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

Dimensional U.S. Equity ETF logo
$62.81 -0.37 (-0.59%)
As of 05/23/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
418
Total
Institutional Inflows
(last 12 months)
$3.39B
Number of
Institutional Sellers
(last 12 months)
286
Total
Institutional Outflows
(last 12 months)
$648.39M
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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
5/22/2025 Mattson Financial Services LLC3,141$190K0.1%N/A0.001%
5/21/2025 Geneos Wealth Management Inc.20,034$1.21M0.0%+21.3%0.009%
5/20/2025 Focus Partners Wealth8,381,976$506.94M1.3%-0.5%3.708%
5/19/2025 Jane Street Group LLC33,846$2.05M0.0%N/A0.015%
5/19/2025 Trinity Financial Advisors LLC254,066$14.75M5.3%+16.6%0.112%
5/19/2025 Client 1ST Advisory Group LLC3,476$210K0.1%-50.0%0.002%
5/19/2025 SCS Capital Management LLC3,834$232K0.0%N/A0.002%
5/16/2025 McIlrath & Eck LLC14,293$864K0.1%+468.8%0.006%
5/16/2025 Faithward Advisors LLC10,203$617K0.1%-6.7%0.005%
5/16/2025 Ascent Group LLC4,953$300K0.0%-4.8%0.002%
5/16/2025 Kestra Investment Management LLC45,412$2.75M0.1%+230.2%0.020%
5/16/2025 Cape Investment Advisory Inc.8,588$519K0.2%+3.8%0.004%
5/16/2025 Jones Financial Companies Lllp66,342$3.96M0.0%+198.9%0.030%
5/16/2025 Plancorp LLC4,712,710$285.03M11.3%-1.6%2.103%
5/16/2025 NewEdge Advisors LLC98,153$5.94M0.0%-36.6%0.044%
5/16/2025 Integrated Wealth Concepts LLC56,615$3.42M0.0%+2.2%0.025%
5/16/2025 Investmark Advisory Group LLC247,076$14.94M7.4%+1.0%0.110%
5/16/2025 Clark Capital Management Group Inc.4,540$275K0.0%-23.9%0.002%
5/16/2025 Beaird Harris Wealth Management LLC55,386$3.35M0.3%+22.7%0.025%
5/16/2025 AQR Capital Management LLC65,906$3.99M0.0%+87.1%0.029%
5/15/2025 EP Wealth Advisors LLC58,429$3.53M0.0%-10.6%0.026%
5/15/2025 LGL Partners LLC17,173$1.04M0.5%-69.2%0.008%
5/15/2025 Focus Partners Advisor Solutions LLC1,960,818$118.59M1.8%+14.4%0.875%
5/15/2025 Royal Bank of Canada1,222,633$73.95M0.0%+8.4%0.546%
5/15/2025 Betterment LLC98,075$5.93M0.0%-2.8%0.044%
5/15/2025 MAI Capital Management10,092$610K0.0%+5.6%0.005%
5/15/2025 Baird Financial Group Inc.14,777$894K0.0%-62.5%0.007%
5/15/2025 OLD Mission Capital LLC8,316$503K0.0%N/A0.004%
5/15/2025 Tortoise Investment Management LLC76,676$4.64M0.5%+7.8%0.034%
5/14/2025 BWM Planning LLC18,965$1.15M0.5%-1.0%0.008%
5/14/2025 CreativeOne Wealth LLC27,108$1.64M0.0%-12.0%0.012%
5/14/2025 Warwick Investment Management Inc.295,453$17.87M3.7%+0.1%0.132%
5/14/2025 Quadcap Wealth Management LLC770,170$46.58M6.7%+15.4%0.344%
5/14/2025 Samalin Investment Counsel LLC18,207$1.10M0.4%+220.4%0.008%
5/14/2025 Envision Financial Planning LLC157,134$9.50M4.8%-4.7%0.070%
5/14/2025 Freedom Investment Management Inc.298,596$18.06M1.5%-1.9%0.133%
5/14/2025 Cadence Bank14,168$857K0.1%-1.9%0.006%
5/14/2025 Cedar Point Capital Partners LLC157,500$9.53M6.4%+1.5%0.070%
5/14/2025 Northwestern Mutual Wealth Management Co.99,369$6.01M0.0%-0.8%0.044%
