Free Trial
→ Nobody Understands Why Trump Is Invading Iran (here’s the answer) (From Banyan Hill Publishing) (Ad)tc pixel Free DFUS Stock Alerts

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

Dimensional U.S. Equity ETF logo
$78.87 +0.65 (+0.83%)
As of 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)
525
Total
Institutional Inflows
(last 12 months)
$4.33B
Number of
Institutional Sellers
(last 12 months)
350
Total
Institutional Outflows
(last 12 months)
$862.92M
Get DFUS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional U.S. Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFUS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp12,950$918K0.0%-2.9%0.005%
5/5/2026SouthState Bank Corp357,142$25.33M1.2%-8.4%0.141%
5/5/2026Sanctuary Advisors LLC38,849$2.76M0.0%+12.8%0.015%
5/4/2026Retirement Planning Group LLC41,423$2.94M0.1%-4.1%0.016%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management58,294$4.13M0.1%-3.2%0.023%
5/4/2026Integrity Wealth Solutions LLC6,719$476K0.2%+3.4%0.003%
5/4/2026V2 Financial group LLC46,168$3.27M1.5%N/A0.018%
5/4/2026Chicago Partners Investment Group LLC1,105,861$85.78M1.7%+1.7%0.436%
5/4/2026Ruedi 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%
5/1/2026 180 Wealth Advisors LLC4,644$329K0.0%N/A0.002%
5/1/2026 Fifth Third Bancorp17,031$1.21M0.0%-24.7%0.007%
5/1/2026 Financial Connections Group Inc.71,943$5.10M1.8%+1.8%0.028%
5/1/2026 Warburton Capital Management LLC221,320$16.40M8.0%+90.6%0.087%
5/1/2026 Sequoia Financial Advisors LLC1,297,323$91.99M0.5%-5.8%0.512%
4/30/2026 Accredited Investors Inc.6,474$459K0.0%+83.7%0.003%
4/30/2026 First National Bank & Trust Co. of Newtown105,467$7.48M1.6%-9.7%0.042%
4/30/2026 Mason & Associates Inc493,520$34.00M6.6%-3.0%0.195%
4/30/2026 Robinson Smith Wealth Advisors LLC11,255$798K0.5%+287.7%0.004%
4/30/2026 Team Hewins LLC134,127$9.51M2.8%+364.2%0.053%
4/30/2026 Mosaic Family Wealth Partners LLC18,549$1.32M0.1%+1.1%0.007%
4/30/2026 Kestra Advisory Services LLC748,532$53.08M0.2%+22.1%0.296%
4/30/2026 Austin Asset Management Co Inc937,196$66.46M11.2%-1.3%0.370%
4/30/2026 CFS Investment Advisory Services LLC140,519$10.88M0.8%+10.6%0.055%
4/30/2026 Greenwood Capital Associates LLC123,909$8.79M1.0%+1.6%0.049%
4/29/2026 American Capital Advisory LLC267,323$18.96M7.7%+13.6%0.106%
4/29/2026 Jackson Thornton Wealth Management LLC466,915$34.58M3.1%+4.2%0.184%
4/29/2026 Integrated Advisors Network LLC27,033$1.92M0.1%+2.0%0.011%
4/29/2026 Sage Rhino Capital LLC3,251$231K0.0%+6.1%0.001%
4/29/2026 Canvas Wealth Advisors LLC47,221$3.35M0.6%-35.2%0.019%
4/28/2026 Ascentis Independent Advisors12,085$857K0.1%+19.1%0.005%
4/28/2026 Stephens Inc. AR9,608$681K0.0%N/A0.004%
4/28/2026 LVZ Inc.117,174$8.31M0.9%+15.0%0.046%
4/28/2026 Pine Harbor Wealth Management LLC561,269$39.80M11.9%+3.5%0.223%
4/28/2026 Berger Financial Group Inc47,914$3.40M0.2%+5.3%0.019%
4/28/2026 NBT Bank N A NY36,209$2.57M0.2%+24,365.5%0.014%
4/28/2026 CWS Financial Advisors LLC443,136$31.42M8.1%+1,128.4%0.176%
4/28/2026 QRG Capital Management Inc.6,802$482K0.0%-24.0%0.003%
4/27/2026 TCI Wealth Advisors Inc.3,321,432$235.52M12.5%+4.8%1.317%
4/27/2026 Integrity Wealth Partners LLC4,573$324K0.3%N/A0.002%
4/27/2026 HB Wealth Management LLC189,380$13.43M0.1%-0.3%0.075%
4/27/2026 Mustard Seed Financial LLC14,447$1.02M0.6%+8.0%0.006%
4/27/2026 BIP Wealth LLC16,482$1.17M0.0%+209.2%0.007%
4/27/2026 Legacy Financial Group Inc.234,068$16.60M4.4%+3.1%0.093%
4/27/2026 Flagstone Financial Management1,531,004$108.56M26.9%+3.0%0.607%
4/27/2026 Private Advisor Group LLC141,411$10.03M0.0%-7.5%0.056%
4/25/2026 Bayshore Asset Management LLC116,371$8.25M3.3%+6.0%0.046%
4/25/2026 Royal Harbor Partners LLC358,725$25.44M8.6%+21.8%0.142%
4/25/2026 KPP Advisory Services LLC212,833$15.09M2.2%+7.7%0.084%
4/24/2026 Root Financial Partners LLC6,125,950$434.39M20.1%+15.1%2.429%
4/24/2026 Keb Asset Management LLC319,697$22.67M4.3%+6.0%0.127%
4/24/2026 Essex Financial Services Inc.9,322$661K0.0%-3.4%0.004%
4/24/2026 Squire Investment Management Company LLC55,048$3.90M1.1%+1.3%0.022%
