Skip to content
Disclosery

DFUS DIMENSIONAL ETF TRUST

Follow

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
First Financial Group Corp18,165$1.49M1.08%-513F-HRTimeline
HRT FINANCIAL LP18,167$1.49M<0.01%+14,75413F-HRTimeline
J.W. COLE ADVISORS, INC.18,092$1.48M0.03%+2,11813F-HRTimeline
CRA Financial Services, LLC17,805$1.46M0.17%013F-HRTimeline
Professional Financial Advisors, LLC17,776$1.46M0.25%-10513F-HRTimeline
Valeo Financial Advisors, LLC17,682$1.45M0.03%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,332$1.42M0.02%-15413F-HRTimeline
WESBANCO BANK INC17,312$1.42M0.04%013F-HRTimeline
D.A. DAVIDSON & CO.17,222$1.41M0.01%-5,33713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,031$1.4M<0.01%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,015$1.39M<0.01%013F-HRTimelineGroup
Aviance Capital Partners, LLC16,986$1.39M0.14%013F-HRTimeline
Prism Planning Partners LLC16,806$1.38M1.46%+2,80913F-HRTimeline
Texas Yale Capital Corp.16,575$1.36M0.03%013F-HRTimeline
Archford Capital Strategies, LLC16,574$1.36M0.14%+4113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp16,494$1.35M<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.16,394$1.34M1.01%-50713F-HRTimeline
Kovack Advisors, Inc.16,370$1.34M0.06%-15513F-HRTimeline
Valued Wealth Advisors LLC16,327$1.34M0.49%-713F-HRTimeline
Triad Wealth Partners, LLC16,073$1.33M0.08%-70913F-HRTimeline
NorthCrest Asset Manangement, LLC15,999$1.32M0.03%013F-HRTimeline
Avantax Planning Partners, Inc.15,830$1.3M0.03%013F-HRTimeline
W1M Asset Management Ltd15,741$1.29M0.01%013F-HRTimeline
Simplicity Wealth,LLC15,633$1.28M0.04%-4413F-HRTimeline
Gunpowder Capital Management, LLC dba O…15,515$1.27M0.89%-4,88613F-HRTimeline
Eldridge Investment Advisors, Inc.15,478$1.27M0.25%+713F-HRTimeline
Onyx Financial Advisors, LLC15,416$1.26M0.46%-32713F-HRTimeline
Financial Plan, Inc.15,393$1.26M0.12%013F-HRTimeline
Clarity Wealth Development LLC15,082$1.24M0.69%-40713F-HRTimeline
25 LLC14,980$1.23M0.34%+1713F-HRTimeline
Orion Porfolio Solutions, LLC14,976$1.23M0.01%-24,64313F-HRTimeline
Perigon Wealth Management, LLC14,947$1.22M0.02%+2,12813F-HRTimeline
Empowered Funds, LLC14,692$1.2M0.01%-8,37713F-HRTimeline
Montz Harcus Wealth Management LLC14,451$1.18M0.42%+3613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,440$1.18M0.02%+1,57413F-HR/ATimeline
BUILDER INVESTMENT GROUP INC /ADV14,403$1.18M0.23%+1,43213F-HRTimeline
Francis Financial, Inc.14,400$1.18M0.19%013F-HRTimeline
Mustard Seed Financial, LLC14,393$1.18M0.61%-5413F-HRTimeline
Investment Research Partners LLC14,328$1.17M0.4%013F-HRTimeline
Avail Investment Partners, LLC14,328$1.17M0.9%013F-HRTimeline
Vigil Wealth Management, LLC14,239$1.17M0.83%-61613F-HRTimeline
WestHill Financial Advisors, Inc.14,223$1.17M0.2%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,192$1.16M<0.01%+3,78213F-HRTimelineGroup
Beacon Financial Advisory LLC14,147$1.16M0.23%-5813F-HRTimeline
Summit Asset Management, LLC14,077$1.15M0.15%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC14,006$1.15M0.67%+59713F-HRTimeline
Financial Harvest, LLC13,993$1.15M0.47%013F-HRTimeline
Center for Financial Planning, Inc.13,901$1.14M0.11%+1,71813F-HRTimeline
PDS Planning, Inc13,822$1.13M0.07%+9,45713F-HRTimeline
