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

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$84.64 -0.03 (-0.04%)
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Institutional Ownership Changes (13F Filings) for Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Number of
Institutional Buyers
(last 12 months)
443
Total
Institutional Inflows
(last 12 months)
$3.21B
Number of
Institutional Sellers
(last 12 months)
303
Total
Institutional Outflows
(last 12 months)
$648.77M
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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
10/13/2026Madson Wealth Advisors Inc65,594$5.45M3.9%+44.2%0.026%
10/13/2026Sax Wealth Advisors LLC4,731,975$392.90M11.2%+11.3%1.856%
10/13/2026NorthCrest Asset Manangement LLC16,311$1.38M0.0%+2.0%0.006%
10/13/2026DWR Wealth Management LLC115,052$9.58M6.7%+25.5%0.045%
10/9/2026Williams & Novak Wealth Management LLC13,689$1.14M0.7%+5.1%0.005%
10/9/2026Towneley Capital Management Inc DE9,873$820K0.2%-1.2%0.004%
10/9/2026Intelligence Driven Advisers LLC1,293,755$107.42M18.6%+1.1%0.510%
10/9/2026Market Street Wealth Management Advisors LLC21,090$1.75M0.3%-10.3%0.008%
10/9/2026Acropolis Investment Management LLC2,450$203K0.0%N/A0.001%
10/9/2026First Heartland Consultants Inc.2,538$211K0.0%N/A0.001%
10/8/2026Farther Finance Advisors LLC808,133$67.10M0.5%+36.6%0.318%
10/8/2026Apella Capital LLC2,155,906$182.50M2.3%-2.0%0.849%
10/8/2026Everhart Financial Group Inc.14,334$1.19M0.1%+15.4%0.006%
10/8/2026Gradient Investments LLC74,546$6.19M0.1%N/A0.029%
10/8/2026Avidian Wealth Enterprises LLC9,803$814K0.0%N/A0.004%
10/7/2026Venture Visionary Partners LLC15,813$1.31M0.0%N/A0.006%
10/7/2026Wealth Enhancement Trust Services Inc.11,657$968K0.1%-3.3%0.005%
10/7/2026Mendota Financial Group LLC273,353$22.70M14.1%-1.1%0.107%
10/7/2026Great Waters Wealth Management3,114,270$258.58M23.3%+6.1%1.214%
10/5/2026Baker Tilly Wealth Management LLC64,161$5.33M1.1%-4.6%0.025%
10/2/2026 Global Wealth Strategies & Associates4,744$394K0.1%N/A0.002%
9/23/2026QRG Capital Management Inc.7,388$605K0.0%+8.6%0.003%
9/23/2026Envestnet Asset Management Inc.1,429,525$117.14M0.0%+2.5%0.557%
9/21/2026Silicon Valley Capital Partners2,153$176K0.0%-37.1%0.001%
9/9/2026Tortoise Investment Management LLC105,284$8.63M0.6%+8.3%0.041%
9/9/2026Sequoia Financial Advisors LLC1,269,391$104.01M0.5%-2.2%0.496%
9/9/2026Gemmer Asset Management LLC88,405$7.24M0.5%+0.4%0.035%
9/9/2026AG Asset Advisory LLC403,309$33.05M26.7%-12.0%0.158%
9/9/2026Integrated Wealth Concepts LLC59,230$4.85M0.0%-0.9%0.023%
9/9/2026RFG Advisory LLC84,838$6.95M0.1%-1.8%0.033%
9/9/2026NewEdge Advisors LLC65,694$5.38M0.0%-22.7%0.026%
9/9/2026Colony Family Offices LLC1,204,562$98.70M21.7%+4.0%0.471%
9/9/2026IFP Advisors Inc8,264$677K0.0%+91.1%0.003%
9/9/2026Baird Financial Group Inc.43,413$3.56M0.0%+87.2%0.017%
9/9/2026XY Planning Network Inc.126,210$10.34M1.3%+11.6%0.049%
9/8/2026Allworth Financial LP172,218$14.11M0.1%-36.1%0.067%
9/8/2026Waverly Advisors LLC69,930$5.73M0.0%+0.2%0.027%
9/4/2026Parkside Financial Bank & Trust30,637$2.51M0.2%+57.4%0.012%
9/2/2026Kinetic Wealth Investment Advisors LLC4,350$356K0.2%N/A0.002%
9/2/2026Citadel Advisors LLC3,992$327K0.0%N/A0.002%
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8/27/2026Corient Private Wealth LP1,298,158$106.37M0.1%-21.4%0.507%
8/23/2026Washington Trust Advisors Inc.31,450$2.58M0.2%-12.4%0.012%
8/23/2026Ameritas Advisory Services LLC4,035$331K0.0%+12.5%0.002%
8/23/2026Andrews Lucia Wealth Management LLC67,839$5.56M2.9%+8.8%0.027%
8/23/2026Bayshore Asset Management LLC118,167$9.68M3.3%+1.5%0.046%
8/23/2026Beaird Harris Wealth Management LLC59,539$4.88M0.3%+10.3%0.023%
8/23/2026Northeast Planning Associates INC. NH5,901$484K0.4%-3.3%0.002%
8/23/2026Semitam Bonam LLC101,537$8.32M6.0%-0.9%0.040%
8/23/2026Ridgeline Wealth LLC96,370$7.90M4.5%-3.9%0.038%