4/24/2026 Merited Wealth LLC35,673$2.53M2.1%+13.5%0.014%
4/24/2026 Acorn Financial Advisory Services Inc. ADV6,308$447K0.1%-22.8%0.003%
4/23/2026 Kohmann Bosshard Financial Services LLC6,097$432K0.0%-9.9%0.002%
4/23/2026 Mayflower Financial Advisors LLC5,891$418K0.0%N/A0.002%
4/23/2026 Graver Capital Management LLC537,935$38.15M29.0%+6.1%0.213%
4/23/2026 Forum Financial Management LP1,171,335$83.06M1.2%-2.1%0.464%
4/23/2026 Private Wealth Management Group LLC175,481$12.44M3.3%-4.9%0.070%
4/23/2026 Drucker Wealth 3.0 LLC8,588$609K0.1%N/A0.003%
4/23/2026 Walleye Partners LLC36,580$2.59M3.2%+3.3%0.015%
4/23/2026 Avant Financial Advisors LLC69,985$4.96M3.5%+0.8%0.028%
4/23/2026 Guardian Wealth Management LLC497,280$35.26M10.7%+4.1%0.197%
4/23/2026 McLean Asset Management Corp642,571$45.57M8.0%-1.3%0.255%
4/23/2026 Apollon Wealth Management LLC51,866$3.68M0.1%-1.3%0.021%
4/23/2026 Clarity Wealth Development LLC15,489$1.10M0.9%-2.3%0.006%
4/23/2026 Coston McIsaac & Partners132,731$9.41M2.1%+5.9%0.053%
4/22/2026 Hurlow Wealth Management Group Inc.658,393$46.69M11.1%+6.3%0.261%
4/22/2026 LifeSteps Financial Inc.16,282$1.16M0.7%N/A0.006%
4/22/2026 Janney Montgomery Scott LLC10,207$724K0.0%+16.7%0.004%
4/22/2026 Foundry Financial LLC673,205$47.74M20.2%+44.2%0.267%
4/22/2026 Semitam Bonam LLC102,477$7.27M5.9%+2.3%0.041%
4/22/2026 Harbor Asset Planning Inc.16,901$1.20M1.0%+6.6%0.007%
4/22/2026 Tassel Capital Management Inc.215,838$15.31M8.3%-0.5%0.086%
4/21/2026 Crown Wealth Group LLC644,636$45.71M13.4%+1.3%0.256%
4/21/2026 Colony Family Offices LLC1,157,780$82.10M20.2%+2.0%0.460%
4/21/2026 Compass Advisory Group LLC4,511$320K0.1%N/A0.002%
4/21/2026 Topsail Wealth Management LLC126,220$8.95M1.3%+23.8%0.050%
4/21/2026 Independent Wealth Network Inc.73,185$5.19M1.5%+6.8%0.029%
4/21/2026 Grey Ledge Advisors LLC6,153$436K0.1%-3.1%0.002%
4/21/2026 Verus Financial Partners Inc.5,006$383K0.0%-3.3%0.002%
4/21/2026 Maseco LLP7,486,563$530.95M16.6%+0.4%2.972%
4/20/2026 Kestra Private Wealth Services LLC40,893$2.90M0.0%+8.3%0.016%
4/20/2026 25 LLC14,963$1.06M0.3%-0.9%0.006%
4/20/2026 Ritholtz Wealth Management12,866$912K0.0%-18.5%0.005%
4/20/2026 Corundum Group Inc.4,054$287K0.1%N/A0.002%
4/20/2026 Factor Wealth Management LTD68,883$4.89M0.9%+9.0%0.027%
4/20/2026 Dopkins Wealth Management LLC77,483$5.49M2.2%-2.3%0.031%
4/20/2026 RFG Advisory LLC86,390$6.13M0.1%-3.4%0.034%
4/20/2026 Apella Capital LLC2,180,551$168.80M2.5%+78.1%0.866%
4/18/2026 Faithward Advisors LLC6,905$490K0.1%-15.2%0.003%
4/18/2026 CENTRAL TRUST Co8,994$638K0.0%-2.9%0.004%
4/18/2026 Vermillion Wealth Management Inc.643,129$45.60M17.9%+3.6%0.255%
4/18/2026 Great Waters Wealth Management2,817,903$199.82M21.2%+4.9%1.119%
4/17/2026 Certified Advisory Corp196,639$13.94M1.3%+5.8%0.078%
4/17/2026 Stewardship Advisors LLC7,959$564K0.1%+1.8%0.003%


DFUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFUS shares?

During the previous two years, 817 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 Plancorp LLC ($334.11M).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 684 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), Sax Wealth Advisors LLC ($3.09M), and Elser Financial Planning Inc ($2.84M).

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

Institutional investors have bought a total of 61,174,447 shares in the last 24 months. This purchase volume represents approximately $4.33B in transactions.

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

Of the 349 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), Cetera Investment Advisers ($1.06M), Assetmark Inc. ($600.80K), Mason & Associates Inc ($572.74K), SouthState Bank Corp ($551.14K), Corient Private Wealth LLC ($406.00K), and Fischer Investment Strategies LLC ($382.89K).

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

Institutional investors have sold a total of 12,400,785 shares in the last 24 months. This volume of shares sold represents approximately $862.92M in transactions.


Related Companies

This page (NYSEARCA:DFUS) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel