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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
187,265
shares
|
$12.7 Million
2.29% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
184,358
shares
|
$12.5 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
183,404
shares
|
$12.5 Million
9.28% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
182,475
shares
|
$12.4 Million
4.91% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
179,995
shares
|
$12.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
177,121
shares
|
$12 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
174,812
shares
|
$11.9 Million
0.06% of portfolio
|
Q1 2025
Added 49.24%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
170,098
shares
|
$11.6 Million
7.11% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
169,322
shares
|
$11.5 Million
5.56% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
169,217
shares
|
$11.5 Million
2.28% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
167,541
shares
|
$11.4 Million
2.95% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
166,619
shares
|
$11.3 Million
1.04% of portfolio
|
Q1 2025
Added 4644.28%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
165,526
shares
|
$11.2 Million
1.9% of portfolio
|
Q1 2025
Added 66.69%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
164,500
shares
|
$11.2 Million
3.06% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
163,864
shares
|
$11.1 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
163,164
shares
|
$11.1 Million
0.57% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
159,496
shares
|
$10.8 Million
4.96% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
158,526
shares
|
$10.8 Million
2.29% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
157,500
shares
|
$10.7 Million
6.4% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
157,134
shares
|
$10.7 Million
4.84% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
154,140
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
153,462
shares
|
$10.4 Million
8.73% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
151,216
shares
|
$10.3 Million
3.14% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
150,799
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
150,488
shares
|
$10.2 Million
0.16% of portfolio
|
Q3 2022
Added 38.65%
|