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

Dimensional U.S. Equity ETF logo
$58.02 -0.12 (-0.21%)
As of 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)
393
Total
Institutional Inflows
(last 12 months)
$3.23B
Number of
Institutional Sellers
(last 12 months)
259
Total
Institutional Outflows
(last 12 months)
$458.70M
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DFUS Institutional Buying and Selling by Quarter

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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
4/15/2025FMB Wealth Management108,296$6.55M3.6%-11.4%0.049%
4/15/2025Greenwood Capital Associates LLC70,729$4.28M0.6%+170.5%0.032%
4/15/2025Zhang Financial LLC2,506,843$151.61M8.0%+5.8%1.132%
4/15/2025Baker Ellis Asset Management LLC5,587$338K0.0%N/A0.003%
4/15/2025Magnolia Private Wealth LLC208,824$12.63M7.0%N/A0.094%
4/15/2025Trinity Financial Advisors LLC244,947$14.81M3.0%+12.4%0.111%
4/15/2025Ironwood Financial llc8,762$530K0.1%-4.9%0.004%
4/15/2025Traction Financial Partners LLC8,888$538K0.4%+25.2%0.004%
4/15/2025Integrated Advisors Network LLC23,448$1.42M0.1%-21.3%0.011%
4/15/2025SJS Investment Consulting Inc.26,680$1.61M0.3%+0.9%0.012%
4/15/2025Shira Ridge Wealth Management12,407$750K0.4%-11.4%0.006%
4/15/2025Simplicity Wealth LLC27,565$1.67M0.1%+579.6%0.012%
4/15/2025Wealthcare Capital Management LLC166,619$10.08M1.0%+4,644.3%0.075%
4/15/2025Wealthcare Advisory Partners LLC39,523$2.39M0.1%N/A0.018%
4/14/2025 Investment Advisory Group LLC151,216$9.15M3.1%+13.2%0.068%
4/14/2025 Everest Management Corp.638,528$38.62M35.2%-1.2%0.288%
4/14/2025 Farther Finance Advisors LLC380,451$23.11M0.6%+68.4%0.172%
4/14/2025 Clarity Capital Advisors LLC54,988$3.33M2.2%-2.1%0.025%
4/14/2025 Great Waters Wealth Management2,366,428$143.12M19.9%-5.8%1.068%
4/14/2025 Pillar Financial Advisors LLC260,308$15.74M11.7%+5.4%0.118%
4/14/2025 Disciplined Equity Management Inc.456,371$27.60M19.2%-2.5%0.206%
4/14/2025 Greenspring Advisors LLC9,556$578K0.1%-3.2%0.004%
4/14/2025 Miracle Mile Advisors LLC8,832$534K0.0%-4.7%0.004%
4/11/2025 Towneley Capital Management Inc DE9,872$597K0.1%-6.4%0.004%
4/11/2025 OLIO Financial Planning760,383$45.99M15.9%+14.3%0.343%
4/11/2025 Ridgeline Wealth LLC95,844$5.80M4.9%-4.2%0.043%
4/11/2025 Safeguard Financial LLC8,821$533K0.1%-62.1%0.004%
4/11/2025 Foster Group Inc.1,019,063$61.63M2.3%-0.6%0.460%
4/10/2025 Retirement Planning Group LLC44,020$2.66M0.1%-1.7%0.020%
4/10/2025 Cathy Pareto & Associates Inc.11,471$694K0.6%-2.2%0.005%
4/10/2025 Apella Capital LLC715,546$41.99M1.4%+8.7%0.323%
4/10/2025 DBK Financial Counsel LLC47,502$2.87M2.9%+7.8%0.021%
4/10/2025 CGN Advisors LLC4,064$246K0.0%N/A0.002%
4/9/2025 RFG Advisory LLC23,488$1.42M0.0%-6.2%0.011%
4/9/2025 McLean Asset Management Corp674,462$40.79M12.0%-1.8%0.305%
4/9/2025 Merit Financial Group LLC23,716$1.43M0.0%+9.9%0.011%
4/9/2025 Gradient Investments LLC7,078$428K0.0%+79.8%0.003%
4/9/2025 Websterrogers Financial Advisors LLC56,377$3.41M1.2%-2.3%0.025%
4/8/2025 Avondale Wealth Management3,035$184K0.1%N/A0.001%
4/8/2025 Shearwater Capital LLC35,724$2.16M1.5%+11.8%0.016%
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4/8/2025 IFG Advisors LLC13,277$803K0.2%+2.3%0.006%
4/7/2025 AdvisorNet Financial Inc12,485$755K0.1%+50.7%0.006%
3/27/2025Milestone Asset Management Group LLC12,871$821K0.7%N/A0.006%
3/24/2025Avant Financial Advisors LLC67,836$4.33M3.9%N/A0.031%
3/19/2025M1 Capital Management LLC7,545$481K0.3%N/A0.003%
3/19/2025Northeast Planning Associates INC. NH6,251$399K0.4%N/A0.003%
