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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)
474
Total
Institutional Inflows
(last 12 months)
$4.09B
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$804.15M
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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
9/23/2025RS Crum Inc.721,564$48.36M11.6%+3.8%0.311%
9/22/2025 Caldwell Trust Co5,070$340K0.0%N/A0.002%
9/9/2025 Cambridge Financial Group LLC34,956$2.34M0.9%+1.7%0.015%
9/4/2025 Osaic Holdings Inc.298,825$19.69M0.0%+52.3%0.129%
8/27/2025 Orion Porfolio Solutions LLC46,481$3.12M0.0%+1.9%0.020%
8/19/2025 Cape Investment Advisory Inc.9,039$606K0.2%+5.3%0.004%
8/19/2025 Asset Dedication LLC670,487$44.94M3.3%+6.6%0.289%
8/18/2025 Geneos Wealth Management Inc.14,569$976K0.0%-27.3%0.006%
8/18/2025 Kestra Investment Management LLC73,455$4.92M0.1%+61.8%0.032%
8/18/2025 Cornerstone Financial Group LLC NE 152,503$10.22M8.7%-0.6%0.066%
8/15/2025 Tower Research Capital LLC TRC 16,470$1.10M0.0%+9,821.7%0.007%
8/15/2025 FFT Wealth Management LLC44,405$3.05M0.6%+15.1%0.019%
8/15/2025 Binnacle Investments Inc132,559$8.88M5.8%+5.2%0.057%
8/15/2025 Corient Private Wealth LLC1,725,749$115.66M0.1%-10.5%0.744%
8/15/2025 Equitable Holdings Inc.547,471$36.69M0.3%+4.0%0.236%
8/15/2025 Captrust Financial Advisors175,309$11.75M0.0%-1.0%0.076%
8/15/2025 Seneschal Advisors LLC125,856$8.44M6.7%-2.2%0.054%
8/15/2025 Smartleaf Asset Management LLC35,582$2.37M0.2%+82.0%0.015%
8/15/2025 Orion Porfolio Solutions LLC69,084$4.63M0.0%+51.4%0.030%
8/15/2025 MML Investors Services LLC439,369$29.45M0.1%+6.9%0.189%
8/15/2025 Monograph Wealth Advisors LLC28,435$1.91M0.2%-65.5%0.012%
8/15/2025 McIlrath & Eck LLC7,369$494K0.1%-48.4%0.003%
8/15/2025 Modern Wealth Management LLC3,164$212K0.0%N/A0.001%
8/15/2025 EP Wealth Advisors LLC33,442$2.24M0.0%-42.8%0.014%
8/15/2025 Envision Financial Planning LLC155,640$10.43M4.9%-1.0%0.067%
8/15/2025 Curi Capital LLC11,496$770K0.0%+12.2%0.005%
8/15/2025 Bank of America Corp DE1,090,394$73.08M0.0%+15.4%0.470%
8/15/2025 AQR Capital Management LLC79,663$5.34M0.0%+20.9%0.034%
8/14/2025 CLG LLC58,352$3.91M1.2%+1.9%0.025%
8/14/2025 Jane Street Group LLC5,744$385K0.0%-83.0%0.002%
8/14/2025 Raymond James Financial Inc.1,431,480$95.94M0.0%-8.7%0.617%
8/14/2025 Betterment LLC159,219$10.67M0.0%+62.3%0.069%
8/14/2025 Quantinno Capital Management LP143,113$9.59M0.0%+11.9%0.062%
8/14/2025 Diversify Advisory Services LLC10,549$736K0.0%-25.5%0.005%
8/14/2025 Peapack Gladstone Financial Corp19,672$1.32M0.0%+18.4%0.008%
8/14/2025 Main Street Financial Solutions LLC143,574$9.62M0.7%+1.2%0.062%
8/14/2025 Sand Hill Global Advisors LLC59,578$3.99M0.1%-0.5%0.026%
8/14/2025 NewEdge Advisors LLC94,934$6.36M0.0%-3.3%0.041%
8/14/2025 Qube Research & Technologies Ltd453$30K0.0%-85.1%0.000%
8/14/2025 Tripletail Wealth Management LLC3,330$230K0.3%N/A0.001%
8/14/2025 London & Capital Asset Management Ltd15,741$1.06M0.1%N/A0.007%
8/14/2025 Acorn Wealth Advisors LLC47,859$3.21M1.2%+5.8%0.021%
8/14/2025 Prestige Wealth Management Group LLC14,131$947K0.2%-9.3%0.006%
8/14/2025 Cerity Partners LLC574,599$38.51M0.1%+1.0%0.248%
8/13/2025 Avestar Capital LLC37,908$2.54M0.2%+2.0%0.016%
8/13/2025 Vance Wealth LLC4,919$330K0.1%+14.6%0.002%
8/13/2025 Cresset Asset Management LLC62,735$4.21M0.0%+12.7%0.027%
8/13/2025 Brown Advisory Inc.58,959$3.95M0.0%-0.4%0.025%
