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

Dimensional U.S. Equity ETF logo
$81.61 0.00 (0.00%)
As of 07/2/2026 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)
521
Total
Institutional Inflows
(last 12 months)
$4.20B
Number of
Institutional Sellers
(last 12 months)
342
Total
Institutional Outflows
(last 12 months)
$820.12M
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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
6/24/2026Optimus 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%
6/9/2026Robinswood Financial LLC3,752$266K0.3%N/A0.001%
6/4/2026Fischer Investment Strategies LLC63,504$4.50M2.6%-12.1%0.025%
6/3/2026DBK Financial Counsel LLC80,285$5.69M4.3%+12.3%0.032%
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%
5/27/2026Security 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%
5/19/2026Winnow 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%
5/14/2026CLG 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%
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5/7/2026Basepoint Wealth LLC1,119$79K0.0%N/A0.000%
5/7/2026Ironwood Investment Counsel LLC2,946$209K0.0%-8.5%0.001%
5/7/2026True 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 AR 36,789$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%
5/6/2026Independent Financial Group LLC23,811$1.69M0.1%N/A0.009%
5/6/2026Frazier Financial Advisors LLC1,948$138K0.1%-9.9%0.001%
5/6/2026CPA 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%
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%
5/2/2026Navigate 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%
5/1/2026180 Wealth Advisors LLC4,644$329K0.0%N/A0.002%
5/1/2026Fifth Third Bancorp17,031$1.21M0.0%-24.7%0.007%
5/1/2026Financial Connections Group Inc.71,943$5.10M1.8%+1.8%0.028%
5/1/2026Warburton Capital Management LLC221,320$16.40M8.0%+90.6%0.087%
5/1/2026Sequoia Financial Advisors LLC1,297,323$91.99M0.5%-5.8%0.512%
4/30/2026Accredited Investors Inc.6,474$459K0.0%+83.7%0.003%
4/30/2026First National Bank & Trust Co. of Newtown105,467$7.48M1.6%-9.7%0.042%
4/30/2026Mason & Associates Inc493,520$34.00M6.6%-3.0%0.195%
4/30/2026Robinson Smith Wealth Advisors LLC11,255$798K0.5%+287.7%0.004%
4/30/2026Team Hewins LLC134,127$9.51M2.8%+364.2%0.053%
4/30/2026Mosaic Family Wealth Partners LLC18,549$1.32M0.1%+1.1%0.007%
4/30/2026Kestra Advisory Services LLC748,532$53.08M0.2%+22.1%0.296%
4/30/2026Austin Asset Management Co Inc937,196$66.46M11.2%-1.3%0.370%
4/30/2026CFS Investment Advisory Services LLC140,519$10.88M0.8%+10.6%0.055%
4/30/2026Greenwood Capital Associates LLC123,909$8.79M1.0%+1.6%0.049%
4/29/2026American Capital Advisory LLC267,323$18.96M7.7%+13.6%0.106%
4/29/2026Jackson Thornton Wealth Management LLC466,915$34.58M3.1%+4.2%0.184%
4/29/2026Integrated Advisors Network LLC27,033$1.92M0.1%+2.0%0.011%
4/29/2026Sage Rhino Capital LLC3,251$231K0.0%+6.1%0.001%
4/29/2026Canvas Wealth Advisors LLC47,221$3.35M0.6%-35.2%0.019%
4/28/2026Ascentis Independent Advisors12,085$857K0.1%+19.1%0.005%
4/28/2026Stephens Inc. AR9,608$681K0.0%N/A0.004%
4/28/2026LVZ Inc.117,174$8.31M0.9%+15.0%0.046%
4/28/2026Pine Harbor Wealth Management LLC561,269$39.80M11.9%+3.5%0.223%
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4/28/2026Berger Financial Group Inc47,914$3.40M0.2%+5.3%0.019%
4/28/2026NBT Bank N A NY36,209$2.57M0.2%+24,365.5%0.014%
4/28/2026CWS Financial Advisors LLC443,136$31.42M8.1%+1,128.4%0.176%
4/28/2026QRG Capital Management Inc.6,802$482K0.0%-24.0%0.003%
4/27/2026TCI Wealth Advisors Inc.3,321,432$235.52M12.5%+4.8%1.317%
4/27/2026Integrity Wealth Partners LLC4,573$324K0.3%N/A0.002%
4/27/2026HB Wealth Management LLC189,380$13.43M0.1%-0.3%0.075%
4/27/2026Mustard Seed Financial LLC14,447$1.02M0.6%+8.0%0.006%
4/27/2026BIP Wealth LLC16,482$1.17M0.0%+209.2%0.007%
4/27/2026Legacy Financial Group Inc.234,068$16.60M4.4%+3.1%0.093%


DFUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 822 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.

Of the 688 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), Elser Financial Planning Inc ($2.84M), and LPL Financial LLC ($2.66M).

Institutional investors have bought a total of 58,735,271 shares in the last 24 months. This purchase volume represents approximately $4.20B in transactions.

Of the 342 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), Fischer Investment Strategies LLC ($391.63K), and Asset Dedication LLC ($366.98K).

Institutional investors have sold a total of 11,568,953 shares in the last 24 months. This volume of shares sold represents approximately $820.12M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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