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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
PHILLIPS FINANCIAL MANAGEMENT, LLC13,535$819K0.06%-40313F-HRTimeline
Leo Wealth, LLC13,308$805K0.12%-86913F-HRTimeline
IFG Advisors, LLC13,277$803K0.15%+30013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC13,152$795K0.08%013F-HRTimeline
SP Asset Management LLC13,025$788K0.07%+2913F-HRTimeline
Calydon Capital13,003$786K0.15%+2913F-HRTimeline
Milestone Asset Management Group, LLC12,848$777K0.7%-2313F-HRTimeline
Arax Advisory Partners12,845$777K0.05%+10,09413F-HRTimeline
Compass Ion Advisors, LLC12,703$768K0.09%new13F-HRTimeline
Forum Private Client Group LLC12,644$765K0.33%-45013F-HRTimeline
TOWNSQUARE CAPITAL LLC12,612$763K0.01%+43213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,594$762K<0.01%-1,70613F-HRTimelineGroup
AdvisorNet Financial, Inc12,485$755K0.06%+4,19913F-HRTimeline
Shira Ridge Wealth Management12,407$750K0.37%-1,59913F-HRTimeline
Montis Financial, LLC12,394$750K0.22%+113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,238$740K<0.01%+5,25613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources12,236$740K<0.01%+2813F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC12,228$740K0.34%013F-HRTimeline
Empower Advisory Group, LLC12,210$738K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.12,183$737K0.09%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,989$725K0.05%+1,38413F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.11,870$718K0.01%+40113F-HRTimeline
Klingman & Associates, LLC11,724$709K0.04%013F-HRTimeline
Trademark Financial Management, LLC11,600$702K0.54%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC11,595$701K0.05%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,539$694K0.11%+68513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC11,471$694K0.61%-25613F-HRTimeline
EVOKE WEALTH, LLC11,371$688K0.02%013F-HRTimeline
Diversified Portfolios, Inc.11,183$676K0.07%-1,15413F-HRTimeline
Belpointe Asset Management LLC11,074$670K0.03%013F-HRTimeline
Fortis Capital Advisors, LLC11,074$670K0.14%013F-HRTimeline
R. W. Roge & Company, Inc.11,045$668K0.37%+6,06313F-HRTimeline
NorthRock Partners, LLC11,018$666K0.02%+2513F-HRTimeline
Seaside Wealth Management, Inc.10,987$664K0.24%-60013F-HRTimeline
Everhart Financial Group, Inc.10,830$655K0.09%new13F-HRTimeline
Csenge Advisory Group11,460$652K0.04%+15413F-HRTimeline
Aegis Wealth Management LLC10,716$648K0.38%new13F-HRTimeline
waypoint wealth counsel10,394$629K0.39%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,366$627K0.02%013F-HRTimeline
Private Advisory Group LLC10,361$627K0.07%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…10,329$625K0.11%+113F-HRTimeline
SFMG, LLC10,293$623K0.05%+213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,263$621K0.02%new13F-HRTimeline
Curi Capital, LLC10,249$620K0.02%+2213F-HRTimeline
TruNorth Capital Management, LLC10,228$619K0.15%013F-HRTimeline
Faithward Advisors, LLC10,203$617K0.11%-72713F-HRTimeline
HANOVER ADVISORS INC10,166$615K0.27%-2513F-HRTimeline
Nalls Sherbakoff Group, LLC10,157$614K0.5%13F-HRTimeline
Sterling Financial Planning, Inc.10,123$612K0.22%+1,08713F-HRTimeline
CONDOR CAPITAL MANAGEMENT10,093$610K0.06%013F-HRTimeline
MAI Capital Management10,092$610K<0.01%+53513F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC10,045$608K0.5%013F-HRTimeline
TPG Financial Advisors, LLC10,040$607K0.27%-58113F-HRTimeline
Geometric Wealth Advisors9,885$598K0.1%013F-HRTimeline
Consolidated Portfolio Review Corp9,875$597K0.1%+4,04613F-HRTimeline
Towneley Capital Management, Inc / DE9,872$597K0.14%-67113F-HRTimeline
Sincerus Advisory, LLC9,765$591K0.62%+3313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,727$588K0.03%-15413F-HRTimeline
Perigon Wealth Management, LLC9,579$579K0.01%+2,62913F-HRTimeline
Cross Staff Investments Inc9,576$579K0.44%013F-HRTimeline
Greenspring Advisors, LLC9,556$578K0.14%-31313F-HRTimeline
BROGAN FINANCIAL, INC.9,480$573K0.28%+2213F-HRTimeline
Sound View Wealth Advisors Group, LLC9,462$572K0.05%013F-HRTimeline
Intelligent Financial Strategies9,115$551K0.29%-84313F-HRTimeline