8/13/2025 Baird Financial Group Inc.11,222$752K0.0%-24.1%0.005%
8/13/2025 Parkworth Wealth Management Inc.40,485$2.71M2.0%-7.3%0.017%
8/13/2025 EverSource Wealth Advisors LLC91,007$6.10M0.3%-2.2%0.039%
8/13/2025 JT Stratford LLC19,215$1.29M0.2%+9.4%0.008%
8/13/2025 Beacon Pointe Advisors LLC354,270$23.74M0.2%+1.3%0.153%
8/13/2025 ARK & TLK Investments LLC482,598$32.34M10.4%-1.0%0.208%
8/13/2025 Fisher Asset Management LLC4,180$280K0.0%+20.4%0.002%
8/13/2025 Bernardo Wealth Planning LLC242,876$16.28M3.5%+53.2%0.105%
8/13/2025 Lido Advisors LLC35,500$2.38M0.0%+0.6%0.015%
8/13/2025 Legacy Capital Wealth Partners LLC7,411$497K0.1%N/A0.003%
8/13/2025 Measured Wealth Private Client Group LLC13,559$909K0.3%-9.7%0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.99,759$6.69M0.0%+0.4%0.043%
8/13/2025 Choreo LLC1,009,455$67.65M0.9%-1.0%0.435%
8/12/2025 J.W. Cole Advisors Inc.12,283$823K0.0%N/A0.005%
8/12/2025 Steward Partners Investment Advisory LLC16,571$1.11M0.0%-23.8%0.007%
8/12/2025 Burk Holdings LLC89,621$6.01M3.8%N/A0.039%
8/12/2025 Quadcap Wealth Management LLC837,611$56.14M7.1%+8.8%0.361%
8/12/2025 CreativeOne Wealth LLC27,853$1.87M0.0%+2.7%0.012%
8/12/2025 Global Retirement Partners LLC6,270$420K0.0%N/A0.003%
8/12/2025 TCP Asset Management LLC447,495$29.99M5.9%+2.2%0.193%
8/12/2025 Prudential Financial Inc.45,111,138$2.88B3.7%+6.0%19.444%
8/12/2025 Coldstream Capital Management Inc.10,592$710K0.0%+100.0%0.005%
8/12/2025 Forum Private Client Group LLC12,796$858K0.3%+1.2%0.006%
8/12/2025 Legacy Financial Group Inc.216,015$14.48M4.3%+4.2%0.093%
8/12/2025 Nemes Rush Group LLC954$64K0.0%+43.0%0.000%
8/12/2025 JPMorgan Chase & Co.912,390$61.15M0.0%-1.7%0.393%
8/12/2025 BWM Planning LLC19,330$1.30M0.4%+1.9%0.008%
8/12/2025 Lionshead Wealth Management LLC7,795$522K0.5%N/A0.003%
8/11/2025 VSM Wealth Advisory LLC1,403$94K0.0%-98.7%0.001%
8/11/2025 Stonebrook Private Inc.6,868$460K0.1%-17.2%0.003%
8/11/2025 Wealthspire Advisors LLC181,452$12.16M0.1%+0.8%0.078%
8/11/2025 Pinnacle Wealth Planning Services Inc.44,921$3.01M0.4%-2.6%0.019%
8/11/2025 Dorsey & Whitney Trust CO LLC3,102$208K0.0%N/A0.001%
8/11/2025 Root Financial Partners LLC3,095,429$207.46M20.1%+7.0%1.335%
8/11/2025 Babb Wealth Advisors LLC259,755$17.41M12.9%+1.9%0.112%
8/11/2025 Western Wealth Management LLC15,769$1.06M0.1%-2.7%0.007%
8/11/2025 Beta 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%
(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, 707 institutional investors and hedge funds held shares of Dimensional U.S. Equity ETF. The most heavily invested institutionals were Prudential Financial Inc. ($2.88B), 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 581 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. ($20.17M), Maseco LLP ($7.90M), Elser Financial Planning Inc ($2.84M), Sax Wealth Advisors LLC ($2.71M), 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 63,723,554 shares in the last 24 months. This purchase volume represents approximately $4.09B in transactions.

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

Of the 312 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 ($1.79M), 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 12,679,297 shares in the last 24 months. This volume of shares sold represents approximately $804.15M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 9/24/2025 by MarketBeat.com Staff
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