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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
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC42,567,494$2.72B3.87%+16,185,60513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding10,342,794$626M+204,671Timeline
Index Fund Advisors, Inc.5,160,953$312M19.31%-642,57713F-HRTimeline
Plancorp, LLC4,712,710$285M11.3%-78,23713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,838,636$232M-206,188Timeline
LPL Financial LLC3,610,103$218M0.08%+1,188,51113F-HRTimeline
Creative Planningin group Creative Planning3,559,740$215M0.2%-44,39613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC3,399,048$206M14.71%+129,23513F-HRTimeline
Root Financial Partners, LLC2,893,839$175M18.67%+577,11413F-HRTimeline
Zhang Financial LLC2,506,843$152M8.02%+137,43813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,486,268$150M0.34%+770,39813F-HRTimeline
TCI Wealth Advisors, Inc.2,482,654$150M12.02%+139,60913F-HRTimeline
Great Waters Wealth Management2,366,428$143M19.86%-144,63813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,928,749$117M0.19%+343,92713F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH1,794,689$109M32.88%+123,30413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,607,085$97.2M0.19%-27,28913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,585,877$95.9M0.16%+416,21813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,568,099$94.8M0.04%+238,88713F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,456,020$88.1M0.68%-17,30513F-HRTimeline
JFS WEALTH ADVISORS, LLC1,387,839$83.9M5.68%-13,33413F-HRTimeline
Flagstone Financial Management1,386,852$83.9M27.02%+61,84713F-HRTimeline
Intelligence Driven Advisers, LLC1,335,847$80.8M15.56%+13,94513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,237,218$74.8M0.21%+15,83613F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP1,232,446$74.5M1.23%-29,04013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,222,633$73.9M0.02%+94,46713F-HR/ATimelineGroup
DiNuzzo Private Wealth, Inc.1,197,781$72.4M9.12%-5,76013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,184,226$71.6M3.27%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,164,961$70.5M0.1%+70,46613F-HRTimeline
Modera Wealth Management, LLC1,145,407$69.3M0.94%-9,58513F-HRTimeline
Mason & Associates Inc1,069,075$64.7M16.07%-34,28513F-HRTimeline
Chicago Partners Investment Group LLC1,053,480$64M2.13%+39,34813F-HRTimeline
Austin Asset Management Co Inc1,047,964$63.4M13.2%-24,19213F-HRTimeline
CHOREO, LLC1,019,555$61.7M0.96%-5,37013F-HRTimeline
Foster Group, Inc.1,019,063$61.6M2.31%-6,16313F-HRTimeline
Evanson Asset Management, LLC969,812$58.7M4.16%-1,76513F-HRTimeline
Colony Family Offices, LLC960,373$58.1M18.12%-21,95413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC951,454$57.5M0.49%-75,31313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/945,137$57.2M0.01%+225,15813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO928,187$56.1M<0.01%+4,71013F-HRTimelineGroup
PBMares Wealth Management LLC816,700$49.4M9.89%+69,18713F-HRTimeline
Heritage Wealth Management, Inc./Texas782,800$47.3M27.43%-18,57013F-HRTimeline
Quadcap Wealth Management, LLC770,170$46.6M6.76%+102,97413F-HRTimeline
1900 WEALTH MANAGEMENT LLC766,051$46.3M3.85%-3,92913F-HRTimeline
OLIO Financial Planning760,383$46M15.89%+95,19713F-HRTimeline
Willow Creek Wealth Management Inc.743,860$45M4.38%+30,36213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP727,066$44M0.07%-116,92313F-HRTimelineGroup
