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 |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
5,015
shares
|
$322,464
0.01% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
5,001
shares
|
$321,564
0.03% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
5,000
shares
|
$321,500
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
4,997
shares
|
$321,307
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
4,996
shares
|
$321,242
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
4,993
shares
|
$321,049
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
4,989
shares
|
$320,792
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
4,953
shares
|
$318,477
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,939
shares
|
$317,577
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,920
shares
|
$316,356
0.01% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,854
shares
|
$312,112
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
4,845
shares
|
$311,533
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
4,834
shares
|
$310,826
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
4,826
shares
|
$310,311
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
4,804
shares
|
$308,897
0.13% of portfolio
|
Q1 2025
Added 558.08%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
4,778
shares
|
$307,225
0.19% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,771
shares
|
$306,775
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
4,763
shares
|
$306,260
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
4,743
shares
|
$304,974
0.05% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
4,727
shares
|
$303,946
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,707
shares
|
$302,660
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,690
shares
|
$301,567
0.07% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
4,643
shares
|
$298,544
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
4,561
shares
|
$293,272
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,540
shares
|
$291,922
0.0% of portfolio
|
Q1 2025
Reduced 23.9%
|