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Disclosery

DFUS DIMENSIONAL ETF TRUST

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US EQUI MARK ETF (fund)

692 managers (697 13F filers) reported a position in DFUS shares at 2024-12-31, 154,628,483 shares in all. 30 filers opened a position and 17 filers sold out during the quarter.

Managers
692
13F filers
697
New
30
Added
220
Reduced
189
Sold out
17
Shares held by filers
154,628,483

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Advisory Services Network, LLC70,224$4.48M0.08%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.69,819$4.45M0.03%+3,91513F-HRTimeline
Avant Financial Advisors LLC67,836$4.32M3.97%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS66,133$4.22M3.47%+44713F-HRTimeline
EP Wealth Advisors, LLC65,339$4.17M0.03%+37,36213F-HRTimeline
Bridgewater Advisors Inc.65,384$4.15M0.43%013F-HRTimeline
Lauterbach Financial Advisors, LLC64,044$4.08M2.48%+4,61913F-HRTimeline
CWM, LLCin group CWM, LLC64,029$4.08M0.02%+3,56413F-HRTimelineGroup
Hardy Reed LLC64,006$4.08M0.36%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…63,334$4.04M0.11%-1,91213F-HRTimeline
Independent Wealth Network Inc.61,446$3.92M1.59%+3,38813F-HRTimeline
Sand Hill Global Advisors, LLC59,872$3.82M0.16%-15,46913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC59,717$3.81M<0.01%+63913F-HRTimelineGroup
HTG Investment Advisors, Inc.59,305$3.78M1.73%-75313F-HRTimeline
CWA Asset Management Group, LLC59,179$3.77M0.19%+8713F-HRTimeline
Waverly Advisors, LLC58,145$3.71M0.06%+3713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC57,728$3.68M1.28%-24213F-HRTimeline
L.K. Benson & Company, P.C.56,706$3.61M2.55%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC56,212$3.58M2.62%13F-HRTimeline
Clarity Capital Advisors, LLC56,143$3.58M2.4%+14313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC56,005$3.57M0.08%+1,47513F-HRTimelineGroup
CLG LLC55,746$3.55M1.27%13F-HRTimeline
LGL PARTNERS, LLC55,743$3.55M0.52%013F-HRTimeline
Integrated Wealth Concepts LLC55,395$3.53M0.04%-5,43813F-HRTimeline
Ballentine Partners, LLC54,670$3.49M0.06%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/51,593$3.29M<0.01%+59113F-HRTimelineGroup
Cresset Asset Management, LLC51,514$3.28M0.02%-107,35413F-HRTimeline
MONTAG A & ASSOCIATES INC50,956$3.25M0.15%+13913F-HRTimeline
Sterling Wealth Management, Inc.50,209$3.2M1.18%+13613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC49,400$3.15M<0.01%+22,80013F-HRTimeline
Coston, McIsaac & Partners49,053$3.12M0.93%+32,19413F-HRTimeline
Kathleen S. Wright Associates Inc.48,545$3.09M1.29%+4,48013F-HRTimeline
Financial Council, LLC48,387$3.08M1.59%013F-HRTimeline
Lodestone Wealth Management LLC48,373$3.08M1.55%-14313F-HRTimeline
Red Door Wealth Management, LLC47,654$3.04M0.47%013F-HRTimeline
Acorn Wealth Advisors, LLC47,106$3M1.24%-6,30613F-HRTimeline
Syverson Strege & Co46,546$2.97M0.99%-3,65913F-HRTimeline
FMR LLCin group FMR LLC46,454$2.96M<0.01%+14,97513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.46,133$2.94M0.44%+83113F-HR/ATimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC47,108$2.93M1.96%+5413F-HRTimeline
Werba Rubin Papier Wealth Management45,223$2.88M0.68%+3,36813F-HRTimeline
Orion Porfolio Solutions, LLC45,198$2.88M0.03%-29713F-HRTimeline
Orion Portfolio Solutions, LLC45,198$2.88M0.03%-29713F-HRTimeline
Beaird Harris Wealth Management, LLC45,123$2.88M0.25%013F-HRTimeline
