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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)
433
Total
Institutional Inflows
(last 12 months)
$3.93B
Number of
Institutional Sellers
(last 12 months)
296
Total
Institutional Outflows
(last 12 months)
$702.36M
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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
7/25/2025Concurrent Investment Advisors LLC4,023$270K0.0%+10.7%0.002%
7/25/2025Investment Advisory Group LLC160,626$10.77M3.3%+6.2%0.069%
7/25/2025R. W. Roge & Company Inc.10,080$675K0.4%-8.7%0.004%
7/25/2025Apollon Financial LLC18,652$1.25M0.3%-54.9%0.008%
7/25/2025Apollon Wealth Management LLC53,640$3.60M0.1%-1.3%0.023%
7/25/2025Hemington Wealth Management109,680$7.35M1.1%+36.0%0.047%
7/24/2025Fischer Investment Strategies LLC307,722$20.62M13.8%-32.4%0.133%
7/24/2025Financial Connections Group Inc.112,287$7.53M3.1%+2,993.3%0.048%
7/24/2025Williams & Novak LLC14,535$974K0.8%-27.0%0.006%
7/24/2025JFS Wealth Advisors LLC1,411,720$94.61M6.0%+1.7%0.609%
7/24/2025Blue Trust Inc.1,588$106K0.0%-58.3%0.001%
7/24/2025Robertson Stephens Wealth Management LLC124,188$8.32M0.3%-0.2%0.054%
7/24/2025M1 Capital Management LLC6,778$454K0.2%-10.2%0.003%
7/24/2025Vantage Point Financial LLC87,355$5.86M2.6%+0.4%0.038%
7/24/2025CarsonAllaria Wealth Management Ltd.287,941$19.30M10.3%+8.2%0.124%
7/24/2025Edge Financial Advisors LLC111,742$7.49M3.9%N/A0.048%
7/24/2025US Bancorp DE29,025$1.95M0.0%-3.8%0.013%
7/23/2025 Allegiance Financial Group Advisory Services LLC26,110$1.75M0.5%-4.0%0.011%
7/23/2025 SpringVest Wealth Management LLC6,793$455K0.4%N/A0.003%
7/23/2025 Austin Asset Management Co Inc985,771$66.07M13.4%-5.9%0.425%
7/23/2025 Sax Wealth Advisors LLC3,425,092$229.55M13.9%+0.8%1.477%
7/23/2025 TPG Financial Advisors LLC8,844$593K0.2%-11.9%0.004%
7/23/2025 Colony Family Offices LLC1,029,271$68.98M17.8%+7.2%0.444%
7/23/2025 Wealth Management Nebraska721,271$48.13M6.8%+5.1%0.311%
7/23/2025 HTG Investment Advisors Inc.58,285$3.91M1.5%-0.4%0.025%
7/23/2025 Pillar Financial Advisors LLC262,135$17.57M12.1%+0.7%0.113%
7/23/2025 Heck Capital Advisors LLC6,987$468K0.0%N/A0.003%
7/23/2025 Prime Capital Investment Advisors LLC21,413$1.44M0.0%-16.1%0.009%
7/22/2025 AWM Capital LLC174,909$11.72M1.2%-5.1%0.075%
7/22/2025 David Wealth Management LLC195,364$13.09M9.7%+6.5%0.084%
7/22/2025 Yardley Wealth Management LLC120,217$8.06M4.4%+2.2%0.052%
7/22/2025 Innovative Wealth Building LLC97,411$6.53M5.4%-11.3%0.042%
7/22/2025 Beacon Financial Advisory LLC15,045$1.01M0.3%-37.8%0.006%
7/22/2025 Gemmer Asset Management LLC86,959$5.83M0.5%-2.8%0.037%
7/22/2025 Simplicity Wealth LLC38,996$2.61M0.1%+41.5%0.017%
7/22/2025 Olistico Wealth LLC3,420$229K0.1%+209.8%0.001%
7/22/2025 Wealthcare Advisory Partners LLC165,258$11.08M0.3%+318.1%0.071%
7/22/2025 Berger Financial Group Inc38,243$2.56M0.2%+3.5%0.016%
7/22/2025 Accel Wealth Management3,260$218K0.1%N/A0.001%
7/22/2025 Yoder Wealth Management Inc.31,550$2.11M1.1%-2.3%0.014%
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7/21/2025 Onyx Financial Advisors LLC17,954$1.20M0.6%-3.0%0.008%
7/21/2025 Life Planning Partners Inc34,934$2.34M1.9%+14.5%0.015%
7/21/2025 Keb Asset Management LLC285,749$19.15M4.8%+5.1%0.123%
7/21/2025 Ascent Group LLC3,912$262K0.0%-21.0%0.002%
7/21/2025 Ameritas Advisory Services LLC1,461$98K0.0%-62.7%0.001%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management60,730$4.07M0.1%-0.4%0.026%
7/21/2025 Greenwood Capital Associates LLC85,782$5.75M0.7%+21.3%0.037%
7/21/2025 1900 Wealth Management LLC766,624$51.38M3.9%+0.1%0.331%
7/21/2025 Synergy Asset Management LLC5,412$363K0.0%+28.9%0.002%
7/21/2025 Hilltop National Bank2,154$144K0.0%N/A0.001%
7/21/2025 Matauro LLC3,249$218K0.0%-16.2%0.001%
7/21/2025 Triad Wealth Partners LLC17,634$1.18M0.2%N/A0.008%
7/21/2025 Mendota Financial Group LLC208,293$13.96M13.2%+4.2%0.090%
7/21/2025 First National Bank & Trust Co. of Newtown94,864$6.36M1.3%+14.0%0.041%
7/21/2025 Sageworth Trust Co of South Dakota3,650$245K0.3%N/A0.002%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC17,509$1.17M0.0%-1.5%0.008%
7/18/2025 Pure Financial Advisors LLC12,928$866K0.0%+65.3%0.006%
