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Disclosery

DFUS DIMENSIONAL ETF TRUST

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US EQUI MARK ETF (fund)

736 managers (742 13F filers) reported a position in DFUS shares at 2025-06-30, 186,790,837 shares in all. 50 filers opened a position and 20 filers sold out during the quarter.

Managers
736
13F filers
742
New
50
Added
304
Reduced
197
Sold out
20
Shares held by filers
186,790,837

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Grunden Financial Advisory, Inc.80,861$5.42M2.39%+2,53313F-HRTimeline
Warburton Capital Management, LLC78,236$5.39M3.19%+58,37713F-HRTimeline
IFG Advisory, LLC80,074$5.37M0.27%+2,42313F-HRTimeline
Ridgeline Wealth, LLC79,993$5.36M4.37%-15,85113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP79,702$5.34M0.12%-75613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC79,663$5.34M<0.01%+13,75713F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC79,223$5.31M2.38%+62013F-HRTimeline
Bluespring Wealth Management, LLC78,721$5.28M0.5%-1,12513F-HRTimeline
LVZ, Inc.76,469$5.12M0.61%+2,88013F-HRTimeline
Savvy Advisors, Inc.76,445$5.12M0.34%+27,88413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/76,182$5.11M2.14%+21,70213F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.75,052$5.03M0.03%-1,73913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP74,406$4.97M<0.01%+48,60813F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC72,652$4.87M0.17%-9,20613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding72,292$4.85M-23,396Timeline
Ariadne Wealth Management, LP68,444$4.8M2.29%-22,34113F-HRTimeline
Avant Financial Advisors LLC70,833$4.75M3.91%+2,28813F-HRTimeline
Advisory Services Network, LLC68,769$4.71M0.08%-7013F-HRTimeline
Independent Wealth Network Inc.69,438$4.65M1.69%+4,12913F-HRTimeline
CVA Family Office, LLC69,131$4.63M0.65%-24,43613F-HRTimeline
XY Planning Network, Inc.67,117$4.5M1.53%+34,13713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS66,176$4.44M3.04%+5413F-HRTimeline
CPC Advisors, LLC65,654$4.4M0.55%-4,48613F-HRTimeline
Hardy Reed LLC64,006$4.29M0.34%013F-HRTimeline
Waverly Advisors, LLC61,928$4.15M0.05%-29213F-HRTimeline
Empirical Financial Services, LLC d.b.a…60,730$4.07M0.09%-23713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC60,215$4.04M0.1%+40,75113F-HRTimeline
CWM, LLCin group CWM, LLC60,076$4.03M0.01%-3,07613F-HRTimelineGroup
Sand Hill Global Advisors, LLC59,578$3.99M0.15%-29413F-HRTimeline
FMR LLCin group FMR LLC59,537$3.99M<0.01%+10,42713F-HRTimelineGroup
CWA Asset Management Group, LLC59,299$3.97M0.17%+6613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC58,959$3.95M0.01%-22913F-HRTimelineGroup
CLG LLC58,352$3.91M1.22%+1,09213F-HRTimeline
HTG Investment Advisors, Inc.58,285$3.91M1.45%-25113F-HRTimeline
LJI Wealth Management, LLC57,815$3.87M0.67%+14,17913F-HRTimeline
Integrated Wealth Concepts LLC57,767$3.87M0.04%+1,15213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC57,644$3.86M2.44%+1,51113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC57,196$3.83M0.03%+43,52713F-HRTimeline
Werba Rubin Papier Wealth Management57,114$3.83M0.72%+6,78613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC56,284$3.77M1.2%-9313F-HRTimeline
Clarity Capital Advisors, LLC55,342$3.71M2.16%+35413F-HRTimeline
Ballentine Partners, LLC54,670$3.66M0.06%013F-HRTimeline
L.K. Benson & Company, P.C.54,499$3.65M2.24%-313F-HRTimeline
