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

Dimensional U.S. Equity ETF logo
$64.12 +0.26 (+0.41%)
(As of 11/18/2024 ET)
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Institutional Ownership Changes (13F Filings) for Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Number of
Institutional Buyers
(last 12 months)
309
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
213
Total
Institutional Outflows
(last 12 months)
$342.20M
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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
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%
11/15/2024 Glass Jacobson Investment Advisors llc28,991$1.80M0.6%+3.0%0.018%
11/15/2024 MML Investors Services LLC391,308$24.34M0.1%+4.6%0.245%
11/15/2024 Orion Portfolio Solutions LLC45,495$2.83M0.1%-0.5%0.029%
11/15/2024 Jane Street Group LLC23,577$1.47M0.0%+9.6%0.015%
11/15/2024 Stifel Financial Corp130,670$8.13M0.0%+1.8%0.082%
11/15/2024 Quantinno Capital Management LP126,211$7.85M0.1%+422.1%0.079%
11/15/2024 IHT Wealth Management LLC21,655$1.35M0.0%+8.0%0.014%
11/15/2024 Integrated Wealth Concepts LLC60,833$3.78M0.0%+11.9%0.038%
11/15/2024 Investmark Advisory Group LLC238,867$14.86M7.2%+1.2%0.150%
11/15/2024 HighTower Advisors LLC508,721$31.65M0.0%+0.1%0.319%
11/15/2024 Ascent Group LLC5,904$367K0.0%-5.4%0.004%
11/14/2024 Flow Traders U.S. LLC6,236$388K0.0%-42.8%0.004%
11/14/2024 Captrust Financial Advisors179,945$11.19M0.0%+1.8%0.113%
11/14/2024 Rockefeller Capital Management L.P.18,384$1.14M0.0%+19.8%0.012%
11/14/2024 CreativeOne Wealth LLC28,895$1.80M0.1%-5.8%0.018%
11/13/2024 WorthPointe LLC17,574$1.09M0.5%-2.9%0.011%
11/13/2024 Freedom Investment Management Inc.319,861$19.90M1.6%+181.7%0.201%
11/13/2024 RS Crum Inc.734,158$45.67M10.7%+0.8%0.460%
11/13/2024 Townsquare Capital LLC8,774$546K0.0%+55.4%0.006%
11/13/2024 Cadence Bank14,443$898K0.1%-1.1%0.009%
11/13/2024 FMR LLC31,479$1.96M0.0%+11.9%0.020%
11/13/2024 D.A. Davidson & CO.19,017$1.18M0.0%+13.5%0.012%
11/13/2024 Elios Financial Group Inc.3,995$248K0.1%N/A0.003%
11/13/2024 Bank of Montreal Can51,002$3.16M0.0%-0.4%0.032%
11/13/2024 Capital Square LLC3,547$221K0.1%+5.7%0.002%
11/13/2024 Acorn Wealth Advisors LLC53,412$3.32M1.4%-1.6%0.033%
11/13/2024 Private Trust Co. NA6,400$398K0.0%-21.1%0.004%
11/13/2024 Truvestments Capital LLC1,833$114K0.0%N/A0.001%
11/12/2024Larson Financial Group LLC247,829$15.42M0.9%-5.8%0.155%
11/12/2024 Advisory Services & Investments LLC22,923$1.43M1.0%-5.8%0.014%
11/12/2024 Cerity Partners LLC607,878$37.81M0.1%+3.2%0.381%
11/12/2024 Certified Advisory Corp101,248$6.30M0.7%-1.6%0.063%
11/12/2024 Stonebrook Private Inc.11,793$734K0.2%-79.3%0.007%
11/12/2024 CFS Investment Advisory Services LLC104,438$6.50M0.5%-1.4%0.065%
11/12/2024 Raymond James Trust N.A.7,850$488K0.0%+11.7%0.005%
11/9/2024 LPL Financial LLC2,249,572$139.92M0.1%+9.0%1.410%
11/8/2024 EverSource Wealth Advisors LLC88,696$5.52M0.3%-0.6%0.056%
11/8/2024 Silver Oak Advisory Group Inc.25,986$1.62M0.8%-0.9%0.016%
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11/8/2024 Strategy Asset Managers LLC5,180$322K0.1%N/A0.003%
11/8/2024 Yardley Wealth Management LLC116,240$7.23M4.3%N/A0.073%
11/7/2024 Drive Wealth Management LLC20,853$1.30M0.3%-8.4%0.013%
11/7/2024 Colony Family Offices LLC975,320$60.67M18.8%+1.5%0.611%
11/7/2024 MAI Capital Management10,302$641K0.0%+13.1%0.006%
11/7/2024 Phillips Financial Management LLC15,013$934K0.1%+2.4%0.009%
11/7/2024 Envision Financial Planning LLC165,373$10.29M5.4%-0.3%0.104%
11/6/2024 LJI Wealth Management LLC9,598$597K0.1%N/A0.006%
11/6/2024 Heritage Investment Group Inc.508,860$31.65M6.0%-0.5%0.319%
11/6/2024 KPP Advisory Services LLC96,289$5.99M1.4%-17.2%0.060%
11/6/2024 Squire Investment Management Company LLC36,248$2.26M1.1%+9.5%0.023%
11/6/2024 Balboa Wealth Partners21,616$1.34M0.3%+7.2%0.014%
11/6/2024 OneDigital Investment Advisors LLC86,064$5.35M0.1%+58.3%0.054%
11/6/2024 Traction Financial Partners LLC7,699$479K0.4%-18.5%0.005%
11/6/2024 Wealthstream Advisors Inc.593,332$36.91M6.7%-3.9%0.372%
