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 759 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
6,732
shares
|
$432,867
0.01% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
6,705
shares
|
$431,131
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,690
shares
|
$430,167
0.04% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,684
shares
|
$429,781
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
6,583
shares
|
$423,286
0.16% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
6,526
shares
|
$419,621
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
6,519
shares
|
$419,171
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,399
shares
|
$411,455
0.0% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
6,382
shares
|
$410,362
0.03% of portfolio
|
Q4 2024
Added 50.2%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,353
shares
|
$408,497
0.11% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,328
shares
|
$406,890
0.02% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
6,295
shares
|
$404,768
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
6,287
shares
|
$404,254
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
6,263
shares
|
$402,710
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
|
$402,260
0.33% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
6,251
shares
|
$401,939
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
6,197
shares
|
$398,467
0.14% of portfolio
|
Q2 2024
Added 25.42%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
6,099
shares
|
$392,165
0.01% of portfolio
|
Q4 2021
Reduced 4.82%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,086
shares
|
$391,329
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
6,064
shares
|
$389,915
0.03% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
6,052
shares
|
$389,143
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
6,013
shares
|
$386,635
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,916
shares
|
$380,398
0.21% of portfolio
|
Q4 2022
Added 2.9%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,893
shares
|
$378,919
0.02% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
5,807
shares
|
$373,390
0.05% of portfolio
|
Q1 2025
Added 0.22%
|