Beaird Harris Wealth Management, LLC54,124$3.63M0.28%-1,26213F-HRTimeline
DBK Financial Counsel, LLC53,454$3.58M3.24%+5,95213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/52,196$3.5M<0.01%+76013F-HRTimelineGroup
Cresset Asset Management, LLC51,351$3.44M0.02%-4,33913F-HR/ATimeline
Kathleen S. Wright Associates Inc.49,514$3.32M1.3%-54713F-HRTimeline
Sterling Wealth Management, Inc.48,842$3.27M1.12%13F-HRTimeline
Financial Council, LLC48,387$3.24M1.56%013F-HRTimeline
Acorn Wealth Advisors, LLC47,859$3.21M1.19%+2,60413F-HRTimeline
Red Door Wealth Management, LLC47,654$3.19M0.38%013F-HRTimeline
Lodestone Wealth Management LLC47,447$3.18M1.55%-5013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC47,356$3.17M2.06%+14413F-HRTimeline
Squire Investment Management Company, L…47,258$3.17M1.17%+2,49413F-HRTimeline
Orion Porfolio Solutions, LLC46,481$3.12M0.03%+86013F-HR/ATimeline
Syverson Strege & Co46,276$3.1M0.73%+6213F-HRTimeline
FFT WEALTH MANAGEMENT LLC44,405$3.05M0.6%+5,83513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.44,921$3.01M0.4%-1,21213F-HRTimeline
Caerus Investment Advisors, LLC44,020$2.95M2.81%013F-HRTimeline
Retirement Planning Group, LLC43,375$2.91M0.12%-64513F-HRTimeline
Elser Financial Planning, Inc42,766$2.87M3.57%013F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC42,620$2.86M0.36%-47513F-HRTimeline
Factor Wealth Management LTD41,170$2.76M0.76%+39113F-HRTimeline
LRI Investments, LLC40,882$2.74M0.23%+22713F-HRTimeline
True Wealth Design, LLC40,810$2.74M0.96%-54113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC40,539$2.72M1.93%-3,68213F-HRTimeline
Parkworth Wealth Management, Inc.40,485$2.71M1.96%-3,20313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC39,106$2.62M0.03%+7013F-HRTimeline
LAM GROUP, INC.39,042$2.62M1.75%013F-HRTimeline
Simplicity Wealth,LLC38,996$2.61M0.11%+11,43113F-HRTimeline
Berger Financial Group, Inc38,243$2.56M0.17%+1,28313F-HRTimeline
Avestar Capital, LLC37,908$2.54M0.19%+76013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.37,731$2.53M0.99%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36,959$2.48M0.17%013F-HRTimelineGroup
CURIO WEALTH, LLC36,759$2.46M1.08%+36,73813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,035$2.42M<0.01%-2,59713F-HRTimelineGroup
Brooklyn FI, LLC35,895$2.41M0.62%+32,21913F-HRTimeline
Shearwater Capital LLC35,724$2.39M1.51%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC35,500$2.38M0.01%+20013F-HRTimelineGroup
Smartleaf Asset Management LLC35,582$2.37M0.21%+16,02813F-HRTimeline
21 West Wealth Management LLC35,284$2.36M2.39%13F-HRTimeline
ETF Portfolio Partners, Inc.34,999$2.35M0.65%013F-HRTimeline
Cambridge Financial Group, LLC34,956$2.34M0.88%+57613F-HRTimeline
Life Planning Partners, Inc34,934$2.34M1.86%+4,41113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA34,347$2.3M0.01%+5,89013F-HRTimelineGroup
AMARILLO NATIONAL BANK34,028$2.28M0.42%013F-HRTimeline
Physician Wealth Advisors, Inc.33,476$2.24M0.35%+37513F-HRTimeline
EP Wealth Advisors, LLC33,442$2.24M0.01%-24,98713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC33,352$2.24M2.02%+7,30213F-HRTimeline
Pinnacle Financial Partners Inc31,688$2.12M0.04%013F-HRTimeline
Yoder Wealth Management, Inc.31,550$2.11M1.1%-72813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…31,494$2.11M0.05%-2213F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC31,246$2.09M1.82%013F-HR/ATimeline
