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 834 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
95,226
shares
|
$6.94 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
93,677
shares
|
$6.83 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
93,382
shares
|
$6.81 Million
3.61% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
92,885
shares
|
$6.77 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
92,643
shares
|
$6.75 Million
1.6% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
92,048
shares
|
$6.71 Million
0.32% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
91,674
shares
|
$6.68 Million
0.03% of portfolio
|
Q2 2023
Reduced 16.42%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
91,365
shares
|
$6.66 Million
4.0% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
91,349
shares
|
$6.66 Million
5.16% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
90,601
shares
|
$6.61 Million
0.63% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
90,591
shares
|
$6.6 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
90,403
shares
|
$6.59 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
90,131
shares
|
$6.57 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
89,275
shares
|
$6.51 Million
0.24% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
88,904
shares
|
$6.48 Million
0.87% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
88,085
shares
|
$6.42 Million
3.83% of portfolio
|
Q3 2025
Reduced 71.38%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
85,638
shares
|
$6.24 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
84,872
shares
|
$6.19 Million
1.51% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
84,485
shares
|
$6.16 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
83,781
shares
|
$6.11 Million
4.48% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
82,645
shares
|
$6.03 Million
2.32% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
81,644
shares
|
$5.95 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
81,244
shares
|
$5.92 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,500
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2023
Added 6.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
80,465
shares
|
$5.87 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.4%
|
|