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

Dimensional U.S. Equity ETF logo
$67.95 +0.61 (+0.91%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
414
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$649.70M
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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
7/3/2025 Trinity Financial Advisors LLC236,361$15.84M4.9%-7.0%0.102%
7/3/2025 McLean Asset Management Corp675,427$45.48M11.9%+0.1%0.292%
7/2/2025 Helen Stephens Group LLC695,585$46.62M11.6%+16.4%0.300%
6/11/2025Kondo Wealth Advisors Inc.112,644$6.81M3.4%-1.7%0.050%
5/30/2025Porter White Investment Advisors Inc.4,861$294K0.1%N/A0.002%
5/22/2025Mattson Financial Services LLC3,141$190K0.1%N/A0.001%
5/21/2025Geneos Wealth Management Inc.20,034$1.21M0.0%+21.3%0.009%
5/20/2025Focus Partners Wealth8,381,976$506.94M1.3%-0.5%3.708%
5/19/2025Jane 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%
5/19/2025Client 1ST Advisory Group LLC3,476$210K0.1%-50.0%0.002%
5/19/2025SCS Capital Management LLC3,834$232K0.0%N/A0.002%
5/16/2025McIlrath & Eck LLC14,293$864K0.1%+468.8%0.006%
5/16/2025Faithward Advisors LLC10,203$617K0.1%-6.7%0.005%
5/16/2025Ascent Group LLC4,953$300K0.0%-4.8%0.002%
5/16/2025Kestra Investment Management LLC45,412$2.75M0.1%+230.2%0.020%
5/16/2025Cape Investment Advisory Inc.8,588$519K0.2%+3.8%0.004%
5/16/2025Jones Financial Companies Lllp66,342$3.96M0.0%+198.9%0.030%
5/16/2025Plancorp LLC4,712,710$285.03M11.3%-1.6%2.103%
5/16/2025NewEdge Advisors LLC98,153$5.94M0.0%-36.6%0.044%
5/16/2025Integrated Wealth Concepts LLC56,615$3.42M0.0%+2.2%0.025%
5/16/2025Investmark Advisory Group LLC247,076$14.94M7.4%+1.0%0.110%
5/16/2025Clark Capital Management Group Inc.4,540$275K0.0%-23.9%0.002%
5/16/2025Beaird Harris Wealth Management LLC55,386$3.35M0.3%+22.7%0.025%
5/16/2025AQR Capital Management LLC65,906$3.99M0.0%+87.1%0.029%
5/15/2025EP Wealth Advisors LLC58,429$3.53M0.0%-10.6%0.026%
5/15/2025LGL Partners LLC17,173$1.04M0.5%-69.2%0.008%
5/15/2025Focus Partners Advisor Solutions LLC1,960,818$118.59M1.8%+14.4%0.875%
5/15/2025Royal Bank of Canada1,222,633$73.95M0.0%+8.4%0.546%
5/15/2025Betterment LLC98,075$5.93M0.0%-2.8%0.044%
5/15/2025MAI Capital Management10,092$610K0.0%+5.6%0.005%
5/15/2025Baird Financial Group Inc.14,777$894K0.0%-62.5%0.007%
5/15/2025OLD Mission Capital LLC8,316$503K0.0%N/A0.004%
5/15/2025Tortoise Investment Management LLC76,676$4.64M0.5%+7.8%0.034%
5/14/2025BWM Planning LLC18,965$1.15M0.5%-1.0%0.008%
5/14/2025CreativeOne Wealth LLC27,108$1.64M0.0%-12.0%0.012%
5/14/2025Warwick Investment Management Inc.295,453$17.87M3.7%+0.1%0.132%
5/14/2025Quadcap Wealth Management LLC770,170$46.58M6.7%+15.4%0.344%
5/14/2025Samalin Investment Counsel LLC18,207$1.10M0.4%+220.4%0.008%
5/14/2025Envision Financial Planning LLC157,134$9.50M4.8%-4.7%0.070%
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5/14/2025Freedom Investment Management Inc.298,596$18.06M1.5%-1.9%0.133%
5/14/2025Cadence Bank14,168$857K0.1%-1.9%0.006%
5/14/2025Cedar Point Capital Partners LLC157,500$9.53M6.4%+1.5%0.070%
5/14/2025Northwestern Mutual Wealth Management Co.99,369$6.01M0.0%-0.8%0.044%
5/14/2025Sax Wealth Advisors LLC3,399,048$205.57M14.7%+4.0%1.517%
5/14/2025Kestra Advisory Services LLC553,554$33.48M0.2%-8.0%0.247%
5/14/2025Compound Planning Inc.5,893$356K0.0%+9.0%0.003%
5/14/2025JT Stratford LLC17,556$1.06M0.2%+17.4%0.008%
5/13/2025Cladis Investment Advisory LLC7,015$424K0.3%-5.7%0.003%
5/13/2025Aptus Capital Advisors LLC121,674$7.36M0.1%+20.0%0.054%
5/13/2025Raymond James Financial Inc.1,568,099$94.84M0.0%+18.0%0.700%
5/13/2025Cresset Asset Management LLC55,690$3.37M0.0%+8.1%0.025%
5/13/2025American Investment Services Inc.634,673$38.39M6.8%-0.9%0.283%
5/13/2025EverSource Wealth Advisors LLC93,024$5.63M0.3%-1.1%0.042%
5/13/2025Long Island Wealth Management Inc.21,929$1.33M0.8%N/A0.010%
5/13/2025Kovitz Investment Group Partners LLC6,885$416K0.0%N/A0.003%
5/13/2025Ariadne Wealth Management LP90,785$5.55M2.9%-3.1%0.041%
5/13/2025HighTower Advisors LLC507,608$30.70M0.0%+0.1%0.226%