RS CRUM INC.695,183$42M11.32%-17,63113F-HRTimeline
Apella Capital, LLC715,546$42M1.44%+57,05213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska686,340$41.5M6.31%+85,64313F-HRTimelineGroup
Dynamic Advisor Solutions LLC655,212$39.6M1.31%+2,53213F-HRTimeline
Everest Private Wealth638,528$38.6M35.21%-7,81913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding635,483$38.4M-15,702Timeline
American Investment Services, Inc.634,673$38.4M6.76%-5,67613F-HRTimeline
Asset Dedication, LLC629,018$38M3.09%-19,19913F-HRTimeline
McLean Asset Management Corp674,462$36.2M11.95%-12,11313F-HRTimeline
Aspen Wealth Management LLC597,699$36.1M10.23%+65,85713F-HRTimeline
Vermillion Wealth Management, Inc.587,685$35.5M10.43%+25,23913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC569,064$34.4M0.07%-4,69213F-HRTimelineGroup
KM Capital Management Ltd.567,842$34.3M18.51%-43,54713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.526,539$31.8M0.3%+5,88513F-HRTimelineGroup
Pine Harbor Wealth Management, LLC511,917$31M12.39%+18,48613F-HRTimeline
HighTower Advisors, LLC507,608$30.7M0.04%+46513F-HRTimeline
Heritage Investment Group, Inc.507,459$30.7M5.77%-60813F-HRTimeline
Wealthstream Advisors, Inc.502,844$30.4M5.69%-83,60813F-HRTimeline
ARK & TLK INVESTMENTS, LLC487,394$29.5M10.39%-4,36413F-HRTimeline
Hurlow Wealth Management Group, Inc.476,715$28.8M9.01%-2,99813F-HRTimeline
Graver Capital Management, LLC463,144$28M28.55%+17,76513F-HRTimeline
Retirement Solution LLC457,565$27.7M7.85%-16,16313F-HR/ATimeline
Disciplined Equity Management, Inc.456,371$27.6M19.2%-11,77713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC455,137$27.5M20.27%+188,29813F-HRTimeline
AG Asset Advisory, LLC448,255$27.1M27.81%+4,85213F-HRTimeline
DIXON FNANCIAL SERVICES, INC.444,103$26.9M14.52%-8,75613F-HRTimeline
TCP Asset Management, LLC437,891$26.5M5.92%+6,79313F-HRTimeline
Crown Wealth Group, LLC434,929$26.3M13.64%-61,26313F-HRTimeline
MML INVESTORS SERVICES, LLC411,104$24.9M0.08%-44813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC425,573$24.2M3.22%+25313F-HRTimeline
Parkwoods Wealth Partners, LLC389,111$23.5M15.9%+10,11513F-HRTimeline
SC&H Financial Advisors, Inc.387,075$23.4M4.61%+22,03613F-HRTimeline
Cetera Investment Advisers386,848$23.4M0.05%-1,024,37913F-HRTimeline
Timonier Family Office, LTD.385,919$23.3M10.32%+28,16313F-HRTimeline
Farther Finance Advisors, LLC380,451$23.1M0.59%+154,50813F-HRTimeline
Strategic Investment Solutions, Inc. /IL376,015$22.7M6.6%+62,76713F-HRTimeline
CARDIFF PARK ADVISORS, LLC362,303$21.9M2.12%-12,81013F-HRTimeline
Beacon Pointe Advisors, LLC349,746$21.2M0.24%+29,88013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY347,731$21M<0.01%+7,23413F-HRTimelineGroup
Sterling Wealth Advisors Inc339,279$20.5M15.81%+32,80413F-HRTimeline
Freedom Investment Management, Inc.298,596$18.1M1.52%-5,81813F-HRTimeline
Allodium Investment Consultants, LLC295,616$17.9M13.2%+46,23213F-HRTimeline
Warwick Investment Management, Inc.295,453$17.9M3.71%+28713F-HRTimeline
Ruedi Wealth Management, Inc.288,903$17.5M5.47%+2,84613F-HRTimeline
Private Advisor Group, LLC287,183$17.4M0.11%-5,27613F-HRTimeline
Security Financial Services, INC.283,632$17.2M3.41%-8,40013F-HRTimeline
Adero Partners, LLC280,530$17M1.11%013F-HRTimeline
Summit X, LLC278,931$16.9M3.55%+9,84813F-HRTimeline
KEB ASSET MANAGEMENT, LLC271,997$16.5M4.68%-8,35513F-HRTimeline
Meritas Wealth Management, LLC269,351$16.3M9.55%+16,88713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.266,047$16.1M9.32%+1,22513F-HRTimeline
