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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
7,049
shares
|
$478,979
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
7,015
shares
|
$476,669
0.31% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,933
shares
|
$471,097
0.02% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
6,907
shares
|
$469,330
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
6,907
shares
|
$469,330
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
6,885
shares
|
$467,835
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
6,732
shares
|
$457,439
0.01% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
6,705
shares
|
$455,604
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,690
shares
|
$454,585
0.04% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,684
shares
|
$454,177
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
6,637
shares
|
$450,984
0.2% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
6,583
shares
|
$447,314
0.16% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
6,526
shares
|
$443,441
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
6,519
shares
|
$442,966
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,399
shares
|
$434,812
0.0% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
6,382
shares
|
$433,656
0.03% of portfolio
|
Q4 2024
Added 50.2%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,353
shares
|
$431,686
0.11% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,328
shares
|
$429,987
0.02% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
6,295
shares
|
$427,745
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
6,287
shares
|
$427,201
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
6,263
shares
|
$425,570
0.03% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
6,256
shares
|
$425,095
0.33% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
6,251
shares
|
$424,755
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
6,197
shares
|
$421,086
0.14% of portfolio
|
Q2 2024
Added 25.42%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
6,099
shares
|
$414,427
0.01% of portfolio
|
Q4 2021
Reduced 4.82%
|