
|
$3.6 Million
0.89% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
48,995
shares
|
$3.57 Million
1.6% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
48,859
shares
|
$3.56 Million
1.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
48,688
shares
|
$3.55 Million
0.4% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
48,387
shares
|
$3.53 Million
1.57% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
48,342
shares
|
$3.52 Million
1.37% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
47,430
shares
|
$3.46 Million
2.08% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
47,328
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.22%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
46,508
shares
|
$3.39 Million
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
45,691
shares
|
$3.33 Million
1.13% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,621
shares
|
$3.33 Million
0.03% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
45,525
shares
|
$3.32 Million
0.05% of portfolio
|
Q3 2025
Added 4434.36%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
45,280
shares
|
$3.3 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.87%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
45,213
shares
|
$3.3 Million
0.39% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
44,405
shares
|
$3.24 Million
0.66% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
44,020
shares
|
$3.21 Million
1.34% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
43,838
shares
|
$3.2 Million
0.16% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
42,766
shares
|
$3.12 Million
3.73% of portfolio
|
Q2 2025
Reduced 95.49%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
41,404
shares
|
$3.02 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
40,926
shares
|
$2.98 Million
0.24% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
40,848
shares
|
$2.98 Million
1.77% of portfolio
|
Q3 2025
Added 14.34%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
40,545
shares
|
$2.96 Million
0.55% of portfolio
|
Q3 2025
Added 53.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
40,485
shares
|
$2.95 Million
1.96% of portfolio
|
Q2 2025
Reduced 7.33%
|
|