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 760 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
23,286
shares
|
$1.47 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
23,224
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
23,112
shares
|
$1.46 Million
0.73% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
22,923
shares
|
$1.45 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
22,326
shares
|
$1.41 Million
0.17% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
22,219
shares
|
$1.4 Million
1.21% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,165
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2022
Reduced 9.4%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
22,054
shares
|
$1.39 Million
0.69% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
21,994
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
21,979
shares
|
$1.39 Million
0.43% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
21,957
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
21,929
shares
|
$1.39 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
21,885
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2023
Added 5.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,878
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
21,819
shares
|
$1.38 Million
0.7% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
21,755
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 29.75%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
21,693
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
21,558
shares
|
$1.36 Million
1.24% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
21,485
shares
|
$1.36 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
21,390
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
21,240
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
21,193
shares
|
$1.34 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
21,061
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,903
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
20,831
shares
|
$1.32 Million
0.39% of portfolio
|
Q2 2021
New holding
|