KAVAR CAPITAL PARTNERS GROUP, LLC31,244$2.09M0.3%+413F-HRTimeline
Clark Asset Management, LLC30,857$2.07M0.28%+11,97813F-HRTimeline
Accurate Wealth Management, LLC30,148$2.05M0.31%new13F-HRTimeline
SJS Investment Consulting Inc.30,420$2.04M0.32%+3,74013F-HRTimeline
BCO Wealth Management LLC30,078$2.01M1.44%-8913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO29,864$2M0.01%013F-HRTimelineGroup
Aprio Wealth Management, LLC29,783$2M0.23%+1113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29,025$1.95M<0.01%-1,16013F-HRTimelineGroup
Team Hewins, LLC29,016$1.94M0.7%-1,64313F-HRTimeline
Avantax Planning Partners, Inc.28,906$1.94M0.06%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,636$1.92M<0.01%+3,12113F-HRTimelineGroup
Merit Financial Group, LLC28,544$1.91M0.02%+4,82813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC28,435$1.91M0.23%-54,08813F-HRTimeline
Dodds Wealth, LLC28,338$1.9M0.51%-19013F-HRTimeline
Lakeshore Financial Planning, Inc.28,239$1.89M0.76%+2,26513F-HRTimeline
SIGNATUREFD, LLC28,111$1.88M0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.27,901$1.87M0.05%+1,15613F-HRTimeline
Abacus Wealth Partners, LLC27,875$1.87M0.29%-9513F-HRTimeline
Glass Jacobson Investment Advisors llc27,860$1.87M0.72%+2213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,853$1.87M0.05%+74513F-HRTimelineGroup
Winthrop Advisory Group LLC27,510$1.84M0.18%+2213F-HRTimeline
Canvas Wealth Advisors, LLC26,344$1.82M0.36%+8,45013F-HRTimeline
Biltmore Family Office, LLC26,815$1.8M0.3%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…26,723$1.79M0.29%013F-HRTimeline
Falcon Wealth Planning26,205$1.76M0.18%013F-HRTimeline
Allegiance Financial Group Advisory Ser…26,110$1.75M0.46%-1,07913F-HRTimeline
Calydon Capital26,076$1.75M0.17%+13,07313F-HRTimeline
Verdence Capital Advisors LLC25,684$1.72M0.12%-1,11813F-HRTimeline
Nicholas Hoffman & Company, LLC.25,470$1.71M0.04%013F-HRTimeline
Sensible Money, LLC25,414$1.7M0.65%+76113F-HRTimeline
FAS Wealth Partners, Inc.25,085$1.68M0.12%+5513F-HRTimeline
Silver Oak Advisory Group, Inc.24,981$1.67M0.81%013F-HRTimeline
Citrine Capital LLC24,476$1.64M0.87%013F-HRTimeline
Bell Bank24,462$1.64M0.08%-12113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,447$1.64M<0.01%+2,49013F-HR/ATimelineGroup
49 WEALTH MANAGEMENT, LLC24,320$1.63M0.17%+6613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,316$1.63M0.04%+1,77313F-HRTimeline
Parallel Advisors, LLC24,122$1.62M0.03%+5713F-HRTimeline
WNY Asset Management, LLC24,011$1.61M0.18%+3913F-HRTimeline
Midwest Trust Co24,000$1.61M0.02%13F-HRTimeline
Arista Wealth Management, LLC23,840$1.6M0.22%013F-HRTimeline
Five Oceans Advisors23,836$1.6M0.68%+2,01713F-HRTimeline
Truepoint, Inc.23,812$1.6M0.04%013F-HRTimeline
Integrated Advisors Network LLC23,724$1.59M0.07%+27613F-HRTimeline
AE Wealth Management LLC23,637$1.58M0.01%+1,64313F-HRTimeline
Cambria Investment Management, L.P.23,454$1.57M0.11%new13F-HRTimeline
Empowered Funds, LLC23,454$1.57M0.02%new13F-HRTimeline
Red Tortoise LLC23,132$1.55M0.76%+2013F-HRTimeline
D.A. DAVIDSON & CO.23,116$1.55M0.01%-10813F-HRTimeline
K2 Financial Inc.22,660$1.53M1.35%+44113F-HRTimeline
Parkside Financial Bank & Trust22,326$1.5M0.16%013F-HRTimeline
Beacon Financial Strategies CORP22,239$1.49M0.94%013F-HRTimeline
SwitchPoint Financial Planning, LLC22,154$1.48M1.22%+59613F-HRTimeline
