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Disclosery

DFUS DIMENSIONAL ETF TRUST

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US EQUI MARK ETF (fund)

736 managers (742 13F filers) reported a position in DFUS shares at 2025-06-30, 186,790,837 shares in all. 50 filers opened a position and 20 filers sold out during the quarter.

Managers
736
13F filers
742
New
50
Added
304
Reduced
197
Sold out
20
Shares held by filers
186,790,837

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC45,111,138$2.88B3.72%+2,543,64413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding10,108,305$677M-234,489Timeline
MASECO LLP7,896,996$529M20.12%13F-HRTimeline
Index Fund Advisors, Inc.5,052,581$339M19.01%-108,37213F-HRTimeline
Plancorp, LLC4,595,119$308M10.67%-117,59113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,976,107$266M0.08%+137,47113F-HRTimelineGroup
LPL Financial LLC3,626,695$243M0.08%+16,59213F-HRTimeline
Creative Planningin group Creative Planning3,530,566$237M0.2%-29,17413F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC3,425,092$230M13.86%+26,04413F-HRTimeline
Root Financial Partners, LLC3,095,429$207M20.05%+201,59013F-HRTimeline
TCI Wealth Advisors, Inc.2,730,367$183M12.54%+247,71313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,517,541$169M0.38%+31,27313F-HRTimeline
Zhang Financial LLC2,396,803$161M7.41%-110,04013F-HRTimeline
Great Waters Wealth Management2,390,540$160M20.84%+24,11213F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH2,178,411$146M41.02%+383,72213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,987,532$133M0.19%+401,65513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,725,750$116M0.15%-202,99913F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,634,690$111M0.18%+27,60513F-HRTimeline
Intelligence Driven Advisers, LLC1,532,653$103M15.49%+196,80613F-HRTimeline
Flagstone Financial Management1,466,921$98.3M28.18%+80,06913F-HRTimeline
Sequoia Financial Advisors, LLC1,436,823$96.3M0.66%-19,19713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,431,480$95.9M0.03%-136,61913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,411,720$94.6M6.02%+23,88113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,299,746$87.1M0.02%+77,11313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,226,641$82.2M0.11%+61,68013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,224,999$82.1M9.75%+27,21813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,219,630$81.7M1.24%-12,81613F-HRTimelineGroup
Modera Wealth Management, LLC1,205,949$80.8M1%+60,54213F-HRTimeline
Apella Capital, LLC1,177,252$79.4M2.15%+461,70613F-HRTimeline
Chicago Partners Investment Group LLC1,081,221$74.4M2.14%+27,74113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,090,394$73.1M0.01%+145,25713F-HRTimelineGroup
Colony Family Offices, LLC1,029,271$69M17.83%+68,89813F-HRTimeline
Foster Group, Inc.1,013,963$68M2.33%-5,10013F-HRTimeline
CHOREO, LLC1,009,455$67.7M0.94%-10,10013F-HRTimeline
Austin Asset Management Co Inc985,771$66.1M12.87%-62,19313F-HRTimeline
Evanson Asset Management, LLC946,784$63.5M3.94%-23,02813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC916,262$61.4M0.44%-35,19213F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO912,390$61.1M<0.01%-15,79713F-HRTimelineGroup
PBMares Wealth Management LLC911,954$61.1M11.18%+95,25413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp908,286$60.9M2.66%-275,94013F-HRTimelineGroup
Heritage Wealth Management, Inc./Texas882,747$59.1M29.36%+99,94713F-HRTimeline
Quadcap Wealth Management, LLC837,611$56.1M7.13%+67,44113F-HRTimeline
OLIO Financial Planning809,909$54.3M17.12%+49,52613F-HRTimeline
Willow Creek Wealth Management Inc.796,649$53.4M4.8%+52,78913F-HRTimeline
