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Disclosery

DFUS DIMENSIONAL ETF TRUST

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US EQUI MARK ETF (fund)

858 managers (868 13F filers) reported a position in DFUS shares at 2026-06-30, 209,357,642 shares in all. 55 filers opened a position and 31 filers sold out during the quarter.

Managers
858
13F filers
868
New
55
Added
338
Reduced
248
Sold out
31
Shares held by filers
209,357,642

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Tortoise Investment Management, LLC105,284$8.63M0.64%+8,03313F-HRTimeline
Quantum Financial Advisors, LLC104,854$8.59M0.85%013F-HRTimeline
CVA Family Office, LLC103,048$8.44M0.76%+9,83613F-HRTimeline
Robertson Stephens Wealth Management, L…102,083$8.36M0.21%-8,62413F-HRTimeline
SEMITAM BONAM LLC101,537$8.32M6.11%-94013F-HRTimeline
FMR LLCin group FMR LLC100,128$8.2M<0.01%+11,96313F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…100,458$8.2M1.67%-5,00913F-HRTimeline
Bluespring Wealth Management, LLC97,382$7.98M0.15%+22,33713F-HRTimeline
Arista Wealth Management, LLC97,246$7.97M0.86%-2,21613F-HRTimeline
Ridgeline Wealth, LLC96,370$7.9M4.62%-3,95613F-HRTimeline
EnRich Financial Partners LLC96,228$7.88M1.87%-68113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…93,263$7.64M0.26%+13013F-HRTimelineGroup
DWR WEALTH MANAGEMENT, LLC91,640$7.45M5.57%+16,31713F-HRTimeline
Aurelius Family Office LLC88,717$7.27M2.86%-2,70713F-HRTimeline
Gemmer Asset Management LLC88,405$7.24M0.49%+30913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …87,654$7.18M0.35%-4,68313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC87,224$7.15M0.02%-2,17013F-HRTimelineGroup
Elm Partners Management LLC85,046$6.97M0.25%013F-HRTimeline
RFG Advisory, LLC84,838$6.95M0.11%-1,55213F-HRTimeline
Symmetry Partners, LLC82,599$6.77M0.35%+1,12113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC81,999$6.72M0.09%-10,81813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…80,910$6.63M0.04%-1,45913F-HRTimelineGroup
Innovative Wealth Building LLC79,244$6.49M3.77%-7,79213F-HRTimeline
IFG Advisory, LLC78,805$6.46M0.23%+77,28213F-HRTimeline
CLG LLC78,284$6.41M1.41%+5,02713F-HRTimeline
DBK Financial Counsel, LLC77,607$6.36M5.34%-2,67813F-HRTimeline
Bridgewater Advisors Inc.76,767$6.36M0.35%-613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC77,538$6.35M2.31%+5513F-HRTimeline
Heck Capital Advisors, LLC77,208$6.33M0.38%+43,82213F-HRTimeline
Vantage Point Financial LLC76,349$6.26M1.91%-96113F-HRTimeline
Independent Wealth Network Inc.75,206$6.16M1.57%+2,02113F-HRTimeline
Clearstead Advisors, LLC74,634$6.12M0.06%-3,82913F-HRTimeline
Oakmont Advisory Group, LLC74,146$6.08M5.1%-1,50713F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC73,836$6.05M4.25%013F-HRTimeline
Avant Financial Advisors LLC73,187$6M3.74%+3,20213F-HRTimeline
Oak Wealth Advisors LLC72,991$5.98M2.87%-12313F-HRTimeline
Nova R Wealth, Inc.71,720$5.88M1.71%+2,73513F-HRTimeline
Waverly Advisors, LLC69,930$5.73M0.03%+16113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …69,483$5.69M0.11%-159,50113F-HRTimelineGroup
HFG Wealth Management, LLC68,794$5.64M5.67%new13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC67,839$5.56M2.91%+5,46513F-HRTimeline
Frankly Finances, LLC67,435$5.53M4.37%013F-HR/ATimeline
BAKER TILLY WEALTH MANAGEMENT, LLC67,247$5.51M1.18%-14013F-HRTimeline
