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

Dimensional U.S. Equity ETF logo
$65.20 +0.62 (+0.96%)
As of 01/17/2025 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)
306
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$246.31M
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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
1/17/2025 Cedar Point Capital Partners LLC155,247$9.90M6.7%-0.4%0.097%
1/17/2025 Mustard Seed Financial LLC13,814$881K0.7%-2.9%0.009%
1/17/2025 True North Advisors LLC5,074$323K0.1%N/A0.003%
1/17/2025 Independent Wealth Network Inc.61,446$3.92M1.6%+5.8%0.039%
1/17/2025 Kraft Asset Management LLC107,962$6.98M5.4%-1.3%0.068%
1/17/2025 Investment Advisory Group LLC133,598$8.52M2.9%+15.8%0.084%
1/17/2025 Global Trust Asset Management LLC1,620$103K0.0%-11.0%0.001%
1/17/2025 Capstone Wealth Management LLC130,546$8.32M8.1%N/A0.082%
1/17/2025 Atomi Financial Group Inc.5,408$345K0.0%+3.2%0.003%
1/17/2025 Great Waters Wealth Management2,511,066$160.08M20.5%+12.1%1.574%
1/16/2025 Pure Financial Advisors LLC8,318$530K0.0%-2.5%0.005%
1/16/2025 Zhang Financial LLC2,369,405$151.05M8.6%+13.2%1.486%
1/16/2025 Meritas Wealth Management LLC252,464$16.10M9.7%+3.4%0.158%
1/16/2025 Onyx Financial Advisors LLC18,507$1.18M0.6%-3.4%0.012%
1/16/2025 Diversify Advisory Services LLC10,154$642K0.0%-24.1%0.006%
1/16/2025 Evanson Asset Management LLC971,577$61.94M4.4%+1.0%0.609%
1/16/2025 Bayshore Asset Management LLC111,468$7.11M3.3%+0.4%0.070%
1/16/2025 Client 1ST Advisory Group LLC6,951$443K0.2%N/A0.004%
1/16/2025 Brady Martz Wealth Solutions LLC5,188$329K0.1%N/A0.003%
1/16/2025 Bernardo Wealth Planning LLC149,272$9.44M2.3%+1,086.4%0.094%
1/15/2025 TCP Asset Management LLC431,098$27.48M6.1%+2.1%0.270%
1/15/2025 Ameritas Advisory Services LLC3,915$250K0.0%-12.6%0.002%
1/15/2025 HB Wealth Management LLC128,357$8.18M0.1%+1.3%0.080%
1/15/2025 Helen Stephens Group LLC531,842$33.91M10.0%+3,374.3%0.333%
1/15/2025 Sax Wealth Advisors LLC3,269,813$208.45M16.3%+1.7%2.050%
1/15/2025 Merit Financial Group LLC21,580$1.38M0.0%-2.0%0.014%
1/15/2025 Wealthcare Capital Management LLC3,512$224K0.0%N/A0.002%
1/15/2025 Certified Advisory Corp99,740$6.36M0.7%-1.5%0.063%
1/14/2025 Mason & Associates Inc1,103,360$70.34M16.5%+55.0%0.692%
1/14/2025 Builder Investment Group Inc. ADV6,141$392K0.1%+14.3%0.004%
1/14/2025 Websterrogers Financial Advisors LLC57,728$3.68M1.3%-0.4%0.036%
1/14/2025 Advisors Management Group Inc. ADV3,828$244K0.1%-12.8%0.002%
1/14/2025 Apella Capital LLC658,494$41.98M1.6%+0.2%0.413%
1/14/2025 Park Avenue Securities LLC4,547$290K0.0%+4.3%0.003%
1/14/2025 Safeguard Financial LLC23,304$1.49M0.3%+68.9%0.015%
1/14/2025 Seed Wealth Management Inc.4,150$265K0.2%N/A0.003%
1/14/2025 Mendota Financial Group LLC221,634$14.13M9.2%-14.7%0.139%
1/14/2025 Shira Ridge Wealth Management14,006$893K0.4%-1.4%0.009%
1/14/2025 Professional Financial Advisors LLC17,565$1.12M0.3%N/A0.011%
1/13/2025 Brookstone Capital Management7,049$449K0.0%-49.2%0.004%
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1/13/2025 DBK Financial Counsel LLC44,082$2.81M2.8%+5.6%0.028%
1/13/2025 Aprio Wealth Management LLC29,767$1.90M0.3%-2.9%0.019%
1/10/2025 Trinity Financial Advisors LLC217,876$13.87M5.3%+106.3%0.137%
1/10/2025 ST Germain D J Co. Inc.700$45K0.0%N/A0.000%
1/8/2025 Shearwater Capital LLC31,964$2.04M1.4%+2.5%0.020%
1/7/2025 Strathmore Capital Advisors Inc.5,778$368K0.3%N/A0.004%