1900 WEALTH MANAGEMENT LLC766,624$51.4M3.89%+57313F-HRTimeline
Everest Private Wealth750,294$50.3M36.13%+111,76613F-HRTimeline
RS CRUM INC.721,564$48.4M11.59%+26,38113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska721,271$48.1M6.51%+34,93113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP712,470$47.7M0.07%-14,59613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding712,312$47.7M+76,829Timeline
ASSETMARK, INCin group ASSETMARK, INC696,320$46.7M0.11%-540,89813F-HRTimelineGroup
Aspen Wealth Management LLC695,585$46.6M11.57%+97,88613F-HRTimeline
McLean Asset Management Corp675,427$45.5M11.94%+96513F-HRTimeline
Asset Dedication, LLC670,487$44.9M3.26%+41,46913F-HRTimeline
Freedom Investment Management, Inc.665,448$44.6M3.56%+366,85213F-HRTimeline
Vermillion Wealth Management, Inc.644,963$43.2M20.63%+57,27813F-HRTimeline
Dynamic Advisor Solutions LLC637,122$42.7M1.32%-18,09013F-HRTimeline
Crown Wealth Group, LLC581,352$39M14.64%+146,42313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC574,599$38.5M0.07%+5,53513F-HRTimelineGroup
KM Capital Management Ltd.567,600$38M18.77%-24213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.547,471$36.7M0.3%+20,93213F-HRTimelineGroup
Pine Harbor Wealth Management, LLC519,119$34.8M12.24%+7,20213F-HRTimeline
Mason & Associates Inc511,481$34.3M7.91%-557,59413F-HRTimeline
Hurlow Wealth Management Group, Inc.508,591$34.1M9.63%+31,87613F-HRTimeline
Heritage Investment Group, Inc.504,951$33.8M5.83%-2,50813F-HRTimeline
Disciplined Equity Management, Inc.499,676$33.5M19.66%+43,30513F-HRTimeline
HighTower Advisors, LLC498,441$33.4M0.04%-9,16713F-HRTimeline
Graver Capital Management, LLC498,287$33.4M29.53%+35,14313F-HRTimeline
Wealthstream Advisors, Inc.497,847$33.4M5.55%-4,99713F-HRTimeline
ARK & TLK INVESTMENTS, LLC482,598$32.3M10.38%-4,79613F-HRTimeline
AG Asset Advisory, LLC450,260$30.2M26.22%+2,00513F-HRTimeline
Retirement Solution LLC448,953$30.1M7.68%-8,61213F-HR/ATimeline
TCP Asset Management, LLC447,495$30M5.95%+9,60413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.441,725$29.6M14.95%-2,37813F-HRTimeline
MML INVESTORS SERVICES, LLC439,369$29.4M0.08%+28,26513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC432,006$29.1M3.33%+6,43313F-HRTimeline
SC&H Financial Advisors, Inc.412,324$27.6M4.72%+25,24913F-HRTimeline
Parkwoods Wealth Partners, LLC391,774$26.3M15.15%+2,66313F-HRTimeline
Premier Financial Group376,483$26.2M7.29%13F-HRTimeline
Timonier Family Office, LTD.388,711$26.1M9.74%+2,79213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY366,802$24.6M<0.01%+19,07113F-HRTimelineGroup
Cetera Investment Advisers356,207$23.9M0.04%-30,64113F-HRTimeline
Beacon Pointe Advisors, LLC354,270$23.7M0.25%+4,52413F-HRTimeline
CARDIFF PARK ADVISORS, LLC346,935$23.3M2.01%-15,36813F-HRTimeline
Sterling Wealth Advisors Inc311,464$21.1M14.91%-27,81513F-HRTimeline
Farther Finance Advisors, LLC313,128$21M0.42%-67,32313F-HRTimeline
Allodium Investment Consultants, LLC311,989$20.9M13.23%+16,37313F-HRTimeline
Strategic Investment Solutions, Inc. /IL310,344$20.8M6.29%-65,67113F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC307,722$20.6M13.84%-147,41513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding297,826$20M+155,519Timeline
Warwick Investment Management, Inc.295,718$19.8M3.84%+26513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.298,825$19.7M0.04%+102,60713F-HR/ATimelineGroup
CarsonAllaria Wealth Management, Ltd.287,941$19.3M10.35%+21,89413F-HRTimeline
KEB ASSET MANAGEMENT, LLC285,749$19.2M4.77%+13,75213F-HRTimeline
Security Financial Services, INC.283,931$19M3.36%+29913F-HRTimeline
Summit X, LLC282,690$18.9M3.53%+3,75913F-HRTimeline
