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Disclosery

DFUS DIMENSIONAL ETF TRUST

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US EQUI MARK ETF (fund)

848 managers (855 13F filers) reported a position in DFUS shares at 2026-03-31, 209,388,760 shares in all. 48 filers opened a position and 33 filers sold out during the quarter.

Managers
848
13F filers
855
New
48
Added
362
Reduced
226
Sold out
33
Shares held by filers
209,388,760

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Arista Wealth Management, LLC99,462$7.05M0.86%+75,62213F-HRTimeline
Tortoise Investment Management, LLC97,251$6.9M0.57%+6,44013F-HRTimeline
EnRich Financial Partners LLC96,909$6.87M1.82%-17113F-HRTimeline
CVA Family Office, LLC93,212$6.61M0.7%+12,71113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…93,133$6.6M0.2%+3,73013F-HR/ATimelineGroup
Gradient Investments LLCin group Gradient Investments LLC92,817$6.58M0.1%+5,56213F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …92,337$6.55M0.37%-2,76113F-HRTimeline
Aurelius Family Office LLC91,424$6.48M2.82%-3,35013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC89,394$6.34M0.03%+14313F-HRTimelineGroup
FMR LLCin group FMR LLC88,165$6.25M<0.01%+4,13713F-HRTimelineGroup
Gemmer Asset Management LLC88,096$6.25M0.49%+2,03213F-HRTimeline
Bridgewater Advisors Inc.76,773$6.2M0.37%-3313F-HRTimeline
Innovative Wealth Building LLC87,036$6.17M4.34%-36313F-HRTimeline
RFG Advisory, LLC86,390$6.13M0.11%-3,01513F-HRTimeline
NewEdge Advisors, LLC85,027$6.03M0.02%-33413F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding76,933$5.96M+15,452Timeline
Elm Partners Management LLC85,046$5.86M0.25%+14,40913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…82,369$5.84M0.04%+60413F-HRTimelineGroup
Symmetry Partners, LLC81,478$5.78M0.33%-6,07313F-HRTimeline
DBK Financial Counsel, LLC80,285$5.69M4.31%+8,76613F-HRTimeline
Clearstead Advisors, LLC78,463$5.56M0.05%-42613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC77,483$5.49M2.21%-1,80913F-HRTimeline
Vantage Point Financial LLC77,310$5.48M1.93%-3,86213F-HRTimeline
Oakmont Advisory Group, LLC75,653$5.36M5.46%+26,52313F-HRTimeline
Bluespring Wealth Management, LLC75,045$5.32M0.46%-27913F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC73,836$5.24M4.17%013F-HRTimeline
CLG LLC73,257$5.19M1.29%+5,17913F-HRTimeline
Independent Wealth Network Inc.73,185$5.19M1.54%+4,66413F-HRTimeline
GK Wealth Management LLC75,323$5.19M4.51%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC75,323$5.19M4.51%+37,20513F-HRTimeline
Oak Wealth Advisors LLC73,114$5.18M2.85%-4713F-HRTimeline
Financial Connections Group, Inc.71,943$5.1M1.77%+1,28813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding70,672$5.01M-696Timeline
Avant Financial Advisors LLC69,985$4.96M3.49%+55813F-HRTimeline
Waverly Advisors, LLC69,769$4.95M0.04%+2513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC69,540$4.93M0.15%-4,51613F-HRTimeline
Nova R Wealth, Inc.68,985$4.89M1.56%+43,05013F-HRTimeline
Factor Wealth Management LTD68,883$4.88M0.92%+5,69013F-HRTimeline
Frankly Finances, LLC67,435$4.78M4.33%013F-HRTimeline
Ariadne Wealth Management, LP67,411$4.78M2.15%-1,03313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC67,387$4.78M1.16%+44113F-HRTimeline
Advisory Services Network, LLC66,073$4.69M0.06%+1,79313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS65,777$4.66M2.19%+1713F-HRTimeline
