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

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

Number of
Institutional Buyers
(last 12 months)
431
Total
Institutional Inflows
(last 12 months)
$3.96B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$685.10M
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DFUS Institutional Buying and Selling by Quarter

Dimensional U.S. Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025Simplicity Wealth LLC38,996$2.61M0.1%+41.5%0.017%
7/22/2025Olistico Wealth LLC3,420$229K0.1%+209.8%0.001%
7/22/2025Wealthcare Advisory Partners LLC165,258$11.08M0.3%+318.1%0.071%
7/22/2025Berger Financial Group Inc38,243$2.56M0.2%+3.5%0.016%
7/22/2025Accel Wealth Management3,260$218K0.1%N/A0.001%
7/22/2025Yoder Wealth Management Inc.31,550$2.11M1.1%-2.3%0.014%
7/21/2025Onyx Financial Advisors LLC17,954$1.20M0.6%-3.0%0.008%
7/21/2025Life Planning Partners Inc34,934$2.34M1.9%+14.5%0.015%
7/21/2025Keb Asset Management LLC285,749$19.15M4.8%+5.1%0.123%
7/21/2025Ascent Group LLC3,912$262K0.0%-21.0%0.002%
7/21/2025Ameritas Advisory Services LLC1,461$98K0.0%-62.7%0.001%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management60,730$4.07M0.1%-0.4%0.026%
7/21/2025Greenwood Capital Associates LLC85,782$5.75M0.7%+21.3%0.037%
7/21/20251900 Wealth Management LLC766,624$51.38M3.9%+0.1%0.331%
7/21/2025Synergy Asset Management LLC5,412$363K0.0%+28.9%0.002%
7/21/2025Hilltop National Bank2,154$144K0.0%N/A0.001%
7/21/2025Matauro LLC3,249$218K0.0%-16.2%0.001%
7/21/2025Triad Wealth Partners LLC17,634$1.18M0.2%N/A0.008%
7/21/2025Mendota Financial Group LLC208,293$13.96M13.2%+4.2%0.090%
7/21/2025First National Bank & Trust Co. of Newtown94,864$6.36M1.3%+14.0%0.041%
7/21/2025Sageworth Trust Co of South Dakota3,650$245K0.3%N/A0.002%
7/21/2025Cliftonlarsonallen Wealth Advisors LLC17,509$1.17M0.0%-1.5%0.008%
7/18/2025 Pure Financial Advisors LLC12,928$866K0.0%+65.3%0.006%
7/18/2025 Consolidated Planning Corp65,654$4.40M0.6%-6.4%0.028%
7/18/2025 Meritas Wealth Management LLC277,065$18.57M10.2%+2.9%0.120%
7/18/2025 Parkwoods Wealth Partners LLC391,774$26.26M15.1%+0.7%0.169%
7/18/2025 Magnolia Private Wealth LLC9,918$665K0.5%-95.3%0.004%
7/18/2025 Consolidated Portfolio Review Corp15,945$1.07M0.1%+61.5%0.007%
7/18/2025 PBMares Wealth Management LLC911,954$61.12M11.2%+11.7%0.393%
7/18/2025 Truist Financial Corp712,470$47.75M0.1%-2.0%0.307%
7/18/2025 FMB Wealth Management111,342$7.46M3.6%+2.8%0.048%
7/17/2025 DiNuzzo Private Wealth Inc.1,224,999$82.10M9.7%+2.3%0.529%
7/17/2025 K2 Financial Inc.22,660$1.53M1.3%+2.0%0.010%
7/17/2025 Poinciana Advisors Group LLC33,352$2.24M2.0%+28.0%0.014%
7/17/2025 Dopkins Wealth Management LLC79,223$5.31M2.4%+0.8%0.034%
7/17/2025 Lauterbach Financial Advisors LLC86,910$5.83M3.2%+48.4%0.038%
7/17/2025 Northwest Wealth Management LLC187,677$12.58M2.3%+0.2%0.081%
7/17/2025 HB Wealth Management LLC189,782$12.72M0.1%+47.8%0.082%
7/17/2025 Claris Advisors LLC MO229,443$15.38M5.4%-8.3%0.099%
7/17/2025 Janney Montgomery Scott LLC5,328$357K0.0%N/A0.002%
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7/17/2025 Smith Chas P & Associates PA Cpas21,140$1.42M0.1%-1.2%0.009%
7/17/2025 Elser Financial Planning Inc948,821$63.98M3.8%+2,118.6%0.410%
7/17/2025 Oakworth Capital Inc.2,078$139K0.0%+21.9%0.001%
7/17/2025 Avondale Wealth Management8,695$583K0.3%+186.5%0.004%
7/17/2025 Vermillion Wealth Management Inc.644,963$43.23M20.6%+9.7%0.278%
7/17/2025 Heritage Investment Group Inc.504,951$33.84M5.8%-0.5%0.218%
7/17/2025 Symmetry Partners LLC95,062$6.37M0.8%-2.3%0.041%
7/17/2025 Sterling Wealth Advisors Inc311,464$21.08M14.9%-8.2%0.134%
7/17/2025 Willow Creek Wealth Management Inc.796,649$53.39M4.8%+7.1%0.344%
7/17/2025 XY Planning Network Inc.67,117$4.50M1.5%+103.5%0.029%
7/17/2025 SC&H Financial Advisors Inc.412,324$27.63M4.7%+6.5%0.178%
7/17/2025 Sage Rhino Capital LLC3,087$207K0.0%N/A0.001%
7/17/2025 SeaBridge Investment Advisors LLC112,022$7.51M1.4%-2.5%0.048%
7/16/2025 Signature Resources Capital Management LLC6,606$443K0.3%+5.6%0.003%
7/16/2025 Builder Investment Group Inc. ADV9,987$669K0.2%+17.4%0.004%
7/16/2025 Squire Investment Management Company LLC47,258$3.17M1.2%+5.6%0.020%
7/16/2025 Independent Wealth Network Inc.69,438$4.65M1.7%+6.3%0.030%
7/16/2025 Moisand Fitzgerald Tamayo LLC42,620$2.86M0.4%-1.1%0.018%
7/16/2025 True North Advisors LLC4,666$313K0.1%-8.0%0.002%
7/16/2025 Strategic Investment Solutions Inc. IL310,344$20.80M6.3%-17.5%0.134%
7/16/2025 Five Oceans Advisors23,836$1.60M0.7%+9.2%0.010%
7/16/2025 TCI Wealth Advisors Inc.2,730,367$182.99M12.5%+10.0%1.179%
7/16/2025 Crown Wealth Group LLC581,352$38.96M14.6%+33.7%0.251%
7/16/2025 Perigon Wealth Management LLC13,619$913K0.0%+42.2%0.006%
7/16/2025 Plancorp LLC4,595,119$307.97M10.7%-2.5%1.984%
7/16/2025 Tassel Capital Management Inc.201,381$13.50M10.4%+4.2%0.087%
7/15/2025 Great Oak Capital Partners LLC8,259$559K0.2%N/A0.004%
7/15/2025 BostonPremier Wealth LLC109,322$7.33M4.1%-0.7%0.047%
7/15/2025 Evanson Asset Management LLC946,784$63.45M4.1%-2.4%0.409%
7/15/2025 Traction Financial Partners LLC7,704$516K0.3%-13.3%0.003%
7/15/2025 Kraft Asset Management LLC108,842$7.30M6.8%+12.2%0.047%
7/15/2025 Accurate Wealth Management LLC30,148$2.05M0.3%N/A0.013%
7/15/2025 Maseco LLP7,896,996$529.34M20.1%N/A3.409%
7/15/2025 LVZ Inc.76,469$5.13M0.6%+3.9%0.033%
7/15/2025 SJS Investment Consulting Inc.30,420$2.04M0.3%+14.0%0.013%
7/15/2025 Family Investment Center Inc.12,806$858K0.2%-23.6%0.006%
7/15/2025 Kelly Financial Group LLC7,868$527K0.1%+25.1%0.003%
7/14/2025 Brady Martz Wealth Solutions LLC5,793$388K0.1%+7.6%0.003%
7/14/2025 Foster Group Inc.1,013,963$67.96M2.3%-0.5%0.438%
7/14/2025 Financial Harvest LLC13,981$937K0.7%N/A0.006%
7/14/2025 Ridgewood Investments LLC5,794$388K0.2%N/A0.003%
7/14/2025 Lakeshore Financial Planning Inc.28,239$1.89M0.8%+8.7%0.012%
7/14/2025 Capstone Wealth Management LLC170,128$11.40M10.0%+25.4%0.073%
7/14/2025 Park Avenue Securities LLC5,834$391K0.0%+31.1%0.003%
