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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
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC26,381,889$1.68B2.31%+17,627,65913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding10,138,123$646M+532,994Timeline
Index Fund Advisors, Inc.5,803,530$370M20%-55,78313F-HRTimeline
Plancorp, LLC4,790,947$305M12.54%-172,98713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,044,824$258M-78,248Timeline
Creative Planningin group Creative Planning3,604,136$230M0.22%-63,66913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC3,269,813$208M16.31%+54,53213F-HRTimeline
Great Waters Wealth Management2,511,066$160M20.54%+271,02913F-HRTimeline
LPL Financial LLC2,421,592$154M0.06%+172,02013F-HRTimeline
Zhang Financial LLC2,369,405$151M8.65%+275,37913F-HRTimeline
TCI Wealth Advisors, Inc.2,343,045$149M12.48%-20,88113F-HRTimeline
Root Financial Partners, LLC2,316,725$148M18.31%+495,42213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,715,870$109M0.27%-1,788,82313F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH1,671,385$107M31.41%+11,08913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,634,374$104M0.2%-3,15613F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,584,822$101M0.17%-47,24813F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,473,325$93.9M0.91%-69,61713F-HR/ATimeline
Cetera Investment Advisers1,411,227$90M0.19%+117,46413F-HRTimeline
JFS WEALTH ADVISORS, LLC1,401,173$89.3M6.1%-3,48313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,329,212$84.7M0.03%13F-HR/ATimelineGroup
Flagstone Financial Management1,325,005$84.5M28.07%+10,01213F-HRTimeline
Intelligence Driven Advisers, LLC1,321,902$84.3M15.85%-443,55513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,261,486$80.4M1.33%+34,96813F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,221,382$77.9M0.21%-46,39213F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.1,203,541$76.7M9.71%-68,85813F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,171,069$74.7M14.9%-58,82613F-HRTimeline
Mariner, LLCin group Mariner, LLC1,169,659$74.6M0.13%+35,51013F-HRTimelineGroup
Modera Wealth Management, LLC1,154,992$73.6M0.89%-12,14013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,128,166$71.9M0.02%+112,02613F-HRTimelineGroup
Mason & Associates Inc1,103,360$70.3M16.55%+391,48813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,094,495$69.8M0.1%+18,79113F-HRTimeline
Austin Asset Management Co Inc1,072,156$68.3M13.59%-2,91713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,026,767$65.5M0.51%+205,13013F-HRTimelineGroup
Foster Group, Inc.1,025,226$65.4M2.49%-81,95513F-HRTimeline
CHOREO, LLC1,024,925$65.3M0.94%-2,35213F-HRTimeline
Chicago Partners Investment Group LLC1,014,132$65.1M2.17%+16,13113F-HRTimeline
Elser Financial Planning, Inc1,003,123$63.9M4.67%+960,35713F-HRTimeline
Colony Family Offices, LLC982,327$62.6M19.67%+7,00713F-HRTimeline
Evanson Asset Management, LLC971,577$61.9M4.24%+9,88413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO923,477$58.9M<0.01%-95,52913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP843,989$53.8M0.08%+7,43613F-HRTimelineGroup
Heritage Wealth Management, Inc./Texas801,370$51.1M30.07%-18,76413F-HRTimeline
1900 WEALTH MANAGEMENT LLC769,980$49.1M4.12%-6,75413F-HRTimeline
PBMares Wealth Management LLC747,513$47.7M9.74%+60,77913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/719,979$45.9M<0.01%+111,44513F-HRTimelineGroup