Visionary Wealth Advisors9,070$549K0.03%-48113F-HRTimeline
Litman Gregory Wealth Management LLC8,980$543K0.05%013F-HRTimeline
TFB Advisors LLC8,937$541K0.16%-8513F-HRTimeline
Traction Financial Partners, LLC8,888$538K0.42%+1,78813F-HRTimeline
Composition Wealth, LLC8,832$534K0.01%-43213F-HRTimeline
Safeguard Financial, LLC8,821$533K0.12%-14,48313F-HRTimeline
Ironwood Financial, llc8,762$530K0.11%-45013F-HRTimeline
Boyce & Associates Wealth Consulting, I…8,672$524K0.52%+1613F-HRTimeline
Aspect Partners, LLC8,635$522K0.3%013F-HRTimeline
QUARRY HILL ADVISORS, LLC8,593$520K0.34%-3613F-HRTimeline
Cape Investment Advisory, Inc.8,588$519K0.21%+31213F-HRTimeline
Madrona Financial Services, LLC8,547$517K0.14%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,510$515K0.15%+2,36913F-HRTimeline
Francis Financial, Inc.8,400$508K0.12%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC8,364$506K0.32%013F-HRTimeline
OLD MISSION CAPITAL LLC8,316$503K0.01%new13F-HRTimeline
Stonebrook Private Inc.8,290$501K0.13%-1,01413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC8,289$501K0.04%013F-HRTimeline
Stewardship Advisors, LLC8,252$499K0.13%+1,37513F-HRTimeline
Rockwood Wealth Management, LLC8,056$487K0.05%013F-HRTimeline
First Western Trust Bank7,994$483K0.02%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,899$478K0.02%+1,41513F-HRTimeline
Pure Financial Advisors, LLC7,819$473K0.01%-49913F-HRTimeline
Allied Investment Advisors, LLC7,752$469K0.09%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC7,736$468K0.09%013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC7,682$465K0.03%013F-HRTimeline
M1 Capital Management LLC7,545$456K0.29%013F-HRTimeline
PCG Wealth Advisors, LLC7,504$454K0.16%013F-HRTimeline
SOL Capital Management CO7,480$452K0.05%+3,08013F-HRTimeline
PEAVINE CAPITAL, LLC7,433$450K0.12%013F-HRTimeline
Westwood Wealth Management7,420$449K0.19%013F-HRTimeline
Shared Vision Wealth Group LLC7,290$441K0.24%013F-HRTimeline
Frank, Rimerman Advisors LLC7,190$435K0.03%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,078$428K0.01%+3,14113F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC7,049$426K0.01%013F-HRTimeline
Cladis Investment Advisory, LLC7,015$424K0.31%-42513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,933$419K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,907$418K0.05%013F-HRTimeline
New Dimensions Wealth Management, LLC6,907$418K0.42%13F-HRTimeline
NorthCoast Asset Management LLC6,885$416K<0.01%013F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management6,732$407K0.01%-31713F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC6,705$406K0.01%013F-HRTimeline
PRIVATE TRUST CO NA6,690$405K0.04%+47313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,684$404K0.07%013F-HRTimeline
Essential Planning, LLC.6,583$398K0.16%-529,13713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,526$395K0.02%+1413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT6,519$394K0.17%013F-HRTimeline
Atria Wealth Solutions, Inc.6,399$387K<0.01%-15,20113F-HRTimeline
BIP Wealth, LLC6,382$386K0.03%013F-HRTimeline
Grey Ledge Advisors, LLC6,353$384K0.1%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,328$383K0.02%-1,22713F-HRTimeline
HMV Wealth Advisors, LLC6,295$381K0.3%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC6,287$380K0.12%new13F-HRTimeline
REBALANCE, LLC6,263$379K0.03%+1413F-HRTimeline
Signature Resources Capital Management,…6,256$378K0.33%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…6,251$378K0.31%013F-HRTimeline
CENTRAL TRUST Co6,099$369K0.01%013F-HRTimeline
Fort Point Capital Partners LLC6,086$368K0.04%013F-HRTimeline
NORDEN GROUP LLC6,052$366K0.04%+1413F-HRTimeline
Washington Trust Bank6,013$364K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Compound Planning, Inc.5,893$356K0.02%+48513F-HRTimeline
Sharkey, Howes & Javer5,807$351K0.05%+1313F-HRTimeline
Signature Wealth Management Group5,764$349K0.14%+2,59113F-HRTimeline
Alliance Wealth Management Group5,721$346K0.09%013F-HRTimeline
Towercrest Capital Management5,721$346K0.07%013F-HRTimeline
TABLEAUX LLC5,690$344K0.25%+84513F-HRTimeline
Cassaday & Co Wealth Management LLC5,673$343K0.01%013F-HRTimeline