Advisory Services Network, LLC66,062$5.41M0.06%-1113F-HRTimeline
NewEdge Advisors, LLC65,694$5.38M0.02%-19,33313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC65,440$5.36M0.01%+5,40813F-HRTimelineGroup
Factor Wealth Management LTD65,233$5.35M0.81%-3,65013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS65,063$5.33M2.08%-71413F-HRTimeline
Capital Investment Management, Inc.64,992$5.33M1.63%-32013F-HRTimeline
Ariadne Wealth Management, LP64,550$5.29M2.34%-2,86113F-HRTimeline
Hardy Reed LLC64,006$5.24M0.34%013F-HRTimeline
CPC Advisors, LLC63,058$5.17M0.7%-70313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60,806$4.98M0.02%-11313F-HRTimeline
Beaird Harris Wealth Management, LLC59,539$4.88M0.31%+5,58013F-HRTimeline
Nemes Rush Group LLC58,745$4.81M0.4%+4,38413F-HRTimeline
Clark Asset Management, LLC58,614$4.8M0.38%+5,00213F-HRTimeline
Empirical Financial Services, LLC d.b.a…58,358$4.78M0.07%+6413F-HRTimeline
CWA Asset Management Group, LLC58,336$4.78M0.15%-45613F-HRTimeline
HTG Investment Advisors, Inc.57,578$4.72M1.21%-32913F-HRTimeline
Werba Rubin Papier Wealth Management56,788$4.65M0.57%-34713F-HRTimeline
Clarity Capital Advisors, LLC56,774$4.65M1.95%+1,19813F-HRTimeline
TIAAgroup of 3 filers holding56,395$4.62M+22,206Timeline
Squire Investment Management Company, L…56,304$4.61M1.11%+1,25613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC55,190$4.52M2.07%-43413F-HRTimeline
L.K. Benson & Company, P.C.54,817$4.49M1.35%+7913F-HRTimeline
Sand Hill Global Advisors, LLC54,731$4.48M0.14%-2,41013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC53,423$4.38M2.09%-10,08113F-HRTimeline
Platform Wealth Management, LLC51,470$4.22M1.54%13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC51,140$4.19M1.07%-20413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50,819$4.16M<0.01%-15113F-HRTimelineGroup
Ballentine Partners, LLC50,530$4.14M0.05%-2,58913F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.50,333$4.12M3.37%+39813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC50,275$4.12M2.35%+2013F-HRTimeline
Sterling Wealth Management, Inc.48,750$3.99M0.99%-14113F-HRTimeline
Berger Financial Group, Inc48,728$3.99M0.2%+81413F-HRTimeline
Financial Council, LLC48,387$3.96M1.29%013F-HRTimeline
Navigate Wealth Management, LLC48,606$3.95M2.45%+8,06613F-HRTimeline
Everest Financial Group LLC47,772$3.91M0.53%+81813F-HRTimeline
Acorn Wealth Advisors, LLC47,035$3.85M0.94%+4,64713F-HRTimeline
FCG Investment Co46,673$3.82M1.32%-107,96313F-HRTimeline
BIP Wealth, LLC46,290$3.79M0.11%+29,80813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.45,997$3.77M0.36%+51013F-HRTimeline
HMV Wealth Advisors, LLC45,870$3.76M1.46%+40,60013F-HRTimeline
Madson Wealth Advisors Inc45,490$3.73M2.53%new13F-HRTimeline
Lodestone Wealth Management LLC45,296$3.71M1.31%-4,70813F-HRTimeline
IHT Wealth Management, LLC45,264$3.71M0.08%-1,87313F-HRTimeline
POINCIANA ADVISORS GROUP, LLC44,590$3.65M2.71%+5,42113F-HRTimeline
Foundations Investment Advisors, LLC44,118$3.62M0.04%+1,31613F-HRTimeline
CENTRAL TRUST Co43,984$3.6M0.07%+34,99013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,413$3.56M<0.01%+20,21813F-HRTimelineGroup
RAM Investment Partners, LLC43,283$3.55M0.57%+7,17113F-HRTimeline
Caerus Investment Advisors, LLC42,869$3.51M1.18%013F-HRTimeline
21 West Wealth Management LLC42,721$3.5M2.99%+87113F-HRTimeline
Abacus Wealth Partners, LLC42,600$3.49M0.37%-12213F-HRTimeline
