DFUS Institutional Ownership
Dimensional U.S. Equity ETF
1W: -0.2%
1M: +0.6%
3M: +2.0%
YTD: +12.8%
1Y: +15.7%
3Y: +85.5%
5Y: +81.6%
$83.91
+0.65 (+0.78%)
Weekly Expected Move ±1.5%
$81
$83
$84
$85
$86
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DFUS
903
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
17B
Total Invested
66
New Positions
339
Increased
282
Reduced
31
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (935 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 39,752,037 | 3.3B | -4,322,269 | -9.8% | 13Q | SEC ↗ |
| 2 | Focus Partners Wealth | 9,443,034 | $792M | +102,911 | +1.1% | 11Q | SEC ↗ |
| 3 | MASECO LLP | 7,371,581 | $619M | -114,982 | -1.5% | 5Q | SEC ↗ |
| 4 | Root Financial Partners, LLC | 5,198,745 | $436M | -927,205 | -15.1% | 14Q | SEC ↗ |
| 5 | Index Fund Advisors, Inc. | 4,989,844 | $419M | +37,701 | +0.8% | 19Q | SEC ↗ |
| 6 | Vise Technologies, Inc. | 4,839,412 | $406M | +97,375 | +2.1% | 4Q | SEC ↗ |
| 7 | Plancorp, LLC | 4,426,858 | $371M | -30,930 | -0.7% | 21Q | SEC ↗ |
| 8 | SAX WEALTH ADVISORS, LLC | 4,250,622 | $357M | +383,927 | +9.9% | 20Q | SEC ↗ |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 3,929,304 | $330M | +535,143 | +15.8% | 21Q | SEC ↗ |
| 10 | TCI Wealth Advisors, Inc. | 3,829,125 | $321M | +507,693 | +15.3% | 21Q | SEC ↗ |
| 11 | LPL Financial LLC | 3,407,781 | $286M | -254,969 | -7.0% | 17Q | SEC ↗ |
| 12 | Creative Planning | 3,321,135 | $279M | -35,884 | -1.1% | 21Q | SEC ↗ |
| 13 | Great Waters Wealth Management | 2,934,668 | $246M | +116,765 | +4.1% | 15Q | SEC ↗ |
| 14 | Focus Partners Advisor Solutions, LLC | 2,699,030 | $226M | +162,906 | +6.4% | 19Q | SEC ↗ |
| 15 | Zhang Financial LLC | 2,660,097 | $223M | +126,540 | +5.0% | 16Q | SEC ↗ |
| 16 | Mariner, LLC | 2,618,024 | $220M | -376,306 | -12.6% | 21Q | SEC ↗ |
| 17 | G2 CAPITAL MANAGEMENT, LLC / OH | 2,353,192 | $197M | +27,568 | +1.2% | 19Q | SEC ↗ |
| 18 | Apella Capital, LLC | 2,199,716 | $185M | +19,165 | +0.9% | 13Q | SEC ↗ |
| 19 | Smartleaf Asset Management LLC | 1,865,705 | $157M | — | +0.0% | 11Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 1,771,769 | $149M | +80,931 | +4.8% | 15Q | SEC ↗ |
| 21 | EARNED WEALTH ADVISORS, LLC | 1,726,300 | $145M | +35,047 | +2.1% | 19Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 1,706,447 | $143M | +136,326 | +8.7% | 7Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 1,591,766 | $134M | -61,181 | -3.7% | 21Q | SEC ↗ |
| 24 | Flagstone Financial Management | 1,555,365 | $131M | +24,361 | +1.6% | 15Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 1,429,525 | $120M | +34,226 | +2.5% | 21Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 1,397,315 | $117M | +15,715 | +1.1% | 21Q | SEC ↗ |
| 27 | JFS WEALTH ADVISORS, LLC | 1,333,612 | $112M | -23,868 | -1.8% | 21Q | SEC ↗ |
| 28 | Corient Private Wealth LP | 1,298,158 | $109M | -353,089 | -21.4% | 15Q | SEC ↗ |
| 29 | Intelligence Driven Advisers, LLC | 1,279,127 | $107M | -1,059 | -0.1% | 17Q | SEC ↗ |
| 30 | Sequoia Financial Advisors, LLC | 1,269,391 | $107M | -27,932 | -2.2% | 19Q | SEC ↗ |
