Who Owns Dimensional - US Equity Market ETF (DFUS)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
—
QoQ Change in Holders
+13 / -4
Price History
DFUS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Root Financial Partners, LLC | New Position | +5.3M | +$394.6B |
| SAX WEALTH ADVISORS, LLC | New Position | +3.9M | +$287.4B |
| Vise Technologies, Inc. | Increased | +3.4M | +$253.6B |
| G2 CAPITAL MANAGEMENT, LLC / OH | New Position | +2.3M | +$171.2B |
| Smartleaf Asset Management LLC | New Position | +1.5M | +$114.0B |
| Flagstone Financial Management | New Position | +1.5M | +$110.2B |
| EARNED WEALTH ADVISORS, LLC | New Position | +1.5M | +$110.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +1.3M | +$97.0B |
| BANK OF AMERICA CORP /DE/ | Increased | +36K | +$88.9B |
| Colony Family Offices, LLC | New Position | +1.1M | +$84.2B |
| Austin Asset Management Co Inc | New Position | +949K | +$70.4B |
| Heritage Wealth Management, Inc./Texas | New Position | +883K | +$65.5B |
| OLIO Financial Planning | New Position | +856K | +$63.5B |
| Wealth Management Nebraska | New Position | +781K | +$58.0B |
| 1900 WEALTH MANAGEMENT LLC | New Position | +761K | +$56.5B |
DFUS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | Decreased | -6.2M | -$370.5B |
| Plancorp, LLC | Decreased | -68K | -$330.9B |
| Creative Planning | Decreased | -31K | -$250.5B |
| CHOREO, LLC | Decreased | -18K | -$68.5B |
| Willow Creek Wealth Management Inc. | Closed Position | -820K | -$59.4B |
| Dynamic Advisor Solutions LLC | Decreased | -80K | -$46.0B |
| Freedom Investment Management, Inc. | Decreased | -44K | -$45.2B |
| REGIONS FINANCIAL CORP | Decreased | -766K | -$33.2B |
| Strategic Investment Solutions, Inc. /IL | Closed Position | -304K | -$22.0B |
| McMill Wealth Management | Decreased | -277K | -$19.6B |
| Larson Financial Group LLC | Decreased | -3K | -$16.6B |
| Allworth Financial LP | Decreased | -3K | -$12.2B |
| Financial Engines Advisors L.L.C. | Decreased | -22K | -$10.3B |
| Main Street Financial Solutions, LLC | Closed Position | -140K | -$10.1B |
| Binnacle Investments Inc | Closed Position | -135K | -$9.8B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 44,472,700 | $3.3T | 3.98% | Share |
| 2 | Focus Partners Wealth | 9,261,059 | $686.0B | 0.78% | Share |
| 3 | MASECO LLP | 7,460,195 | $553.1B | 24.08% | Share |
| 4 | Root Financial Partners, LLC | 5,320,698 | $394.6B | 20.17% | Share |
| 5 | Vise Technologies, Inc. | 4,742,037 | $351.0B | 6.88% | Share |
| 6 | SAX WEALTH ADVISORS, LLC | 3,874,407 | $287.4B | 13.52% | Share |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 2,825,574 | $209.0B | 0.32% | Share |
| 8 | Great Waters Wealth Management | 2,685,540 | $199.2B | 21.91% | Share |
| 9 | G2 CAPITAL MANAGEMENT, LLC / OH | 2,307,968 | $171.2B | 41.27% | Share |
| 10 | Smartleaf Asset Management LLC | 1,537,647 | $114.0B | 4.32% | Share |
| 11 | Flagstone Financial Management | 1,486,333 | $110.2B | 28.27% | Share |
| 12 | EARNED WEALTH ADVISORS, LLC | 1,483,146 | $110.0B | 11.74% | Share |
| 13 | JFS WEALTH ADVISORS, LLC | 1,392,318 | $103.3B | 5.82% | Share |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 1,308,830 | $97.0B | 0.13% | Share |
| 15 | RAYMOND JAMES FINANCIAL INC | 1,276,404 | $94.0B | 0.03% | Share |
| 16 | ROYAL BANK OF CANADA | 1,246,737 | $92.0B | 0.01% | Share |
