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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
8,588
shares
|
$583,554
0.21% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
8,547
shares
|
$580,768
0.15% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
8,510
shares
|
$578,254
0.15% of portfolio
|
Q1 2025
Added 38.58%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
8,400
shares
|
$570,780
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
8,364
shares
|
$568,333
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
8,316
shares
|
$565,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
8,290
shares
|
$563,305
0.13% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
8,289
shares
|
$563,237
0.04% of portfolio
|
Q1 2024
Added 168.51%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
8,056
shares
|
$547,405
0.05% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
7,994
shares
|
$543,192
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7,899
shares
|
$536,737
0.02% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,850
shares
|
$533,407
0.01% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,819
shares
|
$531,301
0.01% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,752
shares
|
$526,748
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
7,736
shares
|
$525,661
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
7,682
shares
|
$521,991
0.03% of portfolio
|
Q4 2024
Reduced 41.84%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
7,621
shares
|
$517,846
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
7,545
shares
|
$512,682
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
7,504
shares
|
$509,896
0.17% of portfolio
|
Q3 2023
Reduced 6.57%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
7,480
shares
|
$508,266
0.05% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Peavine Capital, LLC
|
Apr 23, 2025 Q1 2025 |
7,433
shares
|
$505,072
0.12% of portfolio
|
Q4 2023
Reduced 34.49%
|
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
7,420
shares
|
$504,189
0.2% of portfolio
|
Q2 2022
Added 0.19%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
7,290
shares
|
$495,355
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,252
shares
|
$492,773
0.01% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
7,190
shares
|
$488,560
0.03% of portfolio
|
Q1 2023
New holding
|