Who Owns DFUS?
Dimensional - US Equity Market ETF — Institutional Ownership & 13F Holdings
$77.48
-0.46 (-0.59%)
Market Cap
$19.1B
Shares Outstanding
232,343,080
Institutional Holders
686
Total Inst. Value
$6.6B
% of Float Held
—
QoQ Holder Change
+322
Institutional data as of Q1 2025
New Positions
188
Closed Positions
37
Increased
199
Decreased
155
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Focus Partners Wealth | $506.9M | 8,381,976 |
| 2 | Index Fund Advisors, Inc. | $312.1M | 5,160,953 |
| 3 | Plancorp, LLC | $285.0M | 4,712,710 |
| 4 | SAX WEALTH ADVISORS, LLC | $205.6M | 3,399,048 |
| 5 | Root Financial Partners, LLC | $175.1M | 2,893,839 |
| 6 | Zhang Financial LLC | $151.6M | 2,506,843 |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $150.4M | 2,486,268 |
| 8 | TCI Wealth Advisors, Inc. | $150.2M | 2,482,654 |
| 9 | Great Waters Wealth Management | $143.1M | 2,366,428 |
| 10 | Focus Partners Advisor Solutions, LLC | $118.6M | 1,960,818 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SAX WEALTH ADVISORS, LLC | +129K | $205.6M |
| Root Financial Partners, LLC | +577K | $175.1M |
| Zhang Financial LLC | +137K | $151.6M |
| MERCER GLOBAL ADVISORS INC /ADV | +770K | $150.4M |
| TCI Wealth Advisors, Inc. | +140K | $150.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cetera Investment Advisers | -1.0M | $23.4M |
| Elser Financial Planning, Inc | -960K | $2.6M |
| Index Fund Advisors, Inc. | -643K | $312.1M |
| Great Waters Wealth Management | -145K | $143.1M |
| TRUIST FINANCIAL CORP | -117K | $44.0M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold DFUS?
As of Q1 2025, 686 institutional investors report holding DFUS (Dimensional - US Equity Market ETF) in their 13F filings.
Which hedge fund owns the most DFUS?
The largest institutional holder of DFUS is Focus Partners Wealth with $506.9M in shares.
Are institutions buying or selling DFUS?
This quarter, 188 institutions opened new positions in DFUS and 37 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.