Free Trial
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (Ad)tc pixel Free DFUS Stock Alerts

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

Dimensional U.S. Equity ETF logo
$81.10 +0.43 (+0.53%)
As of 06/12/2026 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)
521
Total
Institutional Inflows
(last 12 months)
$4.20B
Number of
Institutional Sellers
(last 12 months)
343
Total
Institutional Outflows
(last 12 months)
$821.26M
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
6/11/2026 E 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%
6/3/2026 NewEdge Advisors LLC85,027$6.03M0.0%-0.4%0.034%
6/1/2026 Caerus 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%
5/22/2026 WNY Asset Management LLC24,587$1.74M0.2%N/A0.010%
5/19/2026 Western Wealth Management LLC15,010$1.06M0.0%-4.3%0.006%
5/19/2026 McIlrath & 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%
5/19/2026 Ariadne Wealth Management LP67,411$4.78M2.1%-1.5%0.027%
5/19/2026 Bank 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%
5/19/2026 Claris Financial LLC4,522$321K0.2%N/A0.002%
5/18/2026 EverSource Wealth Advisors LLC93,133$6.60M0.2%+4.2%0.037%
5/18/2026 Royal Bank of Canada1,381,600$97.97M0.0%+7.3%0.545%
5/18/2026 Empowered Funds LLC23,069$1.64M0.0%-55.5%0.009%
5/18/2026 Envision Financial Planning LLC153,828$10.91M3.9%+0.9%0.061%
5/18/2026 Estate Counselors LLC4,645$329K0.0%N/A0.002%
5/16/2026 Quantinno Capital Management LP230,904$16.37M0.0%+23.1%0.091%
5/15/2026 Cardiff 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%
5/14/2026 Modern Wealth Management LLC2,941$210K0.0%-27.9%0.001%
5/14/2026 Sei Investments Co.7,878$559K0.0%+162.6%0.003%
5/14/2026 Monograph 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%
5/13/2026 Prestige 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%
5/7/2026 Earned 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%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
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 AR 36,789$2.61M0.9%-47.8%0.015%
5/6/2026 FSA 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%
5/5/2026 Sanctuary Advisors LLC38,849$2.76M0.0%+12.8%0.015%
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%
5/4/2026 Vantage 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%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
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%


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 58,829,649 shares in the last 24 months. This purchase volume represents approximately $4.20B in transactions.

Of the 343 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 11,585,983 shares in the last 24 months. This volume of shares sold represents approximately $821.26M in transactions.


Related Companies

This page (NYSEARCA:DFUS) was last updated on 6/14/2026 by MarketBeat.com Staff.
From Our Partners
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the la...
Paradigm Press | Sponsoredtc pixel
The number nobody's bragging about
SPCX - the largest IPO in history - was predicted to open at $175. It opened at $150. Insiders bought in at a ...
Behind the Markets | 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
There’s a new type of capitalism
The U.S. government has taken direct equity positions in at least 10 companies - Intel, U.S. Steel, Westinghou...
Porter & Company | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel
Your free guide attached (normally $29.97)
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
BUY THIS: Claim a backdoor stake in SpaceX
There may be a way to claim pre-IPO exposure to SpaceX before it ever hits public markets - using a simple tra...
Chaikin Analytics | Sponsoredtc pixel