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

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$83.41 +0.38 (+0.46%)
Closing price 09/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Number of
Institutional Buyers
(last 12 months)
441
Total
Institutional Inflows
(last 12 months)
$3.14B
Number of
Institutional Sellers
(last 12 months)
306
Total
Institutional Outflows
(last 12 months)
$644.56M
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DFUS Institutional Buying and Selling by Quarter

Dimensional U.S. Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026Kinetic Wealth Investment Advisors LLC4,350$356K0.2%N/A0.002%
9/2/2026 Citadel Advisors LLC3,992$327K0.0%N/A0.002%
8/27/2026 Corient Private Wealth LP1,298,158$106.37M0.1%-21.4%0.507%
8/23/2026 Washington Trust Advisors Inc.31,450$2.58M0.2%-12.4%0.012%
8/23/2026 Ameritas Advisory Services LLC4,035$331K0.0%+12.5%0.002%
8/23/2026 Andrews Lucia Wealth Management LLC67,839$5.56M2.9%+8.8%0.027%
8/23/2026 Bayshore Asset Management LLC118,167$9.68M3.3%+1.5%0.046%
8/23/2026 Beaird Harris Wealth Management LLC59,539$4.88M0.3%+10.3%0.023%
8/23/2026 Northeast Planning Associates INC. NH5,901$484K0.4%-3.3%0.002%
8/23/2026 Semitam Bonam LLC101,537$8.32M6.0%-0.9%0.040%
8/23/2026 Ridgeline Wealth LLC96,370$7.90M4.5%-3.9%0.038%
8/22/2026 Highland Investment Advisors LLC20,201$1.66M0.7%N/A0.008%
8/22/2026 Cooke Wealth Management LLC6,829$560K0.5%+41.1%0.003%
8/22/2026 K2 Financial Inc.19,380$1.60M1.1%-10.6%0.008%
8/22/2026 Tassel Capital Management Inc.228,966$18.76M8.9%+6.1%0.090%
8/22/2026 TD Waterhouse Canada Inc.10,974$895K0.0%-19.5%0.004%
8/22/2026 Concurrent Investment Advisors LLC8,184$671K0.0%+27.2%0.003%
8/21/2026 Mason & Associates Inc481,535$39.46M6.3%-2.4%0.188%
8/21/2026 WorthPointe LLC13,764$1.13M0.3%-3.4%0.005%
8/21/2026 Greenspring Advisors LLC508,931$41.70M2.3%-1.2%0.199%
8/21/2026 Continuum Advisory LLC447$37K0.0%N/A0.000%
8/21/2026 Safeguard Investment Advisory Group LLC11,797$967K0.2%-1.2%0.005%
8/21/2026 R. W. Roge & Company Inc.9,373$768K0.3%-1.9%0.004%
8/21/2026 Acorn Wealth Advisors LLC47,035$3.85M0.9%+11.0%0.018%
8/21/2026 Triumph Capital Management8,554$701K0.1%+3.0%0.003%
8/20/2026 Nwam LLC30,163$2.47M0.1%N/A0.012%
8/20/2026 Rehmann Capital Advisory Group155,554$12.68M0.5%-0.7%0.061%
8/15/2026 First Bancorp Inc ME8,600$705K0.3%N/A0.003%
7/10/2026 Heck Capital Advisors LLC77,208$6.33M0.4%+131.3%0.030%
7/10/2026 JFS Wealth Advisors LLC1,333,612$109.28M5.4%-1.8%0.519%
7/10/2026 DiNuzzo Private Wealth Inc.1,169,867$95.86M9.5%-0.6%0.455%
7/10/2026 Canvas Wealth Advisors LLC35,109$2.88M0.4%-25.6%0.014%
7/10/2026 Mendota Financial Group LLC276,311$22.64M14.0%+12.3%0.108%
7/10/2026 Wealthcare Advisory Partners LLC69,483$5.69M0.1%-69.7%0.027%
7/9/2026 Kraft Davis & Associates LLC184,603$15.02M3.1%+1.2%0.072%
7/9/2026 CPA Asset Management Group LLC33,405$2.74M0.8%-68.0%0.013%
7/9/2026 Wealthcare Capital Management LLC7,674$629K0.1%+10.0%0.003%
7/9/2026 Great Waters Wealth Management2,934,668$240.47M22.3%+4.1%1.142%
7/9/2026 Arista Wealth Management LLC97,246$7.97M0.9%-2.2%0.038%
7/9/2026 Everhart Financial Group Inc.12,424$1.02M0.1%+3.4%0.005%
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7/9/2026 Sax Wealth Advisors LLC4,250,622$348.30M12.9%+9.9%1.655%
7/8/2026 Beaird Harris Wealth Management LLC59,539$4.88M0.3%+10.3%0.023%
7/8/2026 Gradient Investments LLC81,999$6.72M0.1%-11.7%0.032%
7/8/2026 3 Factor Indexing LLC8,098$664K0.6%+332.1%0.003%
7/8/2026 Williams & Novak LLC13,026$1.07M0.7%+21.8%0.005%
