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Dimensional U.S. Equity ETF (DFUS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Number of
Institutional Buyers
(last 12 months)
267
Total
Institutional Inflows
(last 12 months)
$975.24M
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$294.82M
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DFUS Institutional Buying and Selling by Quarter

Dimensional U.S. Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Osaic Holdings Inc.184,642$10.52M0.0%-35.7%0.116%
5/10/2024 Pinnacle Wealth Planning Services Inc.54,654$3.11M0.5%-3.9%0.034%
5/10/2024 Towercrest Capital Management5,721$326K0.1%-42.0%0.004%
5/10/2024 ARK & TLK Investments LLC511,360$29.14M9.4%-2.8%0.321%
5/9/2024 Forum Financial Management LP1,355,438$77.23M1.3%-2.1%0.850%
5/9/2024 ProVise Management Group LLC124,449$7.09M0.6%-0.2%0.078%
5/9/2024 Orion Portfolio Solutions LLC46,087$2.63M0.0%+10.2%0.029%
5/8/2024 Focused Wealth Management Inc4,976$284K0.0%-6.7%0.003%
5/8/2024 Avantax Advisory Services Inc.38,520$2.20M0.0%+30.0%0.024%
5/8/2024 US Bancorp DE27,725$1.58M0.0%-7.1%0.017%
5/8/2024 Russell Investments Group Ltd.1,118$64K0.0%-41.4%0.001%
5/8/2024 QRG Capital Management Inc.10,486$597K0.0%-20.7%0.007%
5/7/2024 Stonebrook Private Inc.123,733$7.05M2.1%+20.1%0.078%
5/7/2024 TCI Wealth Advisors Inc.2,276,910$129.74M12.8%-0.3%1.428%
5/7/2024 Retirement Solution Inc.500,927$28.54M7.7%-0.9%0.314%
5/7/2024 CarsonAllaria Wealth Management Ltd.256,293$14.60M9.2%-0.3%0.161%
5/7/2024 PFG Advisors133,155$7.59M0.6%+4.9%0.083%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management65,306$3.72M0.1%+4.7%0.041%
5/7/2024 Wealthspire Advisors LLC14,235$811K0.0%+6.7%0.009%
5/7/2024 Karpas Strategies LLC4,941$282K0.1%+15.0%0.003%
5/7/2024 Empowered Funds LLC43,772$2.49M0.0%N/A0.027%
5/6/2024 Gill Capital Partners LLC7,286$398K0.2%-8.2%0.005%
5/6/2024 Advisory Services Network LLC70,324$4.01M0.1%-0.8%0.044%
5/6/2024 Ruedi Wealth Management Inc.261,408$14.90M6.3%-2.2%0.164%
5/6/2024DiNuzzo Private Wealth Inc.1,307,486$74.50M10.1%+0.1%0.820%
5/6/2024 Financial Council LLC48,387$2.76M1.6%-12.7%0.030%
5/4/2024 R. W. Roge & Company Inc.7,377$421K0.3%+10.5%0.005%
5/4/2024 Disciplined Equity Management Inc.487,350$27.77M18.4%+0.8%0.308%
5/4/2024 Geneos Wealth Management Inc.15,040$857K0.0%-7.6%0.010%
5/4/2024 Csenge Advisory Group9,586$546K0.0%+11.0%0.006%
5/3/2024 Signaturefd LLC31,962$1.82M0.0%N/A0.020%
5/3/2024 TFB Advisors LLC10,799$588K0.2%+12.2%0.007%
5/3/2024 Larson Financial Group LLC271,974$15.50M1.2%-5.0%0.172%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors166,039$9.46M1.1%-42.2%0.105%
5/3/2024 Whittier Trust Co.2,141$122K0.0%-67.8%0.001%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC18,023$1.03M0.0%-1.4%0.011%
5/2/2024 Consolidated Planning Corp119,498$6.81M1.2%-24.0%0.076%
5/2/2024 Elevate Wealth Advisory Inc.43,207$2.46M2.1%-1.2%0.027%
5/1/2024 Intelligence Driven Advisers LLC1,701,852$96.97M14.3%-3.4%1.077%
5/1/2024 Colony Family Offices LLC951,907$54.24M17.5%+1.2%0.602%
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5/1/2024 Mission Wealth Management LP117,903$6.72M0.2%+0.4%0.075%
5/1/2024 Envision Financial Planning LLC168,531$9.60M7.8%-0.6%0.107%
5/1/2024 Sequoia Financial Advisors LLC1,618,735$92.24M1.1%-0.5%1.025%
5/1/2024 Diversify Advisory Services LLC15,805$899K0.1%N/A0.010%
4/30/2024 Private Advisor Group LLC297,804$16.97M0.1%-5.3%0.188%
4/30/2024 Lodestone Wealth Management LLC34,516$1.97M1.0%+7.1%0.022%
4/30/2024 J.W. Cole Advisors Inc.19,843$1.13M0.1%+8.6%0.013%
