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 |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
11,074
shares
|
$752,478
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
11,074
shares
|
$752,478
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
11,045
shares
|
$750,507
0.37% of portfolio
|
Q1 2025
Added 121.7%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
11,018
shares
|
$748,673
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
10,987
shares
|
$746,566
0.23% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
10,830
shares
|
$735,898
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
10,716
shares
|
$728,152
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
10,394
shares
|
$706,272
0.39% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
10,366
shares
|
$704,369
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
10,361
shares
|
$704,029
0.07% of portfolio
|
Q4 2024
Added 117.71%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
10,329
shares
|
$701,855
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
10,293
shares
|
$699,409
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
10,263
shares
|
$697,370
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
10,249
shares
|
$696,419
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
10,228
shares
|
$694,992
0.15% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
10,203
shares
|
$693,293
0.12% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
10,166
shares
|
$690,779
0.27% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
10,123
shares
|
$687,857
0.23% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
10,093
shares
|
$685,819
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,092
shares
|
$685,751
0.0% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,092
shares
|
$685,751
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
10,045
shares
|
$682,557
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,040
shares
|
$682,218
0.27% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
9,885
shares
|
$671,685
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
9,875
shares
|
$671,006
0.1% of portfolio
|
Q1 2025
Added 69.41%
|