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Disclosery

DFUS DIMENSIONAL ETF TRUST

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US EQUI MARK ETF (fund)

700 managers (705 13F filers) reported a position in DFUS shares at 2025-03-31, 173,510,989 shares in all. 39 filers opened a position and 25 filers sold out during the quarter.

Managers
700
13F filers
705
New
39
Added
263
Reduced
212
Sold out
25
Shares held by filers
173,510,989

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Tortoise Investment Management, LLC76,676$4.64M0.48%+5,55513F-HR/ATimeline
Gotham Asset Management, LLC73,635$4.45M0.04%new13F-HRTimeline
LVZ, Inc.73,589$4.45M0.58%-9,87113F-HRTimeline
Coston, McIsaac & Partners72,535$4.39M1.28%+23,48213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC70,729$4.28M0.58%+44,58613F-HRTimeline
CPC Advisors, LLC70,140$4.24M0.58%-26,39613F-HRTimeline
Advisory Services Network, LLC68,839$4.16M0.08%-1,38513F-HRTimeline
Avant Financial Advisors LLC68,545$4.15M3.76%+70913F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS66,122$4M3.16%-1113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC65,906$3.99M<0.01%+30,67413F-HRTimelineGroup
Independent Wealth Network Inc.65,309$3.95M1.58%+3,86313F-HRTimeline
Hardy Reed LLC64,006$3.87M0.34%013F-HRTimeline
CWM, LLCin group CWM, LLC63,152$3.82M0.02%-87713F-HRTimelineGroup
Waverly Advisors, LLC62,220$3.76M0.05%+4,07513F-HRTimeline
Empirical Financial Services, LLC d.b.a…60,967$3.69M0.1%-2,36713F-HRTimeline
Sand Hill Global Advisors, LLC59,872$3.62M0.15%013F-HRTimeline
CWA Asset Management Group, LLC59,233$3.58M0.17%+5413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC59,188$3.58M0.01%-52913F-HRTimelineGroup
Lauterbach Financial Advisors, LLC58,553$3.54M2.21%-5,49113F-HRTimeline
HTG Investment Advisors, Inc.58,536$3.54M1.48%-76913F-HRTimeline
EP Wealth Advisors, LLC58,429$3.53M0.03%-6,91013F-HRTimeline
CLG LLC57,260$3.46M1.2%+1,51413F-HRTimeline
Integrated Wealth Concepts LLC56,615$3.42M0.04%+1,22013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC56,377$3.41M1.16%-1,35113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC56,133$3.39M2.46%-7913F-HRTimeline
Cresset Asset Management, LLC55,690$3.37M0.02%+4,17613F-HRTimeline
Beaird Harris Wealth Management, LLC55,386$3.35M0.28%+10,26313F-HRTimeline
Clarity Capital Advisors, LLC54,988$3.33M2.18%-1,15513F-HRTimeline
Ballentine Partners, LLC54,670$3.31M0.06%013F-HRTimeline
L.K. Benson & Company, P.C.54,502$3.3M2.28%-2,20413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/54,480$3.29M1.57%+36,70213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/51,436$3.11M<0.01%-15713F-HRTimelineGroup
MONTAG A & ASSOCIATES INC51,042$3.09M0.15%+8613F-HRTimeline
Werba Rubin Papier Wealth Management50,328$3.04M0.66%+5,10513F-HRTimeline
Kathleen S. Wright Associates Inc.50,061$3.03M1.25%+1,51613F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC47,212$3.01M2.02%+10413F-HRTimeline
FMR LLCin group FMR LLC49,110$2.97M<0.01%+2,65613F-HRTimelineGroup
Savvy Advisors, Inc.48,561$2.94M0.3%new13F-HRTimeline
Financial Council, LLC48,387$2.93M1.58%013F-HRTimeline
Red Door Wealth Management, LLC47,654$2.88M0.43%013F-HRTimeline
DBK Financial Counsel, LLC47,502$2.87M2.88%+3,42013F-HRTimeline
Lodestone Wealth Management LLC47,497$2.87M1.53%-87613F-HRTimeline
Syverson Strege & Co46,214$2.79M0.9%-33213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.46,133$2.79M0.42%013F-HRTimeline
