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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,236
shares
|
$403,593
0.02% of portfolio
|
Q3 2024
Reduced 42.81%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
6,227
shares
|
$403,011
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
6,226
shares
|
$402,946
0.15% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
6,197
shares
|
$401,069
0.14% of portfolio
|
Q2 2024
Added 25.42%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
6,153
shares
|
$398,222
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,116
shares
|
$395,827
0.01% of portfolio
|
Q4 2022
Reduced 10.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
6,099
shares
|
$394,727
0.01% of portfolio
|
Q4 2021
Reduced 4.82%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
6,064
shares
|
$392,462
0.03% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,023
shares
|
$389,808
0.0% of portfolio
|
Q3 2024
Reduced 62.2%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
6,013
shares
|
$389,161
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,007
shares
|
$388,773
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,916
shares
|
$382,883
0.21% of portfolio
|
Q4 2022
Added 2.9%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,904
shares
|
$382,106
0.03% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
5,783
shares
|
$374,275
0.04% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
5,774
shares
|
$373,693
0.05% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,759
shares
|
$372,722
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
5,721
shares
|
$370,263
0.06% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
5,721
shares
|
$370,263
0.09% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,673
shares
|
$367,156
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
5,642
shares
|
$365,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
5,610
shares
|
$363,079
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
5,591
shares
|
$361,849
0.08% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,565
shares
|
$360,166
0.07% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,520
shares
|
$357,254
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
5,502
shares
|
$356,089
0.04% of portfolio
|
Q1 2024
Reduced 12.32%
|