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

Dimensional U.S. Equity ETF logo
$85.08 +0.52 (+0.61%)
As of 08/13/2026 04:10 PM Eastern
Compare

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)
$3.16B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$632.99M
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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
7/10/2026 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%
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%
6/18/2026Western Wealth Management LLC15,010$1.06M0.0%-4.3%0.006%
6/11/2026E 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%
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6/3/2026 NewEdge Advisors LLC85,027$6.03M0.0%-0.4%0.034%
6/1/2026Caerus 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%
5/22/2026WNY Asset Management LLC24,587$1.74M0.2%N/A0.010%
5/19/2026Western 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%
5/19/2026Ariadne Wealth Management LP67,411$4.78M2.1%-1.5%0.027%
5/19/2026Bank 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%
5/18/2026Royal Bank of Canada1,381,600$97.97M0.0%+7.3%0.545%
5/18/2026Empowered Funds LLC23,069$1.64M0.0%-55.5%0.009%
5/18/2026Envision Financial Planning LLC153,828$10.91M3.9%+0.9%0.061%
5/18/2026 Estate Counselors LLC4,645$329K0.0%N/A0.002%
5/16/2026Quantinno Capital Management LP230,904$16.37M0.0%+23.1%0.091%
5/15/2026Cardiff 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%
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%
5/14/2026Modern Wealth Management LLC2,941$210K0.0%-27.9%0.001%
5/14/2026Sei Investments Co.7,878$559K0.0%+162.6%0.003%
5/14/2026Monograph 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%
5/13/2026Prestige 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%
5/8/2026 Summit Asset Management LLC14,077$998K0.1%-1.9%0.006%
5/7/2026Earned Wealth Advisors LLC1,691,253$119.93M8.0%+14.0%0.667%
5/7/2026 Basepoint Wealth LLC1,119$79K0.0%N/A0.000%
5/7/2026 Ironwood Investment Counsel LLC2,946$209K0.0%-8.5%0.001%
5/7/2026 True North Advisors LLC4,330$307K0.0%-7.2%0.002%
5/6/2026 Zhang Financial LLC2,533,557$179.65M6.2%+4.8%0.999%
5/6/2026 Centennial Bank AR36,789$2.61M0.9%-47.8%0.015%
5/6/2026FSA Advisors Inc.3,128$222K0.1%-58.3%0.001%
5/6/2026 Modera Wealth Management LLC1,089,484$77.26M0.9%-4.1%0.430%
5/6/2026 Assetmark Inc.672,942$47.72M0.1%+5.7%0.265%
5/6/2026 Angeles Wealth Management LLC3,830$272K0.0%N/A0.002%
5/6/2026 Independent Financial Group LLC23,811$1.69M0.1%N/A0.009%
5/6/2026 Frazier Financial Advisors LLC1,948$138K0.1%-9.9%0.001%
5/6/2026 CPA Asset Management Group LLC104,409$7.40M2.5%-5.2%0.041%
5/5/2026 D.A. Davidson & CO.22,559$1.60M0.0%-4.3%0.009%
5/5/2026 Bank of New York Mellon Corp12,950$918K0.0%-2.9%0.005%
5/5/2026 SouthState Bank Corp357,142$25.33M1.2%-8.4%0.141%
5/5/2026Sanctuary Advisors LLC38,849$2.76M0.0%+12.8%0.015%
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5/4/2026 Retirement Planning Group LLC41,423$2.94M0.1%-4.1%0.016%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management58,294$4.13M0.1%-3.2%0.023%
5/4/2026 Integrity Wealth Solutions LLC6,719$476K0.2%+3.4%0.003%
5/4/2026 V2 Financial group LLC46,168$3.27M1.5%N/A0.018%
5/4/2026 Chicago Partners Investment Group LLC1,105,861$85.78M1.7%+1.7%0.436%
5/4/2026 Ruedi Wealth Management Inc.269,699$19.12M4.9%+3.3%0.106%
5/4/2026Vantage Point Financial LLC77,310$5.48M1.9%-4.8%0.030%
5/2/2026 Navigate Wealth Management LLC40,540$3.11M2.2%N/A0.016%
5/2/2026 Silver Oak Advisory Group Inc.23,735$1.68M0.7%-0.6%0.009%
5/2/2026 Diversify Wealth Management LLC76,933$5.96M0.1%N/A0.030%


DFUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 800 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 672 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 Creative Planning ($1.99M).

Institutional investors have bought a total of 42,894,542 shares in the last 24 months. This purchase volume represents approximately $3.16B in transactions.

Of the 302 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), Corient Private Wealth LLC ($406.00K), Asset Dedication LLC ($366.98K), 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 8,705,508 shares in the last 24 months. This volume of shares sold represents approximately $632.99M in transactions.


Related Companies

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 7/10/2026. New 13F filings are added each quarter as they're published.
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