Capital Investment Management, Inc.65,312$4.63M1.59%+4,74413F-HRTimeline
Hardy Reed LLC64,006$4.54M0.33%013F-HRTimeline
CPC Advisors, LLC63,761$4.52M0.73%+2113F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC63,504$4.5M2.63%-8,74813F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC62,374$4.42M2.64%+14,88113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60,919$4.32M0.02%+3,92313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC60,032$4.26M0.01%+1,65013F-HRTimelineGroup
Integrated Wealth Concepts LLC59,744$4.24M0.03%+6,84513F-HRTimeline
CWA Asset Management Group, LLC58,792$4.17M0.14%-62113F-HRTimeline
Empirical Financial Services, LLC d.b.a…58,294$4.13M0.07%-1,94813F-HRTimeline
HTG Investment Advisors, Inc.57,907$4.11M1.17%013F-HRTimeline
Sand Hill Global Advisors, LLC57,141$4.05M0.14%-31513F-HRTimeline
Werba Rubin Papier Wealth Management57,135$4.05M0.56%-1,23013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC55,624$3.94M2.09%-95213F-HRTimeline
Clarity Capital Advisors, LLC55,576$3.94M1.84%+8013F-HRTimeline
Arax Advisory Partners54,647$3.92M0.11%-303,25413F-HRTimeline
Squire Investment Management Company, L…55,048$3.9M1.08%+69013F-HRTimeline
L.K. Benson & Company, P.C.54,738$3.88M1.28%+7813F-HRTimeline
Nemes Rush Group LLC54,361$3.85M0.37%+35,30313F-HRTimeline
Beaird Harris Wealth Management, LLC53,959$3.83M0.26%013F-HRTimeline
Clark Asset Management, LLC53,612$3.8M0.36%+513F-HRTimeline
Ballentine Partners, LLC53,119$3.77M0.05%-1,55113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC51,344$3.64M1.04%-2,39013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50,970$3.61M<0.01%+11913F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC50,255$3.56M2.25%+9,78213F-HRTimeline
Lodestone Wealth Management LLC50,004$3.55M1.41%+2,04213F-HR/ATimeline
FORTERIS WEALTH MANAGEMENT INC.49,935$3.54M3.39%-4913F-HRTimeline
Cresset Asset Management, LLC49,558$3.51M0.02%-40813F-HRTimeline
Sterling Wealth Management, Inc.48,891$3.47M0.95%+1713F-HRTimeline
Red Door Wealth Management, LLC48,690$3.45M0.36%+213F-HRTimeline
Financial Council, LLC48,387$3.43M1.32%013F-HRTimeline
CWM, LLCin group CWM, LLC47,973$3.4M0.01%+77313F-HRTimelineGroup
Berger Financial Group, Inc47,914$3.4M0.19%+2,41513F-HRTimeline
Canvas Wealth Advisors, LLC47,221$3.35M0.57%-25,63613F-HRTimeline
IHT Wealth Management, LLC47,137$3.34M0.08%+27,29113F-HRTimeline
Everest Financial Group LLC46,954$3.33M0.55%new13F-HRTimeline
V2 Financial group LLC46,168$3.27M1.52%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.45,487$3.23M0.33%+13313F-HRTimeline
Ponta Wealth Partners, LLC44,957$3.19M2.56%+9,78313F-HRTimeline
Navigate Wealth Management, LLC40,540$3.11M2.19%13F-HRTimeline
Caerus Investment Advisors, LLC42,869$3.04M1.28%-1,15113F-HRTimeline
Foundations Investment Advisors, LLC42,802$3.04M0.04%-13313F-HRTimeline
Abacus Wealth Partners, LLC42,722$3.03M0.28%+14,98113F-HRTimeline
Acorn Wealth Advisors, LLC42,388$3.01M0.88%+1313F-HRTimeline
Twin Cities Retirement Group LLC42,296$3M2.74%+1,64513F-HRTimeline
21 West Wealth Management LLC41,850$2.97M2.76%+66413F-HRTimeline
Retirement Planning Group, LLC41,423$2.94M0.09%-1,77313F-HRTimeline
Shearwater Capital LLC40,887$2.9M1.52%+2113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC40,872$2.9M0.02%+813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC40,650$2.88M0.31%-13413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,149$2.85M<0.01%013F-HRTimelineGroup
