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

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$55.36
+0.52 (+0.95%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Number of
Institutional Buyers
(last 12 months)
282
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$289.23M
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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
4/27/2024Glass Jacobson Investment Advisors llc28,095$1.60M0.6%-0.7%0.018%
4/27/2024Capital Performance Advisors LLP154,858$8.82M3.4%-1.4%0.098%
4/27/2024Austin Asset Management Co Inc1,033,902$58.91M12.9%-0.9%0.654%
4/26/2024Acorn Wealth Advisors LLC44,334$2.53M1.3%+33.6%0.028%
4/26/2024YHB Investment Advisors Inc.3,566$203K0.0%N/A0.002%
4/26/2024Quantum Financial Advisors LLC108,916$6.21M1.1%-0.6%0.069%
4/26/2024Chicago Partners Investment Group LLC818,894$45.06M1.9%+37.4%0.518%
4/26/2024Heritage Wealth Management Inc. Texas825,865$47.06M30.6%+0.5%0.523%
4/26/2024Claris Advisors LLC MO226,316$12.90M6.5%-1.8%0.143%
4/25/2024Mendota Financial Group LLC183,255$10.44M6.1%+275.6%0.116%
4/25/2024Capital Investment Advisory Services LLC1,523$87K0.0%-78.9%0.001%
4/25/2024 Keb Asset Management LLC254,264$14.49M4.9%-1.1%0.161%
4/25/2024 IAG Wealth Partners LLC2,225$127K0.0%-9.6%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.229,524$13.08M0.1%+103.9%0.145%
4/24/2024 Zhang Financial LLC1,640,761$93.49M6.9%+18.1%1.038%
4/24/2024 1900 Wealth Management LLC781,944$44.56M4.1%-0.9%0.495%
4/24/2024 Greenspring Advisors LLC6,500$370K0.1%N/A0.004%
4/24/2024 Simplicity Wealth LLC14,119$805K0.0%N/A0.009%
4/24/2024 NBT Bank N A NY38,480$2.19M0.2%-0.9%0.024%
4/24/2024 Spire Wealth Management250,436$14.27M0.6%+1.0%0.159%
4/24/2024 Gemmer Asset Management LLC87,693$5.00M0.6%-1.6%0.056%
4/24/2024 Essex Financial Services Inc.5,905$336K0.0%+7.7%0.004%
4/23/2024 Mason & Associates Inc558,777$31.84M8.5%-41.9%0.354%
4/23/2024 Canvas Wealth Advisors LLC4,938$269K0.1%N/A0.003%
4/23/2024 Revisor Wealth Management LLC10,820$589K0.3%N/A0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.1,073,043$61.14M0.1%+0.1%0.679%
4/23/2024 Sutton Place Investors LLC165,710$9.44M4.7%+48.2%0.105%
4/22/2024 Towneley Capital Management Inc DE12,578$717K0.2%-2.6%0.008%
4/22/2024 Arista Wealth Management LLC12,509$713K0.5%-49.0%0.008%
4/22/2024 Family Investment Center Inc.17,543$1M0.3%-1.5%0.011%
4/22/2024 Drive Wealth Management LLC24,530$1.40M0.4%-26.3%0.016%
4/19/2024 ZRC Wealth Management LLC2,086$113K0.1%+100.2%0.001%
4/19/2024 Madrona Financial Services LLC10,052$573K0.2%-7.0%0.006%
4/19/2024 TCP Asset Management LLC404,053$23.02M6.1%+23.4%0.256%
4/19/2024 Yoder Wealth Management Inc.32,992$1.88M1.2%-0.7%0.021%
4/19/2024 AWM Capital LLC200,264$11.41M1.9%-2.8%0.127%
4/18/2024 Measured Wealth Private Client Group LLC18,501$1.05M0.4%-1.0%0.013%
4/18/2024 Miracle Mile Advisors LLC9,347$533K0.0%-2.6%0.007%
4/18/2024 Caerus Investment Advisors LLC46,098$2.63M2.5%-4.2%0.033%
