Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free DFUS Stock Alerts

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

Dimensional U.S. Equity ETF logo
$80.73 0.00 (0.00%)
As of 07/24/2026 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)
490
Total
Institutional Inflows
(last 12 months)
$3.51B
Number of
Institutional Sellers
(last 12 months)
332
Total
Institutional Outflows
(last 12 months)
$777.26M
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
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%
6/4/2026Fischer 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
6/3/2026NewEdge Advisors LLC85,027$6.03M0.0%-0.4%0.034%
6/1/2026Caerus Investment Advisors LLC42,869$3.04M1.3%-2.6%0.017%
5/29/2026Asset 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%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors5,221$370K0.0%N/A0.002%
5/19/2026Claris Financial LLC4,522$321K0.2%N/A0.002%
5/18/2026EverSource 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%
5/18/2026Estate 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%
5/15/2026Intelligence Driven Advisers LLC1,280,186$90.78M15.8%-12.0%0.505%
5/15/2026Quadcap Wealth Management LLC827,028$58.65M6.7%+5.8%0.326%
5/15/2026Everest Financial Group LLC46,954$3.33M0.5%N/A0.019%
5/15/2026Broadhurst 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%
5/13/2026Cetera Investment Advisers661,366$46.90M0.0%+39.8%0.261%
5/13/2026American 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%
5/8/2026PNC Financial Services Group Inc.21,121$1.50M0.0%+19.4%0.008%
5/8/2026Summit 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%
5/7/2026Basepoint Wealth LLC1,119$79K0.0%N/A0.000%
5/7/2026Ironwood Investment Counsel LLC2,946$209K0.0%-8.5%0.001%
5/7/2026 True North Advisors LLC4,330$307K0.0%-7.2%0.002%
5/6/2026Zhang Financial LLC2,533,557$179.65M6.2%+4.8%0.999%
5/6/2026Centennial Bank AR36,789$2.61M0.9%-47.8%0.015%
5/6/2026FSA Advisors Inc.3,128$222K0.1%-58.3%0.001%
5/6/2026Modera Wealth Management LLC1,089,484$77.26M0.9%-4.1%0.430%
5/6/2026Assetmark Inc.672,942$47.72M0.1%+5.7%0.265%
5/6/2026Angeles Wealth Management LLC3,830$272K0.0%N/A0.002%
5/6/2026 Independent Financial Group LLC23,811$1.69M0.1%N/A0.009%
5/6/2026Frazier 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%
5/5/2026D.A. Davidson & CO.22,559$1.60M0.0%-4.3%0.009%
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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

5/4/2026Retirement 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%
5/4/2026Integrity 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%
5/2/2026Silver Oak Advisory Group Inc.23,735$1.68M0.7%-0.6%0.009%
5/2/2026Diversify Wealth Management LLC76,933$5.96M0.1%N/A0.030%


DFUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 816 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 682 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), LPL Financial LLC ($2.66M), and Align Financial LLC ($2.26M).

Institutional investors have bought a total of 48,143,735 shares in the last 24 months. This purchase volume represents approximately $3.51B in transactions.

Of the 331 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), Assetmark Inc. ($600.80K), Mason & Associates Inc ($572.74K), SouthState Bank Corp ($551.14K), Corient Private Wealth LLC ($406.00K), Asset Dedication LLC ($366.98K), and SouthState Corp ($275.94K).

Institutional investors have sold a total of 10,858,129 shares in the last 24 months. This volume of shares sold represents approximately $777.26M in transactions.


Related Companies

This page (NYSEARCA:DFUS) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel