Skip to main content
Equibles
DFUS logo

DFUS · Dimensional U.S. Equity Market ETF ETF

Alerts for DFUS

Use DFUS with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$84.09 -0.21 (-0.25%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $110,348,350
Total Shares: 1,346,697

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
96.4%
Jun 2021 → Jun 2026 · range 6.7% – 100.0%
+11.5 pts
Top 5
99.8%
Jun 2021 → Jun 2026 · range 28.0% – 100.0%
−0.2 pts
Top 10
100.0%
Jun 2021 → Jun 2026 · range 39.1% – 100.0%
0.0 pts
HHI
9,298
Jun 2021 → Jun 2026 · range 233 – 10,000
Highly concentrated+1,859

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
0
Decreased
0
Sold Out
1
Unchanged
1
Holder count: +4
Institutional value: +7912.0%
Shares held: +6833.5%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 1,298,158 $106,371,066
Parkside Financial Bank & Trust 30,637 $2,510,395
Financial Insights, Inc. 6,631 $543,344
Kinetic Wealth Investment Advisors LLC 4,350 $356,439
CITADEL ADVISORS LLC 3,992 $327,104

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 16,494 $1,169,589
Filter: New 5 Increased 0 Reduced 0 Sold out 1 Unchanged 1
Showing 6 of 6
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFUS $106,371,066 96.40% 1,298,158
Parkside Financial Bank & Trust DFUS $2,510,395 2.27% 30,637
Financial Insights, Inc. DFUS $543,344 0.49% 6,631
Kinetic Wealth Investment Advisors LLC DFUS $356,439 0.32% 4,350
CITADEL ADVISORS LLC DFUS $327,104 0.30% 3,992
MLG Wealth Management DBA Pine Grove Financial Group DFUS $240,002 0.22% 2,929