Red Door Wealth Management, LLC42,103$3.45M0.31%-6,58713F-HRTimeline
Retirement Planning Group, LLC41,438$3.4M0.09%+1513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC40,988$3.36M0.33%+33813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC40,882$3.35M0.02%+1013F-HRTimeline
Twin Cities Retirement Group LLC40,734$3.34M2.86%-1,56213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,149$3.29M<0.01%013F-HRTimelineGroup
CURIO WEALTH, LLC40,002$3.28M1.02%+113F-HRTimeline
Cresset Asset Management, LLC39,974$3.28M0.01%-9,58413F-HRTimeline
EP Wealth Advisors, LLC39,931$3.27M0.01%+4,52413F-HRTimeline
LRI Investments, LLC39,851$3.27M0.26%+3613F-HRTimeline
LAM GROUP, INC.39,042$3.2M1.59%013F-HRTimeline
Donalies Financial Planning, LLC38,422$3.15M2.32%-4113F-HRTimeline
Sanctuary Advisors, LLC38,232$3.13M0.01%-61713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI38,047$3.12M0.14%+6,15913F-HRTimeline
Applied Capital LLC38,025$3.12M1%+2,09613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.37,731$3.09M0.99%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC37,263$3.05M0.01%+1,69613F-HRTimelineGroup
Kane Co Wealth Management, Inc.37,027$3.03M2.3%+5013F-HRTimeline
True Wealth Design, LLC35,450$2.9M0.69%-29413F-HRTimeline
Canvas Wealth Advisors, LLC35,109$2.88M0.4%-12,11213F-HRTimeline
Merited Wealth, LLC35,073$2.87M2.03%-60013F-HRTimeline
ETF Portfolio Partners, Inc.34,999$2.87M0.68%013F-HRTimeline
&PARTNERS34,649$2.84M0.01%+2,14113F-HRTimeline
Shearwater Capital LLC34,543$2.83M1.35%-6,34413F-HRTimeline
Physician Wealth Advisors, Inc.34,165$2.8M0.33%+1313F-HRTimeline
AMARILLO NATIONAL BANK34,028$2.79M0.45%013F-HRTimeline
Accurate Wealth Management, LLC33,498$2.77M0.26%-3813F-HRTimeline
CPA Asset Management Group, LLC33,405$2.74M0.79%-71,00413F-HRTimeline
Walleye Partners, LLC33,370$2.73M3.12%-3,21013F-HRTimeline
Diversified Portfolios, Inc.32,046$2.63M0.19%+5,03613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC31,955$2.62M0.22%013F-HRTimeline
Life Planning Partners, Inc31,872$2.61M1.94%-1,82113F-HRTimeline
Cambridge Financial Group, LLC31,693$2.6M0.82%+3,58713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,638$2.59M<0.01%-12713F-HRTimelineGroup
Washington Trust Advisors, Inc.31,450$2.58M0.19%-4,46513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC31,260$2.56M0.32%+413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …31,247$2.56M0.02%-44113F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC31,246$2.56M1.68%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC31,232$2.56M0.4%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/31,149$2.55M0.82%-5,64013F-HRTimelineGroup
Old Peak Finance LLC31,108$2.55M1.23%013F-HRTimeline
Align Financial, LLC31,015$2.54M1.26%013F-HRTimeline
Yoder Wealth Management, Inc.30,354$2.49M0.97%+20413F-HRTimeline
NWAM LLC30,163$2.47M0.12%new13F-HRTimeline
Avestar Capital, LLC29,866$2.45M0.14%-34013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO29,864$2.45M0.01%013F-HRTimelineGroup
BCO Wealth Management LLC29,835$2.44M1.33%013F-HRTimeline
Sensible Money, LLC29,709$2.43M0.65%+1,90113F-HRTimeline
E-Wealth Partners, LLC29,550$2.42M1.75%+1613F-HRTimeline
MAI Capital Management29,466$2.41M0.01%+14,00813F-HRTimeline
Aprio Wealth Management, LLC29,418$2.41M0.12%+413F-HRTimeline
LifeSteps Financial, Inc.29,287$2.4M1.12%+13,00513F-HRTimeline
Winthrop Advisory Group LLC29,092$2.38M0.16%+1,02313F-HRTimeline