Retirement Planning Group, LLC44,779$2.85M0.14%+3113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC44,540$2.84M0.4%-2,51113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC44,136$2.81M2.11%+70413F-HRTimeline
DBK Financial Counsel, LLC44,082$2.81M2.83%+2,35713F-HRTimeline
Avestar Capital, LLC44,048$2.81M0.25%013F-HRTimeline
Caerus Investment Advisors, LLC44,020$2.81M2.64%013F-HRTimeline
True Wealth Design, LLC42,559$2.71M1.05%-2,32613F-HRTimeline
Squire Investment Management Company, L…42,124$2.69M1.18%+5,87613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,745$2.6M<0.01%013F-HRTimelineGroup
LRI Investments, LLC40,655$2.59M0.25%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,400$2.51M<0.01%-7,76813F-HRTimelineGroup
LAM GROUP, INC.39,042$2.49M1.77%013F-HRTimeline
Parkworth Wealth Management, Inc.38,917$2.48M2.06%13F-HRTimeline
Factor Wealth Management LTD38,467$2.45M0.81%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.37,731$2.41M1.12%013F-HRTimeline
CURIO WEALTH, LLC37,361$2.38M1.28%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC37,322$2.38M0.01%+14,94413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.36,959$2.36M0.16%-1,50413F-HRTimelineGroup
Cambridge Financial Group, LLC36,032$2.3M0.98%-2,84113F-HRTimeline
Berger Financial Group, Inc35,698$2.28M0.16%+5,08913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,232$2.25M<0.01%+3,56913F-HRTimelineGroup
ETF Portfolio Partners, Inc.34,999$2.23M0.67%013F-HRTimeline
AMARILLO NATIONAL BANK34,028$2.17M0.4%013F-HRTimeline
XY Planning Network, Inc.33,998$2.17M1.63%13F-HRTimeline
Yoder Wealth Management, Inc.32,898$2.1M1.16%-5913F-HRTimeline
Cassady Schiller Wealth Management, LLC32,123$2.05M0.75%013F-HRTimeline
Strategic Financial Concepts, LLC32,059$2.04M0.39%new13F-HR/ATimeline
Shearwater Capital LLC31,964$2.04M1.38%+79213F-HRTimeline
Pinnacle Financial Partners Inc31,688$2.02M0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…31,515$2.01M0.04%+1,89613F-HRTimelineGroup
Team Hewins, LLC31,402$2M0.78%-6,67913F-HR/ATimeline
KAVAR CAPITAL PARTNERS GROUP, LLC31,215$1.99M0.34%+3913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,813$1.96M0.06%+1,91813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\30,185$1.92M<0.01%013F-HRTimelineGroup
BCO Wealth Management LLC29,915$1.91M1.59%13F-HRTimeline
Dodds Wealth, LLC28,696$1.9M0.61%+5713F-HRTimeline
Integrated Advisors Network LLC29,782$1.9M0.09%+1,07813F-HRTimeline
Aprio Wealth Management, LLC29,767$1.9M0.28%-90113F-HRTimeline
Avantax Planning Partners, Inc.28,906$1.84M0.07%013F-HRTimeline
Physician Wealth Advisors, Inc.28,533$1.82M0.31%+11,82613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC28,115$1.79M0.03%-40013F-HRTimeline
SIGNATUREFD, LLC28,111$1.79M0.03%013F-HRTimeline
Abacus Wealth Partners, LLC27,970$1.78M0.27%013F-HRTimeline
Grunden Financial Advisory, Inc.27,854$1.78M0.86%-88513F-HRTimeline
Glass Jacobson Investment Advisors llc27,838$1.77M0.58%-1,15313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Life Planning Partners, Inc27,696$1.77M1.63%+1,31713F-HR/ATimeline
Winthrop Advisory Group LLC27,470$1.75M0.21%+2813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA27,378$1.75M0.01%013F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…27,268$1.74M0.29%013F-HRTimeline
Allegiance Financial Group Advisory Ser…26,896$1.71M0.56%-50713F-HRTimeline
HARBOUR INVESTMENTS, INC.26,844$1.71M0.05%-9613F-HRTimeline
