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 |
|---|---|---|---|---|---|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
5,778
shares
|
$371,525
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
5,764
shares
|
$370,625
0.14% of portfolio
|
Q1 2025
Added 81.66%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
5,721
shares
|
$367,860
0.06% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
5,721
shares
|
$367,860
0.09% of portfolio
|
Q1 2024
Reduced 42.0%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
5,690
shares
|
$365,867
0.25% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,673
shares
|
$364,773
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
5,615
shares
|
$361,044
0.06% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
5,610
shares
|
$360,723
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
5,587
shares
|
$359,244
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
5,477
shares
|
$352,171
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
5,424
shares
|
$348,763
0.12% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
5,414
shares
|
$348,120
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
|
$346,319
0.07% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,334
shares
|
$342,976
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,301
shares
|
$340,854
0.1% of portfolio
|
Q1 2024
Reduced 87.47%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,296
shares
|
$340,532
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,294
shares
|
$340,404
0.01% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,260
shares
|
$338,218
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
5,186
shares
|
$333,459
0.19% of portfolio
|
Q1 2025
Reduced 57.2%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
5,165
shares
|
$332,109
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,155
shares
|
$331,466
0.1% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
5,117
shares
|
$329,023
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
5,115
shares
|
$328,894
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
5,087
shares
|
$327,094
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,074
shares
|
$326,258
0.05% of portfolio
|
Q4 2024
New holding
|