7/18/2025 Consolidated Planning Corp65,654$4.40M0.6%-6.4%0.028%
7/18/2025 Meritas Wealth Management LLC277,065$18.57M10.2%+2.9%0.120%
7/18/2025 Parkwoods Wealth Partners LLC391,774$26.26M15.1%+0.7%0.169%
7/18/2025 Magnolia Private Wealth LLC9,918$665K0.5%-95.3%0.004%
7/18/2025 Consolidated Portfolio Review Corp15,945$1.07M0.1%+61.5%0.007%
7/18/2025 PBMares Wealth Management LLC911,954$61.12M11.2%+11.7%0.393%
7/18/2025 Truist Financial Corp712,470$47.75M0.1%-2.0%0.307%
7/18/2025 FMB Wealth Management111,342$7.46M3.6%+2.8%0.048%
7/17/2025 DiNuzzo Private Wealth Inc.1,224,999$82.10M9.7%+2.3%0.529%
7/17/2025 K2 Financial Inc.22,660$1.53M1.3%+2.0%0.010%
7/17/2025 Poinciana Advisors Group LLC33,352$2.24M2.0%+28.0%0.014%
7/17/2025 Dopkins Wealth Management LLC79,223$5.31M2.4%+0.8%0.034%
7/17/2025 Lauterbach Financial Advisors LLC86,910$5.83M3.2%+48.4%0.038%
7/17/2025 Northwest Wealth Management LLC187,677$12.58M2.3%+0.2%0.081%
7/17/2025 HB Wealth Management LLC189,782$12.72M0.1%+47.8%0.082%
7/17/2025 Claris Advisors LLC MO229,443$15.38M5.4%-8.3%0.099%
7/17/2025 Janney Montgomery Scott LLC5,328$357K0.0%N/A0.002%
7/17/2025 Smith Chas P & Associates PA Cpas21,140$1.42M0.1%-1.2%0.009%
7/17/2025 Elser Financial Planning Inc948,821$63.98M3.8%+2,118.6%0.410%
7/17/2025 Oakworth Capital Inc.2,078$139K0.0%+21.9%0.001%
7/17/2025 Avondale Wealth Management8,695$583K0.3%+186.5%0.004%
7/17/2025 Vermillion Wealth Management Inc.644,963$43.23M20.6%+9.7%0.278%
7/17/2025 Heritage Investment Group Inc.504,951$33.84M5.8%-0.5%0.218%
7/17/2025 Symmetry Partners LLC95,062$6.37M0.8%-2.3%0.041%
7/17/2025 Sterling Wealth Advisors Inc311,464$21.08M14.9%-8.2%0.134%
7/17/2025 Willow Creek Wealth Management Inc.796,649$53.39M4.8%+7.1%0.344%
7/17/2025 XY Planning Network Inc.67,117$4.50M1.5%+103.5%0.029%
7/17/2025 SC&H Financial Advisors Inc.412,324$27.63M4.7%+6.5%0.178%
7/17/2025 Sage Rhino Capital LLC3,087$207K0.0%N/A0.001%
7/17/2025 SeaBridge Investment Advisors LLC112,022$7.51M1.4%-2.5%0.048%
7/16/2025 Signature Resources Capital Management LLC6,606$443K0.3%+5.6%0.003%
7/16/2025 Builder Investment Group Inc. ADV9,987$669K0.2%+17.4%0.004%
7/16/2025 Squire Investment Management Company LLC47,258$3.17M1.2%+5.6%0.020%
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7/16/2025 Independent Wealth Network Inc.69,438$4.65M1.7%+6.3%0.030%
7/16/2025 Moisand Fitzgerald Tamayo LLC42,620$2.86M0.4%-1.1%0.018%
7/16/2025 True North Advisors LLC4,666$313K0.1%-8.0%0.002%
7/16/2025 Strategic Investment Solutions Inc. IL310,344$20.80M6.3%-17.5%0.134%
7/16/2025 Five Oceans Advisors23,836$1.60M0.7%+9.2%0.010%
7/16/2025 TCI Wealth Advisors Inc.2,730,367$182.99M12.5%+10.0%1.179%
7/16/2025 Crown Wealth Group LLC581,352$38.96M14.6%+33.7%0.251%
7/16/2025 Perigon Wealth Management LLC13,619$913K0.0%+42.2%0.006%
7/16/2025 Plancorp LLC4,595,119$307.97M10.7%-2.5%1.984%
7/16/2025 Tassel Capital Management Inc.201,381$13.50M10.4%+4.2%0.087%
(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, 677 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), Buckingham Strategic Wealth LLC ($313.12M), Index Fund Advisors Inc. ($312.13M), Plancorp LLC ($307.97M), and Envestnet Asset Management Inc. ($232.16M).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 549 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 ($2.67M), 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 61,780,329 shares in the last 24 months. This purchase volume represents approximately $3.93B in transactions.

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

Of the 296 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 ($1.02M), Elser Financial Planning Inc ($960.36K), Index Fund Advisors Inc. ($833.22K), Plancorp LLC ($446.08K), Intelligence Driven Advisers LLC ($443.56K), and Savant Capital LLC ($348.73K).

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

Institutional investors have sold a total of 11,309,887 shares in the last 24 months. This volume of shares sold represents approximately $702.36M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 7/25/2025 by MarketBeat.com Staff
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