McMill Wealth Management265,804$16.1M5.79%+71,72413F-HRTimeline
Pillar Financial Advisors, LLC260,308$15.7M11.73%+13,41113F-HRTimeline
Babb Wealth Advisors LLC254,858$15.4M12.35%+2,13113F-HRTimeline
CLARIS ADVISORS, LLC / MO /250,192$15.1M5.64%+23,31413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management248,379$15M0.48%+6,80513F-HRTimelineGroup
Investmark Advisory Group LLC247,076$14.9M7.38%+2,39013F-HRTimeline
Trinity Financial Advisors LLC254,066$14.7M5.32%+36,19013F-HR/ATimeline
Larson Financial Group LLC237,905$14.4M0.68%-6,06713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding234,801$14.2M+3,657Timeline
American Capital Advisory, LLC215,780$13.1M7.04%+40,27713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.207,251$12.5M4.02%+21,58013F-HRTimeline
Private Wealth Management Group, LLC205,206$12.4M4.58%+7,73513F-HRTimeline
GEM Asset Management, LLC202,236$12.3M6.88%+54113F-HRTimeline
UBS Group AGin group UBS Group AG202,337$12.2M<0.01%-13,29013F-HRTimelineGroup
Mendota Financial Group, LLC199,821$12.1M13.11%-21,81313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.196,218$11.9M0.03%+35,98613F-HRTimelineGroup
Tassel Capital Management, Inc.193,249$11.7M10.22%-4,53213F-HRTimeline
Cambridge Investment Research Advisors,…190,206$11.5M0.04%-98,68113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC187,265$11.3M2.26%+28,92113F-HRTimeline
AWM CAPITAL, LLC184,358$11.1M1.3%-6,02013F-HRTimeline
David Wealth Management LLC183,404$11.1M9.28%+2,66713F-HRTimeline
Alpha Financial Advisors, LLC182,475$11M4.91%+24713F-HRTimeline
Wealthspire Advisors, LLC179,995$10.9M0.07%-1,86613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS177,121$10.7M0.03%-3,27813F-HRTimeline
Allworth Financial LP174,812$10.3M0.06%+57,67713F-HRTimeline
SUTTON PLACE INVESTORS LLC170,098$10.3M6.92%+60613F-HRTimeline
EARNED WEALTH ADVISORS, LLC169,217$10.2M2.25%+4,18413F-HRTimeline
Cypress Point Wealth Management, LLC168,511$10.2M3.23%+50,88113F-HRTimeline
Tillman Hartley LLC167,541$10.1M2.95%-11,92013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC166,619$10.1M1.02%+163,10713F-HRTimeline
KPP Advisory Services LLC165,526$10M1.9%+66,22413F-HRTimeline
Hughes Financial Services, LLC163,864$9.95M1.95%-35813F-HRTimeline
PFG Advisors163,164$9.87M0.55%+9,88813F-HRTimeline
Cornerstone Financial Group, LLC /NE/153,462$9.71M8.73%+3,27513F-HRTimeline
Bernardo Wealth Planning LLC158,526$9.59M2.29%+9,25413F-HR/ATimeline
Rehmann Capital Advisory Group158,443$9.58M0.6%+4,48213F-HRTimeline
Cedar Point Capital Partners, LLC157,500$9.53M6.4%+2,25313F-HRTimeline
Envision Financial Planning, LLC157,134$9.5M4.84%-7,68013F-HRTimeline
Physician Wealth Solutions Inc.155,364$9.4M4.72%013F-HRTimeline
Investment Advisory Group, LLC151,216$9.15M3.06%+17,61813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP150,799$9.12M0.01%+16,59313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …149,548$9.08M0.72%-8,42213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC145,696$8.81M6.3%-73513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners142,307$8.61M1.41%-15,60213F-HRTimelineGroup
Main Street Financial Solutions, LLC141,914$8.58M0.75%+3,79613F-HRTimeline
Fund Evaluation Group, LLC137,233$8.3M0.36%+88813F-HRTimeline
Sowell Financial Services LLC137,174$8.3M0.38%+1,03513F-HRTimeline
Capstone Wealth Management, LLC135,630$8.2M8.17%+5,08413F-HRTimeline
Seneschal Advisors, LLC128,700$7.78M6.68%-92913F-HRTimeline
HB Wealth Management, LLC128,445$7.77M0.07%+8813F-HRTimeline
Quantinno Capital Management LP127,855$7.73M0.05%+9,85313F-HRTimeline
