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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
Montis Financial, LLC12,393$790K0.24%new13F-HRTimeline
Diversified Portfolios, Inc.12,337$786K0.09%-1613F-HRTimeline
WEALTHSPAN PARTNERS, LLC12,228$780K0.37%013F-HRTimeline
Empower Advisory Group, LLC12,210$778K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,208$778K<0.01%+4313F-HRTimelineGroup
Center for Financial Planning, Inc.12,183$777K0.1%013F-HRTimeline
TOWNSQUARE CAPITAL LLC12,180$776K0.01%+3,40613F-HRTimeline
Valued Wealth Advisors LLC12,116$772K0.48%+513F-HRTimeline
Sanctuary Advisors, LLC11,687$772K<0.01%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC11,727$748K0.69%13F-HRTimeline
Klingman & Associates, LLC11,724$747K0.05%013F-HRTimeline
Trademark Financial Management, LLC11,600$740K0.59%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC11,595$739K0.05%013F-HRTimeline
Seaside Wealth Management, Inc.11,587$739K0.27%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.11,469$731K0.01%+15713F-HRTimeline
EVOKE WEALTH, LLC11,371$725K0.02%013F-HRTimeline
Csenge Advisory Group11,306$721K0.04%-64613F-HRTimeline
NorthRock Partners, LLC10,993$701K0.02%+3913F-HR/ATimeline
Faithward Advisors, LLC10,930$697K0.12%+29613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,854$692K0.1%+1,09413F-HRTimeline
TPG Financial Advisors, LLC10,621$677K0.29%013F-HRTimeline
Belpointe Asset Management LLC11,074$677K0.04%013F-HRTimeline
Fortis Capital Advisors, LLC11,074$677K0.23%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,605$676K0.05%+2,25813F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC10,571$674K0.01%013F-HRTimeline
Towneley Capital Management, Inc / DE10,543$672K0.16%-2,09613F-HRTimeline
waypoint wealth counsel10,394$663K0.43%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,366$661K0.02%013F-HRTimeline
Private Advisory Group LLC10,361$661K0.07%+5,60213F-HR/ATimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…10,328$658K0.11%+313F-HRTimeline
SFMG, LLC10,291$656K0.05%-10213F-HRTimeline
TruNorth Capital Management, LLC10,228$652K0.18%013F-HRTimeline
Curi Capital, LLC10,227$652K0.02%+3713F-HRTimeline
HANOVER ADVISORS INC10,191$650K0.27%+8313F-HRTimeline
CONDOR CAPITAL MANAGEMENT10,093$643K0.06%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,154$642K0.04%-3,22213F-HRTimelineGroup
BANNERMAN WEALTH MANAGEMENT GROUP, LLC10,045$640K0.53%13F-HRTimeline
Intelligent Financial Strategies9,958$635K0.35%-22213F-HRTimeline
Geometric Wealth Advisors9,885$630K0.11%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,881$630K0.04%+3013F-HRTimeline
Greenspring Advisors, LLC9,869$629K0.14%013F-HRTimeline
Sincerus Advisory, LLC9,732$620K0.67%13F-HRTimeline
Cross Staff Investments Inc9,576$610K0.43%013F-HRTimeline
MAI Capital Management9,557$609K<0.01%-74513F-HRTimeline
Visionary Wealth Advisors9,551$609K0.04%013F-HRTimeline
SCRATCH CAPITAL LLC9,466$603K0.74%13F-HRTimeline
Sound View Wealth Advisors Group, LLC9,462$603K0.05%013F-HRTimeline
BROGAN FINANCIAL, INC.9,458$603K0.3%+3313F-HRTimeline
Stonebrook Private Inc.9,304$593K0.16%-2,48913F-HRTimeline
Composition Wealth, LLC9,264$591K0.01%-713F-HRTimeline
Ironwood Financial, llc9,212$587K0.12%013F-HRTimeline
Sterling Financial Planning, Inc.9,036$576K0.21%-13713F-HRTimeline
TFB Advisors LLC9,022$575K0.16%+18713F-HRTimeline
Litman Gregory Wealth Management LLC8,980$572K0.05%013F-HRTimeline
Warburton Capital Management, LLC8,973$572K0.43%13F-HRTimeline
Boyce & Associates Wealth Consulting, I…8,656$552K0.56%+2613F-HRTimeline
Aspect Partners, LLC8,635$550K0.32%013F-HRTimeline
QUARRY HILL ADVISORS, LLC8,629$550K0.37%-4713F-HRTimeline
Madrona Financial Services, LLC8,547$545K0.15%013F-HRTimeline
Francis Financial, Inc.8,400$536K0.14%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC8,364$533K0.35%13F-HRTimeline
Pure Financial Advisors, LLC8,318$530K0.01%-20913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC8,289$528K0.04%013F-HRTimeline
AdvisorNet Financial, Inc8,286$528K0.04%-2013F-HRTimeline
Cape Investment Advisory, Inc.8,276$528K0.21%+14713F-HRTimeline
Rockwood Wealth Management, LLC8,056$515K0.06%013F-HRTimeline