| 17 | DiNuzzo Private Wealth, Inc. | 1,177,545 | $87.3B | 9.50% | Share |
| 18 | Colony Family Offices, LLC | 1,135,015 | $84.2B | 21.02% | Share |
| 19 | Foster Group, Inc. | 964,558 | $71.5B | 2.16% | Share |
| 20 | Evanson Asset Management, LLC | 950,482 | $70.5B | 3.80% | Share |
| 21 | Austin Asset Management Co Inc | 949,391 | $70.4B | 11.57% | Share |
| 22 | Heritage Wealth Management, Inc./Texas | 883,122 | $65.5B | 28.43% | Share |
| 23 | OLIO Financial Planning | 856,242 | $63.5B | 17.81% | Share |
| 24 | Quadcap Wealth Management, LLC | 782,051 | $58.0B | 6.64% | Share |
| 25 | Wealth Management Nebraska | 781,383 | $58.0B | 6.63% | Share |
| 26 | 1900 WEALTH MANAGEMENT LLC | 761,298 | $56.5B | 3.62% | Share |
| 27 | Aspen Wealth Management LLC | 754,415 | $56.0B | 11.75% | Share |
| 28 | RS CRUM INC. | 731,332 | $54.2B | 10.84% | Share |
| 29 | Everest Management Corp. | 702,761 | $52.1B | 29.07% | Share |
| 30 | JPMORGAN CHASE & CO | 701,613 | $52.0B | 0.00% | Share |
| 31 | Asset Dedication, LLC | 699,869 | $51.9B | 3.41% | Share |
| 32 | Farther Finance Advisors, LLC | 680,889 | $50.5B | 0.54% | Share |
| 33 | McLean Asset Management Corp | 651,200 | $49.0B | 8.79% | Share |
| 34 | BANK OF AMERICA CORP /DE/ | 659,703 | $48.0B | 0.00% | Share |
| 35 | Crown Wealth Group, LLC | 636,576 | $47.2B | 13.19% | Share |
| 36 | ASSETMARK, INC | 636,420 | $47.2B | 0.10% | Share |
| 37 | Vermillion Wealth Management, Inc. | 620,657 | $46.0B | 18.71% | Share |
| 38 | Hurlow Wealth Management Group, Inc. | 619,659 | $46.0B | 11.25% | Share |
| 39 | Equitable Holdings, Inc. | 586,244 | $43.0B | 0.29% | Share |
| 40 | Pine Harbor Wealth Management, LLC | 542,129 | $40.2B | 12.32% | Share |
| 41 | Disciplined Equity Management, Inc. | 526,581 | $39.1B | 20.24% | Share |
| 42 | Greenspring Advisors, LLC | 521,482 | $38.7B | 2.37% | Share |
| 43 | Mason & Associates Inc | 508,664 | $37.7B | 7.10% | Share |
| 44 | Parkwoods Wealth Partners, LLC | 507,134 | $37.6B | 11.07% | Share |
| 45 | Heritage Investment Group, Inc. | 503,866 | $37.4B | 5.69% | Share |
| 46 | TCP Asset Management, LLC | 468,218 | $34.7B | 5.85% | Share |
| 47 | Retirement Solution LLC | 465,027 | $34.5B | 7.64% | Share |
| 48 | ARK & TLK INVESTMENTS, LLC | 460,065 | $34.1B | 9.39% | Share |
| 49 | KM Capital Management Ltd. | 456,057 | $33.8B | 17.28% | Share |
| 50 | AG Asset Advisory, LLC | 452,381 | $33.6B | 28.76% | Share |
DFUS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 811 | $10.4T | +419 |
| Q3 2025 | 392 | $9.5T | -300 |
| Q2 2025 | 692 | $11.1T | +4 |
| Q1 2025 | 688 | $9.5T | +153 |
| Q4 2024 | 535 | $963.2T | +141 |
| Q3 2024 | 394 | $1750.2T | +12 |
| Q2 2024 | 382 | $1381.0T | +18 |
| Q1 2024 | 364 | $1161.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold DFUS (Dimensional - US Equity Market ETF). The largest holder is PRUDENTIAL FINANCIAL INC with $3.3T in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own DFUS?
As of Q4 2025, 50 institutional investors report holding DFUS (Dimensional - US Equity Market ETF) in their 13F filings.
Who is the largest institutional holder of DFUS?
The largest institutional holder of DFUS is PRUDENTIAL FINANCIAL INC with $3.3T in shares.
Is institutional ownership of DFUS increasing or decreasing?
This quarter, 13 institutions opened new positions in DFUS and 4 closed their positions.