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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
CITY NATIONAL BANK OF FLORIDA /MSD4,056$245K0.22%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,913$245K0.01%-213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,524$243K<0.01%-75613F-HRTimelineGroup
Elios Financial Group Inc.3,995$242K0.12%013F-HRTimeline
Beta Wealth Group, Inc.3,980$241K0.09%-1,13413F-HRTimeline
MATAURO, LLC3,877$234K0.05%+31313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,869$234K0.1%+813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV3,828$232K0.05%013F-HRTimeline
SCS Capital Management LLC3,834$232K<0.01%new13F-HR/ATimeline
HWG Holdings LP3,819$231K0.1%013F-HRTimeline
Blue Trust, Inc.3,812$231K<0.01%+75913F-HRTimeline
MJP ASSOCIATES INC /ADV3,784$229K0.04%+913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,784$229K0.03%+913F-HRTimelineGroup
Robinswood Financial LLC3,763$228K0.08%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3,746$227K0.08%+813F-HRTimeline
RB Capital Management, LLC3,721$225K0.05%013F-HRTimeline
Brooklyn FI, LLC3,676$222K0.07%013F-HRTimeline
Capital Square, LLC3,641$220K0.13%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,635$220K0.01%new13F-HRTimelineGroup
Financial Connections Group, Inc.3,630$219K0.1%+81513F-HRTimeline
BlackDiamond Wealth Management, LLC3,514$215K0.15%-16313F-HRTimeline
Accredited Investors Inc.3,524$213K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.3,336$213K0.12%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,509$212K0.01%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,502$212K0.03%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,485$211K<0.01%013F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,476$210K0.08%-3,47513F-HRTimeline
Fisher Asset Management, LLC3,471$210K<0.01%-8,96913F-HRTimeline
Silicon Valley Capital Partners3,389$204K0.03%+713F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,370$204K0.04%013F-HRTimeline
American Financial Advisors, LLC3,346$202K0.03%+113F-HRTimeline
Mattson Financial Services, LLC3,141$190K0.06%new13F-HRTimeline
Avondale Wealth Management3,035$184K0.12%new13F-HRTimeline
Qube Research & Technologies Ltd3,031$183K<0.01%+1,40613F-HRTimeline
AlphaCore Capital LLC2,943$178K0.02%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,939$178K<0.01%-1,50013F-HRTimeline
City State Bank2,880$174K0.06%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,819$171K0.04%-6013F-HRTimeline
Acropolis Investment Management, LLC2,450$148K0.01%013F-HRTimeline
PrairieView Partners, LLC2,275$137K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,264$137K0.07%013F-HRTimeline
FIRST COMMUNITY TRUST NA2,207$133K0.12%013F-HRTimeline
Frazier Financial Advisors, LLC2,161$131K0.1%013F-HRTimeline
IAG Wealth Partners, LLC1,955$118K0.02%-27013F-HRTimeline
Medallion Wealth Advisors, LLC1,920$117K0.05%-23113F-HRTimeline
WealthCollab, LLC1,860$112K0.07%013F-HRTimeline
ATMOS ADVISORY, LLC1,830$111K0.07%+413F-HRTimeline
Perritt Capital Management Inc1,771$107K0.06%+313F-HRTimeline
Transce3nd, LLC1,884$105K0.05%-1,88413F-HRTimeline
OAKWORTH CAPITAL, INC.1,705$103K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,623$98.2K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,552$93.9K0.06%-113F-HRTimeline
S.A. Mason LLC1,491$90.2K0.05%013F-HRTimeline
10Elms LLP1,380$83.5K0.08%013F-HRTimeline
TFC Financial Management, Inc.1,302$78.8K0.01%+313F-HRTimeline
SYM FINANCIAL Corp1,247$75.4K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,159$70.1K0.01%+27013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,149$69.5K<0.01%+91113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,118$67.6K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC1,104$66.8K0.04%013F-HRTimeline
FIDUCIARY ADVISORS, INC.1,068$64.6K0.06%+313F-HRTimeline
Rialto Wealth Management, LLC1,035$62.6K0.02%013F-HRTimeline
Crews Bank & Trust1,034$62.5K0.01%013F-HRTimeline
Accredited Wealth Management, LLC1,004$60.7K0.05%013F-HRTimeline
Bristlecone Advisors, LLC929$56.2K<0.01%013F-HRTimeline
Gleason Group, Inc.822$49.7K0.01%+213F-HRTimeline
Capital Investment Advisory Services, L…810$49K<0.01%+7313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC750$47.8K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC785$47.5K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC801$46.4K0.01%+54113F-HRTimeline
Nemes Rush Group LLC667$40.3K0.01%new13F-HRTimeline
Pineridge Advisors LLC566$34.2K0.01%+213F-HRTimeline
BARRETT & COMPANY, INC.536$32.4K0.01%013F-HRTimeline
Sunbelt Securities, Inc.536$32.4K<0.01%013F-HRTimeline
COMERICA BANK512$31K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…482$29.2K<0.01%new13F-HRTimeline
Continuum Advisory, LLC447$27K<0.01%013F-HRTimeline
Fairscale Capital, LLC445$26.9K0.02%+12513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors400$24.2K<0.01%-3013F-HRTimelineGroup
North Capital, Inc.369$22.3K0.02%13F-HRTimeline
WASHINGTON TRUST Co361$21.8K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…359$21.7K0.02%013F-HRTimeline
Truvestments Capital LLC316$19.1K<0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC313$18.9K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC290$17.5K<0.01%new13F-HRTimeline
Brooklyn Investment Group272$16.5K<0.01%013F-HRTimeline
Cloud Capital Management, LLC267$16K0.01%13F-HRTimeline
Winch Advisory Services, LLC222$13.4K<0.01%013F-HRTimeline
Navigoe, LLC227$13K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…166$10K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc133$8.04K<0.01%new13F-HRTimeline
Davis Capital Management107$6.44K0.01%+4113F-HRTimeline
Running Point Capital Advisors, LLC104$6.26K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC70$4.23K0.08%013F-HRTimeline
BFSG, LLC65$3.93K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC45$2.72K<0.01%-1,57513F-HRTimeline
Quent Capital, LLC36$2.18K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.26$1.57K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,29613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC21$2.38M-37,34013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.