First Western Trust Bank7,994$510K0.02%013F-HRTimeline
Allied Investment Advisors, LLC7,752$494K0.1%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC7,736$493K0.12%013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.7,707$491K0.48%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,682$490K0.03%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT7,555$482K0.02%013F-HRTimeline
M1 Capital Management LLC7,545$481K0.26%13F-HRTimeline
PCG Wealth Advisors, LLC7,504$478K0.18%013F-HRTimeline
Cladis Investment Advisory, LLC7,440$474K0.34%-1,43513F-HRTimeline
PEAVINE CAPITAL, LLC7,433$474K0.12%013F-HRTimeline
Westwood Wealth Management7,420$473K0.17%013F-HRTimeline
Shared Vision Wealth Group LLC7,290$465K0.24%013F-HRTimeline
Global Retirement Partners, LLC7,252$462K0.01%-18713F-HRTimeline
Frank, Rimerman Advisors LLC7,190$458K0.03%013F-HRTimeline
Traction Financial Partners, LLC7,100$453K0.35%-59913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,049$449K0.01%-6,83413F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC7,049$449K0.01%013F-HRTimeline
Perigon Wealth Management, LLC6,950$449K0.01%+1,19113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,982$445K<0.01%-94313F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC6,951$443K0.17%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,933$442K0.01%+1,63413F-HRTimeline
Eagle Bay Advisors LLC6,913$441K0.28%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,907$440K0.05%013F-HRTimeline
NorthCoast Asset Management LLC6,885$439K<0.01%013F-HR/ATimeline
Stewardship Advisors, LLC6,877$438K0.12%+87013F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,705$427K0.01%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,684$426K0.07%013F-HRTimeline
Efficient Advisors, LLC6,578$419K0.03%-28513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT6,519$416K0.19%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,512$415K0.02%+2313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,484$413K0.02%+96413F-HRTimeline
BIP Wealth, LLC6,382$407K0.03%+2,13313F-HRTimeline
Grey Ledge Advisors, LLC6,353$405K0.1%013F-HRTimeline
Signature Resources Capital Management,…6,256$399K0.36%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…6,251$399K0.41%13F-HRTimeline
REBALANCE, LLC6,249$398K0.03%+2213F-HRTimeline
GILL CAPITAL PARTNERS, LLC6,237$398K0.14%+1113F-HRTimeline
PRIVATE TRUST CO NA6,217$396K0.04%-18313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV6,141$392K0.11%+76913F-HRTimeline
CENTRAL TRUST Co6,099$389K0.01%013F-HRTimeline
Redwood Park Advisors LLC6,095$389K0.33%13F-HRTimeline
Fort Point Capital Partners LLC6,086$388K0.04%new13F-HRTimeline
NORDEN GROUP LLC6,038$385K0.04%+25513F-HRTimeline
Washington Trust Bank6,013$383K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clark Capital Management Group, Inc.5,966$380K<0.01%-18713F-HRTimeline
Consolidated Portfolio Review Corp5,829$372K0.06%new13F-HRTimeline
Sharkey, Howes & Javer5,794$369K0.05%+2013F-HRTimeline
Strathmore Capital Advisors, Inc.5,778$368K0.27%13F-HRTimeline
Foundations Investment Advisors, LLC5,767$368K0.01%+1,12513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,734$366K<0.01%-1,59213F-HRTimelineGroup
Alliance Wealth Management Group5,721$365K0.1%013F-HRTimeline
Towercrest Capital Management5,721$365K0.06%013F-HRTimeline
Samalin Investment Counsel, LLC5,682$362K0.16%new13F-HRTimeline
Cassaday & Co Wealth Management LLC5,673$362K0.01%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,642$360K0.01%013F-HRTimeline
Apriem Advisors5,610$358K0.04%013F-HRTimeline
Versant Capital Management, Inc5,606$357K0.08%+1513F-HRTimeline
Wealth Advisors Northwest LLC5,477$349K0.24%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,474$349K0.01%13F-HRTimeline
Compound Planning, Inc.5,408$345K0.02%+16813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,455$344K0.03%new13F-HRTimelineGroup
Verus Financial Partners, Inc.5,410$342K0.04%+813F-HRTimeline
Private Portfolio Partners LLC5,334$340K0.06%-23113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,280$339K<0.01%-2,33613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,296$338K0.01%013F-HRTimeline