WorthPointe, LLC13,764$1.13M0.28%-48413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,667$1.12M0.02%-20113F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13,607$1.11M0.01%-1413F-HRTimelineGroup
Measured Wealth Private Client Group, L…13,456$1.1M0.27%013F-HRTimeline
Forum Private Client Group LLC13,418$1.1M0.33%-913F-HRTimeline
Autumn Glory Partners, LLC13,265$1.09M0.31%+6,15713F-HRTimeline
Western Reserve Capital Management, LLC13,262$1.09M0.81%+5,23213F-HRTimeline
Prestige Wealth Management Group LLC13,224$1.08M0.2%-63013F-HRTimeline
SP Asset Management LLC13,184$1.08M0.09%+3213F-HRTimeline
Calydon Capital13,162$1.08M0.16%+3213F-HRTimeline
Milestone Asset Management Group, LLC13,154$1.08M0.54%+1813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC13,152$1.08M0.07%013F-HRTimeline
Williams & Novak, LLC13,026$1.07M0.71%+2,33413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,927$1.06M<0.01%-2313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,881$1.06M<0.01%+5,84113F-HRTimelineGroup
WPWealth LLP12,835$1.05M0.16%+2313F-HRTimeline
Innovative Asset Advisors Group, LLC12,823$1.05M0.46%-27513F-HRTimeline
Private Advisory Group LLC12,651$1.04M0.06%013F-HRTimeline
IFG Advisors, LLC12,634$1.04M0.14%013F-HRTimeline
Pure Financial Advisors, LLC12,517$1.03M0.01%-1913F-HRTimeline
Everhart Financial Group, Inc.12,424$1.02M0.07%+40513F-HRTimeline
HANOVER ADVISORS INC12,423$1.02M0.37%+2613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,385$1.01M<0.01%+3013F-HRTimelineGroup
NorthRock Partners, LLC12,343$1.01M0.01%+2813F-HRTimeline
AdvisorNet Financial, Inc12,293$1.01M0.05%+12913F-HRTimeline
PRIVATE MANAGEMENT GROUP INC12,193$999K0.03%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,192$999K0.07%+1713F-HRTimeline
Shira Ridge Wealth Management12,158$996K0.35%013F-HRTimeline
Facet Wealth, Inc.12,148$995K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC12,139$995K0.04%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC12,104$992K0.31%013F-HRTimeline
Madison Wealth Partners, Inc12,057$988K0.13%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.12,053$988K0.11%013F-HR/ATimeline
Cogent Private Wealth, Inc.11,925$977K0.61%-97313F-HRTimeline
Family Investment Center, Inc.11,904$975K0.16%-10513F-HRTimeline
Gambit Capital Management, LLC11,860$972K0.57%-21613F-HRTimeline
Safeguard Investment Advisory Group, LLC11,797$967K0.22%-14813F-HRTimeline
McCartney Wealth Management LLC11,790$966K0.73%013F-HRTimeline
Klingman & Associates, LLC11,724$961K0.04%013F-HRTimeline
Western Wealth Management, LLC11,694$958K0.03%-3,31613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,684$957K<0.01%-54013F-HRTimelineGroup
Curi Capital, LLC11,594$950K0.01%+2613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,564$948K<0.01%013F-HRTimelineGroup
Trademark Financial Management, LLC11,500$942K0.39%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,485$941K0.03%+10913F-HRTimeline
marrick wealth, LLC11,333$929K0.66%-613F-HRTimeline
RIA Advisory Group LLC11,200$918K0.2%new13F-HRTimeline
Belpointe Asset Management LLC11,074$907K0.03%013F-HRTimeline
Fortis Capital Advisors, LLC11,074$907K0.1%013F-HRTimeline