5/14/2025 Sax Wealth Advisors LLC3,399,048$205.57M14.7%+4.0%1.517%
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5/14/2025 Kestra Advisory Services LLC553,554$33.48M0.2%-8.0%0.247%
5/14/2025 Compound Planning Inc.5,893$356K0.0%+9.0%0.003%
5/14/2025 JT Stratford LLC17,556$1.06M0.2%+17.4%0.008%
5/13/2025 Cladis Investment Advisory LLC7,015$424K0.3%-5.7%0.003%
5/13/2025 Aptus Capital Advisors LLC121,674$7.36M0.1%+20.0%0.054%
5/13/2025 Raymond James Financial Inc.1,568,099$94.84M0.0%+18.0%0.700%
5/13/2025 Cresset Asset Management LLC55,690$3.37M0.0%+8.1%0.025%
5/13/2025 American Investment Services Inc.634,673$38.39M6.8%-0.9%0.283%
5/13/2025 EverSource Wealth Advisors LLC93,024$5.63M0.3%-1.1%0.042%
5/13/2025 Long Island Wealth Management Inc.21,929$1.33M0.8%N/A0.010%
5/13/2025 Kovitz Investment Group Partners LLC6,885$416K0.0%N/A0.003%
5/13/2025 Ariadne Wealth Management LP90,785$5.55M2.9%-3.1%0.041%
5/13/2025 HighTower Advisors LLC507,608$30.70M0.0%+0.1%0.226%
5/13/2025 Sterling Wealth Advisors Inc339,279$20.52M15.8%+10.7%0.151%
5/12/2025 Financial Engines Advisors L.L.C.108,748$6.58M0.0%+2.1%0.049%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors149,548$9.08M0.7%-5.3%0.067%
5/12/2025 SouthState Corp1,184,226$71.62M3.3%N/A0.528%
5/12/2025 Berger Financial Group Inc36,960$2.24M0.2%+3.5%0.016%
5/12/2025 Townsquare Capital LLC12,612$763K0.0%+3.5%0.006%
5/12/2025 Integrity Financial Corp WA4,485$271K0.2%N/A0.002%
5/12/2025 Savvy Advisors Inc.48,561$2.94M0.3%N/A0.022%
5/12/2025 AlphaCore Capital LLC2,943$178K0.0%N/A0.001%
5/9/2025 Silver Oak Advisory Group Inc.24,981$1.51M0.8%-2.4%0.011%
5/9/2025 R. W. Roge & Company Inc.11,045$668K0.4%+121.7%0.005%
5/9/2025 Keb Asset Management LLC271,997$16.45M4.7%-3.0%0.121%
5/9/2025 Chicago Partners Investment Group LLC1,053,480$64.03M2.1%+3.9%0.470%
5/9/2025 Hemington Wealth Management80,639$4.88M0.8%-12.5%0.036%
5/9/2025 Nicholas Hoffman & Company LLC.25,470$1.54M0.0%-2.4%0.011%
5/9/2025 Warburton Capital Management LLC19,859$1.20M0.9%+121.3%0.009%
5/9/2025 Exencial Wealth Advisors LLC81,858$4.95M0.2%+7.9%0.037%
5/9/2025 McMill Wealth Management265,804$16.08M5.8%+37.0%0.119%
5/9/2025 Wealthspire Advisors LLC179,995$10.89M0.1%-1.0%0.080%
5/9/2025 Financial Connections Group Inc.3,630$219K0.1%+29.0%0.002%
5/9/2025 Atria Wealth Solutions Inc.6,399$387K0.0%-70.4%0.003%
5/9/2025 Strategic Investment Solutions Inc. IL376,015$22.74M6.6%+20.0%0.168%
5/9/2025 Gill Capital Partners LLC5,424$328K0.1%-13.0%0.002%
5/9/2025 Earned Wealth Advisors LLC169,217$10.23M2.3%+2.5%0.076%
5/9/2025 Commonwealth Equity Services LLC1,164,961$70.46M0.1%+6.4%0.520%
5/9/2025 Beta Wealth Group Inc.3,980$241K0.1%-22.2%0.002%
5/9/2025 PNC Financial Services Group Inc.12,594$762K0.0%-11.9%0.006%
5/8/2025 IFG Advisory LLC77,651$4.70M0.3%-1.2%0.035%
5/8/2025 TIAA Trust National Association28,457$1.72M0.0%+3.9%0.013%
5/8/2025 Hurlow Wealth Management Group Inc.476,715$28.83M9.0%-0.6%0.213%