Willow Creek Wealth Management Inc.713,498$45.5M4.64%+20,05513F-HRTimeline
RS CRUM INC.712,814$45.4M11.22%-21,34413F-HRTimeline
McLean Asset Management Corp686,575$43.8M13.15%-9,29813F-HRTimeline
Quadcap Wealth Management, LLC667,196$42.5M6.26%+99,84013F-HRTimeline
OLIO Financial Planning665,186$42.4M14.89%+463,49213F-HRTimeline
Apella Capital, LLC658,494$42M1.61%+1,51113F-HRTimeline
Dynamic Advisor Solutions LLC652,680$41.6M1.8%+2,55913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding651,185$41.5M-47,478Timeline
Asset Dedication, LLC648,217$41.3M3.25%+64,18413F-HRTimeline
Everest Private Wealth646,347$41.2M36.29%13F-HRTimeline
American Investment Services, Inc.640,349$40.8M7.23%+79513F-HR/ATimeline
KM Capital Management Ltd.611,389$39M20.17%+44013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska600,697$38.3M6.23%13F-HRTimelineGroup
Wealthstream Advisors, Inc.586,452$37.4M6.9%-6,88013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC573,756$36.6M0.08%-34,12213F-HRTimelineGroup
Vermillion Wealth Management, Inc.562,446$35.9M18.36%13F-HRTimeline
Essential Planning, LLC.535,720$34.3M0.22%+527,47413F-HRTimeline
Aspen Wealth Management LLC531,842$33.9M10.05%+516,53413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.520,654$33.2M0.32%+15,32313F-HRTimelineGroup
Heritage Investment Group, Inc.508,067$32.4M6.05%-79313F-HRTimeline
HighTower Advisors, LLC507,143$32.3M0.04%-1,57813F-HRTimeline
Crown Wealth Group, LLC496,192$31.6M12.87%+106,46313F-HRTimeline
Pine Harbor Wealth Management, LLC493,431$31.5M12.66%+64,66813F-HRTimeline
ARK & TLK INVESTMENTS, LLC491,758$31.3M10.89%-6,97513F-HRTimeline
Hurlow Wealth Management Group, Inc.479,713$30.6M9.55%+10,66413F-HRTimeline
Retirement Solution LLC473,728$30.2M7.91%-20,99813F-HRTimeline
Disciplined Equity Management, Inc.468,148$29.8M19.34%-19,87513F-HRTimeline
DIXON FNANCIAL SERVICES, INC.452,859$28.9M15.68%-18,86313F-HRTimeline
Graver Capital Management, LLC445,379$28.4M29.67%13F-HRTimeline
AG Asset Advisory, LLC443,403$28.3M28.2%13F-HRTimeline
TCP Asset Management, LLC431,098$27.5M6.06%+9,01113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC425,320$27.1M3.43%+13,84813F-HRTimeline
MML INVESTORS SERVICES, LLC411,552$26.2M0.09%+20,24413F-HRTimeline
Parkwoods Wealth Partners, LLC378,996$24.2M19.22%+1,47113F-HRTimeline
CARDIFF PARK ADVISORS, LLC375,113$23.9M2.28%+8,24113F-HRTimeline
SC&H Financial Advisors, Inc.365,039$23.3M4.81%+50,55413F-HRTimeline
Timonier Family Office, LTD.357,756$22.8M11.7%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY340,497$21.7M<0.01%+181,87913F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC319,866$20.4M0.23%-20,58913F-HRTimeline
Sterling Wealth Advisors Inc306,475$19.5M15.33%13F-HRTimeline
Freedom Investment Management, Inc.304,414$19.4M1.61%-15,44713F-HRTimeline
Warwick Investment Management, Inc.295,166$18.8M3.88%new13F-HRTimeline
Private Advisor Group, LLC292,459$18.6M0.1%-14,71013F-HRTimeline
Security Financial Services, INC.292,032$18.6M3.79%-15,25013F-HRTimeline
Cambridge Investment Research Advisors,…288,887$18.4M0.06%+25,36913F-HRTimeline
Ruedi Wealth Management, Inc.286,057$18.2M5.76%+11,98313F-HRTimeline
Adero Partners, LLC280,530$17.9M1.15%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC280,352$17.9M5.14%+14,95413F-HRTimeline
Summit X, LLC269,083$17.2M3.8%+34,51213F-HRTimeline
Strategic Investment Solutions, Inc. /IL313,248$17M5.7%-64,72313F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC266,839$17M13.52%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.264,822$16.9M9.66%+4,69313F-HRTimeline
