DIMENSIONAL US EQUITY ETF (DFUS) Institutional Ownership Changes & 13F Activity

DIMENSIONAL US EQUITY ETF (DFUS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Corient Private Wealth Llc, Raymond James Financial Inc, Aqr Capital Management Llc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Smith Chas P & Associates Pa CpasSell-66-0.3%23,501$1.93MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-514-0.9%59,230$4.85MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+11,174+57.4%30,637$2.51MQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+3,9923,992$327.10KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-353,089-21.4%1,298,158$106.37MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-1,150-0.7%155,554$12.68MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcSell-94-3.5%2,567$210.37KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+535,143+15.8%3,929,304$321.97MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+58,276+8.1%781,601$64.04MQ2 2026Aug 18, 2026
Rb Capital Management, LlcSell-10-0.3%3,105$254.42KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+22,82022,820$1.87MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+17,333+2.8%632,306$51.81MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-8,377-36.3%14,692$1.20MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-1,459-1.8%80,910$6.63MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-355-11.3%2,773$227.21KQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+138+0.0%443,216$36.32MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-19-0.2%12,517$1.03MQ2 2026Aug 17, 2026
E-Wealth Partners, LlcBuy+16+0.1%29,550$2.42MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+136,326+8.7%1,706,447$139.83MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+107,486+29.9%466,528$38.23MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+80,931+4.8%1,771,769$145.18MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+77,282+5074.3%78,805$6.46MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+75,272+39.7%264,867$21.24MQ2 2026Aug 14, 2026
Caerus Investment Advisors, LlcBuy+42,86942,869$3.51MQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcBuy+35,047+2.1%1,726,300$141.45MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+28,207+4.1%718,664$58.88MQ2 2026Aug 14, 2026
Fort Point Capital Partners LlcBuy+26,62526,625$2.18MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-24,643-62.2%14,976$1.23MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+15,715+1.1%1,397,315$114.50MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+14,754+432.3%18,167$1.49MQ2 2026Aug 14, 2026
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Frequently asked questions about DFUS activity

  • Which institutional owners are buying DFUS?

    Institutional owners buying DFUS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFUS activity?

    "Buy" means an investor increased their reported position in DFUS compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US EQUITY ETF (DFUS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFUS increasing?

    Institutional interest in DFUS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.