Biltmore Family Office, LLC26,815$1.71M0.29%-45113F-HRTimeline
Verdence Capital Advisors LLC26,802$1.71M0.14%-1,34013F-HRTimeline
Beacon Financial Advisory LLC26,496$1.69M0.55%-1,09513F-HRTimeline
SJS Investment Consulting Inc.26,430$1.68M0.29%-90013F-HRTimeline
Falcon Wealth Planning26,205$1.67M0.19%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC26,143$1.67M0.22%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.26,084$1.66M0.07%-41913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Marcum Wealth, LLC25,974$1.66M0.14%+7813F-HRTimeline
Lakeshore Financial Planning, Inc.25,768$1.64M0.7%+3,56713F-HRTimeline
Silver Oak Advisory Group, Inc.25,601$1.63M0.86%-38513F-HRTimeline
SwitchPoint Financial Planning, LLC25,440$1.62M1.55%13F-HRTimeline
FAS Wealth Partners, Inc.25,162$1.6M0.13%+7113F-HRTimeline
RFG Advisory, LLC25,034$1.6M0.05%+9013F-HRTimeline
Citrine Capital LLC24,875$1.59M1.17%13F-HRTimeline
Five Oceans Advisors24,766$1.58M0.72%-6513F-HRTimeline
Sensible Money, LLC24,748$1.58M0.69%-58813F-HRTimeline
Bell Bank24,462$1.56M0.12%new13F-HRTimeline
Parallel Advisors, LLC24,027$1.53M0.03%-24513F-HRTimeline
WNY Asset Management, LLC23,940$1.53M0.19%-1,64213F-HRTimeline
Arista Wealth Management, LLC23,840$1.52M0.36%-4013F-HRTimeline
Truepoint, Inc.23,812$1.52M0.04%-1013F-HRTimeline
LJI Wealth Management, LLC23,807$1.52M0.3%+14,20913F-HRTimeline
Safeguard Investment Advisory Group, LLC23,567$1.5M0.41%-1,08413F-HRTimeline
Safeguard Financial, LLC23,304$1.49M0.32%+9,50313F-HRTimeline
Applied Capital LLC23,100$1.47M0.76%-35413F-HRTimeline
Red Tortoise LLC23,096$1.47M0.77%+2613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,543$1.44M0.05%-29513F-HRTimeline
AE Wealth Management LLC22,424$1.43M0.01%-1,29613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,315$1.42M0.01%+5,23213F-HRTimeline
U.S. Capital Wealth Advisors, LLC22,240$1.42M0.04%-63813F-HRTimeline
Beacon Financial Strategies CORP22,239$1.42M0.95%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,211$1.42M0.01%-10013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,197$1.42M<0.01%+3,93813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC22,077$1.41M0.02%-23013F-HRTimeline
FINANCIAL COUNSELORS INC22,038$1.4M0.02%+7,18913F-HRTimeline
Atria Wealth Solutions, Inc.21,600$1.38M0.02%+14,68313F-HRTimeline
Merit Financial Group, LLC21,580$1.38M0.02%-44213F-HRTimeline
K2 Financial Inc.21,557$1.36M1.36%13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …21,390$1.36M0.08%-9513F-HRTimelineGroup
Merriman Wealth Management, LLC20,903$1.33M0.06%-1,74213F-HRTimeline
MBM WEALTH CONSULTANTS, LLC20,831$1.33M0.39%013F-HRTimeline
Wick Capital Partners, LLC20,323$1.3M0.38%new13F-HR/ATimeline
Clarity Wealth Development LLC19,692$1.29M1.4%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,216$1.29M<0.01%+14,19313F-HRTimelineGroup
IHT Wealth Management, LLC20,131$1.28M0.04%-1,52413F-HRTimeline
Parkside Financial Bank & Trust20,062$1.28M0.17%-1,33413F-HRTimeline
Smartleaf Asset Management LLC19,554$1.25M0.13%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,356$1.23M0.07%013F-HRTimelineGroup
BWM Planning, LLC19,151$1.22M0.53%+75513F-HRTimeline
D.A. DAVIDSON & CO.19,017$1.21M0.01%013F-HRTimeline
First Financial Group Corp19,003$1.21M1.34%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,921$1.21M<0.01%+53713F-HRTimelineGroup
Clark Asset Management, LLC18,875$1.2M0.22%+613F-HRTimeline
