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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
Robinswood Financial LLC3,763$240K0.09%013F-HRTimeline
Strategic Blueprint, LLC3,750$239K0.01%+23813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3,738$238K0.09%+1313F-HRTimeline
RB Capital Management, LLC3,721$237K0.06%+36013F-HRTimeline
BlackDiamond Wealth Management, LLC3,677$234K0.14%013F-HRTimeline
Brooklyn FI, LLC3,676$234K0.08%013F-HR/ATimeline
SageOak Financial, LLC3,655$233K0.21%13F-HRTimeline
YHB Investment Advisors, Inc.3,566$227K0.02%013F-HRTimeline
MATAURO, LLC3,564$227K0.05%13F-HRTimeline
Accredited Investors Inc.3,524$225K0.01%-3313F-HRTimeline
Stark Wealth Management LLC3,520$224K0.17%13F-HRTimeline
Raleigh Capital Management Inc.3,513$224K0.09%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC3,512$224K0.02%new13F-HRTimeline
Accel Wealth Management3,510$224K0.08%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,509$224K0.01%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,502$223K0.04%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,485$222K<0.01%013F-HRTimelineGroup
Ironwood Investment Counsel, LLC3,401$217K0.04%new13F-HRTimeline
Silicon Valley Capital Partners3,382$216K0.02%+1213F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,370$215K0.04%013F-HRTimeline
American Financial Advisors, LLC3,345$213K0.03%-2713F-HRTimeline
Prudent Man Investment Management, Inc.3,336$213K0.12%13F-HRTimeline
Planning Center, Inc.3,276$209K0.03%+1213F-HRTimeline
Signature Wealth Management Group3,173$202K0.08%new13F-HRTimeline
Blue Trust, Inc.3,053$195K<0.01%+78013F-HR/ATimeline
City State Bank2,880$184K0.06%-5013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,879$184K0.04%+86713F-HRTimeline
Financial Connections Group, Inc.2,815$179K0.09%-2413F-HRTimeline
Arax Advisory Partners2,751$175K0.01%+1,99913F-HRTimeline
McIlrath & Eck, LLC2,513$160K0.02%-8713F-HRTimeline
Acropolis Investment Management, LLC2,450$156K0.01%013F-HRTimeline
PrairieView Partners, LLC2,275$145K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,264$144K0.07%013F-HRTimeline
IAG Wealth Partners, LLC2,225$142K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA2,207$141K0.1%013F-HRTimeline
Frazier Financial Advisors, LLC2,161$138K0.11%013F-HRTimeline
Hilltop National Bank2,154$137K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC2,151$137K0.07%13F-HRTimeline
WHITTIER TRUST CO2,141$136K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.2,046$130K0.09%+21613F-HRTimeline
WealthCollab, LLC1,860$119K0.08%013F-HRTimeline
ATMOS ADVISORY, LLC1,826$116K0.08%+713F-HRTimeline
Perritt Capital Management Inc1,768$113K0.06%+613F-HRTimeline
OAKWORTH CAPITAL, INC.1,705$109K0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,625$104K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.1,623$103K0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,620$103K0.04%-20013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,553$99K0.07%13F-HRTimeline
S.A. Mason LLC1,491$95.1K0.05%013F-HRTimeline
10Elms LLP1,380$88K0.09%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,296$85.8K<0.01%-3,18413F-HRTimeline
TFC Financial Management, Inc.1,299$82.8K0.01%+413F-HRTimeline
SYM FINANCIAL Corp1,247$79.5K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,170$74.6K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,118$71.3K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC1,104$70.4K0.04%+413F-HRTimeline
FIDUCIARY ADVISORS, INC.1,065$67.9K0.07%13F-HRTimeline
Rialto Wealth Management, LLC1,035$66K0.02%13F-HRTimeline
Crews Bank & Trust1,034$65.9K0.01%13F-HRTimeline
Accredited Wealth Management, LLC1,004$64K0.06%13F-HRTimeline
Bristlecone Advisors, LLC929$59.2K<0.01%-67713F-HRTimeline
Plante Moran Financial Advisors, LLC889$56.7K<0.01%013F-HRTimeline
Gleason Group, Inc.820$52.3K0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC785$50K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC750$47.8K<0.01%+58013F-HRTimelineGroup
Capital Investment Advisory Services, L…737$47K<0.01%-7013F-HRTimeline
SITTNER & NELSON, LLC730$46.5K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC700$44.6K<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC564$36K0.01%+213F-HRTimeline
Sunbelt Securities, Inc.536$34.3K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.536$34.2K0.01%-213F-HRTimeline
COMERICA BANK512$32.6K<0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…466$29.7K0.01%013F-HRTimeline
Continuum Advisory, LLC447$28.5K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors430$27.4K<0.01%+3013F-HRTimelineGroup
WASHINGTON TRUST Co361$23K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…359$22.9K0.02%013F-HRTimeline
Fairscale Capital, LLC320$20.4K0.02%013F-HRTimeline
Truvestments Capital LLC315$20.1K0.01%-1,51813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC303$19.3K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group272$17.3K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC260$17K<0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.238$15.2K<0.01%new13F-HRTimelineGroup
Winch Advisory Services, LLC222$14.1K<0.01%new13F-HRTimeline
Navigoe, LLC227$14K0.01%13F-HRTimeline
Running Point Capital Advisors, LLC104$6.6K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC70$4.46K0.08%13F-HRTimeline
Davis Capital Management66$4.23K<0.01%+4613F-HRTimeline
BFSG, LLC65$4.14K<0.01%013F-HRTimeline
GeoWealth Management, LLC53$3.38K<0.01%013F-HRTimeline
Quent Capital, LLC36$2.3K<0.01%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.26$1.66K<0.01%013F-HRTimeline