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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)
453
Total
Institutional Inflows
(last 12 months)
$4.02B
Number of
Institutional Sellers
(last 12 months)
304
Total
Institutional Outflows
(last 12 months)
$782.62M
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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
8/11/2025Pinnacle Wealth Planning Services Inc.44,921$3.01M0.4%-2.6%0.019%
8/11/2025Dorsey & Whitney Trust CO LLC3,102$208K0.0%N/A0.001%
8/11/2025Root Financial Partners LLC3,095,429$207.46M20.1%+7.0%1.335%
8/11/2025Babb Wealth Advisors LLC259,755$17.41M12.9%+1.9%0.112%
8/11/2025Western Wealth Management LLC15,769$1.06M0.1%-2.7%0.007%
8/11/2025Beta Wealth Group Inc.3,106$208K0.1%-22.0%0.001%
8/8/2025 Tortoise Investment Management LLC93,196$6.25M0.6%+21.5%0.040%
8/8/2025 KM Capital Management Ltd.567,600$38.04M18.8%0.0%0.245%
8/8/2025 Rockefeller Capital Management L.P.24,447$1.64M0.0%+11.3%0.011%
8/8/2025 Avantax Advisory Services Inc.75,052$5.03M0.0%-2.3%0.032%
8/8/2025 Cetera Investment Advisers356,207$23.87M0.0%-7.9%0.154%
8/8/2025 Creative Planning3,530,566$236.62M0.2%-0.8%1.522%
8/8/2025 Security Financial Services INC.283,931$19.03M3.4%+0.1%0.122%
8/8/2025 Foundations Investment Advisors LLC3,320$223K0.0%-32.5%0.001%
8/8/2025 RAM Investment Partners LLC6,500$436K0.1%N/A0.003%
8/8/2025 Grandfield & Dodd LLC3,599$241K0.0%-14.3%0.002%
8/8/2025 Glassman Wealth Services3,896$261K0.0%-17.9%0.002%
8/8/2025 Sittner & Nelson LLC3,514$236K0.1%-26.9%0.002%
8/8/2025 Royal Harbor Partners LLC229,645$15.39M5.6%N/A0.099%
8/8/2025 SageOak Financial LLC4,604$309K0.2%+3.8%0.002%
8/8/2025 PNC Financial Services Group Inc.18,481$1.24M0.0%+46.7%0.008%
8/8/2025 Ironwood Investment Counsel LLC3,221$216K0.0%N/A0.001%
8/7/2025 Fund Evaluation Group LLC145,369$9.74M0.4%+5.9%0.063%
8/7/2025 CENTRAL TRUST Co9,259$621K0.0%+51.8%0.004%
8/7/2025 Montag A & Associates Inc.12,139$814K0.0%-76.2%0.005%
8/7/2025 Timonier Family Office LTD.388,711$26.05M9.7%+0.7%0.168%
8/7/2025 Samalin Investment Counsel LLC20,314$1.36M0.5%+11.6%0.009%
8/7/2025 Retirement Solution LLC448,953$30.09M7.7%-5.0%0.194%
8/7/2025 Allworth Financial LP171,359$11.48M0.1%-2.0%0.074%
8/7/2025 Tillman Hartley LLC150,301$10.07M2.8%-10.3%0.065%
8/7/2025 Hughes Financial Services LLC154,060$10.58M1.8%-6.0%0.066%
8/7/2025 Summit X LLC282,690$18.95M3.5%+1.3%0.122%
8/7/2025 PFG Advisors174,936$11.72M0.4%+7.2%0.075%
8/7/2025 Midwest Trust Co24,000$1.61M0.0%N/A0.010%
8/7/2025 Alpha Financial Advisors LLC179,702$12.04M4.7%-1.5%0.077%
8/6/2025 True Wealth Design LLC40,810$2.74M1.0%-1.3%0.018%
8/6/2025 Disciplined Investors L.L.C.3,168$212K0.2%N/A0.001%
8/6/2025 Valued Wealth Advisors LLC16,654$1.12M0.6%+221.1%0.007%
8/6/2025 AE Wealth Management LLC23,637$1.58M0.0%+7.5%0.010%
8/6/2025 Savant Capital LLC952,690$63.85M0.4%-3.6%0.411%
