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

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$60.18 -1.25 (-2.03%)
Closing price 03/28/2025 04:10 PM Eastern
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$60.16 -0.02 (-0.02%)
As of 03/28/2025 06:35 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)
386
Total
Institutional Inflows
(last 12 months)
$3.18B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$455.45M
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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
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%
3/17/2025 Wealth Enhancement Advisory Services LLC1,634,374$104.19M0.2%-0.2%0.745%
3/17/2025 NorthCrest Asset Manangement LLC15,999$1.02M0.0%-4.1%0.007%
3/14/2025Tableaux LLC4,845$309K0.3%N/A0.002%
3/7/2025 Bannerman Wealth Management Group LLC10,045$640K0.5%N/A0.005%
3/6/2025 Arcadia Wealth Management Inc.4,826$308K0.3%N/A0.002%
3/6/2025 AG Asset Advisory LLC443,403$28.27M28.2%N/A0.202%
3/3/2025 American Investment Services Inc.640,349$40.82M7.1%+0.1%0.292%
2/27/2025 XY Planning Network Inc.33,998$2.17M1.6%N/A0.021%
2/27/2025 Pinnacle Wealth Planning Services Inc.46,133$2.94M0.4%+1.8%0.029%
2/25/2025 Integrated Advisors Network LLC29,782$1.90M0.1%+3.8%0.019%
2/24/2025 Great Valley Advisor Group Inc.31,515$2.01M0.0%+6.4%0.020%
2/21/2025 Ascent Group LLC5,204$332K0.0%-11.9%0.003%
2/21/2025 WNY Asset Management LLC23,940$1.53M0.2%-6.4%0.015%
2/21/2025 Vermillion Wealth Management Inc.562,446$35.86M18.4%N/A0.353%
2/20/2025 Forum Financial Management LP1,261,486$80.42M1.3%+2.9%0.791%
2/18/2025 Wick Capital Partners LLC20,323$1.30M0.4%N/A0.013%
2/18/2025 McMill Wealth Management194,080$12.37M5.0%N/A0.122%
2/18/2025 Investmark Advisory Group LLC244,686$15.60M7.7%+2.4%0.153%
2/18/2025 City National Bank of Florida MSD4,056$259K0.2%N/A0.003%
2/18/2025 Legacy Financial Group Inc.185,671$11.84M3.8%+7.0%0.116%
2/18/2025 RB Capital Management LLC3,721$237K0.1%+10.7%0.002%
2/18/2025 10Elms LLP1,380$88K0.1%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC1,714,150$109.28M1.8%+28.3%1.075%
2/18/2025 Mpwm Advisory Solutions LLC56,212$3.58M2.6%N/A0.035%
2/17/2025 Vance Wealth LLC4,320$275K0.1%-14.8%0.003%
2/17/2025 Two Sigma Investments LP144,000$9.18M0.0%N/A0.090%
2/17/2025 True Wealth Design LLC42,559$2.71M1.1%-5.2%0.027%
2/17/2025 Stonebrook Private Inc.9,304$593K0.2%-21.1%0.006%
2/17/2025 Strategic Wealth Partners Ltd.5,001$332K0.0%-9.1%0.003%
2/17/2025 Safeguard Investment Advisory Group LLC23,567$1.50M0.4%-4.4%0.015%
2/17/2025 Royal Bank of Canada1,128,166$71.92M0.0%+11.0%0.707%
2/17/2025 Quadcap Wealth Management LLC667,196$42.53M6.3%+17.6%0.418%
2/17/2025 Quantinno Capital Management LP118,002$7.52M0.1%-6.5%0.074%
2/17/2025 NorthRock Partners LLC10,993$701K0.0%N/A0.007%
2/17/2025 Laird Norton Wetherby Wealth Management LLC13,667$871K0.0%-18.0%0.009%
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2/17/2025 Lionshead Wealth Management LLC4,579$292K0.2%N/A0.003%
2/17/2025 Graver Capital Management LLC445,379$28.39M29.7%N/A0.279%
2/17/2025 Focus Partners Wealth8,423,973$537.03M1.4%+1.9%5.281%
2/17/2025 Clark Capital Management Group Inc.5,966$380K0.0%-3.0%0.004%
2/17/2025 Cladis Investment Advisory LLC7,440$474K0.3%-16.2%0.005%
2/17/2025 EP Wealth Advisors LLC65,339$4.17M0.0%+133.5%0.041%
2/17/2025 Cornerstone Financial Group LLC NE 150,187$9.57M9.4%N/A0.094%
2/17/2025 Cresset Asset Management LLC51,514$3.28M0.0%-67.6%0.032%
2/17/2025 Cetera Investment Advisers1,411,227$89.97M0.2%+9.1%0.885%
2/17/2025 Captrust Financial Advisors180,399$11.50M0.0%+0.3%0.113%
2/17/2025 Cardiff Park Advisors LLC375,113$23.91M2.3%+2.2%0.235%
2/17/2025 Baird Financial Group Inc.39,400$2.51M0.0%-16.5%0.025%
2/17/2025 Bank of America Corp DE719,979$45.90M0.0%+18.3%0.451%
2/17/2025 BIP Wealth LLC6,382$407K0.0%+50.2%0.004%
2/17/2025 Ameriprise Financial Inc.6,982$445K0.0%-11.9%0.004%