3/19/2025DSG Capital Advisors LLC4,727$301K0.1%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC1,634,374$104.19M0.2%-0.2%0.745%
3/17/2025NorthCrest Asset Manangement LLC15,999$1.02M0.0%-4.1%0.007%
3/14/2025Tableaux LLC4,845$309K0.3%N/A0.002%
3/7/2025Bannerman Wealth Management Group LLC10,045$640K0.5%N/A0.005%
3/6/2025Arcadia Wealth Management Inc.4,826$308K0.3%N/A0.002%
3/6/2025AG Asset Advisory LLC443,403$28.27M28.2%N/A0.202%
3/3/2025American Investment Services Inc.640,349$40.82M7.1%+0.1%0.292%
2/27/2025XY Planning Network Inc.33,998$2.17M1.6%N/A0.021%
2/27/2025Pinnacle Wealth Planning Services Inc.46,133$2.94M0.4%+1.8%0.029%
2/25/2025Integrated Advisors Network LLC29,782$1.90M0.1%+3.8%0.019%
2/24/2025Great Valley Advisor Group Inc.31,515$2.01M0.0%+6.4%0.020%
2/21/2025Ascent Group LLC5,204$332K0.0%-11.9%0.003%
2/21/2025WNY Asset Management LLC23,940$1.53M0.2%-6.4%0.015%
2/21/2025Vermillion Wealth Management Inc.562,446$35.86M18.4%N/A0.353%
2/20/2025Forum Financial Management LP1,261,486$80.42M1.3%+2.9%0.791%
2/18/2025Wick Capital Partners LLC20,323$1.30M0.4%N/A0.013%
2/18/2025McMill Wealth Management194,080$12.37M5.0%N/A0.122%
2/18/2025Investmark Advisory Group LLC244,686$15.60M7.7%+2.4%0.153%
2/18/2025City National Bank of Florida MSD4,056$259K0.2%N/A0.003%
2/18/2025Legacy Financial Group Inc.185,671$11.84M3.8%+7.0%0.116%
2/18/2025RB Capital Management LLC3,721$237K0.1%+10.7%0.002%
2/18/202510Elms LLP1,380$88K0.1%N/A0.001%
2/18/2025Focus Partners Advisor Solutions LLC1,714,150$109.28M1.8%+28.3%1.075%
2/18/2025Mpwm Advisory Solutions LLC56,212$3.58M2.6%N/A0.035%
2/17/2025Vance Wealth LLC4,320$275K0.1%-14.8%0.003%
2/17/2025Two Sigma Investments LP144,000$9.18M0.0%N/A0.090%
2/17/2025True Wealth Design LLC42,559$2.71M1.1%-5.2%0.027%
2/17/2025Stonebrook Private Inc.9,304$593K0.2%-21.1%0.006%
2/17/2025Strategic Wealth Partners Ltd.5,001$332K0.0%-9.1%0.003%
2/17/2025Safeguard Investment Advisory Group LLC23,567$1.50M0.4%-4.4%0.015%
2/17/2025Royal Bank of Canada1,128,166$71.92M0.0%+11.0%0.707%
2/17/2025Quadcap Wealth Management LLC667,196$42.53M6.3%+17.6%0.418%
2/17/2025Quantinno Capital Management LP118,002$7.52M0.1%-6.5%0.074%
2/17/2025NorthRock Partners LLC10,993$701K0.0%N/A0.007%
2/17/2025Laird Norton Wetherby Wealth Management LLC13,667$871K0.0%-18.0%0.009%
2/17/2025Lionshead Wealth Management LLC4,579$292K0.2%N/A0.003%
2/17/2025Graver Capital Management LLC445,379$28.39M29.7%N/A0.279%
2/17/2025Focus Partners Wealth8,423,973$537.03M1.4%+1.9%5.281%
2/17/2025Clark Capital Management Group Inc.5,966$380K0.0%-3.0%0.004%
2/17/2025Cladis Investment Advisory LLC7,440$474K0.3%-16.2%0.005%
2/17/2025EP Wealth Advisors LLC65,339$4.17M0.0%+133.5%0.041%
2/17/2025Cornerstone Financial Group LLC NE 150,187$9.57M9.4%N/A0.094%
2/17/2025Cresset Asset Management LLC51,514$3.28M0.0%-67.6%0.032%
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2/17/2025Cetera Investment Advisers1,411,227$89.97M0.2%+9.1%0.885%
2/17/2025Captrust Financial Advisors180,399$11.50M0.0%+0.3%0.113%
2/17/2025Cardiff Park Advisors LLC375,113$23.91M2.3%+2.2%0.235%
2/17/2025Baird Financial Group Inc.39,400$2.51M0.0%-16.5%0.025%
2/17/2025Bank of America Corp DE719,979$45.90M0.0%+18.3%0.451%
2/17/2025BIP Wealth LLC6,382$407K0.0%+50.2%0.004%
2/17/2025Ameriprise Financial Inc.6,982$445K0.0%-11.9%0.004%
2/17/2025Aptus Capital Advisors LLC101,410$6.47M0.1%+206.5%0.064%
2/17/2025Accredited Wealth Management LLC1,004$64K0.1%N/A0.001%
2/14/2025Mercer Global Advisors Inc. ADV1,715,870$109.39M0.3%-51.0%1.076%
(Data available from 1/1/2016 forward)