11/6/2024 Dopkins Wealth Management LLC76,447$4.76M3.8%-18.0%0.048%
11/6/2024 Main Street Financial Solutions LLC129,529$8.06M0.7%+18.8%0.081%
11/5/2024 Aptus Capital Advisors LLC33,085$2.06M0.0%+7.4%0.021%
11/5/2024 Prime Capital Investment Advisors LLC22,307$1.39M0.0%-2.2%0.014%
11/5/2024 Harbour Investments Inc.26,940$1.68M0.1%-2.7%0.017%
11/5/2024 Apollon Wealth Management LLC54,530$3.39M0.1%-5.1%0.034%
11/5/2024 Vestia Personal Wealth Advisors65,686$4.09M3.3%+2.4%0.041%
11/5/2024 Northwest Wealth Management LLC128,642$8.00M1.9%+61.8%0.081%
11/4/2024 1900 Wealth Management LLC781,944$44.56M4.0%+0.2%0.490%
11/4/2024 G2 Capital Management LLC OH1,660,296$103.27M30.4%+0.5%1.041%
11/4/2024 FMB Wealth Management122,498$7.62M4.3%+0.4%0.077%
11/2/2024 Retirement Solution LLC494,726$30.78M7.5%+0.9%0.310%
11/2/2024 Austin Asset Management Co Inc1,075,073$66.87M13.6%-3.6%0.674%
11/1/2024 Tillman Hartley LLC173,344$10.78M3.2%-2.0%0.109%
11/1/2024 Cypress Point Wealth Management LLC76,915$4.78M1.9%+31.5%0.048%
11/1/2024 Klingman & Associates LLC11,724$729K0.0%-21.9%0.007%
11/1/2024 Assetmark Inc.1,267,774$78.86M0.2%+1.5%0.795%
11/1/2024 Verdence Capital Advisors LLC28,142$1.75M0.1%-3.1%0.018%
11/1/2024 Lauterbach Financial Advisors LLC59,425$3.70M2.2%+19.9%0.037%
11/1/2024 CWA Asset Management Group LLC59,092$3.68M0.2%N/A0.037%
11/1/2024 Leavell Investment Management Inc.5,520$343K0.0%N/A0.003%
11/1/2024 Hollencrest Capital Management7,555$470K0.0%-15.0%0.005%
11/1/2024 Capital Performance Advisors LLP162,445$10.10M3.1%+4.3%0.102%
11/1/2024 Lakeshore Financial Planning Inc.22,201$1.38M0.6%+6.5%0.014%
11/1/2024 First National Bank & Trust Co. of Newtown62,939$3.92M0.7%+14.8%0.039%
10/31/2024 Consolidated Planning Corp98,953$6.16M0.9%-11.7%0.062%
10/31/2024 Washington Trust Bank6,013$374K0.0%N/A0.004%
10/31/2024 Bridgewater Advisors Inc.65,384$4.12M0.4%-0.5%0.041%
10/31/2024 American Capital Advisory LLC161,707$10.06M5.8%+105.9%0.101%
10/30/2024 Beacon Financial Advisory LLC27,591$1.72M0.6%-3.0%0.017%
10/30/2024 JFG Wealth Management LLC13,239$823K0.2%N/A0.008%
10/30/2024 Arista Wealth Management LLC23,880$1.49M0.4%-0.8%0.015%
10/30/2024 QRG Capital Management Inc.11,312$704K0.0%-1.9%0.007%
10/29/2024 Centennial Bank AR17,494$1.09M0.5%N/A0.011%
10/29/2024 Forum Financial Management LP1,226,518$76.29M1.3%-2.0%0.769%
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10/29/2024 Private Wealth Management Group LLC198,981$12.38M4.9%-0.4%0.125%
10/29/2024 Cedar Point Capital Partners LLC155,881$9.70M6.7%-5.6%0.098%
10/29/2024 Lodestone Wealth Management LLC48,516$3.02M1.5%+36.0%0.030%
10/29/2024 Northern Financial Advisors Inc4,333$270K0.2%-8.5%0.003%
10/29/2024 Symmetry Partners LLC112,486$7.00M1.7%-64.5%0.071%
10/29/2024 Chicago Partners Investment Group LLC998,001$62.48M2.1%+2.2%0.626%
10/29/2024 Farther Finance Advisors LLC223,213$13.88M0.5%+670.0%0.140%
10/28/2024 Lowe Brockenbrough & Co. Inc.11,595$721K0.0%+117.5%0.007%
10/28/2024 Valued Wealth Advisors LLC12,111$753K0.5%-3.8%0.008%
10/28/2024 US Bancorp DE30,185$1.88M0.0%+11.7%0.019%
(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, 535 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 ($199.99M).Learn more on DFUS's institutional investors.

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

Of the 420 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 ($2.53M), Great Waters Wealth Management ($2.24M), Creative Planning ($2.13M), Zhang Financial LLC ($2.06M), EP Wealth Advisors LLC ($1.83M), Intelligence Driven Advisers LLC ($1.52M), and Savant Capital LLC ($1.43M).

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

Institutional investors have bought a total of 43,811,088 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

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

Of the 307 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 9,758,850 shares in the last 24 months. This volume of shares sold represents approximately $498.37M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 11/19/2024 by MarketBeat.com Staff
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