Skip to content

DFUS DIMENSIONAL ETF TRUST

Follow

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
Prestige Wealth Management Group LLC14,131$947K0.19%-1,45013F-HR/ATimeline
DRIVE WEALTH MANAGEMENT, LLC14,081$944K0.21%-5,40513F-HRTimeline
Financial Harvest, LLC13,981$937K0.7%new13F-HRTimeline
Mustard Seed Financial, LLC13,783$924K0.67%+113F-HRTimeline
Laird Norton Wetherby Wealth Management…13,667$916K0.04%13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,637$914K0.03%013F-HRTimeline
Perigon Wealth Management, LLC13,619$913K0.02%+4,04013F-HRTimeline
Measured Wealth Private Client Group, L…13,559$909K0.27%-1,46113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC13,558$909K0.07%+2313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,466$903K<0.01%-23013F-HRTimelineGroup
Leo Wealth, LLC13,344$894K0.07%+3613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC13,152$881K0.08%013F-HRTimeline
SP Asset Management LLC13,060$875K0.07%+3513F-HRTimeline
IFG Advisors, LLC12,934$867K0.15%-34313F-HRTimeline
Pure Financial Advisors, LLC12,928$866K0.02%+5,10913F-HRTimeline
Milestone Asset Management Group, LLC12,868$862K0.64%+2013F-HRTimeline
Family Investment Center, Inc.12,806$858K0.19%-3,94813F-HRTimeline
Forum Private Client Group LLC12,796$858K0.33%+15213F-HRTimeline
Compass Ion Advisors, LLC12,738$854K0.09%+3513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC12,604$845K0.7%+1,13313F-HRTimeline
HANOVER ADVISORS INC12,557$842K0.34%+2,39113F-HRTimeline
Shira Ridge Wealth Management12,422$833K0.38%+1513F-HRTimeline
Montis Financial, LLC12,411$832K0.23%+1713F-HRTimeline
AdvisorNet Financial, Inc12,342$827K0.05%-14313F-HRTimeline
EVOKE WEALTH, LLC12,322$826K0.02%+95113F-HRTimeline
J.W. COLE ADVISORS, INC.12,283$823K0.02%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,269$822K<0.01%+3313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,238$820K<0.01%013F-HRTimelineGroup
Empower Advisory Group, LLC12,210$818K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.12,183$817K0.09%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,147$814K<0.01%-3,32913F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC12,144$814K0.34%-8413F-HRTimeline
MONTAG A & ASSOCIATES INC12,139$814K0.04%-38,90313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.11,996$804K0.01%+12613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,924$799K0.11%+38513F-HRTimeline
Klingman & Associates, LLC11,724$786K0.04%013F-HRTimeline
Csenge Advisory Group12,264$784K0.04%+80413F-HRTimeline
Trademark Financial Management, LLC11,600$777K0.48%013F-HRTimeline
Curi Capital, LLC11,496$770K0.01%+1,24713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,383$763K<0.01%-2,50413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,222$752K<0.01%-3,55513F-HRTimelineGroup
Diversified Portfolios, Inc.11,183$749K0.07%013F-HRTimeline
Belpointe Asset Management LLC11,074$742K0.03%013F-HRTimeline
Fortis Capital Advisors, LLC11,074$742K0.13%013F-HRTimeline
NorthRock Partners, LLC11,048$740K0.02%+3013F-HR/ATimeline
Seaside Wealth Management, Inc.10,987$736K0.23%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,549$736K0.03%-3,60513F-HRTimelineGroup
Everhart Financial Group, Inc.10,830$726K0.08%013F-HRTimeline
Sterling Financial Planning, Inc.10,698$717K0.24%+57513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,592$710K0.01%+5,29613F-HRTimeline
LOWE BROCKENBROUGH & CO INC10,534$706K0.04%-1,06113F-HRTimeline
waypoint wealth counsel10,394$697K0.35%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,366$695K0.02%013F-HRTimeline
Private Advisory Group LLC10,361$694K0.06%013F-HRTimeline
Faithward Advisors, LLC10,308$691K0.11%+10513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,263$688K0.02%013F-HRTimeline
TruNorth Capital Management, LLC10,228$685K0.15%013F-HRTimeline
Nalls Sherbakoff Group, LLC10,181$682K0.5%+2413F-HRTimeline
SFMG, LLC10,178$682K0.05%-11513F-HRTimeline
MAI Capital Management10,116$678K<0.01%+2413F-HRTimeline
CONDOR CAPITAL MANAGEMENT10,093$676K0.06%013F-HRTimeline
R. W. Roge & Company, Inc.10,080$675K0.38%-96513F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC10,045$673K0.52%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV9,987$669K0.17%+1,47713F-HRTimeline