7/14/2025 Cathy Pareto & Associates Inc.12,604$845K0.7%+9.9%0.005%
7/14/2025 Sowell Financial Services LLC135,915$9.11M0.4%-0.9%0.059%
7/14/2025 Physician Wealth Advisors Inc.33,476$2.24M0.4%+1.1%0.014%
7/11/2025 Orrstown Financial Services Inc.5,881$394K0.1%N/A0.003%
7/11/2025 Ridgeline Wealth LLC79,993$5.36M4.4%-16.5%0.035%
7/11/2025 First PREMIER Bank862$58K0.0%N/A0.000%
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7/11/2025 Physician Wealth Solutions Inc.159,496$10.69M5.0%+2.7%0.069%
7/11/2025 Farther Finance Advisors LLC313,128$20.99M0.4%-17.7%0.135%
7/11/2025 Great Waters Wealth Management2,390,540$160.21M20.8%+1.0%1.032%
7/11/2025 Diversified Trust Co3,116$209K0.0%N/A0.001%
7/11/2025 Kingstone Capital Partners Texas LLC154,140$10.19M0.0%N/A0.067%
7/10/2025 Hurlow Wealth Management Group Inc.508,591$34.09M9.6%+6.7%0.220%
7/10/2025 Cypress Point Wealth Management LLC164,500$11.03M2.7%-2.4%0.071%
7/10/2025 Wealth Enhancement Advisory Services LLC1,634,690$111.08M0.2%+1.7%0.706%
7/10/2025 Strathmore Capital Advisors Inc.6,637$450K0.2%N/A0.003%
7/10/2025 Brooklyn FI LLC35,895$2.41M0.6%+876.5%0.015%
(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, 675 institutional investors and hedge funds held shares of Dimensional U.S. Equity ETF. The most heavily invested institutionals were Prudential Financial Inc. ($1.68B), Maseco LLP ($529.34M), Focus Partners Wealth ($506.94M), Buckingham Strategic Wealth LLC ($313.12M), Index Fund Advisors Inc. ($312.13M), Plancorp LLC ($307.97M), and Envestnet Asset Management Inc. ($232.16M).Learn more on Dimensional U.S. Equity ETF's institutional investors.

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

Of the 545 institutional investors that purchased Dimensional U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prudential Financial Inc. ($17.63M), Maseco LLP ($7.90M), Elser Financial Planning Inc ($2.84M), Sax Wealth Advisors LLC ($2.71M), LPL Financial LLC ($2.67M), Creative Planning ($2.00M), and Life Planning Partners Inc ($1.77M).

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

Institutional investors have bought a total of 62,364,892 shares in the last 24 months. This purchase volume represents approximately $3.96B in transactions.

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

Of the 292 institutional investors that sold Dimensional U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mercer Global Advisors Inc. ADV ($1.96M), Cetera Investment Advisers ($1.02M), Elser Financial Planning Inc ($960.36K), Index Fund Advisors Inc. ($833.22K), Plancorp LLC ($446.08K), Intelligence Driven Advisers LLC ($443.56K), and Savant Capital LLC ($348.73K).

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

Institutional investors have sold a total of 11,056,058 shares in the last 24 months. This volume of shares sold represents approximately $685.10M in transactions.



This page (NYSEARCA:DFUS) was last updated on 7/22/2025 by MarketBeat.com Staff
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