Orion Porfolio Solutions, LLC45,621$2.76M0.03%+42313F-HRTimeline
Orion Portfolio Solutions, LLC45,621$2.76M0.03%+42313F-HR/ATimeline
Acorn Wealth Advisors, LLC45,255$2.74M1.14%-1,85113F-HRTimeline
Squire Investment Management Company, L…44,764$2.71M1.13%+2,64013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC44,221$2.67M1.89%+8513F-HRTimeline
Retirement Planning Group, LLC44,020$2.66M0.12%-75913F-HRTimeline
Caerus Investment Advisors, LLC44,020$2.66M2.57%013F-HRTimeline
Parkworth Wealth Management, Inc.43,688$2.64M2.11%+4,77113F-HRTimeline
LJI Wealth Management, LLC43,636$2.64M0.53%+19,82913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC43,095$2.61M0.36%-1,44513F-HRTimeline
Geneos Wealth Management Inc.42,903$2.59M0.04%+26,39013F-HRTimeline
Elser Financial Planning, Inc42,766$2.59M3.58%-960,35713F-HRTimeline
True Wealth Design, LLC41,351$2.5M0.95%-1,20813F-HRTimeline
Factor Wealth Management LTD40,779$2.47M0.76%+2,31213F-HRTimeline
LRI Investments, LLC40,655$2.46M0.24%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …39,523$2.39M0.06%new13F-HRTimelineGroup
LAM GROUP, INC.39,042$2.36M1.74%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC39,036$2.36M0.03%+10,92113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP38,632$2.34M<0.01%-2,11313F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC38,570$2.33M0.49%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.37,731$2.28M1.01%013F-HRTimeline
Avestar Capital, LLC37,148$2.25M0.21%-6,90013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36,959$2.24M0.16%013F-HRTimelineGroup
Berger Financial Group, Inc36,960$2.24M0.16%+1,26213F-HRTimeline
Shearwater Capital LLC35,724$2.16M1.52%+3,76013F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC35,300$2.13M0.01%-2,02213F-HRTimelineGroup
ETF Portfolio Partners, Inc.34,999$2.12M0.64%013F-HRTimeline
Cambridge Financial Group, LLC34,380$2.08M0.88%-1,65213F-HRTimeline
AMARILLO NATIONAL BANK34,028$2.06M0.4%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,846$2.05M<0.01%new13F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.33,101$2M0.34%+4,56813F-HRTimeline
XY Planning Network, Inc.32,980$1.99M1.33%-1,01813F-HRTimeline
Yoder Wealth Management, Inc.32,278$1.95M1.1%-62013F-HRTimeline
Strategic Financial Concepts, LLC32,059$1.94M0.36%013F-HRTimeline
Pinnacle Financial Partners Inc31,688$1.92M0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…31,516$1.91M0.04%+113F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC31,246$1.89M1.72%13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC31,240$1.89M0.31%+2513F-HRTimeline
Team Hewins, LLC30,659$1.85M0.72%-74313F-HR/ATimeline
Life Planning Partners, Inc30,523$1.85M1.67%+2,82713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,185$1.83M<0.01%013F-HRTimelineGroup
BCO Wealth Management LLC30,167$1.82M1.43%+25213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO29,864$1.81M0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC29,772$1.8M0.23%+513F-HRTimeline
Glass Jacobson Investment Advisors llc27,838$1.77M0.58%013F-HRTimeline
Avantax Planning Partners, Inc.28,906$1.75M0.06%013F-HRTimeline
Dodds Wealth, LLC28,528$1.73M0.56%-16813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA28,457$1.72M0.01%+1,07913F-HRTimelineGroup
SIGNATUREFD, LLC28,111$1.7M0.03%013F-HRTimeline
Abacus Wealth Partners, LLC27,970$1.69M0.25%013F-HRTimeline
Simplicity Wealth,LLC27,565$1.67M0.13%+23,50913F-HRTimeline