Gradient Capital Advisors, LLC5,244$334K0.11%-10213F-HRTimeline
MATHER GROUP, LLC.5,228$333K<0.01%-3,40413F-HRTimeline
Strategic Wealth Partners, Ltd.5,001$332K0.03%-50113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,204$332K0.02%-70013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC5,188$329K0.08%13F-HRTimeline
Compton Wealth Advisory Group, LLC5,165$329K0.08%013F-HRTimeline
BURNEY CO/5,117$326K0.01%013F-HRTimeline
NTV Asset Management LLC5,115$326K0.04%013F-HRTimeline
Beta Wealth Group, Inc.5,114$326K0.14%+613F-HRTimeline
Washington Trust Advisors, Inc.5,087$324K0.03%013F-HRTimeline
True North Advisors, LLC5,074$323K0.08%new13F-HRTimeline
Caldwell Trust Co5,070$323K0.03%new13F-HRTimeline
Busey Bank5,015$320K0.01%013F-HRTimeline
First National Trust Co5,000$319K0.01%013F-HRTimeline
FRG Family Wealth Advisors LLC4,993$318K0.06%013F-HRTimeline
Focused Wealth Management, Inc4,985$318K0.04%+1813F-HRTimeline
R. W. Roge & Company, Inc.4,982$317K0.17%-2,32013F-HRTimeline
UMB Bank, n.a.4,939$315K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Porter White Investment Advisors, Inc.4,861$310K0.16%013F-HRTimeline
TABLEAUX LLC4,845$309K0.26%13F-HRTimeline
World Investment Advisors4,844$309K0.01%+1813F-HRTimeline
One Capital Management, LLC4,834$308K0.01%013F-HRTimeline
Tanager Wealth Management LLP4,835$308K0.04%new13F-HRTimeline
Arcadia Wealth Management, Inc.4,826$308K0.26%13F-HRTimeline
Whalen Wealth Management Inc.4,767$304K0.21%+1713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,763$304K0.06%013F-HRTimeline
DSG Capital Advisors, LLC4,727$301K0.05%13F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC4,707$300K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC4,690$299K0.07%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,643$296K0.03%013F-HRTimeline
Glassman Wealth Services4,627$295K0.05%+1,49113F-HRTimeline
Lionshead Wealth Management, LLC4,579$292K0.21%13F-HRTimeline
Westmount Partners, LLC4,561$291K0.09%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,547$290K<0.01%+18713F-HRTimelineGroup
Tyche Wealth Partners LLC4,538$289K0.06%013F-HRTimeline
Financial Insights, Inc.4,536$289K0.11%013F-HRTimeline
Aerodigm Wealth, LLC4,508$287K0.17%013F-HRTimeline
Meridian Wealth Partners, LLC4,496$287K0.04%013F-HRTimeline
Martin Worley Group4,472$285K0.18%13F-HRTimeline
Wilmington Savings Fund Society, FSB4,439$283K0.01%013F-HRTimeline
SOL Capital Management CO4,400$280K0.03%013F-HRTimeline
Northern Financial Advisors Inc4,339$277K0.22%+613F-HRTimeline
Hidden Cove Wealth Management, LLC4,338$277K0.22%13F-HRTimeline
VANCE WEALTH, LLC4,320$275K0.11%-75313F-HRTimeline
PDS Planning, Inc4,313$275K0.02%+1513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,294$274K0.01%013F-HRTimelineGroup
Ellevest, Inc.4,291$274K0.02%+1513F-HRTimeline
SkyOak Wealth, LLC4,213$269K0.06%new13F-HRTimeline
GRANDFIELD & DODD, LLC4,199$268K0.02%013F-HRTimeline
MOTCO4,184$267K0.03%013F-HRTimeline
Seed Wealth Management, Inc.4,150$265K0.21%new13F-HRTimeline
CAPSTONE CAPITAL LLC4,133$263K0.22%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,121$263K0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.4,110$262K0.09%013F-HRTimeline
Carlson Capital Management4,099$261K0.01%-33513F-HRTimeline
ASPIRIANT, LLC4,078$260K0.01%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD4,056$259K0.24%13F-HRTimeline
Simplicity Wealth,LLC4,056$259K0.05%-26,22013F-HRTimeline
Elios Financial Group Inc.3,995$255K0.12%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,937$251K0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,915$250K0.01%-56513F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC3,861$246K0.1%+1413F-HRTimeline
Transce3nd, LLC3,768$245K0.08%13F-HRTimeline
Edge Capital Group, LLC3,834$244K0.01%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV3,828$244K0.06%-56413F-HRTimeline
HWG Holdings LP3,819$243K0.08%013F-HRTimeline
Capital Square, LLC3,641$242K0.14%+9413F-HRTimeline
MJP ASSOCIATES INC /ADV3,775$241K0.04%+1313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,775$241K0.03%+1313F-HRTimelineGroup