Babb Wealth Advisors LLC252,727$16.1M12.98%13F-HRTimeline
Meritas Wealth Management, LLC252,464$16.1M9.68%+8,26713F-HRTimeline
Allodium Investment Consultants, LLC249,384$15.9M13.28%13F-HRTimeline
Pillar Financial Advisors, LLC246,897$15.7M12.05%13F-HRTimeline
Investmark Advisory Group LLC244,686$15.6M7.65%+5,81913F-HRTimeline
Larson Financial Group LLC243,972$15.6M0.81%-3,85713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management241,574$15.4M0.48%+1,07913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding231,144$14.7M-914Timeline
CLARIS ADVISORS, LLC / MO /226,878$14.5M5.44%+50113F-HRTimeline
Farther Finance Advisors, LLC225,943$14.4M0.52%+2,73013F-HRTimeline
Mendota Financial Group, LLC221,634$14.1M9.16%-38,07513F-HRTimeline
Trinity Financial Advisors LLC217,876$13.9M5.27%+112,24713F-HRTimeline
UBS Group AGin group UBS Group AG215,627$13.7M<0.01%-3,70913F-HRTimelineGroup
GEM Asset Management, LLC201,695$12.9M7.17%+2,53313F-HRTimeline
Tassel Capital Management, Inc.197,781$12.6M11.19%13F-HRTimeline
Private Wealth Management Group, LLC197,471$12.6M4.82%-1,51013F-HRTimeline
McMill Wealth Management194,080$12.4M5.01%13F-HRTimeline
AWM CAPITAL, LLC190,378$12.1M1.48%-6,71213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.185,671$11.8M3.81%+12,14613F-HRTimeline
Alpha Financial Advisors, LLC182,228$11.6M5.26%-14113F-HRTimeline
Wealthspire Advisors, LLC181,861$11.6M0.12%-4,38613F-HRTimeline
David Wealth Management LLC180,737$11.5M9.52%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS180,399$11.5M0.03%+45413F-HRTimeline
Tillman Hartley LLC179,461$11.4M3.29%+6,11713F-HRTimeline
American Capital Advisory, LLC175,503$11.2M6.2%+13,79613F-HRTimeline
SUTTON PLACE INVESTORS LLC169,492$10.8M6.26%-87213F-HRTimeline
EARNED WEALTH ADVISORS, LLC165,033$10.5M3.36%+2,58813F-HRTimeline
Envision Financial Planning, LLC164,814$10.5M5.43%-55913F-HRTimeline
Hughes Financial Services, LLC164,222$10.5M2.15%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,232$10.2M0.02%+14,29113F-HR/ATimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC158,344$10.1M2.14%+29,70213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …157,970$10.1M0.82%-1,25013F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners157,909$10.1M1.65%-34813F-HRTimelineGroup
Physician Wealth Solutions Inc.155,364$9.9M4.96%013F-HRTimeline
Cedar Point Capital Partners, LLC155,247$9.9M6.7%-63413F-HRTimeline
NewEdge Advisors, LLC154,925$9.88M0.06%+13,46113F-HRTimeline
Rehmann Capital Advisory Group153,961$9.82M0.62%+2,78413F-HRTimeline
PFG Advisors153,276$9.77M0.6%+6,82013F-HRTimeline
Cornerstone Financial Group, LLC /NE/150,187$9.57M9.43%13F-HRTimeline
Bernardo Wealth Planning LLC149,272$9.44M2.26%+136,69013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC146,431$9.33M6.6%-8513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP144,000$9.18M0.02%new13F-HRTimelineGroup
Main Street Financial Solutions, LLC138,118$8.81M0.87%+8,58913F-HRTimeline
Hill Investment Group Partners, LLC137,116$8.74M1.17%-21,37213F-HRTimeline
Fund Evaluation Group, LLC136,345$8.69M0.41%+6013F-HRTimeline
Sowell Financial Services LLC136,139$8.68M0.46%-181,17413F-HRTimeline
Yardley Wealth Management LLC135,707$8.62M4.19%+19,46713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP134,206$8.56M0.01%+3,53613F-HRTimelineGroup
Investment Advisory Group, LLC133,598$8.52M2.85%+18,24213F-HRTimeline
Capstone Wealth Management, LLC130,546$8.32M8.13%13F-HRTimeline