Winthrop Advisory Group LLC27,488$1.66M0.2%+1813F-HRTimeline
Allegiance Financial Group Advisory Ser…27,189$1.64M0.5%+29313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,108$1.64M0.05%-3,70513F-HRTimelineGroup
Biltmore Family Office, LLC26,815$1.62M0.28%013F-HRTimeline
Verdence Capital Advisors LLC26,802$1.62M0.12%013F-HRTimeline
HARBOUR INVESTMENTS, INC.26,745$1.62M0.05%-9913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…26,723$1.62M0.27%-54513F-HRTimeline
SJS Investment Consulting Inc.26,680$1.61M0.28%+25013F-HRTimeline
Falcon Wealth Planning26,205$1.58M0.18%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC26,050$1.58M1.63%+11,10813F-HRTimeline
Marcum Wealth, LLC26,023$1.57M0.14%+4913F-HRTimeline
Lakeshore Financial Planning, Inc.25,974$1.57M0.65%+20613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,798$1.55M<0.01%+3,60113F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,515$1.54M<0.01%+5,29913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC25,510$1.54M0.02%+3,43313F-HRTimeline
Nicholas Hoffman & Company, LLC.25,470$1.54M0.06%-61413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.25,030$1.51M0.12%-13213F-HRTimeline
Silver Oak Advisory Group, Inc.24,981$1.51M0.8%-62013F-HRTimeline
Sensible Money, LLC24,653$1.49M0.64%-9513F-HRTimeline
Bell Bank24,583$1.49M0.08%+12113F-HRTimeline
Citrine Capital LLC24,476$1.48M0.93%-39913F-HRTimeline
49 WEALTH MANAGEMENT, LLC24,254$1.47M0.18%new13F-HRTimeline
Beacon Financial Advisory LLC24,188$1.46M0.44%-2,30813F-HRTimeline
Private Wealth Asset Management, LLC24,119$1.46M0.21%13F-HRTimeline
Parallel Advisors, LLC24,065$1.46M0.03%+3813F-HRTimeline
WNY Asset Management, LLC23,972$1.45M0.17%+3213F-HRTimeline
Arista Wealth Management, LLC23,840$1.44M0.35%013F-HRTimeline
Truepoint, Inc.23,812$1.44M0.04%013F-HRTimeline
Merit Financial Group, LLC23,716$1.43M0.02%+2,13613F-HRTimeline
RFG Advisory, LLC23,488$1.42M0.04%-1,54613F-HRTimeline
Integrated Advisors Network LLC23,448$1.42M0.07%-6,33413F-HRTimeline
Safeguard Investment Advisory Group, LLC23,286$1.41M0.38%-28113F-HRTimeline
D.A. DAVIDSON & CO.23,224$1.4M0.01%+4,20713F-HRTimeline
Red Tortoise LLC23,112$1.4M0.73%+1613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,543$1.36M0.05%013F-HRTimeline
Parkside Financial Bank & Trust22,326$1.35M0.17%+2,26413F-HRTimeline
Beacon Financial Strategies CORP22,239$1.35M0.91%013F-HRTimeline
Applied Capital LLC22,054$1.33M0.65%-1,04613F-HRTimeline
AE Wealth Management LLC21,994$1.33M0.01%-43013F-HRTimeline
Wick Capital Partners, LLC21,979$1.33M0.4%+1,65613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,957$1.33M<0.01%+3,03613F-HRTimelineGroup
Long Island Wealth Management, Inc.21,929$1.33M0.81%new13F-HRTimeline
Five Oceans Advisors21,819$1.32M0.63%-2,94713F-HRTimeline
Steward Partners Investment Advisory, L…21,755$1.32M0.01%+4,98813F-HRTimeline
FINANCIAL COUNSELORS INC21,693$1.31M0.02%-34513F-HRTimeline
SwitchPoint Financial Planning, LLC21,558$1.3M1.24%-3,88213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …21,390$1.29M0.08%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC21,240$1.28M0.04%-1,00013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,061$1.27M0.01%-1,15013F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC20,831$1.26M0.37%013F-HRTimeline
K2 Financial Inc.22,219$1.23M1.21%+66213F-HRTimeline
Williams & Novak Wealth Management, LLC19,909$1.21M1.18%+1,31613F-HRTimeline
IHT Wealth Management, LLC19,927$1.21M0.04%-20413F-HRTimeline