Magnolia Private Wealth, LLC9,918$665K0.52%-198,90613F-HRTimeline
Towneley Capital Management, Inc / DE9,899$663K0.15%+2713F-HRTimeline
Geometric Wealth Advisors9,885$662K0.1%013F-HRTimeline
Integrity Financial Corp /WA9,706$650K0.33%+5,22113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,676$648K0.04%-5113F-HRTimeline
Cross Staff Investments Inc9,576$642K0.48%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,508$637K0.04%-2,48113F-HRTimelineGroup
BROGAN FINANCIAL, INC.9,505$637K0.28%+2513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,473$635K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC9,462$634K0.05%013F-HRTimeline
CENTRAL TRUST Co9,259$621K0.01%+3,16013F-HRTimeline
Sincerus Advisory, LLC8,961$619K0.58%-80413F-HRTimeline
Intelligent Financial Strategies9,115$611K0.32%013F-HRTimeline
Visionary Wealth Advisors9,070$608K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.9,039$606K0.22%+45113F-HRTimeline
Litman Gregory Wealth Management LLC8,980$602K0.05%013F-HRTimeline
TPG Financial Advisors, LLC8,844$593K0.24%-1,19613F-HRTimeline
Composition Wealth, LLC8,832$592K0.01%013F-HRTimeline
Stewardship Advisors, LLC8,800$590K0.15%+54813F-HRTimeline
Avondale Wealth Management8,695$583K0.33%+5,66013F-HRTimeline
Boyce & Associates Wealth Consulting, I…8,692$583K0.53%+2013F-HRTimeline
Aspect Partners, LLC8,635$579K0.29%013F-HRTimeline
First Bancorp, Inc /ME/8,600$576K0.33%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC8,593$576K0.34%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…8,584$575K0.09%-1,74513F-HRTimeline
Madrona Financial Services, LLC8,547$573K0.14%013F-HRTimeline
Francis Financial, Inc.8,400$563K0.13%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC8,364$561K0.34%013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC8,259$559K0.16%new13F-HRTimeline
Compound Planning, Inc.8,300$556K0.02%+2,40713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC8,289$556K0.04%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,282$555K0.02%+38313F-HRTimeline
Rockwood Wealth Management, LLC8,056$540K0.05%013F-HRTimeline
NorthCoast Asset Management LLC8,032$538K<0.01%+1,14713F-HRTimeline
Arax Advisory Partners8,011$537K0.02%-4,83413F-HRTimeline
First Western Trust Bank7,994$536K0.02%013F-HRTimeline
Ironwood Financial, llc8,762$530K0.11%013F-HRTimeline
KELLY FINANCIAL GROUP LLC7,868$527K0.15%+1,58113F-HRTimeline
Lionshead Wealth Management, LLC7,795$522K0.48%new13F-HRTimeline
Allied Investment Advisors, LLC7,752$520K0.09%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC7,736$518K0.09%013F-HRTimelineGroup
Traction Financial Partners, LLC7,704$516K0.35%-1,18413F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,682$515K0.03%013F-HRTimeline
Paladin Wealth, LLC7,621$511K0.4%new13F-HRTimeline
SOL Capital Management CO7,540$505K0.05%+6013F-HRTimeline
Shared Vision Wealth Group LLC7,290$500K0.25%013F-HRTimeline
PEAVINE CAPITAL, LLC7,433$498K0.12%013F-HRTimeline
Westwood Wealth Management7,420$497K0.17%013F-HRTimeline
Legacy Capital Wealth Partners, LLC7,411$497K0.11%new13F-HRTimeline
McIlrath & Eck, LLC7,369$494K0.06%-6,92413F-HRTimeline
Frank, Rimerman Advisors LLC7,190$482K0.03%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,049$472K0.01%013F-HRTimeline
Cladis Investment Advisory, LLC7,015$470K0.29%013F-HRTimeline
Heck Capital Advisors, LLC6,987$468K0.04%new13F-HRTimeline
TFB Advisors LLC6,946$466K0.12%-1,99113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,933$465K0.01%013F-HRTimeline
New Dimensions Wealth Management, LLC6,908$463K0.42%+113F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,907$463K0.05%013F-HRTimeline
Stonebrook Private Inc.6,868$460K0.11%-1,42213F-HRTimeline
SpringVest Wealth Management LLC6,793$455K0.37%new13F-HRTimeline
M1 Capital Management LLC6,778$454K0.23%-76713F-HRTimeline
Strathmore Capital Advisors, Inc.6,637$450K0.2%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,705$449K0.01%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,684$448K0.07%013F-HRTimeline
Signature Resources Capital Management,…6,606$443K0.27%+35013F-HRTimeline
Essential Planning, LLC.6,583$441K0.16%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,544$439K0.02%+1813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT6,519$437K0.16%013F-HRTimeline