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DFUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFUS shares?

During the previous two years, 646 institutional investors and hedge funds held shares of Dimensional U.S. Equity ETF. The most heavily invested institutionals were Prudential Financial Inc. ($1.68B), Focus Partners Wealth ($537.03M), Index Fund Advisors Inc. ($369.98M), Buckingham Strategic Wealth LLC ($313.12M), Plancorp LLC ($305.42M), Envestnet Asset Management Inc. ($257.65M), and Creative Planning ($228.14M).Learn more on DFUS's institutional investors.

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

Of the 513 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: Prudential Financial Inc. ($17.63M), Sax Wealth Advisors LLC ($2.58M), Zhang Financial LLC ($2.01M), Creative Planning ($2.00M), Elser Financial Planning Inc ($1.93M), EP Wealth Advisors LLC ($1.86M), and Life Planning Partners Inc ($1.76M).

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

Institutional investors have bought a total of 73,497,764 shares in the last 24 months. This purchase volume represents approximately $4.28B in transactions.

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

Of the 343 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: Mercer Global Advisors Inc. ADV ($2.04M), EP Wealth Advisors LLC ($1.80M), Intelligence Driven Advisers LLC ($551.43K), Plancorp LLC ($458.52K), Mason & Associates Inc ($402.80K), Envestnet Asset Management Inc. ($362.61K), and Savant Capital LLC ($349.49K).

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

Institutional investors have sold a total of 12,926,079 shares in the last 24 months. This volume of shares sold represents approximately $721.62M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 4/15/2025 by MarketBeat.com Staff
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