4/18/2024 Advisory Services & Investments LLC24,799$1.41M1.0%-7.5%0.018%
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4/17/2024 Gradient Capital Advisors LLC7,145$407K0.1%+3.8%0.005%
4/17/2024 Annapolis Financial Services LLC5,301$302K0.1%-87.5%0.004%
4/17/2024 Physician Wealth Advisors Inc.10,799$591K0.1%+3.7%0.008%
4/17/2024 Brooklyn FI LLC3,676$209K0.1%N/A0.003%
4/17/2024 Kathleen S. Wright Associates Inc.24,552$1.40M0.6%+138.9%0.018%
4/17/2024 Meritas Wealth Management LLC232,645$13.26M9.2%+3.4%0.166%
4/16/2024 Moisand Fitzgerald Tamayo LLC49,407$2.82M0.4%-8.1%0.035%
4/16/2024 Dixon Fnancial Services Inc.479,334$27.31M15.1%-0.6%0.342%
4/16/2024 Atlantic Union Bankshares Corp19,356$1.10M0.1%-3.6%0.014%
4/16/2024 Onyx Financial Advisors LLC22,006$1.25M0.8%-8.5%0.016%
4/16/2024 Hurlow Wealth Management Group Inc.463,382$26.40M9.3%+0.6%0.331%
4/16/2024 OLIO Financial Planning201,694$10.49M4.5%-1.5%0.144%
4/16/2024 Wealth Enhancement Advisory Services LLC1,429,280$81.44M0.2%-1.4%1.021%
4/15/2024 S.A. Mason LLC1,491$85K0.1%N/A0.001%
4/15/2024 Brookstone Capital Management13,491$769K0.0%+88.2%0.010%
4/13/2024 Evanson Asset Management LLC957,840$54.58M4.2%-0.9%0.684%
4/12/2024 Dynamic Advisor Solutions LLC433,416$24.70M0.8%+6.5%0.310%
4/12/2024 Carlson Capital Management4,432$253K0.0%-90.6%0.003%
4/12/2024 AdvisorNet Financial Inc8,269$471K0.0%-85.2%0.006%
4/12/2024 Global Trust Asset Management LLC2,035$116K0.0%+390.4%0.001%
4/11/2024 Market Street Wealth Management Advisors LLC30,700$1.75M0.3%-6.0%0.022%
4/11/2024 Security Financial Services INC.312,462$17.80M4.0%-0.8%0.223%
4/11/2024 MJP Associates Inc. ADV3,748$214K0.0%N/A0.003%
4/11/2024 Walden Wealth Partners LLC165,758$9.26M5.4%+1.1%0.118%
4/10/2024 CVA Family Office LLC47,260$2.69M0.5%+4.2%0.034%
4/10/2024 McLean Asset Management Corp684,257$38.68M13.2%-1.5%0.489%
4/10/2024 Apella Capital LLC642,843$36.34M1.8%-3.6%0.459%
4/9/2024 Lynch & Associates IN7,139$407K0.1%+24.0%0.005%
4/9/2024 Foster Group Inc.1,147,777$65.40M3.2%-3.5%0.820%
4/9/2024 Great Waters Wealth Management1,792,795$102.15M16.8%+6.7%1.281%
4/4/2024 Shearwater Capital LLC27,724$1.58M1.2%-2.1%0.020%
4/2/2024 Symmetry Partners LLC311,583$17.75M1.4%-1.8%0.223%
3/14/2024 Walden Wealth Partners LLC163,929$8.50M5.4%N/A0.117%
3/14/2024Leo Wealth LLC14,895$772K0.1%N/A0.011%
3/1/2024ARK & TLK Investments LLC525,843$27.25M8.8%N/A0.376%
3/1/2024Pineridge Advisors LLC561$29K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC38,379$1.99M0.0%+13.5%0.027%
2/27/2024Beaird Harris Wealth Management LLC46,325$2.40M0.3%+2.8%0.033%
2/26/2024Integrated Advisors Network LLC25,913$1.34M0.1%-11.4%0.019%
2/23/2024Chicago Partners Investment Group LLC595,967$31.42M1.5%+2.2%0.426%
2/15/2024Freedom Investment Management Inc.117,238$6.08M0.5%N/A0.084%
2/15/2024Buckingham Strategic Partners LLC515,812$26.74M1.3%-20.6%0.368%
2/15/2024Buckingham Strategic Wealth LLC6,041,196$313.12M3.7%+11.0%4.315%
