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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
149,548
shares
|
$10.2 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
146,748
shares
|
$9.97 Million
6.34% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
142,307
shares
|
$9.67 Million
1.44% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
141,914
shares
|
$9.64 Million
0.75% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
137,233
shares
|
$9.32 Million
0.36% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
137,174
shares
|
$9.32 Million
0.39% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
135,630
shares
|
$9.22 Million
8.17% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,277
shares
|
$8.85 Million
0.01% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
128,700
shares
|
$8.75 Million
6.68% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
128,445
shares
|
$8.73 Million
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
127,855
shares
|
$8.69 Million
0.05% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
125,963
shares
|
$8.56 Million
5.56% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
124,428
shares
|
$8.45 Million
0.26% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
121,674
shares
|
$8.27 Million
0.08% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
117,669
shares
|
$8 Million
4.19% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
114,936
shares
|
$7.81 Million
1.54% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
112,644
shares
|
$7.65 Million
3.36% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
111,675
shares
|
$7.59 Million
5.8% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
111,630
shares
|
$7.59 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
110,198
shares
|
$7.49 Million
3.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
110,072
shares
|
$7.48 Million
4.13% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
109,855
shares
|
$7.46 Million
6.12% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
109,546
shares
|
$7.44 Million
2.38% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
108,748
shares
|
$7.39 Million
0.01% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
108,611
shares
|
$7.38 Million
3.32% of portfolio
|
Q1 2025
Reduced 2.56%
|