7/8/2026 Trust Point Inc.2,990$245K0.0%-38.7%0.001%
7/8/2026 Strategic Investment Solutions Inc. IL239,793$19.65M4.5%-0.7%0.093%
7/8/2026 Factor Wealth Management LTD65,233$5.35M0.8%-5.3%0.025%
7/8/2026 DWR Wealth Management LLC91,640$7.45M5.6%+21.7%0.036%
7/8/2026 Twin Cities Retirement Group LLC40,734$3.34M2.9%-3.7%0.016%
7/8/2026 Shearwater Capital LLC34,543$2.83M1.4%-15.5%0.013%
7/8/2026 Apella Capital LLC2,199,716$179.89M2.5%+0.9%0.856%
7/8/2026 Clark Asset Management LLC58,614$4.80M0.4%+9.3%0.023%
7/8/2026 Emprise Bank2,465$202K0.1%N/A0.001%
7/8/2026 Evanson Financial LLC930,248$76.23M3.8%N/A0.363%
7/7/2026 Foster Group Inc.941,437$77.14M2.1%-0.6%0.367%
7/7/2026 Dynamic Advisor Solutions LLC566,467$46.42M1.3%-1.5%0.221%
7/7/2026 Ridgeline Wealth LLC96,370$7.90M4.6%-3.9%0.038%
7/7/2026 Trinity Financial Advisors LLC303,027$24.83M6.4%+0.1%0.118%
7/7/2026 CGN Advisors LLC145,904$11.96M0.9%N/A0.057%
7/7/2026 CoreCap Advisors LLC5,301$434K0.0%-2.8%0.002%
7/6/2026 Sincerus Advisory LLC8,924$731K0.5%-3.7%0.003%
6/24/2026 Optimus Capital Advisors LLC308,046$21.84M12.9%+1.5%0.121%
6/18/2026 Western Wealth Management LLC15,010$1.06M0.0%-4.3%0.006%
6/11/2026 E Wealth Partners LLC29,534$2.09M1.7%+5.4%0.012%
6/9/2026 Robinswood Financial LLC3,752$266K0.3%N/A0.001%
6/4/2026 Fischer Investment Strategies LLC63,504$4.50M2.6%-12.1%0.025%
6/3/2026 DBK Financial Counsel LLC80,285$5.69M4.3%+12.3%0.032%
6/3/2026 NewEdge Advisors LLC85,027$6.03M0.0%-0.4%0.034%
6/1/2026 Caerus Investment Advisors LLC42,869$3.04M1.3%-2.6%0.017%
5/29/2026 Asset Dedication LLC332,888$23.61M1.7%-52.4%0.131%
5/27/2026 Security Financial Services INC.249,996$17.73M2.8%-3.3%0.099%
5/22/2026 WNY Asset Management LLC24,587$1.74M0.2%N/A0.010%
5/19/2026 Western Wealth Management LLC15,010$1.06M0.0%-4.3%0.006%
5/19/2026McIlrath & Eck LLC33,239$2.36M0.2%+481.2%0.013%
5/19/2026 Winnow Wealth LLC3,407$242K0.2%+890.4%0.001%
5/19/2026 NewEdge Advisors LLC82,532$5.85M0.1%-3.3%0.033%
5/19/2026 Ariadne Wealth Management LP67,411$4.78M2.1%-1.5%0.027%
5/19/2026 Bank of America Corp DE1,690,838$119.90M0.0%+38.2%0.667%
5/19/2026 Arkadios Wealth Advisors5,221$370K0.0%N/A0.002%
5/19/2026Claris Financial LLC4,522$321K0.2%N/A0.002%
5/18/2026 EverSource Wealth Advisors LLC93,133$6.60M0.2%+4.2%0.037%
5/18/2026 Royal Bank of Canada1,381,600$97.97M0.0%+7.3%0.545%
5/18/2026 Empowered Funds LLC23,069$1.64M0.0%-55.5%0.009%
5/18/2026 Envision Financial Planning LLC153,828$10.91M3.9%+0.9%0.061%
5/18/2026 Estate Counselors LLC4,645$329K0.0%N/A0.002%
5/16/2026 Quantinno Capital Management LP230,904$16.37M0.0%+23.1%0.091%
5/15/2026 Cardiff Park Advisors LLC245,094$17.38M1.4%-15.2%0.097%
5/15/2026 Intelligence Driven Advisers LLC1,280,186$90.78M15.8%-12.0%0.505%
5/15/2026 Quadcap Wealth Management LLC827,028$58.65M6.7%+5.8%0.326%
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5/15/2026 Everest Financial Group LLC46,954$3.33M0.5%N/A0.019%
5/15/2026 Broadhurst Jeffrey B226,009$16.03M16.4%N/A0.089%
5/14/2026 CLG LLC73,257$5.20M1.3%+7.6%0.029%
5/14/2026 Modern Wealth Management LLC2,941$210K0.0%-27.9%0.001%
5/14/2026 Sei Investments Co.7,878$559K0.0%+162.6%0.003%
5/14/2026 Monograph Wealth Advisors LLC31,955$2.27M0.2%+3.2%0.013%
5/13/2026 Cetera Investment Advisers661,366$46.90M0.0%+39.8%0.261%
5/13/2026 American Investment Services Inc.173,415$12.30M2.7%+7.1%0.068%
5/13/2026 Prestige Wealth Management Group LLC13,854$982K0.2%-2.0%0.005%
5/8/2026 PNC Financial Services Group Inc.21,121$1.50M0.0%+19.4%0.008%


DFUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 804 institutional investors and hedge funds held shares of Dimensional U.S. Equity ETF. The most heavily invested institutionals were Prudential Financial Inc. ($2.88B), Focus Partners Wealth ($686.89M), Maseco LLP ($530.95M), Root Financial Partners LLC ($434.39M), Index Fund Advisors Inc. ($367.34M), Vise Technologies Inc. ($351.72M), and Sax Wealth Advisors LLC ($348.30M).Learn more on Dimensional U.S. Equity ETF's institutional investors.

Of the 676 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 ($7.92M), Northwestern Mutual Wealth Management Co. ($5.83M), Vise Technologies Inc. ($4.74M), Root Financial Partners LLC ($4.30M), Align Financial LLC ($2.26M), and Corient Private Wealth LLC ($1.98M).

Institutional investors have bought a total of 42,645,679 shares in the last 24 months. This purchase volume represents approximately $3.14B in transactions.

Of the 306 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: Envestnet Asset Management Inc. ($2.62M), SouthState Bank Corp ($551.14K), Asset Dedication LLC ($366.98K), Corient Private Wealth LP ($353.09K), Intelligence Driven Advisers LLC ($269.42K), Wealthcare Advisory Partners LLC ($258.84K), and Fischer Investment Strategies LLC ($244.22K).

Institutional investors have sold a total of 8,791,891 shares in the last 24 months. This volume of shares sold represents approximately $644.56M in transactions.



Institutional ownership data for NYSEARCA:DFUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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