Williams & Novak Wealth Management, LLC18,593$1.19M1.14%+7,58413F-HRTimeline
Onyx Financial Advisors, LLC18,507$1.18M0.65%-64713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,355$1.17M0.17%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,178$1.16M0.02%+6313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC17,957$1.14M0.28%-2,89613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/17,778$1.13M0.53%+28413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC17,647$1.12M0.08%013F-HRTimeline
Professional Financial Advisors, LLC17,565$1.12M0.29%new13F-HRTimeline
WorthPointe, LLC17,287$1.1M0.46%-28713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,015$1.08M<0.01%013F-HRTimelineGroup
Treynor Bancshares, Inc.16,929$1.08M1.14%+4013F-HRTimeline
Eldridge Investment Advisors, Inc.16,915$1.08M0.25%-4,60013F-HRTimeline
Steward Partners Investment Advisory, L…16,767$1.07M0.01%+56513F-HRTimeline
Family Investment Center, Inc.16,742$1.07M0.27%-76313F-HRTimeline
Texas Yale Capital Corp.16,708$1.07M0.04%013F-HRTimeline
Geneos Wealth Management Inc.16,513$1.05M0.04%+98213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp16,495$1.05M<0.01%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP16,218$1.03M0.01%013F-HRTimeline
Prestige Wealth Management Group LLC16,031$1.02M0.21%013F-HR/ATimeline
Western Wealth Management, LLC16,004$1.02M0.07%+1,11613F-HR/ATimeline
NorthCrest Asset Manangement, LLC15,999$1.02M0.03%-68413F-HR/ATimeline
CRA Financial Services, LLC15,868$1.01M0.17%013F-HRTimeline
25 LLC15,710$1M0.42%+2313F-HRTimeline
Canvas Wealth Advisors, LLC15,673$999K0.25%+7,66613F-HRTimeline
Valeo Financial Advisors, LLC15,183$968K0.03%013F-HRTimeline
Measured Wealth Private Client Group, L…15,114$964K0.31%-9813F-HRTimeline
JT Stratford LLC14,950$953K0.16%-1313F-HRTimeline
POINCIANA ADVISORS GROUP, LLC14,942$953K0.97%13F-HRTimeline
WestHill Financial Advisors, Inc.14,870$948K0.21%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC14,658$934K0.03%-1,01013F-HRTimeline
North Ridge Wealth Advisors, Inc.14,622$932K0.65%013F-HRTimeline
Cadence Bank14,443$921K0.06%013F-HRTimeline
Summit Asset Management, LLC14,345$914K0.16%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,300$912K<0.01%+3,33013F-HRTimelineGroup
Leo Wealth, LLC14,177$904K0.08%-82813F-HRTimeline
Shira Ridge Wealth Management14,006$893K0.44%-20013F-HRTimeline
Financial Harvest, LLC13,981$891K0.75%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC13,938$889K0.07%-1,07513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,887$885K0.01%-2013F-HRTimelineGroup
Mustard Seed Financial, LLC13,814$881K0.72%-41213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,715$874K<0.01%-10,41513F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…13,667$871K0.04%-2,99313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,637$869K0.03%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC13,152$838K0.08%013F-HRTimeline
Forum Private Client Group LLC13,094$835K0.37%-1813F-HRTimeline
JFG Wealth Management, LLC13,025$830K0.19%-21413F-HRTimeline
SP Asset Management LLC12,996$828K0.07%+4713F-HRTimeline
IFG Advisors, LLC12,977$827K0.16%+4,70113F-HRTimeline
Calydon Capital12,974$827K0.16%+7813F-HRTimeline
Milestone Asset Management Group, LLC12,871$821K0.73%13F-HRTimeline
J.W. COLE ADVISORS, INC.12,664$807K0.03%-6,24013F-HRTimeline
Fisher Asset Management, LLC12,440$793K<0.01%+7,33713F-HRTimeline