Skip to content
Disclosery

DFUS DIMENSIONAL ETF TRUST

Follow

US EQUI MARK ETF (fund)

758 managers (763 13F filers) reported a position in DFUS shares at 2025-09-30, 193,155,825 shares in all. 46 filers opened a position and 19 filers sold out during the quarter.

Managers
758
13F filers
763
New
46
Added
281
Reduced
232
Sold out
19
Shares held by filers
193,155,825

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
World Investment Advisors4,811$349K0.01%-4213F-HRTimeline
Whalen Wealth Management Inc.4,802$348K0.2%+1213F-HRTimeline
MBE Wealth Management, LLC4,772$346K0.15%+113F-HRTimeline
SageOak Financial, LLC4,755$344K0.25%+15113F-HRTimeline
UMB Bank, n.a.4,735$343K0.01%-20413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DSG Capital Advisors, LLC4,727$342K0.05%013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC4,707$341K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC4,690$340K0.07%013F-HRTimeline
True North Advisors, LLC4,666$338K0.05%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.4,643$336K0.03%013F-HRTimeline
Versant Capital Management, Inc4,614$334K0.05%+1013F-HRTimeline
Westmount Partners, LLC4,561$332K0.09%013F-HRTimeline
Leading Edge Financial Planning LLC4,552$330K0.08%new13F-HRTimeline
Tyche Wealth Partners LLC4,538$329K0.06%013F-HRTimeline
Wingate Wealth Advisors, Inc.4,536$329K0.23%+1113F-HRTimeline
Wilmington Savings Fund Society, FSB4,531$328K0.01%+1,59213F-HR/ATimeline
Meridian Wealth Partners, LLC4,496$326K0.04%013F-HRTimeline
PDS Planning, Inc4,345$315K0.02%+1013F-HRTimeline
Ellevest, Inc.4,323$313K0.04%+1013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,294$311K0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,217$305K<0.01%013F-HRTimelineGroup
Aegis Wealth Management LLC4,212$305K0.16%new13F-HRTimeline
Redwood Park Advisors LLC4,197$304K0.23%+1113F-HRTimeline
MOTCO4,184$303K0.03%013F-HRTimeline
CAPSTONE CAPITAL LLC4,133$299K0.2%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,123$299K0.01%+113F-HRTimeline
Yukon Wealth Management, Inc.4,122$299K0.1%013F-HRTimeline
ASPIRIANT, LLC4,078$295K0.01%013F-HRTimeline
CGN Advisors LLC4,064$294K0.02%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD4,056$294K0.19%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,023$291K0.01%013F-HRTimelineGroup
IFP Advisors, Inc3,976$288K0.01%+3,84313F-HR/ATimeline
Modern Wealth Management, LLC3,933$285K0.01%+76913F-HRTimeline
Northern Financial Advisors Inc3,921$284K0.15%-42513F-HRTimeline
Glassman Wealth Services3,896$282K0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,890$282K0.1%+1013F-HR/ATimeline
BlackDiamond Wealth Management, LLC3,834$278K0.15%+35213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV3,828$277K0.05%013F-HRTimeline
HWG Holdings LP3,819$277K0.07%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,819$277K0.01%-9313F-HRTimelineGroup
MJP ASSOCIATES INC /ADV3,803$276K0.04%+913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,803$276K0.02%+913F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC3,765$273K0.08%+913F-HRTimeline
Robinswood Financial LLC3,763$273K0.09%013F-HRTimeline
Capital Square, LLC3,741$271K0.14%013F-HRTimeline
Cubist Systematic Strategies, LLC3,713$269K<0.01%new13F-HRTimeline
FSA Advisors, Inc.3,674$266K0.21%+54613F-HRTimeline
First Heartland Consultants, Inc.3,659$265K0.02%013F-HRTimeline
Krilogy Financial LLC3,593$265K0.01%new13F-HRTimeline
Sageworth Trust Co of South Dakota3,650$264K0.25%013F-HRTimeline
GRANDFIELD & DODD, LLC3,599$261K0.01%013F-HRTimeline
Fort Point Capital Partners LLC3,583$260K0.03%+19913F-HRTimeline
Qube Research & Technologies Ltd3,526$255K<0.01%+3,07313F-HRTimeline
Accredited Investors Inc.3,524$255K0.01%013F-HRTimeline
SITTNER & NELSON, LLC3,514$255K0.09%013F-HRTimeline
Hutchens & Kramer Investment Management…3,503$254K0.1%-3713F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,502$254K0.04%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,485$252K<0.01%013F-HR/ATimelineGroup
Clark Capital Management Group, Inc.3,483$252K<0.01%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,476$252K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,474$252K<0.01%-31613F-HRTimelineGroup
Olistico Wealth, LLC3,423$248K0.13%+313F-HRTimeline
Silicon Valley Capital Partners3,407$247K0.02%+913F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,370$244K0.05%013F-HRTimeline
Tripletail Wealth Management, LLC3,330$244K0.29%013F-HRTimeline
American Financial Advisors, LLC3,349$243K0.03%+113F-HRTimeline
MATAURO, LLC3,318$240K0.04%+6913F-HRTimeline
Strategic Blueprint, LLC3,276$237K0.01%+813F-HRTimeline
Accel Wealth Management3,260$236K0.07%013F-HRTimeline
Ironwood Investment Counsel, LLC3,221$233K0.03%013F-HRTimeline
Mutual Advisors, LLC3,181$232K0.01%new13F-HRTimeline
Planning Center, Inc.3,188$231K0.02%+813F-HRTimeline
Disciplined Investors, L.L.C.3,176$230K0.16%+813F-HRTimeline
Dorsey & Whitney Trust CO LLC3,102$225K0.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,087$224K0.04%013F-HRTimeline
