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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,086
shares
|
$413,543
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
6,064
shares
|
$412,048
0.03% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
6,052
shares
|
$411,233
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
6,013
shares
|
$408,583
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,916
shares
|
$401,992
0.21% of portfolio
|
Q4 2022
Added 2.9%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,893
shares
|
$400,429
0.02% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
5,881
shares
|
$399,613
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,823
shares
|
$395,672
0.06% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
5,764
shares
|
$391,663
0.14% of portfolio
|
Q1 2025
Added 81.66%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
5,721
shares
|
$388,741
0.06% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
5,721
shares
|
$388,741
0.09% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
5,690
shares
|
$386,635
0.25% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,673
shares
|
$385,480
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
5,610
shares
|
$381,199
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
5,587
shares
|
$379,636
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
5,477
shares
|
$372,162
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
5,424
shares
|
$368,560
0.12% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
5,414
shares
|
$367,881
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
5,386
shares
|
$365,978
0.07% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,334
shares
|
$362,445
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,301
shares
|
$360,202
0.1% of portfolio
|
Q1 2024
Reduced 87.47%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,296
shares
|
$359,863
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,294
shares
|
$359,727
0.01% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,260
shares
|
$357,417
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
5,186
shares
|
$352,388
0.19% of portfolio
|
Q1 2025
Reduced 57.2%
|