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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
4,292
shares
|
$291,641
0.1% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
4,199
shares
|
$285,322
0.03% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
4,199
shares
|
$285,322
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
4,184
shares
|
$284,302
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
4,175
shares
|
$283,691
0.2% of portfolio
|
Q1 2025
Reduced 31.5%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
4,150
shares
|
$281,992
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Apr 22, 2025 Q1 2025 |
4,133
shares
|
$280,837
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,122
shares
|
$280,089
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,110
shares
|
$279,274
0.09% of portfolio
|
Q2 2024
Added 7.09%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,099
shares
|
$278,527
0.02% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,078
shares
|
$277,100
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
4,064
shares
|
$276,148
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
4,056
shares
|
$275,605
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,056
shares
|
$275,605
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
3,995
shares
|
$271,460
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
3,980
shares
|
$270,441
0.12% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,913
shares
|
$265,888
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,880
shares
|
$263,646
0.1% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,877
shares
|
$263,442
0.05% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,834
shares
|
$260,520
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
3,834
shares
|
$260,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
3,828
shares
|
$260,112
0.05% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
3,819
shares
|
$259,501
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,812
shares
|
$259,025
0.0% of portfolio
|
Q1 2025
Added 24.86%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
3,784
shares
|
$257,122
0.04% of portfolio
|
Q1 2025
Added 0.24%
|