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 771 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
21,390
shares
|
$1.45 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
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
21,193
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
21,061
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,903
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
20,831
shares
|
$1.42 Million
0.39% of portfolio
|
Q2 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
20,034
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,927
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
19,909
shares
|
$1.35 Million
1.18% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
19,859
shares
|
$1.35 Million
0.87% of portfolio
|
Q1 2025
Added 121.32%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19,554
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
19,486
shares
|
$1.32 Million
0.29% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
19,464
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
19,356
shares
|
$1.32 Million
0.08% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
19,003
shares
|
$1.29 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
18,965
shares
|
$1.29 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
18,879
shares
|
$1.28 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
|
$1.26 Million
0.59% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
18,469
shares
|
$1.25 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
|
$1.25 Million
0.16% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
18,207
shares
|
$1.24 Million
0.47% of portfolio
|
Q1 2025
Added 220.43%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
17,990
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
17,894
shares
|
$1.22 Million
0.27% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
17,771
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,652
shares
|
$1.2 Million
0.28% of portfolio
|
Q2 2025
Added 0.27%
|