8/22/2026Highland Investment Advisors LLC20,201$1.66M0.7%N/A0.008%
8/22/2026Cooke Wealth Management LLC6,829$560K0.5%+41.1%0.003%
8/22/2026K2 Financial Inc.19,380$1.60M1.1%-10.6%0.008%
8/22/2026Tassel Capital Management Inc.228,966$18.76M8.9%+6.1%0.090%
8/22/2026TD Waterhouse Canada Inc.10,974$895K0.0%-19.5%0.004%
8/22/2026Concurrent Investment Advisors LLC8,184$671K0.0%+27.2%0.003%
8/21/2026Mason & Associates Inc481,535$39.46M6.3%-2.4%0.188%
8/21/2026WorthPointe LLC13,764$1.13M0.3%-3.4%0.005%
8/21/2026Greenspring Advisors LLC508,931$41.70M2.3%-1.2%0.199%
8/21/2026Continuum Advisory LLC447$37K0.0%N/A0.000%
8/21/2026Safeguard Investment Advisory Group LLC11,797$967K0.2%-1.2%0.005%
8/21/2026R. W. Roge & Company Inc.9,373$768K0.3%-1.9%0.004%
8/21/2026Acorn Wealth Advisors LLC47,035$3.85M0.9%+11.0%0.018%
8/21/2026Triumph Capital Management8,554$701K0.1%+3.0%0.003%
8/20/2026Nwam LLC30,163$2.47M0.1%N/A0.012%
8/20/2026Rehmann Capital Advisory Group155,554$12.68M0.5%-0.7%0.061%
8/15/2026First Bancorp Inc ME8,600$705K0.3%N/A0.003%
7/10/2026Heck Capital Advisors LLC77,208$6.33M0.4%+131.3%0.030%
7/10/2026JFS Wealth Advisors LLC1,333,612$109.28M5.4%-1.8%0.519%
7/10/2026DiNuzzo Private Wealth Inc.1,169,867$95.86M9.5%-0.6%0.455%
7/10/2026Canvas Wealth Advisors LLC35,109$2.88M0.4%-25.6%0.014%
7/10/2026Mendota Financial Group LLC276,311$22.64M14.0%+12.3%0.108%
7/10/2026Wealthcare Advisory Partners LLC69,483$5.69M0.1%-69.7%0.027%
7/9/2026Kraft Davis & Associates LLC184,603$15.02M3.1%+1.2%0.072%
7/9/2026CPA Asset Management Group LLC33,405$2.74M0.8%-68.0%0.013%
7/9/2026Wealthcare Capital Management LLC7,674$629K0.1%+10.0%0.003%
7/9/2026Great Waters Wealth Management2,934,668$240.47M22.3%+4.1%1.142%
7/9/2026Arista Wealth Management LLC97,246$7.97M0.9%-2.2%0.038%
7/9/2026Everhart Financial Group Inc.12,424$1.02M0.1%+3.4%0.005%
7/9/2026Sax Wealth Advisors LLC4,250,622$348.30M12.9%+9.9%1.655%
7/8/2026Beaird Harris Wealth Management LLC59,539$4.88M0.3%+10.3%0.023%
7/8/2026Gradient Investments LLC81,999$6.72M0.1%-11.7%0.032%
7/8/20263 Factor Indexing LLC8,098$664K0.6%+332.1%0.003%
7/8/2026Williams & Novak LLC13,026$1.07M0.7%+21.8%0.005%
7/8/2026Trust Point Inc.2,990$245K0.0%-38.7%0.001%
7/8/2026Strategic Investment Solutions Inc. IL239,793$19.65M4.5%-0.7%0.093%
7/8/2026Factor Wealth Management LTD65,233$5.35M0.8%-5.3%0.025%
7/8/2026DWR Wealth Management LLC91,640$7.45M5.6%+21.7%0.036%
7/8/2026Twin Cities Retirement Group LLC40,734$3.34M2.9%-3.7%0.016%
7/8/2026Shearwater Capital LLC34,543$2.83M1.4%-15.5%0.013%
7/8/2026Apella Capital LLC2,199,716$179.89M2.5%+0.9%0.856%
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7/8/2026Clark Asset Management LLC58,614$4.80M0.4%+9.3%0.023%
7/8/2026Emprise Bank2,465$202K0.1%N/A0.001%
7/8/2026Evanson Financial LLC930,248$76.23M3.8%N/A0.363%
7/7/2026Foster Group Inc.941,437$77.14M2.1%-0.6%0.367%
7/7/2026Dynamic Advisor Solutions LLC566,467$46.42M1.3%-1.5%0.221%
7/7/2026Ridgeline Wealth LLC96,370$7.90M4.6%-3.9%0.038%
7/7/2026Trinity Financial Advisors LLC303,027$24.83M6.4%+0.1%0.118%
7/7/2026CGN Advisors LLC145,904$11.96M0.9%N/A0.057%
7/7/2026CoreCap Advisors LLC5,301$434K0.0%-2.8%0.002%
7/6/2026Sincerus Advisory LLC8,924$731K0.5%-3.7%0.003%


DFUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 806 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), Sax Wealth Advisors LLC ($392.90M), Index Fund Advisors Inc. ($367.34M), and Vise Technologies Inc. ($351.72M).Learn more on Dimensional U.S. Equity ETF's institutional investors.

Of the 679 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 43,418,017 shares in the last 24 months. This purchase volume represents approximately $3.21B in transactions.

Of the 303 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 8,800,395 shares in the last 24 months. This volume of shares sold represents approximately $648.77M in transactions.


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