Binnacle Investments Inc125,963$7.62M5.56%13F-HRTimeline
Robertson Stephens Wealth Management, L…124,428$7.53M0.28%+1,79713F-HRTimeline
Aptus Capital Advisors, LLC121,674$7.36M0.08%+20,26413F-HRTimeline
Yardley Wealth Management LLC117,669$7.12M4.19%-18,03813F-HRTimeline
SeaBridge Investment Advisors LLC114,936$6.95M1.5%+44913F-HRTimeline
Kondo Wealth Advisors, Inc.112,644$6.81M3.36%-2,00113F-HRTimeline
JDH Wealth Management, LLC111,675$6.75M5.8%-2413F-HRTimeline
Altiora Financial Group, LLC111,630$6.75M1.44%013F-HRTimeline
CPA Asset Management Group, LLC110,288$6.67M2.94%-97213F-HRTimeline
BostonPremier Wealth LLC110,072$6.66M4.13%-3,32413F-HRTimeline
Innovative Wealth Building LLC109,855$6.64M6.12%-3,08213F-HRTimeline
VSM Wealth Advisory, LLC109,546$6.63M2.38%+5,23313F-HRTimeline
Financial Engines Advisors L.L.C.108,748$6.58M0.01%+2,27613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC108,611$6.57M3.27%-2,85713F-HRTimeline
FMB WEALTH MANAGEMENT108,296$6.55M3.62%-13,89613F-HRTimeline
Burk Holdings LLC105,788$6.4M4.83%+10,61913F-HRTimeline
Quantum Financial Advisors, LLC104,920$6.35M0.95%013F-HRTimeline
Sandy Spring Bank104,898$6.34M0.27%+73613F-HRTimeline
CFS Investment Advisory Services, LLC101,758$6.15M0.55%+15113F-HRTimeline
Certified Advisory Corp100,639$6.09M0.69%+89913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…99,369$6.01M<0.01%-77413F-HRTimelineGroup
NewEdge Advisors, LLC98,153$5.94M0.04%-56,77213F-HRTimeline
Betterment LLC98,075$5.93M0.01%-2,82113F-HRTimeline
Symmetry Partners, LLC97,345$5.89M0.82%-9,29013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC97,025$5.87M5.37%-10,93713F-HRTimeline
Ridgeline Wealth, LLC95,844$5.8M4.93%-4,20813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding95,688$5.79M+39,683Timeline
Aurelius Family Office LLC95,455$5.77M2.93%-1,22913F-HRTimeline
CVA Family Office, LLC93,567$5.66M0.87%+14,18913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…93,024$5.63M0.31%-1,04913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC92,451$5.59M0.02%-1,13213F-HRTimelineGroup
Ariadne Wealth Management, LP90,785$5.55M2.9%-2,91113F-HRTimeline
EnRich Financial Partners LLC90,109$5.45M1.83%-1,83613F-HRTimeline
Herold Advisors, Inc.89,900$5.44M1.19%+14,91013F-HRTimeline
OneDigital Investment Advisors LLC89,733$5.43M0.06%+6,51013F-HRTimeline
Gemmer Asset Management LLC89,508$5.41M0.54%+4813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…87,701$5.3M0.05%+1,53613F-HRTimelineGroup
Vantage Point Financial LLC87,017$5.26M2.65%+2,49113F-HRTimeline
Clearstead Advisors, LLC86,969$5.26M0.08%-4,00413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…83,214$5.03M1.06%+12,50513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC82,523$4.99M0.68%new13F-HRTimeline
Oak Wealth Advisors LLC82,019$4.96M3.67%-53013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC81,858$4.95M0.18%+5,99313F-HRTimeline
Topsail Wealth Management, LLC81,438$4.93M1%-21,18913F-HRTimeline
Bridgewater Advisors Inc.81,829$4.91M0.42%+16,44513F-HRTimeline
Hemington Wealth Management80,639$4.88M0.76%-11,54713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP80,458$4.87M0.12%-29113F-HRTimeline
Bluespring Wealth Management, LLC79,846$4.83M0.49%-1,05013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC78,603$4.75M2.42%-4,59713F-HRTimeline
Grunden Financial Advisory, Inc.78,328$4.74M2.3%+50,47413F-HRTimeline
IFG Advisory, LLC77,651$4.7M0.26%-93413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.76,791$4.64M0.03%+6,97213F-HRTimeline