Merit Financial Group, LLC28,993$2.38M0.01%-1,15413F-HR/ATimeline
Syverson Strege & Co28,797$2.36M0.51%+3313F-HRTimeline
SIGNATUREFD, LLC28,111$2.3M0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC27,750$2.27M0.05%+6213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC27,595$2.26M0.21%+13,67013F-HRTimelineGroup
SJS Investment Consulting Inc.27,525$2.26M0.25%-3,25013F-HRTimeline
Dodds Wealth, LLC27,464$2.25M0.51%-91513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,173$2.23M<0.01%-69813F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…26,799$2.2M0.38%+1013F-HRTimeline
Integrated Advisors Network LLC26,734$2.19M0.1%-29913F-HRTimeline
Fort Point Capital Partners LLC26,625$2.18M0.23%new13F-HRTimeline
Lakeshore Financial Planning, Inc.26,354$2.16M0.7%+3713F-HRTimeline
Glass Jacobson Investment Advisors llc26,217$2.15M0.67%-17713F-HRTimeline
Biltmore Family Office, LLC25,915$2.12M0.28%-50013F-HRTimeline
Belleair Asset Management, LLC25,813$2.12M1.78%013F-HRTimeline
Falcon Wealth Planning25,438$2.08M0.13%+1,32013F-HRTimeline
Nicholas Hoffman & Company, LLC.25,432$2.08M0.04%013F-HRTimeline
Copper Harbor Investment Advisors, LLC25,310$2.07M0.44%13F-HRTimeline
FAS Wealth Partners, Inc.25,278$2.07M0.11%+5113F-HRTimeline
JT Stratford LLC25,040$2.05M0.22%+1,22613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,848$2.04M0.04%+1,00113F-HRTimeline
Parallel Advisors, LLC24,513$2.01M0.03%+39213F-HRTimeline
Citrine Capital LLC24,476$2.01M0.74%013F-HRTimeline
Verdence Capital Advisors LLC24,387$2M0.1%013F-HRTimeline
AE Wealth Management LLC24,247$1.99M0.01%+67813F-HRTimeline
Bell Bank23,749$1.95M0.07%-7613F-HRTimeline
Midwest Trust Co23,739$1.95M0.02%-13513F-HRTimeline
Silver Oak Advisory Group, Inc.23,735$1.94M0.77%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…23,501$1.93M0.27%+1,25613F-HRTimeline
Truepoint, Inc.23,408$1.92M0.04%013F-HRTimeline
Samalin Investment Counsel, LLC23,194$1.9M0.61%+17613F-HRTimeline
WNY Asset Management, LLC22,820$1.87M0.17%-1,76713F-HRTimeline
United Advisor Group, LLC22,602$1.85M0.2%new13F-HRTimeline
LJI Wealth Management, LLC22,369$1.83M0.26%-12,83413F-HRTimeline
Beacon Financial Strategies CORP22,239$1.82M0.91%013F-HRTimeline
Wick Capital Partners, LLC21,979$1.8M0.27%013F-HRTimeline
Long Island Wealth Management, Inc.21,929$1.8M0.74%013F-HRTimeline
SwitchPoint Financial Planning, LLC21,451$1.76M1.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC21,413$1.75M0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,113$1.73M<0.01%-813F-HRTimelineGroup
Jacobi Capital Management LLC20,980$1.72M0.08%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC20,831$1.71M0.33%013F-HRTimeline
Five Oceans Advisors20,444$1.68M0.54%-1,74413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,431$1.67M0.01%013F-HRTimelineGroup
Highland Investment Advisors LLC20,201$1.66M0.72%13F-HRTimeline
SpringVest Wealth Management LLC20,072$1.64M1.03%+3,53013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC20,000$1.64M<0.01%new13F-HRTimeline
MATHER GROUP, LLC.19,781$1.62M0.01%+2,99413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP19,657$1.61M0.02%+82013F-HRTimeline
K2 Financial Inc.19,380$1.59M1.13%-2,28813F-HRTimeline
BWM Planning, LLC19,330$1.58M0.37%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,549$1.52M0.1%013F-HRTimeline
Parkside Investments, LLC18,470$1.51M0.17%013F-HRTimeline