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 722 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
1,553
shares
|
$103,600
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,491
shares
|
$99,464
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
1,380
shares
|
$92,059
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,299
shares
|
$86,656
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,296
shares
|
$86,456
0.0% of portfolio
|
Q4 2024
Reduced 71.07%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,247
shares
|
$83,187
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,211
shares
|
$80,785
0.0% of portfolio
|
Q4 2022
Added 0.41%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,170
shares
|
$78,050
0.01% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,118
shares
|
$74,581
0.0% of portfolio
|
Q1 2024
Reduced 41.44%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,104
shares
|
$73,647
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
1,065
shares
|
$71,046
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,035
shares
|
$69,044
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,034
shares
|
$68,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
1,004
shares
|
$66,976
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
929
shares
|
$61,973
0.0% of portfolio
|
Q4 2024
Reduced 42.15%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
889
shares
|
$59,305
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
820
shares
|
$54,702
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
785
shares
|
$52,367
0.0% of portfolio
|
Q1 2024
Added 70.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
750
shares
|
$50,032
0.0% of portfolio
|
Q4 2024
Added 341.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
737
shares
|
$49,165
0.0% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
730
shares
|
$48,698
0.02% of portfolio
|
Q3 2023
Reduced 42.52%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
700
shares
|
$46,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
564
shares
|
$37,624
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
536
shares
|
$35,756
0.0% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
536
shares
|
$35,756
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|