Bull Oak Capital, LLC3,079$223K0.09%013F-HRTimeline
Gilbert & Cook, Inc.3,057$221K0.03%013F-HRTimeline
SCS Capital Management LLC3,043$220K<0.01%013F-HRTimeline
AlphaCore Capital LLC3,043$220K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,037$220K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group3,236$216K0.03%013F-HR/ATimeline
Tradition Wealth Management, LLC2,937$213K0.02%new13F-HRTimeline
RB Capital Management, LLC2,935$213K0.04%-33513F-HRTimeline
LYNCH & ASSOCIATES/IN2,927$212K0.04%new13F-HRTimeline
Prudent Man Investment Management, Inc.3,311$211K0.12%-2513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,903$210K0.15%new13F-HRTimeline
High Probability Advisors, LLC2,891$209K0.03%new13F-HRTimeline
Bouchey Financial Group, Ltd.2,890$209K0.02%new13F-HRTimeline
City State Bank2,880$209K0.06%-2513F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,865$208K0.05%new13F-HRTimeline
PKS Advisory Services, LLC2,791$202K0.04%new13F-HRTimeline
Lion Street Advisors, LLC4,000$201K0.07%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,465$179K0.01%+1,00413F-HRTimelineGroup
Global Wealth Strategies & Associates2,445$177K0.05%new13F-HRTimeline
JPL Wealth Management, LLC2,307$167K0.04%new13F-HRTimeline
Kings Path Partners LLC2,307$167K0.06%-1913F-HRTimeline
PRIVATE TRUST CO NA2,271$165K0.01%-4,24313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,264$164K0.07%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,238$162K0.03%+513F-HRTimeline
Frazier Financial Advisors, LLC2,161$157K0.1%013F-HRTimeline
Hilltop National Bank2,154$156K0.04%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,078$151K0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,880$136K0.02%-7513F-HRTimeline
WealthCollab, LLC1,860$135K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC1,858$135K0.05%+213F-HRTimeline
ATMOS ADVISORY, LLC1,840$133K0.08%+513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,832$133K<0.01%+17613F-HRTimelineGroup
Perritt Capital Management Inc1,781$129K0.06%+513F-HRTimeline
Blue Trust, Inc.1,781$129K<0.01%+19313F-HRTimeline
North Capital, Inc.1,770$128K0.1%+1,40113F-HRTimeline
Abound Wealth Management1,730$125K0.03%new13F-HRTimeline
BOK Financial Private Wealth, Inc.1,623$118K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.1,609$117K0.09%+53813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,547$112K0.07%-1813F-HRTimeline
S.A. Mason LLC1,491$108K0.05%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,435$104K<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.1,309$94.8K0.01%+313F-HRTimeline
SYM FINANCIAL Corp1,247$90.3K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,159$84K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,118$81K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA1,103$79.9K0.06%013F-HRTimeline
Rialto Wealth Management, LLC1,035$75K0.02%013F-HRTimeline
Crews Bank & Trust1,034$74.9K0.01%013F-HRTimeline
Accredited Wealth Management, LLC45,525$72.7K0.05%+44,52113F-HRTimeline
Gleason Group, Inc.826$59.9K0.01%+213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC813$59K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC783$56.7K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST775$56.1K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…752$54.5K<0.01%-4213F-HRTimeline
DecisionPoint Financial, LLC727$52.8K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC581$42.1K<0.01%new13F-HRTimeline
Pineridge Advisors LLC569$41.2K0.01%+213F-HRTimeline
Cloud Capital Management, LLC575$41K0.02%new13F-HRTimeline
BARRETT & COMPANY, INC.536$38.8K0.01%013F-HRTimeline
Sunbelt Securities, Inc.536$38.8K<0.01%013F-HRTimeline
COMERICA BANK512$37.1K<0.01%013F-HRTimeline
Fairscale Capital, LLC509$36.9K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…482$34.9K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors400$29K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…359$26K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC346$25.1K<0.01%-15813F-HRTimelineGroup
Truvestments Capital LLC316$22.9K<0.01%-113F-HRTimeline
GPS Wealth Strategies Group, LLC313$22.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC252$17.1K<0.01%-55113F-HRTimeline
TRUST CO OF VERMONT227$16.4K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC223$16.2K<0.01%013F-HRTimeline
Navigoe, LLC227$16K0.01%013F-HRTimeline
Davis Capital Management145$10.5K0.01%13F-HRTimeline
N.E.W. Advisory Services LLC145$10.5K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC104$7.5K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$7K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC70$5.07K0.07%013F-HRTimeline
BFSG, LLC65$4.71K<0.01%013F-HRTimeline
Quent Capital, LLC38$2.76K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.26$1.88K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC20$1.45K<0.01%-2513F-HRTimeline
Transce3nd, LLC532$00%-1,35113F-HRTimelineValue filed as zero, left out of ratios.
NBT BANK, N.A.in group NBT BANK, N.A.145$2.68M-36,81413F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.