Warburton Capital Management, LLC19,859$1.2M0.87%+10,88613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC19,486$1.18M0.28%+1,52913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,464$1.18M0.03%new13F-HRTimeline
Smartleaf Asset Management LLC19,554$1.18M0.11%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,356$1.17M0.07%013F-HRTimelineGroup
First Financial Group Corp19,003$1.15M1.3%013F-HRTimeline
BWM Planning, LLC18,965$1.15M0.49%-18613F-HRTimeline
Clark Asset Management, LLC18,879$1.14M0.19%+413F-HRTimeline
Onyx Financial Advisors, LLC18,508$1.12M0.59%+113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,355$1.11M0.16%013F-HRTimeline
Clarity Wealth Development LLC18,469$1.11M1.24%-1,22313F-HRTimeline
Samalin Investment Counsel, LLC18,207$1.1M0.45%+12,52513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,771$1.07M0.02%-40713F-HRTimeline
Cyndeo Wealth Partners, LLC17,647$1.07M0.07%013F-HRTimeline
Professional Financial Advisors, LLC17,604$1.06M0.27%+3913F-HRTimeline
JT Stratford LLC17,556$1.06M0.19%+2,60613F-HRTimeline
LGL PARTNERS, LLC17,173$1.04M0.5%-38,57013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,015$1.03M<0.01%013F-HR/ATimelineGroup
Aviance Capital Partners, LLC16,986$1.03M0.14%new13F-HRTimeline
Eldridge Investment Advisors, Inc.16,915$1.02M0.24%013F-HRTimeline
Canvas Wealth Advisors, LLC17,894$1.02M0.26%+2,22113F-HRTimeline
Family Investment Center, Inc.16,754$1.01M0.25%+1213F-HRTimeline
Texas Yale Capital Corp.16,675$1.01M0.04%-3313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP16,618$1M0.01%+40013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp16,495$998K<0.01%013F-HRTimelineGroup
WorthPointe, LLC16,437$994K0.45%-85013F-HRTimeline
Western Wealth Management, LLC16,214$981K0.07%+21013F-HRTimeline
NorthCrest Asset Manangement, LLC15,999$968K0.03%013F-HRTimeline
CRA Financial Services, LLC15,868$960K0.16%013F-HRTimeline
25 LLC15,725$951K0.39%+1513F-HRTimeline
Prestige Wealth Management Group LLC15,581$942K0.2%-45013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,476$936K<0.01%+9,74213F-HRTimelineGroup
Valeo Financial Advisors, LLC15,265$923K0.03%+8213F-HRTimeline
MATHER GROUP, LLC.15,042$910K0.01%+9,81413F-HRTimeline
Measured Wealth Private Client Group, L…15,020$908K0.29%-9413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,777$894K<0.01%-24,62313F-HRTimelineGroup
WestHill Financial Advisors, Inc.14,717$890K0.2%-15313F-HRTimeline
PRIVATE MANAGEMENT GROUP INC14,668$887K0.03%+1013F-HRTimeline
North Ridge Wealth Advisors, Inc.14,544$880K0.59%-7813F-HRTimeline
Summit Asset Management, LLC14,345$868K0.15%013F-HRTimeline
McIlrath & Eck, LLC14,293$864K0.11%+11,78013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,200$859K<0.01%-35,20013F-HRTimeline
Montz Harcus Wealth Management LLC14,176$857K0.47%new13F-HRTimeline
Cadence Bank14,168$857K0.06%-27513F-HRTimeline
Sanctuary Advisors, LLC14,109$853K0.01%+2,42213F-HRTimeline
Magnolia Private Wealth, LLC208,824$853K0.72%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …14,154$849K0.05%+4,00013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK13,887$840K0.01%013F-HRTimelineGroup
Mustard Seed Financial, LLC13,782$834K0.67%-3213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,696$828K<0.01%-1913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,669$827K0.01%-8,64613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,637$825K0.03%013F-HRTimeline