4/30/2024 Hartline Investment Corp9,583$546K0.1%N/A0.006%
4/30/2024 Valued Wealth Advisors LLC12,546$715K0.5%+6.2%0.008%
4/30/2024 RF&L Wealth Management LLC147,283$8.39M6.5%-0.3%0.093%
4/30/2024Concord Wealth Partners150,914$8.60M1.5%+6.7%0.096%
4/30/2024 Vance Wealth Inc.5,408$308K0.1%+4.3%0.003%
4/30/2024 Private Wealth Management Group LLC187,384$10.68M4.8%-1.5%0.119%
4/30/2024 Hutchens & Kramer Investment Management Group LLC6,263$356K0.2%+43.7%0.004%
4/30/2024 Investment Advisory Group LLC71,891$4.10M1.7%+31.5%0.046%
4/29/2024Commonwealth Equity Services LLC1,155,627$65.85M0.1%+10.9%0.731%
4/29/2024 FAS Wealth Partners Inc.25,206$1.44M0.1%+19.9%0.016%
4/29/2024 American Capital Advisory LLC49,482$2.82M2.2%-37.0%0.031%
4/29/2024 PBMares Wealth Management LLC235,928$13.44M3.5%-0.3%0.149%
4/29/2024 First National Bank & Trust Co. of Newtown30,857$1.76M0.4%N/A0.020%
4/29/2024 Intelligent Financial Strategies11,370$648K0.4%-6.7%0.007%
4/27/2024 Glass Jacobson Investment Advisors llc28,095$1.60M0.6%-0.7%0.018%
4/27/2024 Capital Performance Advisors LLP154,858$8.82M3.4%-1.4%0.098%
4/27/2024 Austin Asset Management Co Inc1,033,902$58.91M12.9%-0.9%0.654%
4/26/2024 Acorn Wealth Advisors LLC44,334$2.53M1.3%+33.6%0.028%
4/26/2024 YHB Investment Advisors Inc.3,566$203K0.0%N/A0.002%
4/26/2024 Quantum Financial Advisors LLC108,916$6.21M1.1%-0.6%0.069%
4/26/2024 Chicago Partners Investment Group LLC818,894$45.06M1.9%+37.4%0.518%
4/26/2024 Heritage Wealth Management Inc. Texas825,865$47.06M30.6%+0.5%0.523%
4/26/2024 Claris Advisors LLC MO226,316$12.90M6.5%-1.8%0.143%
4/25/2024 Mendota Financial Group LLC183,255$10.44M6.1%+275.6%0.116%
4/25/2024 Capital Investment Advisory Services LLC1,523$87K0.0%-78.9%0.001%
4/25/2024 Keb Asset Management LLC254,264$14.49M4.9%-1.1%0.161%
4/25/2024 IAG Wealth Partners LLC2,225$127K0.0%-9.6%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.229,524$13.08M0.1%+103.9%0.145%
4/24/2024 Zhang Financial LLC1,640,761$93.49M6.9%+18.1%1.038%
4/24/2024 1900 Wealth Management LLC781,944$44.56M4.1%-0.9%0.495%
4/24/2024 Greenspring Advisors LLC6,500$370K0.1%N/A0.004%
4/24/2024 Simplicity Wealth LLC14,119$805K0.0%N/A0.009%
4/24/2024 NBT Bank N A NY38,480$2.19M0.2%-0.9%0.024%
4/24/2024 Spire Wealth Management250,436$14.27M0.6%+1.0%0.159%
4/24/2024 Gemmer Asset Management LLC87,693$5.00M0.6%-1.6%0.056%
4/24/2024 Essex Financial Services Inc.5,905$336K0.0%+7.7%0.004%
4/23/2024 Mason & Associates Inc558,777$31.84M8.5%-41.9%0.354%
4/23/2024 Canvas Wealth Advisors LLC4,938$269K0.1%N/A0.003%
4/23/2024 Revisor Wealth Management LLC10,820$589K0.3%N/A0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.1,073,043$61.14M0.1%+0.1%0.679%
4/23/2024 Sutton Place Investors LLC165,710$9.44M4.7%+48.2%0.105%
4/22/2024 Towneley Capital Management Inc DE12,578$717K0.2%-2.6%0.008%
4/22/2024 Arista Wealth Management LLC12,509$713K0.5%-49.0%0.008%
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4/22/2024 Family Investment Center Inc.17,543$1M0.3%-1.5%0.011%
4/22/2024 Drive Wealth Management LLC24,530$1.40M0.4%-26.3%0.016%
4/19/2024 ZRC Wealth Management LLC2,086$113K0.1%+100.2%0.001%
4/19/2024 Madrona Financial Services LLC10,052$573K0.2%-7.0%0.006%
4/19/2024 TCP Asset Management LLC404,053$23.02M6.1%+23.4%0.256%
4/19/2024 Yoder Wealth Management Inc.32,992$1.88M1.2%-0.7%0.021%
4/19/2024 AWM Capital LLC200,264$11.41M1.9%-2.8%0.127%
4/18/2024 Measured Wealth Private Client Group LLC18,501$1.05M0.4%-1.0%0.013%
4/18/2024 Miracle Mile Advisors LLC9,347$533K0.0%-2.6%0.007%
4/18/2024 Caerus Investment Advisors LLC46,098$2.63M2.5%-4.2%0.033%
(Data available from 1/1/2016 forward)

DFUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFUS shares?

During the previous two years, 503 institutional investors and hedge funds held shares of Dimensional U.S. Equity ETF. The most heavily invested institutionals were Buckingham Strategic Wealth LLC ($313.12M), Index Fund Advisors Inc. ($279.57M), Plancorp LLC ($254.56M), Envestnet Asset Management Inc. ($219.45M), Mercer Global Advisors Inc. ADV ($173.58M), TCI Wealth Advisors Inc. ($129.74M), and ML & R Wealth Management LLC ($107.76M).Learn more on DFUS's institutional investors.

Which institutional investors have been buying Dimensional U.S. Equity ETF stock?

Of the 401 institutional investors that purchased Dimensional U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EP Wealth Advisors LLC ($1.85M), Intelligence Driven Advisers LLC ($1.81M), Great Waters Wealth Management ($1.79M), Zhang Financial LLC ($1.64M), Savant Capital LLC ($1.43M), DiNuzzo Private Wealth Inc. ($1.31M), and Flagstone Financial Management ($1.25M).

How much institutional buying is happening at Dimensional U.S. Equity ETF?

Institutional investors have bought a total of 39,415,815 shares in the last 24 months. This purchase volume represents approximately $1.79B in transactions.

Which Dimensional U.S. Equity ETF major shareholders have been selling company stock?

Of the 292 institutional investors that sold Dimensional U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($1.79M), Envestnet Asset Management Inc. ($1.36M), AdvisorNet Financial Inc ($830.79K), Mason & Associates Inc ($402.80K), Index Fund Advisors Inc. ($303.30K), Plancorp LLC ($208.26K), and Retirement Solution Inc. ($202.20K).

How much institutional selling is happening at Dimensional U.S. Equity ETF?

Institutional investors have sold a total of 11,389,567 shares in the last 24 months. This volume of shares sold represents approximately $519.69M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 5/13/2024 by MarketBeat.com Staff

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