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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
12,183
shares
|
$788,483
0.1% of portfolio
|
Q2 2021
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
12,165
shares
|
$787,318
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
12,165
shares
|
$787,318
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
12,111
shares
|
$783,823
0.49% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
11,952
shares
|
$773,533
0.04% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
11,793
shares
|
$763,242
0.19% of portfolio
|
Q3 2024
Reduced 79.28%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
11,724
shares
|
$758,777
0.05% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
11,600
shares
|
$750,752
0.57% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
11,595
shares
|
$750,428
0.05% of portfolio
|
Q3 2024
Added 117.5%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
11,587
shares
|
$749,910
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
11,371
shares
|
$735,931
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
11,312
shares
|
$732,112
0.01% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
11,084
shares
|
$717,356
0.73% of portfolio
|
Q4 2021
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
11,074
shares
|
$716,709
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
11,074
shares
|
$716,709
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
11,009
shares
|
$712,502
0.64% of portfolio
|
Q3 2024
Added 59.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
10,970
shares
|
$709,978
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
10,634
shares
|
$688,232
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,621
shares
|
$687,391
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
10,571
shares
|
$684,155
0.01% of portfolio
|
Q3 2022
Reduced 8.25%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
10,528
shares
|
$681,372
0.05% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
10,394
shares
|
$672,699
0.44% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
10,366
shares
|
$670,887
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
10,325
shares
|
$668,234
0.13% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
10,302
shares
|
$666,745
0.01% of portfolio
|
Q3 2024
Added 13.07%
|