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 |
|---|---|---|---|---|---|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
10,716
shares
|
$677,251
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
10,394
shares
|
$656,900
0.39% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
10,366
shares
|
$655,131
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
10,361
shares
|
$654,815
0.07% of portfolio
|
Q4 2024
Added 117.71%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
10,329
shares
|
$652,792
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
10,293
shares
|
$650,517
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
10,263
shares
|
$648,621
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
10,249
shares
|
$647,736
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
10,228
shares
|
$646,409
0.15% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
10,203
shares
|
$644,829
0.12% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
10,166
shares
|
$642,491
0.27% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
10,123
shares
|
$639,773
0.23% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
10,093
shares
|
$637,877
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,092
shares
|
$637,814
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,092
shares
|
$637,814
0.0% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
10,045
shares
|
$634,844
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,040
shares
|
$634,528
0.27% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
9,885
shares
|
$624,732
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
9,875
shares
|
$624,100
0.1% of portfolio
|
Q1 2025
Added 69.41%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
9,872
shares
|
$623,910
0.14% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9,825
shares
|
$620,940
0.45% of portfolio
|
Q4 2023
Reduced 11.49%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
9,765
shares
|
$617,148
0.62% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
9,727
shares
|
$614,746
0.03% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
9,579
shares
|
$605,392
0.02% of portfolio
|
Q1 2025
Added 37.83%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
9,576
shares
|
$605,203
0.45% of portfolio
|
Q2 2022
Added 11.71%
|