5/13/2025Sterling Wealth Advisors Inc339,279$20.52M15.8%+10.7%0.151%
5/12/2025Financial Engines Advisors L.L.C.108,748$6.58M0.0%+2.1%0.049%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors149,548$9.08M0.7%-5.3%0.067%
5/12/2025SouthState Corp1,184,226$71.62M3.3%N/A0.528%
5/12/2025Berger Financial Group Inc36,960$2.24M0.2%+3.5%0.016%
5/12/2025Townsquare Capital LLC12,612$763K0.0%+3.5%0.006%
5/12/2025Integrity Financial Corp WA4,485$271K0.2%N/A0.002%
5/12/2025Savvy Advisors Inc.48,561$2.94M0.3%N/A0.022%
5/12/2025AlphaCore Capital LLC2,943$178K0.0%N/A0.001%
5/9/2025Silver Oak Advisory Group Inc.24,981$1.51M0.8%-2.4%0.011%
5/9/2025R. W. Roge & Company Inc.11,045$668K0.4%+121.7%0.005%
5/9/2025Keb Asset Management LLC271,997$16.45M4.7%-3.0%0.121%
5/9/2025Chicago Partners Investment Group LLC1,053,480$64.03M2.1%+3.9%0.470%
5/9/2025Hemington Wealth Management80,639$4.88M0.8%-12.5%0.036%
5/9/2025Nicholas Hoffman & Company LLC.25,470$1.54M0.0%-2.4%0.011%
5/9/2025Warburton Capital Management LLC19,859$1.20M0.9%+121.3%0.009%
5/9/2025Exencial Wealth Advisors LLC81,858$4.95M0.2%+7.9%0.037%
5/9/2025McMill Wealth Management265,804$16.08M5.8%+37.0%0.119%
5/9/2025Wealthspire Advisors LLC179,995$10.89M0.1%-1.0%0.080%
5/9/2025Financial Connections Group Inc.3,630$219K0.1%+29.0%0.002%
5/9/2025Atria Wealth Solutions Inc.6,399$387K0.0%-70.4%0.003%
5/9/2025Strategic Investment Solutions Inc. IL376,015$22.74M6.6%+20.0%0.168%
5/9/2025Gill Capital Partners LLC5,424$328K0.1%-13.0%0.002%
5/9/2025Earned Wealth Advisors LLC169,217$10.23M2.3%+2.5%0.076%
5/9/2025Commonwealth Equity Services LLC1,164,961$70.46M0.1%+6.4%0.520%
5/9/2025Beta Wealth Group Inc.3,980$241K0.1%-22.2%0.002%
5/9/2025PNC Financial Services Group Inc.12,594$762K0.0%-11.9%0.006%
5/8/2025IFG Advisory LLC77,651$4.70M0.3%-1.2%0.035%
5/8/2025TIAA Trust National Association28,457$1.72M0.0%+3.9%0.013%
5/8/2025Hurlow Wealth Management Group Inc.476,715$28.83M9.0%-0.6%0.213%
5/8/2025Certified Advisory Corp100,639$6.09M0.7%+0.9%0.045%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management60,967$3.69M0.1%-3.7%0.027%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
5/8/2025Tillman Hartley LLC167,541$10.13M2.9%-6.6%0.075%
5/8/2025Modera Wealth Management LLC1,145,407$69.27M0.9%-0.8%0.511%
5/8/2025Aegis Wealth Management LLC10,716$648K0.4%N/A0.005%
5/8/2025Squire Investment Management Company LLC44,764$2.71M1.1%+6.3%0.020%
5/7/2025Foundations Investment Advisors LLC4,920$298K0.0%-14.7%0.002%
5/7/2025AWM Capital LLC184,358$11.15M1.3%-3.2%0.082%
5/7/2025Werba Rubin Papier Wealth Management50,328$3.04M0.7%+11.3%0.022%
5/7/2025Wealthstream Advisors Inc.502,844$30.41M5.7%-14.3%0.224%
5/7/2025Nemes Rush Group LLC667$40K0.0%N/A0.000%
5/7/2025Seneschal Advisors LLC128,700$7.78M6.7%-0.7%0.057%
(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, 663 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 Dimensional U.S. Equity ETF's institutional investors.

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

Of the 532 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), Sax Wealth Advisors LLC ($2.71M), LPL Financial LLC ($2.67M), Creative Planning ($2.00M), Elser Financial Planning Inc ($1.93M), Zhang Financial LLC ($1.86M), and Life Planning Partners Inc ($1.76M).

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

Institutional investors have bought a total of 54,071,889 shares in the last 24 months. This purchase volume represents approximately $3.38B in transactions.

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

Of the 288 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), Intelligence Driven Advisers LLC ($443.56K), Savant Capital LLC ($348.73K), and Envestnet Asset Management Inc. ($339.20K).

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

Institutional investors have sold a total of 10,538,741 shares in the last 24 months. This volume of shares sold represents approximately $649.70M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 7/5/2025 by MarketBeat.com Staff
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