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 |
|---|---|---|---|---|---|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
4,750
shares
|
$307,420
0.21% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,707
shares
|
$304,637
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
4,702
shares
|
$304,313
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4,690
shares
|
$303,536
0.07% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
4,643
shares
|
$300,494
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,642
shares
|
$300,430
0.01% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
4,538
shares
|
$293,699
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,536
shares
|
$293,569
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
4,508
shares
|
$291,757
0.18% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
4,496
shares
|
$290,981
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,480
shares
|
$289,945
0.02% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
4,480
shares
|
$289,945
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
4,439
shares
|
$287,292
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
4,434
shares
|
$286,968
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
4,400
shares
|
$284,768
0.03% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
4,392
shares
|
$284,250
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,360
shares
|
$282,179
0.0% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
4,333
shares
|
$280,431
0.2% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,298
shares
|
$278,166
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,294
shares
|
$277,907
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,276
shares
|
$276,742
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,249
shares
|
$274,995
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
4,199
shares
|
$271,759
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
4,184
shares
|
$270,788
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 16, 2024 Q2 2024 |
4,133
shares
|
$267,487
0.22% of portfolio
|
Q4 2023
New holding
|