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8/6/2025 Modera Wealth Management LLC1,205,949$80.82M1.0%+5.3%0.520%
8/6/2025 Commonwealth Equity Services LLC1,226,641$82.21M0.1%+5.3%0.529%
8/6/2025 SouthState Corp908,286$60.87M2.7%-23.3%0.392%
8/6/2025 Atlantic Union Bankshares Corp124,429$8.34M0.2%+542.8%0.054%
8/6/2025 SNS Financial Group LLC78,721$5.28M0.5%-1.4%0.034%
8/5/2025 Integrity Wealth Solutions LLC4,831$324K0.2%+11.1%0.002%
8/5/2025 Clarity Wealth Development LLC17,869$1.20M1.2%-3.2%0.008%
8/5/2025 Huntington National Bank9,128$612K0.0%+912,700.0%0.004%
8/5/2025 WorthPointe LLC14,314$959K0.4%-12.9%0.006%
8/5/2025 American Capital Advisory LLC210,728$14.12M7.1%-2.3%0.091%
8/5/2025 AG Asset Advisory LLC450,260$30.18M26.2%+0.4%0.194%
8/5/2025 Bank of Montreal Can52,196$3.50M0.0%+1.5%0.023%
8/5/2025 Hutchens & Kramer Investment Management Group LLC3,540$237K0.1%N/A0.002%
8/5/2025 Mission Wealth Management LP79,702$5.34M0.1%-0.9%0.034%
8/5/2025 Integrity Financial Corp WA9,706$650K0.3%+116.4%0.004%
8/5/2025 Gilbert & Cook Inc.3,057$205K0.0%N/A0.001%
8/5/2025 TIAA Trust National Association34,347$2.30M0.0%+20.7%0.015%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors142,504$9.55M0.9%-4.7%0.061%
8/5/2025 Sensible Money LLC25,414$1.70M0.6%+3.1%0.011%
8/5/2025 Everest Management Corp.750,294$50.29M36.1%+17.5%0.324%
8/5/2025 Avant Financial Advisors LLC70,833$4.75M3.9%+3.3%0.031%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,924$799K0.1%+3.3%0.005%
8/4/2025 Earned Wealth Advisors LLC181,909$12.19M2.4%+7.5%0.078%
8/4/2025 IFG Advisory LLC80,074$5.37M0.3%+3.1%0.035%
8/4/2025 Savvy Advisors Inc.76,445$5.12M0.3%+57.4%0.033%
8/4/2025 Assetmark Inc.696,320$46.67M0.1%-43.7%0.300%
8/4/2025 Keybank National Association OH20,581$1.38M0.0%-2.3%0.009%
8/4/2025 Spire Wealth Management248,866$16.68M0.6%+0.2%0.107%
8/4/2025 Hantz Financial Services Inc.3,037$204K0.0%N/A0.001%
8/4/2025 McMill Wealth Management272,920$18.26M6.0%+2.7%0.118%
8/1/2025 Cedar Point Capital Partners LLC149,774$10.04M7.1%-4.9%0.065%
8/1/2025 JDH Wealth Management LLC116,327$7.80M6.0%+4.2%0.050%
8/1/2025 Bull Oak Capital LLC3,079$206K0.1%N/A0.001%
8/1/2025 FSA Advisors Inc.3,128$210K0.2%N/A0.001%
8/1/2025 SwitchPoint Financial Planning LLC22,154$1.49M1.2%+2.8%0.010%
8/1/2025 Zhang Financial LLC2,396,803$160.63M7.4%-4.4%1.033%
8/1/2025 Heritage Wealth Management Inc. Texas882,747$59.11M29.4%+12.8%0.381%
8/1/2025 Clark Asset Management LLC30,857$2.07M0.3%+63.4%0.013%
8/1/2025 Advisory Alpha LLC5,422$363K0.0%N/A0.002%
8/1/2025 Bessemer Group Inc.813$54K0.0%N/A0.000%
8/1/2025 Yukon Wealth Management Inc.4,122$276K0.1%N/A0.002%
8/1/2025 Signature Wealth Management Group6,194$415K0.2%+7.5%0.003%
8/1/2025 Envestnet Asset Management Inc.3,976,107$266.48M0.1%+3.6%1.714%
7/31/2025 Topsail Wealth Management LLC104,638$7.01M1.3%+28.5%0.045%
7/31/2025 Dodds Wealth LLC28,338$1.90M0.5%-0.7%0.012%