Wick Capital Partners, LLC83,202$1.47M0.39%+61,22313F-HRTimeline
Applied Capital LLC21,933$1.47M0.65%-12113F-HRTimeline
Long Island Wealth Management, Inc.21,929$1.47M0.76%013F-HRTimeline
Prime Capital Investment Advisors, LLC21,413$1.44M0.02%-4,09713F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,240$1.42M0.04%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …21,140$1.42M0.08%-25013F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC20,831$1.4M0.37%013F-HRTimeline
Safeguard Investment Advisory Group, LLC20,803$1.39M0.35%-2,48313F-HRTimeline
Sanctuary Advisors, LLC20,722$1.39M0.01%+6,61313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,581$1.38M0.01%-48013F-HRTimelineGroup
Samalin Investment Counsel, LLC20,314$1.36M0.52%+2,10713F-HRTimeline
IHT Wealth Management, LLC19,966$1.34M0.04%+3913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP19,672$1.32M0.02%+3,05413F-HRTimeline
BWM Planning, LLC19,330$1.3M0.45%+36513F-HRTimeline
JT Stratford LLC19,215$1.29M0.19%+1,65913F-HRTimeline
First Financial Group Corp18,910$1.27M1.24%-9313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,481$1.24M<0.01%+5,88713F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC18,355$1.23M0.16%013F-HRTimeline
Onyx Financial Advisors, LLC17,954$1.2M0.57%-55413F-HRTimeline
Clarity Wealth Development LLC17,869$1.2M1.19%-60013F-HRTimeline
Professional Financial Advisors, LLC17,652$1.18M0.27%+4813F-HRTimeline
Cyndeo Wealth Partners, LLC17,647$1.18M0.07%013F-HRTimeline
Triad Wealth Partners, LLC17,634$1.18M0.24%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,509$1.17M0.02%-26213F-HRTimeline
WESBANCO BANK INC17,312$1.16M0.03%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,015$1.14M<0.01%013F-HR/ATimelineGroup
Aviance Capital Partners, LLC16,986$1.14M0.15%013F-HRTimeline
Eldridge Investment Advisors, Inc.16,915$1.13M0.24%013F-HRTimeline
Texas Yale Capital Corp.16,675$1.12M0.04%013F-HRTimeline
Valued Wealth Advisors LLC16,654$1.12M0.58%+11,46813F-HRTimeline
Steward Partners Investment Advisory, L…16,571$1.11M0.01%-5,18413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp16,495$1.11M<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,470$1.1M0.03%+16,30413F-HRTimelineGroup
NorthCrest Asset Manangement, LLC15,999$1.09M0.03%013F-HRTimeline
&PARTNERS16,189$1.08M0.01%new13F-HRTimeline
Consolidated Portfolio Review Corp15,945$1.07M0.15%+6,07013F-HRTimeline
CRA Financial Services, LLC15,868$1.06M0.16%013F-HRTimeline
Western Wealth Management, LLC15,769$1.06M0.06%-44513F-HRTimeline
25 LLC15,742$1.06M0.39%+1713F-HRTimeline
W1M Asset Management Ltd15,741$1.05M0.08%new13F-HRTimeline
Harbor Asset Planning, Inc.15,641$1.05M1%13F-HRTimeline
Valeo Financial Advisors, LLC15,351$1.03M0.03%+8613F-HR/ATimeline
Beacon Financial Advisory LLC15,045$1.01M0.26%-9,14313F-HRTimeline
MATHER GROUP, LLC.14,973$1M0.01%-6913F-HRTimeline
WestHill Financial Advisors, Inc.14,717$986K0.21%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC14,618$980K0.03%-5013F-HRTimeline
Geneos Wealth Management Inc.14,569$976K0.02%-28,33413F-HRTimeline
North Ridge Wealth Advisors, Inc.14,544$975K0.6%013F-HRTimeline
Williams & Novak Wealth Management, LLC14,535$974K0.83%-5,37413F-HRTimeline
Summit Asset Management, LLC14,345$961K0.16%013F-HRTimeline
Montz Harcus Wealth Management LLC14,314$959K0.46%+13813F-HRTimeline
WorthPointe, LLC14,314$959K0.4%-2,12313F-HRTimeline
Cadence Bank14,168$950K0.06%013F-HRTimeline