Seaside Wealth Management, Inc.10,987$900K0.22%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.10,974$899K<0.01%+1,77413F-HRTimelineGroup
TD Waterhouse Canada Inc.10,974$895K<0.01%-2,65413F-HRTimeline
Signal Advisors Wealth, LLC10,837$888K0.05%+2,81713F-HRTimeline
Geneos Wealth Management Inc.10,642$872K0.02%-1,08813F-HRTimeline
Vistica Wealth Advisors, LLC10,573$866K0.75%-7,81913F-HRTimeline
Lee Financial Co10,468$858K0.11%new13F-HRTimeline
waypoint wealth counsel10,394$852K0.53%013F-HRTimeline
Sterling Financial Planning, Inc.10,355$848K0.23%-6613F-HRTimeline
Nalls Sherbakoff Group, LLC10,264$841K0.6%+2113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,263$839K0.02%013F-HRTimeline
TruNorth Capital Management, LLC10,228$838K0.13%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT10,093$827K0.06%013F-HRTimeline
SFMG, LLC10,091$827K0.05%+313F-HRTimeline
VANCE WEALTH, LLC10,084$826K0.19%+1,26413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,027$822K0.01%013F-HRTimeline
Towneley Capital Management, Inc / DE9,993$819K0.16%+2413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,977$818K0.04%+65513F-HRTimelineGroup
World Investment Advisors11,366$815K0.01%013F-HRTimeline
Csenge Advisory Group9,896$811K0.03%-47613F-HRTimeline
Geometric Wealth Advisors9,885$810K0.09%013F-HRTimeline
BDFS Capital LLC9,648$791K0.34%+1,60513F-HRTimeline
Compass Ion Advisors, LLC9,620$788K0.07%+1013F-HRTimeline
Visionary Wealth Advisors9,616$788K0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,608$787K0.01%013F-HRTimelineGroup
BROGAN FINANCIAL, INC.9,596$786K0.32%+2413F-HRTimeline
Cross Staff Investments Inc9,576$785K0.44%013F-HRTimeline
Sound View Wealth Advisors Group, LLC9,565$784K0.05%+2113F-HRTimeline
Cambria Investment Management, L.P.9,387$769K0.04%new13F-HRTimeline
R. W. Roge & Company, Inc.9,373$768K0.33%-18213F-HRTimeline
Traction Financial Partners, LLC9,314$763K0.41%+2,00513F-HRTimeline
Aegis Wealth Management LLC9,286$761K0.36%+5,02113F-HRTimeline
Intelligent Financial Strategies9,115$747K0.36%013F-HRTimeline
Cape Investment Advisory, Inc.9,081$744K0.2%+19713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,055$742K<0.01%+1,11313F-HRTimelineGroup
Sincerus Advisory, LLC8,924$731K0.5%-34013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC8,911$730K0.44%-2,34413F-HRTimeline
Ironwood Financial, llc8,898$729K0.11%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,887$728K<0.01%+2,93013F-HRTimelineGroup
Composition Wealth, LLC8,832$724K0.01%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…8,786$720K0.5%+1813F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,736$716K0.03%-1,79813F-HRTimeline
Rockwood Wealth Management, LLC8,659$709K0.04%+60313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,619$706K<0.01%new13F-HRTimelineGroup
First Bancorp, Inc /ME/8,600$705K0.28%013F-HRTimeline
Cypress Wealth Services, LLC8,600$705K0.09%new13F-HRTimeline
Janney Montgomery Scott LLC8,579$703K<0.01%-1,62813F-HRTimeline
Montis Financial, LLC8,556$701K0.14%013F-HRTimeline
Triumph Capital Management8,554$701K0.13%+25313F-HRTimeline
Madrona Financial Services, LLC8,547$700K0.13%013F-HRTimeline
QUARRY HILL ADVISORS, LLC8,511$697K0.27%013F-HRTimeline
