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 |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
14,936
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,777
shares
|
$1 Million
0.08% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
14,777
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.49%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
14,717
shares
|
$1 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
14,668
shares
|
$996,690
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
14,544
shares
|
$988,264
0.59% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
14,345
shares
|
$974,742
0.15% of portfolio
|
Q4 2022
Added 10.76%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
14,293
shares
|
$971,209
0.15% of portfolio
|
Q1 2025
Added 468.76%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
14,200
shares
|
$964,890
0.0% of portfolio
|
Q1 2025
Reduced 71.26%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
14,176
shares
|
$963,259
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
14,168
shares
|
$962,715
0.06% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
14,154
shares
|
$961,764
0.05% of portfolio
|
Q1 2025
Added 39.39%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
13,887
shares
|
$943,621
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
13,782
shares
|
$936,486
0.67% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
13,669
shares
|
$928,808
0.01% of portfolio
|
Q1 2025
Reduced 38.75%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,667
shares
|
$928,672
0.04% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
13,637
shares
|
$926,634
0.03% of portfolio
|
Q4 2022
Added 43.62%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,535
shares
|
$919,703
0.07% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
13,308
shares
|
$904,278
0.12% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
13,277
shares
|
$902,172
0.16% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
13,152
shares
|
$893,678
0.08% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
13,025
shares
|
$885,048
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
13,003
shares
|
$883,553
0.15% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
12,848
shares
|
$873,021
0.7% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,845
shares
|
$872,817
0.05% of portfolio
|
Q1 2025
Added 366.92%
|