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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
12,394
shares
|
$783,300
0.22% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,238
shares
|
$773,441
0.0% of portfolio
|
Q1 2025
Added 75.28%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
12,236
shares
|
$773,315
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
12,228
shares
|
$772,809
0.36% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
12,210
shares
|
$771,672
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
12,183
shares
|
$769,965
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
12,165
shares
|
$768,828
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
11,989
shares
|
$757,704
0.05% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
11,870
shares
|
$750,184
0.01% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
11,724
shares
|
$740,956
0.04% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,687
shares
|
$738,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
11,600
shares
|
$733,120
0.54% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
11,595
shares
|
$732,804
0.05% of portfolio
|
Q3 2024
Added 117.5%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
11,539
shares
|
$729,264
0.11% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
11,471
shares
|
$724,967
0.61% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
11,460
shares
|
$724,272
0.04% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
11,371
shares
|
$718,647
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
11,183
shares
|
$706,765
0.09% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
11,084
shares
|
$700,508
0.73% of portfolio
|
Q4 2021
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
11,074
shares
|
$699,876
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
11,074
shares
|
$699,876
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
11,045
shares
|
$698,044
0.37% of portfolio
|
Q1 2025
Added 121.7%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
11,018
shares
|
$696,337
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
10,987
shares
|
$694,378
0.24% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
10,830
shares
|
$684,456
0.09% of portfolio
|
Q1 2025
New holding
|