Versant Capital Management, Inc5,615$340K0.06%+913F-HRTimeline
Apriem Advisors5,610$339K0.04%013F-HRTimeline
Baker Ellis Asset Management LLC5,587$338K0.05%new13F-HRTimeline
Wealth Advisors Northwest LLC5,477$331K0.21%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC5,424$328K0.11%-81313F-HRTimeline
Brady Martz Wealth Solutions, LLC5,386$326K0.07%+19813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,296$320K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,294$320K0.01%-18013F-HRTimeline
Verus Financial Partners, Inc.5,414$314K0.04%+413F-HRTimeline
Valued Wealth Advisors LLC5,186$314K0.19%-6,93013F-HRTimeline
Compton Wealth Advisory Group, LLC5,165$312K0.09%013F-HRTimeline
Gradient Capital Advisors, LLC5,155$312K0.1%-8913F-HRTimeline
BURNEY CO/5,117$309K0.01%013F-HRTimeline
NTV Asset Management LLC5,115$309K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.5,087$308K0.03%013F-HRTimeline
True North Advisors, LLC5,074$307K0.05%013F-HRTimeline
Caldwell Trust Co5,070$307K0.03%013F-HRTimeline
Busey Bank5,015$303K0.01%013F-HRTimeline
First National Trust Co5,000$302K0.01%013F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC4,997$302K0.23%new13F-HRTimeline
Focused Wealth Management, Inc4,996$302K0.04%+1113F-HRTimeline
FRG Family Wealth Advisors LLC4,993$302K0.06%013F-HRTimeline
Integrity Investment Advisors, LLC4,989$302K0.28%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,953$300K0.01%-25113F-HRTimelineGroup
UMB Bank, n.a.4,939$299K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Foundations Investment Advisors, LLC4,920$298K0.01%-84713F-HRTimeline
Porter White Investment Advisors, Inc.4,861$294K0.15%013F-HRTimeline
World Investment Advisors4,854$294K0.01%+1013F-HRTimeline
Tanager Wealth Management LLP4,845$293K0.04%+1013F-HRTimeline
One Capital Management, LLC4,834$292K0.01%013F-HRTimeline
Arcadia Wealth Management, Inc.4,826$292K0.23%013F-HRTimeline
SITTNER & NELSON, LLC4,804$291K0.12%+4,07413F-HRTimeline
Whalen Wealth Management Inc.4,778$289K0.19%+1113F-HRTimeline
MBE Wealth Management, LLC4,771$289K0.14%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,763$288K0.06%013F-HR/ATimeline
Glassman Wealth Services4,743$287K0.05%+11613F-HRTimeline
DSG Capital Advisors, LLC4,727$286K0.06%013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC4,707$285K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC4,690$284K0.07%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,643$281K0.03%013F-HRTimeline
Westmount Partners, LLC4,561$276K0.08%013F-HRTimeline
Clark Capital Management Group, Inc.4,540$275K<0.01%-1,42613F-HRTimeline
Tyche Wealth Partners LLC4,538$274K0.06%013F-HRTimeline
Financial Insights, Inc.4,536$274K0.11%013F-HRTimeline
Wingate Wealth Advisors, Inc.4,513$273K0.31%-3,19413F-HRTimeline
Aerodigm Wealth, LLC4,508$273K0.15%013F-HRTimeline
Meridian Wealth Partners, LLC4,496$272K0.04%013F-HRTimeline
Integrity Financial Corp /WA4,485$271K0.15%new13F-HRTimeline
Martin Worley Group4,472$270K0.15%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,450$269K<0.01%-9713F-HRTimelineGroup
SageOak Financial, LLC4,436$268K0.24%+78113F-HRTimeline
Integrity Wealth Solutions LLC4,350$263K0.14%new13F-HRTimeline
Northern Financial Advisors Inc4,342$263K0.22%+313F-HRTimeline
Hidden Cove Wealth Management, LLC4,338$262K0.21%013F-HRTimeline
Total Clarity Wealth Management, Inc.4,110$262K0.09%013F-HRTimeline
PDS Planning, Inc4,323$261K0.02%+1013F-HRTimeline
Ellevest, Inc.4,301$260K0.02%+1013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,297$260K0.01%-1,34513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,294$260K0.01%013F-HRTimelineGroup
VANCE WEALTH, LLC4,292$260K0.1%-2813F-HRTimeline
GRANDFIELD & DODD, LLC4,199$254K0.02%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,199$254K0.03%-1,25613F-HRTimelineGroup
MOTCO4,184$253K0.03%013F-HRTimeline
Redwood Park Advisors LLC4,175$253K0.21%-1,92013F-HRTimeline
Seed Wealth Management, Inc.4,150$251K0.2%013F-HRTimeline
CAPSTONE CAPITAL LLC4,133$250K0.2%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,122$249K0.01%+113F-HRTimeline
ASPIRIANT, LLC4,078$247K0.01%013F-HRTimeline
CGN Advisors LLC4,064$246K0.02%new13F-HRTimeline