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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
20,034
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,927
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
19,909
shares
|
$1.26 Million
1.18% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
19,859
shares
|
$1.26 Million
0.87% of portfolio
|
Q1 2025
Added 121.32%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19,554
shares
|
$1.24 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
19,486
shares
|
$1.23 Million
0.29% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
19,464
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
19,356
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
19,003
shares
|
$1.2 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
18,965
shares
|
$1.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
18,879
shares
|
$1.19 Million
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
18,508
shares
|
$1.17 Million
0.59% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
18,469
shares
|
$1.17 Million
1.24% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
18,355
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
18,207
shares
|
$1.15 Million
0.47% of portfolio
|
Q1 2025
Added 220.43%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
17,990
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
17,894
shares
|
$1.13 Million
0.27% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
17,771
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
17,647
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,604
shares
|
$1.11 Million
0.28% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
17,556
shares
|
$1.11 Million
0.2% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
17,173
shares
|
$1.09 Million
0.52% of portfolio
|
Q1 2025
Reduced 69.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
17,015
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
16,986
shares
|
$1.07 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
16,929
shares
|
$1.07 Million
1.23% of portfolio
|
Q4 2024
Added 0.24%
|