PRIVATE TRUST CO NA6,514$437K0.04%-17613F-HRTimeline
RAM Investment Partners, LLC6,500$436K0.09%new13F-HRTimeline
Atria Wealth Solutions, Inc.6,399$429K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,384$428K0.01%-34813F-HRTimelineGroup
Grey Ledge Advisors, LLC6,353$426K0.1%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,329$424K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT6,328$424K0.02%013F-HRTimeline
HMV Wealth Advisors, LLC6,295$422K0.28%013F-HRTimeline
REBALANCE, LLC6,280$421K0.03%+1713F-HRTimeline
Global Retirement Partners, LLC6,270$420K0.01%13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…6,251$419K0.39%013F-HRTimeline
Signature Wealth Management Group6,194$415K0.16%+43013F-HRTimeline
NORDEN GROUP LLC6,068$407K0.04%+1613F-HRTimeline
Washington Trust Bank6,013$403K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ORRSTOWN FINANCIAL SERVICES INC5,881$394K0.08%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,834$391K<0.01%+1,38413F-HRTimelineGroup
Sharkey, Howes & Javer5,823$390K0.05%+1613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,819$390K0.01%+52513F-HRTimeline
Ridgewood Investments LLC5,794$388K0.17%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC5,793$388K0.08%+40713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,744$385K<0.01%-28,10213F-HRTimelineGroup
Alliance Wealth Management Group5,721$383K0.1%013F-HRTimeline
Towercrest Capital Management5,721$383K0.07%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,673$380K0.01%013F-HRTimeline
Apriem Advisors5,610$376K0.04%013F-HRTimeline
Baker Ellis Asset Management LLC5,587$374K0.05%013F-HRTimeline
Verus Financial Partners, Inc.5,431$368K0.04%+1713F-HRTimeline
Wealth Advisors Northwest LLC5,477$367K0.19%013F-HRTimeline
Advisory Alpha, LLC5,422$363K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,412$363K0.04%+1,21313F-HRTimelineGroup
Total Clarity Wealth Management, Inc.5,407$362K0.1%+1,29713F-HRTimeline
Janney Montgomery Scott LLC5,328$357K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC5,301$355K0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC5,286$354K0.11%-13813F-HRTimeline
Martin Worley Group5,225$350K0.17%+75313F-HRTimeline
Compton Wealth Advisory Group, LLC5,165$346K0.09%013F-HRTimeline
Gradient Capital Advisors, LLC5,163$346K0.1%+813F-HRTimeline
BURNEY CO/5,117$343K0.01%013F-HRTimeline
NTV Asset Management LLC5,115$343K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.5,087$341K0.03%013F-HRTimeline
Caldwell Trust Co5,070$340K0.03%013F-HRTimeline
Focused Wealth Management, Inc5,010$336K0.04%+1413F-HRTimeline
Strategic Wealth Partners, Ltd.5,001$335K0.03%13F-HRTimeline
First National Trust Co5,000$335K0.01%013F-HRTimeline
FRG Family Wealth Advisors LLC4,993$335K0.06%013F-HRTimeline
Integrity Investment Advisors, LLC4,989$334K0.26%013F-HRTimeline
Busey Bank4,970$333K0.01%-4513F-HRTimeline
UMB Bank, n.a.4,939$331K0.01%013F-HR/ATimeline
VANCE WEALTH, LLC4,919$330K0.11%+62713F-HRTimeline
Porter White Investment Advisors, Inc.4,861$326K0.15%013F-HRTimeline
Tanager Wealth Management LLP4,858$326K0.04%+1313F-HRTimeline
World Investment Advisors4,853$325K0.01%-113F-HRTimeline
One Capital Management, LLC4,834$324K0.01%013F-HRTimeline
Integrity Wealth Solutions LLC4,831$324K0.16%+48113F-HRTimeline
Arcadia Wealth Management, Inc.4,826$323K0.22%013F-HRTimeline
Whalen Wealth Management Inc.4,790$321K0.2%+1213F-HRTimeline
MBE Wealth Management, LLC4,771$320K0.14%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,763$319K0.06%013F-HRTimeline
DSG Capital Advisors, LLC4,727$317K0.06%013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC4,707$315K<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC4,700$315K<0.01%-9,50013F-HRTimeline
Cherry Tree Wealth Management, LLC4,690$314K0.07%013F-HRTimeline
True North Advisors, LLC4,666$313K0.06%-40813F-HRTimeline
Aerodigm Wealth, LLC4,658$312K0.15%+15013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,643$311K0.03%013F-HRTimeline
Versant Capital Management, Inc4,604$309K0.05%-1,01113F-HRTimeline
SageOak Financial, LLC4,604$309K0.25%+16813F-HRTimeline
Westmount Partners, LLC4,561$306K0.08%013F-HRTimeline