KELLY FINANCIAL GROUP LLC8,466$694K0.15%-1313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,397$688K<0.01%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,351$684K<0.01%+47313F-HRTimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC8,321$681K0.15%-413F-HRTimeline
Steward Partners Investment Advisory, L…8,285$679K<0.01%+1,12413F-HRTimeline
IFP Advisors, Inc8,264$677K0.01%+3,94013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,184$671K0.01%+1,74813F-HRTimelineGroup
Soltis Investment Advisors LLC8,177$670K0.04%+2013F-HRTimeline
Stewardship Advisors, LLC8,173$670K0.14%+21413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,100$664K<0.01%+2,10013F-HRTimelineGroup
3 FACTOR INDEXING, LLC8,098$664K0.56%+6,22413F-HRTimeline
Compound Planning, Inc.8,093$663K0.02%+613F-HRTimeline
DAVENPORT & Co LLC8,092$663K<0.01%+36513F-HRTimeline
Centric Wealth Management8,402$657K0.1%013F-HRTimeline
Tailwinds Wealth, LLC8,019$657K0.39%new13F-HRTimeline
Avondale Wealth Management8,001$656K0.27%-1,93513F-HRTimeline
BOKF, NAin group BOKF, NA7,806$640K0.01%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC7,793$639K0.02%+3,23013F-HRTimeline
Waldron Private Wealth LLC7,791$638K0.02%013F-HRTimeline
Allied Investment Advisors, LLC7,752$635K0.08%013F-HRTimeline
Stirlingshire Investments, Inc.7,691$630K0.47%+40213F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,682$629K0.03%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,674$629K0.06%+69713F-HRTimeline
Arkadios Wealth Advisors7,627$625K0.01%+2,40613F-HRTimeline
HighPoint Advisor Group LLC7,507$615K0.02%-28713F-HRTimeline
PEAVINE CAPITAL, LLC7,433$609K0.13%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC7,430$609K0.04%-47813F-HRTimeline
Westwood Wealth Management7,420$608K0.18%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC7,400$606K0.02%013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.7,388$605K0.01%+58613F-HRTimeline
Cloud Capital Management, LLC7,394$593K0.22%+213F-HRTimeline
Legacy Capital Wealth Partners, LLC7,236$593K0.11%-1213F-HRTimeline
Frank, Rimerman Advisors LLC7,190$589K0.03%013F-HRTimeline
Cladis Investment Advisory, LLC7,167$587K0.27%-37913F-HRTimeline
PCG Wealth Advisors, LLC7,154$586K0.13%013F-HRTimeline
TPG Financial Advisors, LLC7,099$582K0.17%-84713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,049$578K0.02%013F-HRTimeline
Net Worth Advisory Group7,048$578K0.15%+1713F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC7,013$575K0.29%013F-HRTimeline
Integrity Wealth Solutions LLC6,966$571K0.21%+24713F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,946$569K0.02%new13F-HRTimeline
Advisory Alpha, LLC6,928$568K0.01%+613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,872$563K0.01%-6113F-HRTimeline
New Dimensions Wealth Management, LLC6,860$562K0.42%013F-HRTimeline
Cooke Wealth Management, LLC6,829$560K0.46%+1,98913F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,812$558K0.01%+24013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,801$557K0.01%+5413F-HRTimelineGroup
Prudent Man Investment Management, Inc.7,466$554K0.19%013F-HRTimeline
Aspect Partners, LLC6,730$551K0.21%-1,46513F-HRTimeline
Birchcreek Wealth Management, LLC6,726$551K0.21%+86213F-HRTimeline
Sharkey, Howes & Javer6,706$549K0.07%+84213F-HRTimeline