Seneschal Advisors, LLC129,629$8.26M6.91%13F-HRTimeline
HB Wealth Management, LLC128,357$8.18M0.08%+1,68413F-HRTimeline
Robertson Stephens Wealth Management, L…122,631$7.82M0.28%-8,20013F-HRTimeline
FMB WEALTH MANAGEMENT122,192$7.79M4.39%-30613F-HRTimeline
Allworth Financial LP117,135$7.75M0.04%-7,81413F-HRTimeline
Quantinno Capital Management LP118,002$7.52M0.07%-8,20913F-HRTimeline
Cypress Point Wealth Management, LLC117,630$7.5M2.34%+40,71513F-HRTimeline
Kondo Wealth Advisors, Inc.114,645$7.31M3.71%13F-HRTimeline
SeaBridge Investment Advisors LLC114,487$7.3M1.53%new13F-HRTimeline
BostonPremier Wealth LLC113,396$7.23M4.38%13F-HRTimeline
Innovative Wealth Building LLC112,937$7.2M6.51%13F-HRTimeline
JDH Wealth Management, LLC111,699$7.12M6.24%13F-HRTimeline
Altiora Financial Group, LLC111,630$7.12M1.55%013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC111,468$7.11M3.26%+47013F-HRTimeline
CPA Asset Management Group, LLC111,260$7.09M3.3%+9,38213F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC107,962$6.98M5.39%-1,41913F-HRTimeline
Symmetry Partners, LLC106,635$6.8M0.97%-5,85113F-HRTimeline
Financial Engines Advisors L.L.C.106,472$6.79M0.01%-98613F-HRTimeline
Quantum Financial Advisors, LLC104,920$6.69M1.02%013F-HRTimeline
VSM Wealth Advisory, LLC104,313$6.65M2.37%13F-HRTimeline
Sandy Spring Bank104,162$6.64M0.27%-73213F-HRTimeline
Topsail Wealth Management, LLC102,627$6.54M1.4%13F-HRTimeline
CFS Investment Advisory Services, LLC101,607$6.48M0.58%-2,83113F-HRTimeline
Aptus Capital Advisors, LLC101,410$6.46M0.08%+68,32513F-HRTimeline
Betterment LLC100,896$6.43M0.02%-29,51013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…100,143$6.38M0.01%+2,11313F-HRTimelineGroup
Ridgeline Wealth, LLC100,052$6.38M5.2%13F-HRTimeline
Certified Advisory Corp99,740$6.36M0.69%-1,50813F-HRTimeline
KPP Advisory Services LLC99,302$6.33M1.49%+3,01313F-HRTimeline
Ariadne Wealth Management, LP93,696$6.18M2.83%+18,99313F-HRTimeline
Aurelius Family Office LLC96,684$6.16M3.11%13F-HRTimeline
CPC Advisors, LLC96,536$6.15M0.84%-2,41713F-HRTimeline
Burk Holdings LLC95,169$6.07M4.91%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC93,583$6.06M0.03%+24713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…94,073$6M0.34%+5,37713F-HRTimelineGroup
Hemington Wealth Management92,186$5.88M1.48%-2,63913F-HRTimeline
EnRich Financial Partners LLC91,945$5.86M1.95%-90913F-HRTimeline
Clearstead Advisors, LLC90,973$5.8M0.09%-73113F-HRTimeline
Gemmer Asset Management LLC89,460$5.7M0.56%+12513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…86,165$5.49M0.05%-87813F-HRTimelineGroup
Vantage Point Financial LLC84,526$5.39M2.9%13F-HRTimeline
LVZ, Inc.83,460$5.32M0.68%+9,53513F-HRTimeline
OneDigital Investment Advisors LLC83,223$5.31M0.06%-2,84113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC83,200$5.3M2.7%+6,75313F-HRTimeline
Oak Wealth Advisors LLC82,549$5.26M4.05%13F-HRTimeline
Bluespring Wealth Management, LLC80,896$5.16M0.53%-13,79013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP80,749$5.15M0.12%-19,93513F-HRTimeline
CVA Family Office, LLC79,378$5.06M0.8%-14,59013F-HRTimeline
IFG Advisory, LLC78,585$5.01M0.28%-26613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC75,865$4.84M0.18%+4,42613F-HRTimeline
Herold Advisors, Inc.74,990$4.78M1.04%+6,82313F-HRTimeline
Tortoise Investment Management, LLC71,121$4.53M0.48%-5,10013F-HR/ATimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…70,709$4.51M0.94%+7,77013F-HRTimeline