2/15/2024Biltmore Family Office LLC27,266$1.41M0.3%-0.8%0.019%
2/14/2024True Wealth Design LLC49,601$2.57M0.7%-14.2%0.035%
2/14/2024Creative Planning1,731,568$89.75M0.1%-0.9%1.237%
2/14/2024Northwest Wealth Management LLC11,472$595K0.2%N/A0.008%
2/14/2024Elevate Wealth Advisory Inc.43,720$2.27M2.1%N/A0.031%
2/14/2024Cresset Asset Management LLC162,918$8.44M0.1%-1.8%0.116%
2/14/2024 Sollinda Capital Management LLC7,214$374K0.1%N/A0.005%
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2/14/2024Traction Financial Partners LLC8,947$464K0.3%N/A0.006%
2/14/2024CFS Investment Advisory Services LLC110,061$5.70M1.0%+2.4%0.079%
2/13/2024Envestnet Asset Management Inc.4,234,056$219.45M0.1%-1.8%3.024%
2/13/2024Exencial Wealth Advisors LLC51,213$2.65M0.1%+64.7%0.037%
2/13/2024Cetera Advisor Networks LLC111,854$5.80M0.0%+77.7%0.080%
2/13/2024Essential Planning LLC.6,730$349K0.2%N/A0.005%
2/13/2024Trademark Financial Management LLC11,725$608K0.4%N/A0.008%
2/13/2024 Advisory Services & Investments LLC26,822$1.39M1.0%-10.4%0.019%
2/13/2024Legacy Financial Group Inc.124,309$6.44M2.8%+10.4%0.089%
2/12/2024American Investment Services Inc.655,137$33.96M6.4%+0.3%0.468%
(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, 498 institutional investors and hedge funds held shares of Dimensional U.S. Equity ETF. The most heavily invested institutionals were Buckingham Strategic Wealth LLC ($313.12M), Index Fund Advisors Inc. ($279.57M), Plancorp LLC ($254.56M), Envestnet Asset Management Inc. ($219.45M), Mercer Global Advisors Inc. ADV ($173.58M), TCI Wealth Advisors Inc. ($118.40M), and ML & R Wealth Management LLC ($107.76M).Learn more on DFUS's institutional investors.

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

Of the 404 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: EP Wealth Advisors LLC ($1.85M), Intelligence Driven Advisers LLC ($1.81M), Great Waters Wealth Management ($1.79M), Zhang Financial LLC ($1.64M), Savant Capital LLC ($1.43M), DiNuzzo Private Wealth Inc. ($1.31M), and Flagstone Financial Management ($1.25M).

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

Institutional investors have bought a total of 40,843,947 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

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

Of the 288 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: EP Wealth Advisors LLC ($1.79M), Envestnet Asset Management Inc. ($1.36M), AdvisorNet Financial Inc ($830.79K), Mason & Associates Inc ($402.80K), Index Fund Advisors Inc. ($346.71K), Plancorp LLC ($208.26K), and Mutual Advisors LLC ($201.00K).

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

Institutional investors have sold a total of 11,281,479 shares in the last 24 months. This volume of shares sold represents approximately $510.53M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 4/28/2024 by MarketBeat.com Staff

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