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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
17,083
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
17,015
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,918
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2023
Reduced 8.59%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
16,889
shares
|
$1.09 Million
1.23% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
16,859
shares
|
$1.09 Million
0.35% of portfolio
|
Q3 2024
Added 115.23%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
16,708
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
16,707
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
16,683
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2024
Reduced 50.49%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,660
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2022
Reduced 35.02%
|
|
|
M&T Bank Corp
|
Nov 15, 2024 Q3 2024 |
16,495
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
16,218
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2022
Added 6.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16,202
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 36.05%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
16,031
shares
|
$1.04 Million
0.22% of portfolio
|
Q3 2023
Reduced 3.69%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
15,868
shares
|
$1.03 Million
0.19% of portfolio
|
Q1 2023
Reduced 5.24%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
15,792
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2022
Reduced 4.34%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
15,687
shares
|
$1.02 Million
0.42% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
15,668
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
15,531
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
15,308
shares
|
$990,733
0.29% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
15,212
shares
|
$984,520
0.32% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,183
shares
|
$982,643
0.02% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
15,113
shares
|
$978,113
0.08% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
15,013
shares
|
$971,641
0.07% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
15,005
shares
|
$971,123
0.09% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
14,963
shares
|
$968,405
0.16% of portfolio
|
Q3 2024
Reduced 12.68%
|