CURIO WEALTH, LLC40,001$2.84M0.97%+3,39413F-HRTimeline
LRI Investments, LLC39,815$2.82M0.25%+9513F-HRTimeline
Brooklyn FI, LLC39,673$2.81M0.59%-71013F-HRTimeline
Orion Porfolio Solutions, LLC39,619$2.81M0.02%-6,10213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC39,169$2.78M2.19%-54813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,146$2.78M<0.01%+31,29613F-HRTimelineGroup
LAM GROUP, INC.39,042$2.77M1.52%013F-HRTimeline
Sanctuary Advisors, LLC38,849$2.75M0.01%+4,40213F-HRTimeline
Donalies Financial Planning, LLC38,463$2.73M2.32%-25713F-HRTimeline
Kane Co Wealth Management, Inc.36,977$2.62M2.21%-1,16513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/36,789$2.61M0.94%-33,70013F-HRTimelineGroup
Walleye Partners, LLC36,580$2.59M3.19%+1,17713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36,209$2.57M0.17%+36,06113F-HRTimelineGroup
RAM Investment Partners, LLC36,112$2.56M0.45%+14,28213F-HRTimeline
Applied Capital LLC35,929$2.55M0.95%+14,57713F-HRTimeline
Washington Trust Advisors, Inc.35,915$2.55M0.21%-23413F-HRTimeline
True Wealth Design, LLC35,744$2.53M0.7%-1,07313F-HRTimeline
Merited Wealth, LLC35,673$2.53M2.1%+4,25113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC35,567$2.52M0.01%+3513F-HRTimelineGroup
EP Wealth Advisors, LLC35,407$2.51M0.01%+3,31113F-HRTimeline
LJI Wealth Management, LLC35,203$2.5M0.4%-37,73613F-HRTimeline
Accurate Wealth Management, LLC33,536$2.48M0.3%+2,11913F-HRTimeline
ETF Portfolio Partners, Inc.34,999$2.48M0.65%013F-HRTimeline
TIAAgroup of 2 filers holding34,189$2.42M+5,010Timeline
Physician Wealth Advisors, Inc.34,152$2.42M0.34%+4713F-HRTimeline
AMARILLO NATIONAL BANK34,028$2.41M0.43%013F-HRTimeline
Life Planning Partners, Inc33,693$2.39M1.82%+96213F-HRTimeline
Heck Capital Advisors, LLC33,386$2.37M0.18%+13,48713F-HRTimeline
McIlrath & Eck, LLC33,239$2.36M0.17%+27,52013F-HRTimeline
&PARTNERS32,508$2.31M0.01%+10,23713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC31,955$2.27M0.21%+1,00013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI31,888$2.26M0.1%+5,44313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,765$2.25M<0.01%+3,02413F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …31,688$2.25M0.02%013F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC31,256$2.22M0.28%+413F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC31,246$2.22M1.78%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC31,232$2.21M0.4%-13,17313F-HRTimeline
Old Peak Finance LLC31,108$2.21M1.29%013F-HRTimeline
Align Financial, LLC31,015$2.2M1.25%-2,230,94713F-HRTimeline
SJS Investment Consulting Inc.30,775$2.18M0.27%013F-HRTimeline
Avestar Capital, LLC30,206$2.14M0.15%-87913F-HRTimeline
Yoder Wealth Management, Inc.30,150$2.14M0.97%+2113F-HRTimeline
Merit Financial Group, LLC30,147$2.14M0.02%+99713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO29,864$2.12M0.01%013F-HRTimelineGroup
BCO Wealth Management LLC29,835$2.12M1.27%013F-HRTimeline
E-Wealth Partners, LLC29,534$2.09M1.7%+1,52213F-HRTimeline
Aprio Wealth Management, LLC29,414$2.09M0.11%+12913F-HRTimeline
Syverson Strege & Co28,764$2.04M0.49%-72213F-HRTimeline
Dodds Wealth, LLC28,379$2.01M0.49%+4113F-HRTimeline
SIGNATUREFD, LLC28,111$1.99M0.03%013F-HRTimeline
Cambridge Financial Group, LLC28,106$1.99M0.67%-6,46713F-HRTimeline
Winthrop Advisory Group LLC28,069$1.99M0.16%+2213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,871$1.98M<0.01%+62113F-HRTimelineGroup