2/17/2025 Aptus Capital Advisors LLC101,410$6.47M0.1%+206.5%0.064%
2/17/2025 Accredited Wealth Management LLC1,004$64K0.1%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV1,715,870$109.39M0.3%-51.0%1.076%
2/14/2025 Rehmann Capital Advisory Group153,961$9.82M0.6%+1.8%0.097%
2/14/2025 Wick Capital Partners LLC3,128$199K0.0%N/A0.002%
2/14/2025 Fischer Investment Strategies LLC266,839$17.01M13.5%N/A0.167%
2/14/2025 Lido Advisors LLC37,322$2.38M0.0%+66.8%0.023%
2/14/2025 Beacon Pointe Advisors LLC319,866$20.39M0.2%-6.0%0.201%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.1,553$99K0.1%N/A0.001%
2/14/2025 Betterment LLC100,896$6.43M0.0%-22.6%0.063%
2/14/2025 Oak Wealth Advisors LLC82,549$5.26M4.0%N/A0.052%
2/14/2025 Berger Financial Group Inc35,698$2.28M0.2%+16.6%0.022%
2/14/2025 Topsail Wealth Management LLC102,627$6.54M1.4%N/A0.064%
2/14/2025 Integrated Wealth Concepts LLC55,395$3.53M0.0%-8.9%0.035%
2/14/2025 IHT Wealth Management LLC20,131$1.28M0.0%-7.0%0.013%
2/14/2025 Stifel Financial Corp134,206$8.56M0.0%+2.7%0.084%
2/14/2025 OneDigital Investment Advisors LLC83,223$5.31M0.1%-3.3%0.052%
2/14/2025 Transce3nd LLC3,768$245K0.1%N/A0.002%
2/14/2025 MML Investors Services LLC411,552$26.24M0.1%+5.2%0.258%
2/14/2025 Forum Financial Management LP1,244,756$79.35M1.3%+1.5%0.780%
2/14/2025 Freedom Investment Management Inc.304,414$19.41M1.6%-4.8%0.191%
2/14/2025 Bridge Generations Wealth Management LLC8,364$533K0.4%N/A0.005%
2/14/2025 Concourse Financial Group Securities Inc.1,296$86K0.0%-71.1%0.001%
2/13/2025 Strategic Investment Solutions Inc. IL313,248$19.97M6.5%-17.1%0.196%
2/13/2025 NewEdge Advisors LLC154,925$9.88M0.1%+9.5%0.097%
2/13/2025 Everest Management Corp.646,347$41.21M36.3%N/A0.405%
2/13/2025 Main Street Financial Solutions LLC138,118$8.81M0.9%+6.6%0.087%
2/13/2025 United Capital Financial Advisors LLC86,165$5.49M0.0%-1.0%0.054%
2/13/2025 CreativeOne Wealth LLC30,813$1.96M0.1%+6.6%0.019%
2/13/2025 Mariner LLC1,169,659$74.57M0.1%+3.1%0.733%
2/13/2025 Envision Financial Planning LLC164,814$10.51M5.4%-0.3%0.103%
2/13/2025 Sagespring Wealth Partners LLC5,474$349K0.0%N/A0.003%
2/13/2025 Townsquare Capital LLC12,180$776K0.0%+38.8%0.008%
2/13/2025 Rockefeller Capital Management L.P.18,921$1.21M0.0%+2.9%0.012%
2/13/2025 Glass Jacobson Investment Advisors llc27,838$1.78M0.6%-4.0%0.017%
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2/13/2025 Seneschal Advisors LLC129,629$8.26M6.9%N/A0.081%
2/13/2025 EnRich Financial Partners LLC91,945$5.86M2.0%-1.0%0.058%
2/13/2025 Redwood Park Advisors LLC6,095$389K0.3%N/A0.004%
2/13/2025 Faithward Advisors LLC10,930$697K0.1%+2.8%0.007%
2/13/2025 Sand Hill Global Advisors LLC59,872$3.82M0.2%-20.5%0.038%
2/13/2025 Renaissance Technologies LLC49,400$3.15M0.0%+85.7%0.031%
2/13/2025 Bank of Montreal Can51,593$3.29M0.0%+1.2%0.032%
2/13/2025 Cerity Partners LLC573,756$36.58M0.1%-5.6%0.360%
2/13/2025 Envestnet Asset Management Inc.4,041,518$257.65M0.1%-1.9%2.534%
2/13/2025 Wells Fargo & Company MN5,734$366K0.0%-21.7%0.004%
(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, 640 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 512 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), Creative Planning ($2.00M), Elser Financial Planning Inc ($1.93M), Zhang Financial LLC ($1.87M), 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 72,895,203 shares in the last 24 months. This purchase volume represents approximately $4.23B in transactions.

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

Of the 335 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 12,920,798 shares in the last 24 months. This volume of shares sold represents approximately $717.70M in transactions.


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This page (NYSEARCA:DFUS) was last updated on 3/29/2025 by MarketBeat.com Staff
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