5/8/2025 Certified Advisory Corp100,639$6.09M0.7%+0.9%0.045%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management60,967$3.69M0.1%-3.7%0.027%
5/8/2025 Tillman Hartley LLC167,541$10.13M2.9%-6.6%0.075%
5/8/2025 Modera Wealth Management LLC1,145,407$69.27M0.9%-0.8%0.511%
5/8/2025 Aegis Wealth Management LLC10,716$648K0.4%N/A0.005%
5/8/2025 Squire Investment Management Company LLC44,764$2.71M1.1%+6.3%0.020%
5/7/2025 Foundations Investment Advisors LLC4,920$298K0.0%-14.7%0.002%
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5/7/2025 AWM Capital LLC184,358$11.15M1.3%-3.2%0.082%
5/7/2025 Werba Rubin Papier Wealth Management50,328$3.04M0.7%+11.3%0.022%
5/7/2025 Wealthstream Advisors Inc.502,844$30.41M5.7%-14.3%0.224%
5/7/2025 Nemes Rush Group LLC667$40K0.0%N/A0.000%
5/7/2025 Seneschal Advisors LLC128,700$7.78M6.7%-0.7%0.057%
5/7/2025 LPL Financial LLC3,610,103$218.34M0.1%+49.1%1.611%
5/7/2025 AG Asset Advisory LLC448,255$27.11M27.8%+1.1%0.200%
5/7/2025 Allium Financial Advisors LLC31,246$1.89M1.7%N/A0.014%
5/7/2025 Security Financial Services INC.283,632$17.15M3.4%-2.9%0.127%
5/7/2025 Drive Wealth Management LLC19,486$1.18M0.3%+8.5%0.009%
(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, 662 institutional investors and hedge funds held shares of Dimensional U.S. Equity ETF. The most heavily invested institutionals were Prudential Financial Inc. ($1.68B), Focus Partners Wealth ($506.94M), Buckingham Strategic Wealth LLC ($313.12M), Index Fund Advisors Inc. ($312.13M), Plancorp LLC ($285.03M), Envestnet Asset Management Inc. ($232.16M), and Creative Planning ($228.14M).Learn more on DFUS's institutional investors.

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

Of the 532 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: Prudential Financial Inc. ($17.63M), Sax Wealth Advisors LLC ($2.71M), LPL Financial LLC ($2.67M), Creative Planning ($2.00M), Elser Financial Planning Inc ($1.93M), EP Wealth Advisors LLC ($1.86M), and Zhang Financial LLC ($1.86M).

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

Institutional investors have bought a total of 76,089,633 shares in the last 24 months. This purchase volume represents approximately $4.49B in transactions.

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

Of the 367 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: Mercer Global Advisors Inc. ADV ($2.04M), EP Wealth Advisors LLC ($1.81M), Cetera Investment Advisers ($1.02M), Elser Financial Planning Inc ($960.36K), Index Fund Advisors Inc. ($859.75K), Intelligence Driven Advisers LLC ($538.32K), and Envestnet Asset Management Inc. ($521.27K).

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

Institutional investors have sold a total of 16,461,352 shares in the last 24 months. This volume of shares sold represents approximately $945.20M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 5/24/2025 by MarketBeat.com Staff
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