Sensible Money, LLC27,808$1.97M0.6%+96713F-HRTimeline
Ashton Thomas Private Wealth, LLC27,688$1.96M0.05%+6013F-HRTimeline
Integrated Advisors Network LLC27,033$1.92M0.1%+52513F-HRTimeline
Diversified Portfolios, Inc.27,010$1.92M0.16%+16,54513F-HRTimeline
Allegiance Financial Group Advisory Ser…26,789$1.9M0.38%+10113F-HRTimeline
Biltmore Family Office, LLC26,415$1.87M0.26%-40013F-HRTimeline
Glass Jacobson Investment Advisors llc26,394$1.87M0.65%-72913F-HRTimeline
Lakeshore Financial Planning, Inc.26,317$1.87M0.68%+81513F-HRTimeline
Belleair Asset Management, LLC25,813$1.83M1.67%+22613F-HRTimeline
Nicholas Hoffman & Company, LLC.25,432$1.8M0.04%-2813F-HRTimeline
FAS Wealth Partners, Inc.25,227$1.79M0.11%+4813F-HRTimeline
WNY Asset Management, LLC24,587$1.74M0.18%13F-HRTimeline
49 WEALTH MANAGEMENT, LLC24,491$1.74M0.13%+5813F-HRTimeline
Citrine Capital LLC24,476$1.74M0.75%013F-HRTimeline
Verdence Capital Advisors LLC24,387$1.73M0.1%013F-HRTimeline
Parallel Advisors, LLC24,121$1.71M0.03%013F-HR/ATimeline
Falcon Wealth Planning24,118$1.71M0.12%+113F-HRTimeline
Midwest Trust Co23,874$1.69M0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,847$1.69M0.04%-10013F-HR/ATimeline
Bell Bank23,825$1.69M0.07%-8913F-HRTimeline
JT Stratford LLC23,814$1.69M0.21%+2,36413F-HRTimeline
Silver Oak Advisory Group, Inc.23,735$1.68M0.73%-13213F-HRTimeline
K2 Financial Inc.21,668$1.68M1.22%+12113F-HRTimeline
AE Wealth Management LLC23,569$1.67M0.01%+1,34213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …23,567$1.67M0.09%+4,83913F-HRTimelineGroup
Truepoint, Inc.23,408$1.66M0.04%-40413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,195$1.64M<0.01%+12,17313F-HRTimelineGroup
Red Tortoise LLC23,182$1.64M0.69%+1713F-HRTimeline
Empowered Funds, LLC23,069$1.64M0.01%-28,73913F-HR/ATimeline
Samalin Investment Counsel, LLC23,018$1.63M0.58%+2,15313F-HRTimeline
D.A. DAVIDSON & CO.22,559$1.6M0.01%-1,01013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…22,245$1.58M0.25%013F-HRTimeline
Beacon Financial Strategies CORP22,239$1.58M0.9%013F-HRTimeline
Five Oceans Advisors22,188$1.57M0.57%013F-HRTimeline
Wick Capital Partners, LLC21,979$1.56M0.28%013F-HRTimeline
Long Island Wealth Management, Inc.21,929$1.55M0.72%013F-HRTimeline
SwitchPoint Financial Planning, LLC21,451$1.52M1.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC21,413$1.52M0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,121$1.5M<0.01%+3,43613F-HRTimelineGroup
Jacobi Capital Management LLC20,980$1.49M0.08%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC20,831$1.48M0.34%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,431$1.45M0.01%-10013F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…20,401$1.45M1.1%-1,62713F-HRTimeline
Parkside Financial Bank & Trust19,463$1.38M0.11%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,340$1.37M0.03%013F-HRTimeline
BWM Planning, LLC19,330$1.37M0.36%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP18,837$1.34M0.02%+5013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,549$1.32M0.13%+19413F-HRTimeline
Parkside Investments, LLC18,470$1.31M0.16%013F-HRTimeline
Vistica Wealth Advisors, LLC18,392$1.3M1.3%013F-HRTimeline
First Financial Group Corp18,170$1.29M1.05%013F-HRTimeline
Professional Financial Advisors, LLC17,881$1.27M0.26%+14713F-HRTimeline
CRA Financial Services, LLC17,805$1.26M0.16%013F-HRTimeline