Free Trial
→ Market down? Do this now. (From Colonial Metals) (Ad) Free DFUS Stock Alerts

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

Dimensional U.S. Equity ETF logo
$65.12 -1.23 (-1.85%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$65.12 0.00 (0.00%)
As of 02/21/2025 04:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Number of
Institutional Buyers
(last 12 months)
377
Total
Institutional Inflows
(last 12 months)
$3.17B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$455.37M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/20/2025 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%
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%
The FED is losing the war on inflation (Ad)

It's no longer just a “guesstimate” – Inflation is indeed getting worse. And although we want to believe the Fed has a good grip on it, they don't. Right now, the suits over there are caught between a rock and a hard place. Either they watch as inflation grows, or they tear it down and send us into a full-blown recession. The kicker here is that neither of these are good for you. Whichever pill we end up with, prices will still climb higher as the value of the dollar sinks lower. The only real way out for the regular person is to increase your earning power. By increasing your income to match prices as they flare up… You’ll stay ahead of the impending doom we're running face-first into. And if you're looking for a strategy to help increase your income in 2025… I've got just the thing for you! You see, last year, I was able to grow a $10k model account to a little over $63k with 100 trade alerts But I changed my trading rules and more than doubled my results on those 100 published trades. I'm now calling them Warped Options…

You can go here to give yourself a head start.
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%
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%
2/13/2025 Hurlow Wealth Management Group Inc.479,713$30.58M9.6%+2.3%0.301%
2/12/2025 Martin Worley Group4,472$285K0.2%N/A0.003%
2/12/2025 Biltmore Family Office LLC26,815$1.71M0.3%-1.7%0.017%
2/12/2025 Private Portfolio Partners LLC5,334$340K0.1%-4.2%0.003%
2/12/2025 Prudent Man Investment Management Inc.3,336$213K0.1%N/A0.002%
2/12/2025 O Shaughnessy Asset Management LLC22,315$1.42M0.0%+30.6%0.014%
Important: case study on TGT (Ad)

Please take a look at THIS case study on Target (TGT) You’ll see exactly how the tool works to trade long and short, even when the markets seem to be predicting the exact opposite. Now, this tool has been so accurate over recent months that I’m planning to send you 14 more real-world examples of winning trades that anyone using this tool could have captured. And it’s all building to Monday, February 24 @ 1pm ET when I’ll bring the tool to the public for the first time and show you how you can put it on your own charts!

Tap here to catch the TGT case study and learn more
2/12/2025 Physician Wealth Advisors Inc.28,533$1.82M0.3%+70.8%0.018%
2/12/2025 CIBC Private Wealth Group LLC5,280$339K0.0%-30.7%0.003%
2/12/2025 ARK & TLK Investments LLC491,758$31.35M10.9%-1.4%0.308%
2/12/2025 Sanctuary Wealth Management L.L.C.2,046$130K0.1%+11.8%0.001%
2/12/2025 Life Planning Partners Inc27,696$1.77M0.2%+5.0%0.017%
2/12/2025 Orion Portfolio Solutions LLC45,198$2.88M0.0%-0.7%0.028%
2/12/2025 BCO Wealth Management LLC29,915$1.91M1.6%N/A0.019%
2/12/2025 JPMorgan Chase & Co.923,477$58.87M0.0%-9.4%0.579%
2/12/2025 Financial Engines Advisors L.L.C.106,472$6.79M0.0%-0.9%0.067%
2/12/2025 Financial Counselors Inc.22,038$1.41M0.0%+48.4%0.014%
(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, 631 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 503 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 74,168,248 shares in the last 24 months. This purchase volume represents approximately $4.27B 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 12,958,175 shares in the last 24 months. This volume of shares sold represents approximately $719.17M in transactions.


Related Companies

This page (NYSEARCA:DFUS) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
What is this southern state hiding?
The financial press had a field day this week after President Donald Trump and Department of Government Effici...
Stansberry Research | Sponsored
Why Buffett and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Market down? Do this now.
During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...
Colonial Metals | Sponsored
Elon Takes Aim at Social Security
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored