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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,880
shares
|
$195,696
0.06% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,450
shares
|
$166,477
0.01% of portfolio
|
Q1 2024
Reduced 58.15%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,326
shares
|
$158,051
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
2,275
shares
|
$154,586
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,264
shares
|
$153,838
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
2,161
shares
|
$146,839
0.1% of portfolio
|
Q1 2024
Reduced 61.52%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,154
shares
|
$146,364
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,046
shares
|
$139,025
0.09% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,031
shares
|
$138,006
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,955
shares
|
$132,842
0.02% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,884
shares
|
$128,017
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,860
shares
|
$126,387
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Gpwm LLC
|
Apr 22, 2025 Q1 2025 |
1,830
shares
|
$124,348
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
1,771
shares
|
$120,339
0.06% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,736
shares
|
$117,961
0.0% of portfolio
|
Q2 2021
Reduced 26.61%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,705
shares
|
$115,854
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,623
shares
|
$110,282
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,552
shares
|
$105,458
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,491
shares
|
$101,313
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,380
shares
|
$93,771
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,302
shares
|
$88,470
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,247
shares
|
$84,733
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,211
shares
|
$82,287
0.0% of portfolio
|
Q4 2022
Added 0.41%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,159
shares
|
$78,754
0.01% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,118
shares
|
$75,968
0.0% of portfolio
|
Q1 2024
Reduced 41.44%
|