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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
4,743
shares
|
$322,286
0.05% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
4,727
shares
|
$321,199
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,707
shares
|
$319,840
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,690
shares
|
$318,685
0.07% of portfolio
|
Q4 2023
Reduced 28.66%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
4,643
shares
|
$315,491
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,604
shares
|
$312,841
0.05% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,561
shares
|
$309,919
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,540
shares
|
$308,493
0.0% of portfolio
|
Q1 2025
Reduced 23.9%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,538
shares
|
$308,357
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
4,536
shares
|
$308,221
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,524
shares
|
$307,405
0.0% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
4,513
shares
|
$306,658
0.31% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
4,508
shares
|
$306,318
0.15% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
4,496
shares
|
$305,503
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
4,485
shares
|
$304,755
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
4,472
shares
|
$303,872
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
4,450
shares
|
$302,377
0.0% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
4,436
shares
|
$301,426
0.24% of portfolio
|
Q1 2025
Added 21.37%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
4,350
shares
|
$295,582
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
4,342
shares
|
$295,038
0.22% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
4,338
shares
|
$294,767
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,323
shares
|
$293,747
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
4,301
shares
|
$292,252
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
4,297
shares
|
$291,981
0.01% of portfolio
|
Q1 2025
Reduced 23.84%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,294
shares
|
$291,777
0.01% of portfolio
|
Q4 2023
New holding
|