1/6/2025 Ridgeline Wealth LLC100,052$6.38M5.2%N/A0.063%
12/26/2024JPMorgan Chase & Co.1,019,006$63.38M0.0%+3.6%0.639%
12/2/2024Beaird Harris Wealth Management LLC45,123$2.81M0.2%+1.5%0.028%
11/25/2024Sanctuary Advisors LLC11,687$762K0.0%+101.4%0.007%
11/18/2024Rehmann Capital Advisory Group151,177$9.40M0.6%-1.2%0.095%
11/18/2024RB Capital Management LLC3,361$209K0.0%N/A0.002%
11/15/2024Glass Jacobson Investment Advisors llc28,991$1.80M0.6%+3.0%0.018%
11/15/2024MML Investors Services LLC391,308$24.34M0.1%+4.6%0.245%
11/15/2024Orion Portfolio Solutions LLC45,495$2.83M0.1%-0.5%0.029%
11/15/2024Jane Street Group LLC23,577$1.47M0.0%+9.6%0.015%
11/15/2024Stifel Financial Corp130,670$8.13M0.0%+1.8%0.082%
11/15/2024Quantinno Capital Management LP126,211$7.85M0.1%+422.1%0.079%
11/15/2024IHT Wealth Management LLC21,655$1.35M0.0%+8.0%0.014%
11/15/2024Integrated Wealth Concepts LLC60,833$3.78M0.0%+11.9%0.038%
11/15/2024Investmark Advisory Group LLC238,867$14.86M7.2%+1.2%0.150%
11/15/2024HighTower Advisors LLC508,721$31.65M0.0%+0.1%0.319%
11/15/2024Ascent Group LLC5,904$367K0.0%-5.4%0.004%
11/14/2024Flow Traders U.S. LLC6,236$388K0.0%-42.8%0.004%
11/14/2024Captrust Financial Advisors179,945$11.19M0.0%+1.8%0.113%
11/14/2024Rockefeller Capital Management L.P.18,384$1.14M0.0%+19.8%0.012%
11/14/2024CreativeOne Wealth LLC28,895$1.80M0.1%-5.8%0.018%
11/13/2024WorthPointe LLC17,574$1.09M0.5%-2.9%0.011%
11/13/2024Freedom Investment Management Inc.319,861$19.90M1.6%+181.7%0.201%
11/13/2024RS Crum Inc.734,158$45.67M10.7%+0.8%0.460%
11/13/2024Townsquare Capital LLC8,774$546K0.0%+55.4%0.006%
11/13/2024Cadence Bank14,443$898K0.1%-1.1%0.009%
11/13/2024FMR LLC31,479$1.96M0.0%+11.9%0.020%
11/13/2024D.A. Davidson & CO.19,017$1.18M0.0%+13.5%0.012%
11/13/2024Elios Financial Group Inc.3,995$248K0.1%N/A0.003%
11/13/2024Bank of Montreal Can51,002$3.16M0.0%-0.4%0.032%
11/13/2024Capital Square LLC3,547$221K0.1%+5.7%0.002%
11/13/2024Acorn Wealth Advisors LLC53,412$3.32M1.4%-1.6%0.033%
11/13/2024Private Trust Co. NA6,400$398K0.0%-21.1%0.004%
11/13/2024Truvestments Capital LLC1,833$114K0.0%N/A0.001%
11/12/2024Larson Financial Group LLC247,829$15.42M0.9%-5.8%0.155%
11/12/2024Advisory Services & Investments LLC22,923$1.43M1.0%-5.8%0.014%
11/12/2024Cerity Partners LLC607,878$37.81M0.1%+3.2%0.381%
11/12/2024 Certified Advisory Corp101,248$6.30M0.7%-1.6%0.063%
11/12/2024Stonebrook Private Inc.11,793$734K0.2%-79.3%0.007%
11/12/2024CFS Investment Advisory Services LLC104,438$6.50M0.5%-1.4%0.065%
11/12/2024Raymond James Trust N.A.7,850$488K0.0%+11.7%0.005%
11/9/2024LPL Financial LLC2,249,572$139.92M0.1%+9.0%1.410%
11/8/2024EverSource Wealth Advisors LLC88,696$5.52M0.3%-0.6%0.056%
11/8/2024Silver Oak Advisory Group Inc.25,986$1.62M0.8%-0.9%0.016%
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11/8/2024Strategy Asset Managers LLC5,180$322K0.1%N/A0.003%
11/8/2024Yardley Wealth Management LLC116,240$7.23M4.3%N/A0.073%
11/7/2024Drive Wealth Management LLC20,853$1.30M0.3%-8.4%0.013%
11/7/2024Colony Family Offices LLC975,320$60.67M18.8%+1.5%0.611%
11/7/2024MAI Capital Management10,302$641K0.0%+13.1%0.006%
11/7/2024Phillips Financial Management LLC15,013$934K0.1%+2.4%0.009%
11/7/2024Envision Financial Planning LLC165,373$10.29M5.4%-0.3%0.104%
11/6/2024LJI Wealth Management LLC9,598$597K0.1%N/A0.006%
11/6/2024Heritage Investment Group Inc.508,860$31.65M6.0%-0.5%0.319%
11/6/2024KPP Advisory Services LLC96,289$5.99M1.4%-17.2%0.060%
(Data available from 1/1/2016 forward)

DFUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFUS shares?

During the previous two years, 540 institutional investors and hedge funds held shares of Dimensional U.S. Equity ETF. The most heavily invested institutionals were Index Fund Advisors Inc. ($364.45M), Buckingham Strategic Wealth LLC ($313.12M), Plancorp LLC ($296.83M), Envestnet Asset Management Inc. ($244.01M), Creative Planning ($228.14M), Mercer Global Advisors Inc. ADV ($213.42M), and Sax Wealth Advisors LLC ($208.45M).Learn more on DFUS's institutional investors.

Which institutional investors have been buying Dimensional U.S. Equity ETF stock?

Of the 426 institutional investors that purchased Dimensional U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sax Wealth Advisors LLC ($2.58M), Great Waters Wealth Management ($2.51M), Creative Planning ($2.13M), Zhang Financial LLC ($1.87M), EP Wealth Advisors LLC ($1.83M), Intelligence Driven Advisers LLC ($1.52M), and Mason & Associates Inc ($1.50M).

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

Institutional investors have bought a total of 45,064,777 shares in the last 24 months. This purchase volume represents approximately $2.34B in transactions.

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

Of the 305 institutional investors that sold Dimensional U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($1.80M), Mason & Associates Inc ($402.80K), Savant Capital LLC ($349.49K), Plancorp LLC ($285.53K), Envestnet Asset Management Inc. ($284.61K), Mercer Global Advisors Inc. ADV ($252.20K), and Index Fund Advisors Inc. ($234.58K).

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

Institutional investors have sold a total of 9,608,025 shares in the last 24 months. This volume of shares sold represents approximately $493.42M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 1/21/2025 by MarketBeat.com Staff
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