| 31 | Savant Capital, LLC | 1,252,540 | $105M | +324,760 | +35.0% | 21Q | SEC ↗ |
| 32 | Colony Family Offices, LLC | 1,204,562 | $101M | +46,782 | +4.0% | 21Q | SEC ↗ |
| 33 | Modera Wealth Management, LLC | 1,177,121 | $99M | +87,637 | +8.0% | 21Q | SEC ↗ |
| 34 | DiNuzzo Private Wealth, Inc. | 1,169,867 | $98M | -6,702 | -0.6% | 11Q | SEC ↗ |
| 35 | Chicago Partners Investment Group LLC | 1,149,698 | $96M | +43,837 | +4.0% | 21Q | SEC ↗ |
| 36 | Forum Financial Management, LP | 1,145,416 | $96M | -25,919 | -2.2% | 19Q | SEC ↗ |
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,041,811 | $87M | +13,280 | +1.3% | 19Q | SEC ↗ |
| 38 | Foster Group, Inc. | 941,437 | $79M | -5,712 | -0.6% | 21Q | SEC ↗ |
| 39 | Austin Asset Management Co Inc | 941,091 | $79M | +3,895 | +0.4% | 19Q | SEC ↗ |
| 40 | Evanson Asset Management, LLC | 939,846 | $79M | -10,636 | -1.1% | 20Q | SEC ↗ |
| 41 | CHOREO, LLC | 935,798 | $79M | +2,253 | +0.2% | 21Q | SEC ↗ |
| 42 | Evanson Financial, LLC NEW | 930,248 | $78M | — | +0.0% | 1Q | SEC ↗ |
| 43 | CAPTRUST FINANCIAL ADVISORS | 922,805 | $77M | +854 | +0.1% | 21Q | SEC ↗ |
| 44 | Elser Financial Planning, Inc | 920,864 | $77M | -10,167 | -1.1% | 9Q | SEC ↗ |
| 45 | OLIO Financial Planning | 896,829 | $75M | +14,241 | +1.6% | 18Q | SEC ↗ |
| 46 | Penney Financial, LLC NEW | 893,449 | $75M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Heritage Wealth Management, Inc./Texas | 889,725 | $75M | -4,889 | -0.5% | 15Q | SEC ↗ |
| 48 | Wealth Management Nebraska | 882,866 | $74M | +47,612 | +5.7% | 7Q | SEC ↗ |
| 49 | Quadcap Wealth Management, LLC | 863,161 | $72M | +36,133 | +4.4% | 11Q | SEC ↗ |
| 50 | Tencap Wealth Coaching, LLC | 843,306 | $71M | +1,124 | +0.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 930,248 | $78M |
| Penney Financial, LLC | 893,449 | $75M |
| Timonier Family Office, LTD. | 381,895 | $32M |
| AXXCESS WEALTH MANAGEMENT, LLC | 214,100 | $18M |
| Wealth Advisory Team LLC | 156,140 | $13M |
| CGN Advisors LLC | 145,904 | $12M |
| Diversify Advisory Services, LLC | 91,833 | $8M |
| HFG Wealth Management, LLC | 68,794 | $6M |
| Platform Wealth Management, LLC | 51,470 | $4M |
| Madson Wealth Advisors Inc | 45,490 | $4M |
| MARYLAND CAPITAL ADVISORS INC. | 37,731 | $3M |
| NWAM LLC | 30,163 | $3M |
| Fort Point Capital Partners LLC | 26,625 | $2M |
| Copper Harbor Investment Advisors, | 25,310 | $2M |
| United Advisor Group, LLC | 22,602 | $2M |
| Highland Investment Advisors LLC | 20,201 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 20,000 | $2M |
| Nuveen, LLC | 14,509 | $1M |
| Madison Wealth Partners, Inc | 12,057 | $1M |
| RIA Advisory Group LLC | 11,200 | $940K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Penserra Capital Management LLC | 358,227 | $30M |
| McMill Wealth Management | 272,489 | $23M |
| GK Wealth Management LLC | 75,323 | $6M |
| Black Diamond Financial, LLC | 59,644 | $5M |
| Ponta Wealth Partners, LLC | 44,957 | $4M |
| Brooklyn FI, LLC | 39,673 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 39,146 | $3M |
| TIAA TRUST, NATIONAL ASSOCIATION | 29,179 | $2M |
| 49 WEALTH MANAGEMENT, LLC | 24,491 | $2M |
| Tactive Advisors, LLC | 16,802 | $1M |
| GTS SECURITIES LLC | 12,419 | $1M |
| EVOKE WEALTH, LLC | 12,322 | $1M |
| Ascentis Independent Advisors | 12,085 | $1M |
| MIDLAND WEALTH ADVISORS, LLC | 9,636 | $809K |
| FIRST AMERICAN TRUST, FSB | 9,579 | $804K |
| TBH Global Asset Management, LLC | 8,517 | $715K |
| OLD MISSION CAPITAL LLC | 8,193 | $687K |
| SageOak Financial, LLC | 5,424 | $455K |
| TFB Advisors LLC | 5,258 | $441K |
| BURNEY CO | 5,117 | $429K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arax Advisory Partners | +648,630 | +1186.9% | 703,277 |
| MERCER GLOBAL ADVISORS INC /ADV | +535,143 | +15.8% | 3,929,304 |
| TCI Wealth Advisors, Inc. | +507,693 | +15.3% | 3,829,125 |
| Private Advisor Group, LLC | +471,285 | +333.3% | 612,696 |
| SAX WEALTH ADVISORS, LLC | +383,927 | +9.9% | 4,250,622 |
| Savant Capital, LLC | +324,760 | +35.0% | 1,252,540 |
| Focus Partners Advisor Solutions, L | +162,906 | +6.4% | 2,699,030 |
| Warburton Capital Management, LLC | +146,186 | +66.1% | 367,506 |
| CWS Financial Advisors, LLC | +143,645 | +32.4% | 586,781 |
| RAYMOND JAMES FINANCIAL INC | +136,326 | +8.7% | 1,706,447 |
| V2 Financial group LLC | +126,867 | +274.8% | 173,035 |
| Zhang Financial LLC | +126,540 | +5.0% | 2,660,097 |
| Great Waters Wealth Management | +116,765 | +4.1% | 2,934,668 |
| AQR CAPITAL MANAGEMENT LLC | +107,486 | +29.9% | 466,528 |
| Focus Partners Wealth | +102,911 | +1.1% | 9,443,034 |
| MML INVESTORS SERVICES, LLC | +100,271 | +23.0% | 536,208 |
| Vise Technologies, Inc. | +97,375 | +2.1% | 4,839,412 |
| Quantinno Capital Management LP | +97,320 | +42.1% | 328,224 |
| Foundry Financial LLC | +90,665 | +13.5% | 763,870 |
| Modera Wealth Management, LLC | +87,637 | +8.0% | 1,177,121 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | -4,322,269 | -9.8% | 39,752,037 |
| Root Financial Partners, LLC | -927,205 | -15.1% | 5,198,745 |
| Mariner, LLC | -376,306 | -12.6% | 2,618,024 |
| Corient Private Wealth LP | -353,089 | -21.4% | 1,298,158 |
| LPL Financial LLC | -254,969 | -7.0% | 3,407,781 |
| Farther Finance Advisors, LLC | -174,074 | -22.7% | 591,783 |
| Wealthcare Advisory Partners LLC | -159,501 | -69.7% | 69,483 |
| MASECO LLP | -114,982 | -1.5% | 7,371,581 |
| FCG Investment Co | -107,963 | -69.8% | 46,673 |
| Allworth Financial LP | -97,102 | -36.1% | 172,218 |
| Broadhurst Jeffrey B | -87,849 | -38.9% | 138,160 |
| CPA Asset Management Group, LLC | -71,004 | -68.0% | 33,405 |
| Kestra Investment Management, LLC | -70,476 | -27.9% | 182,065 |
| COMMONWEALTH EQUITY SERVICES, LLC | -61,181 | -3.7% | 1,591,766 |
| AG Asset Advisory, LLC | -54,999 | -12.0% | 403,309 |
| MISSION WEALTH MANAGEMENT, LP | -41,279 | -8.9% | 422,966 |
| Creative Planning | -35,884 | -1.1% | 3,321,135 |
| NBT BANK, N.A. | -33,302 | -92.0% | 2,907 |
| Plancorp, LLC | -30,930 | -0.7% | 4,426,858 |
| Sequoia Financial Advisors, LLC | -27,932 | -2.2% | 1,269,391 |