7/31/2025 Leavell Investment Management Inc.8,282$555K0.0%+4.8%0.004%
7/31/2025 CVA Family Office LLC69,131$4.63M0.7%-26.1%0.030%
7/31/2025 Mason & Associates Inc511,481$34.28M7.9%-52.2%0.221%
7/31/2025 BIP Wealth LLC4,249$285K0.0%-33.4%0.002%
7/31/2025 Focus Partners Advisor Solutions LLC2,023,380$135.59M1.8%+3.2%0.872%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
7/31/2025 Curio Wealth LLC36,759$2.46M1.1%+174,942.9%0.016%
7/31/2025 Kathleen S. Wright Associates Inc.49,514$3.32M1.3%-1.1%0.021%
7/31/2025 LJI Wealth Management LLC57,815$3.88M0.7%+32.5%0.025%
7/31/2025 Warburton Capital Management LLC78,236$5.39M3.2%+294.0%0.034%
7/31/2025 Planning Center Inc.3,180$213K0.0%N/A0.001%
7/30/2025 KPP Advisory Services LLC175,324$11.75M1.9%+5.9%0.076%
7/30/2025 Bayshore Asset Management LLC108,297$7.26M3.3%-0.3%0.047%
7/30/2025 EnRich Financial Partners LLC97,873$6.56M2.0%+8.6%0.042%
7/30/2025 Strategic Blueprint LLC3,268$219K0.0%N/A0.001%
7/30/2025 Freedom Investment Management Inc.665,448$44.60M3.6%+122.9%0.287%
(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, 690 institutional investors and hedge funds held shares of Dimensional U.S. Equity ETF. The most heavily invested institutionals were Prudential Financial Inc. ($1.68B), Maseco LLP ($529.34M), Focus Partners Wealth ($506.94M), Index Fund Advisors Inc. ($338.62M), Buckingham Strategic Wealth LLC ($313.12M), Plancorp LLC ($307.97M), and Envestnet Asset Management Inc. ($266.48M).Learn more on Dimensional U.S. Equity ETF's institutional investors.

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

Of the 562 institutional investors that purchased Dimensional U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prudential Financial Inc. ($17.63M), Maseco LLP ($7.90M), Elser Financial Planning Inc ($2.84M), Sax Wealth Advisors LLC ($2.74M), LPL Financial LLC ($2.64M), Creative Planning ($2.00M), and Life Planning Partners Inc ($1.77M).

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

Institutional investors have bought a total of 62,977,822 shares in the last 24 months. This purchase volume represents approximately $4.02B in transactions.

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

Of the 304 institutional investors that sold Dimensional U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mercer Global Advisors Inc. ADV ($1.96M), Cetera Investment Advisers ($1.06M), Elser Financial Planning Inc ($960.36K), Index Fund Advisors Inc. ($867.28K), Mason & Associates Inc ($591.88K), Assetmark Inc. ($587.29K), and Intelligence Driven Advisers LLC ($443.56K).

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

Institutional investors have sold a total of 12,401,353 shares in the last 24 months. This volume of shares sold represents approximately $782.62M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 8/11/2025 by MarketBeat.com Staff
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