Ruedi Wealth Management, Inc.280,262$18.8M5.57%-8,64113F-HRTimeline
Meritas Wealth Management, LLC277,065$18.6M10.21%+7,71413F-HRTimeline
McMill Wealth Management272,920$18.3M6.05%+7,11613F-HRTimeline
Pillar Financial Advisors, LLC262,135$17.6M12.13%+1,82713F-HRTimeline
Babb Wealth Advisors LLC259,755$17.4M12.85%+4,89713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding253,532$17M+18,731Timeline
Spire Wealth Managementin group Spire Wealth Management248,866$16.7M0.6%+48713F-HRTimelineGroup
Bernardo Wealth Planning LLC242,876$16.3M3.53%+84,35013F-HRTimeline
UBS Group AGin group UBS Group AG238,673$16M<0.01%+36,33613F-HRTimelineGroup
Trinity Financial Advisors LLC236,361$15.8M4.85%-17,70513F-HRTimeline
Larson Financial Group LLC233,876$15.7M0.63%-4,02913F-HRTimeline
Royal Harbor Partners, LLC229,645$15.4M5.62%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /229,443$15.4M5.35%-20,74913F-HRTimeline
Investmark Advisory Group LLC225,530$15.1M7.08%-21,54613F-HRTimeline
LEGACY FINANCIAL GROUP, INC.216,015$14.5M4.28%+8,76413F-HRTimeline
American Capital Advisory, LLC210,728$14.1M7.07%-5,05213F-HRTimeline
Mendota Financial Group, LLC208,293$14M13.2%+8,47213F-HRTimeline
GEM Asset Management, LLC206,149$13.9M7.12%+3,91313F-HRTimeline
Cambridge Investment Research Advisors,…203,668$13.7M0.04%+13,46213F-HRTimeline
Tassel Capital Management, Inc.201,381$13.5M10.37%+8,13213F-HRTimeline
David Wealth Management LLC195,364$13.1M9.75%+11,96013F-HRTimeline
HB Wealth Management, LLC189,782$12.7M0.1%+61,33713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC187,677$12.6M2.27%+41213F-HRTimeline
Private Wealth Management Group, LLC186,676$12.5M4.16%-18,53013F-HRTimeline
EARNED WEALTH ADVISORS, LLC181,909$12.2M2.39%+12,69213F-HRTimeline
Wealthspire Advisors, LLC181,452$12.2M0.07%+1,45713F-HRTimeline
Aptus Capital Advisors, LLC181,392$12.2M0.12%+59,71813F-HRTimeline
Alpha Financial Advisors, LLC179,702$12M4.65%-2,77313F-HRTimeline
KPP Advisory Services LLC175,324$11.8M1.94%+9,79813F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS175,309$11.7M0.03%-1,81213F-HRTimeline
PFG Advisors174,936$11.7M0.54%+11,77213F-HRTimeline
AWM CAPITAL, LLC174,909$11.7M1.23%-9,44913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP173,621$11.6M0.01%+22,82213F-HRTimelineGroup
Allworth Financial LP171,359$11.5M0.06%-3,45313F-HRTimeline
SUTTON PLACE INVESTORS LLC170,180$11.4M6.86%+8213F-HRTimeline
Capstone Wealth Management, LLC170,128$11.4M9.99%+34,49813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …165,258$11.1M0.25%+125,73513F-HRTimelineGroup
Cypress Point Wealth Management, LLC164,500$11M2.68%-4,01113F-HRTimeline
Investment Advisory Group, LLC160,626$10.8M3.26%+9,41013F-HRTimeline
Physician Wealth Solutions Inc.159,496$10.7M4.96%+4,13213F-HRTimeline
Betterment LLC159,219$10.7M0.02%+61,14413F-HRTimeline
Hughes Financial Services, LLC154,060$10.6M1.82%-9,80413F-HRTimeline
Rehmann Capital Advisory Group157,609$10.6M0.64%-83413F-HRTimeline
American Investment Services, Inc.155,783$10.4M2.67%-478,89013F-HRTimeline
Envision Financial Planning, LLC155,640$10.4M4.88%-1,49413F-HRTimeline
Cornerstone Financial Group, LLC /NE/152,503$10.2M8.69%-95913F-HRTimeline
Wealth Advisory Team LLC150,970$10.1M9.46%13F-HRTimeline
Tillman Hartley LLC150,301$10.1M2.85%-17,24013F-HRTimeline
Private Advisor Group, LLC150,036$10.1M0.05%-137,14713F-HRTimeline
Cedar Point Capital Partners, LLC149,774$10M7.08%-7,72613F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC146,748$9.84M6.34%+1,05213F-HRTimeline
Financial Engines Advisors L.L.C.146,566$9.82M0.02%+37,81813F-HRTimeline
OneDigital Investment Advisors LLC145,825$9.77M0.11%+56,09213F-HRTimeline
Fund Evaluation Group, LLC145,369$9.74M0.38%+8,13613F-HRTimeline
Main Street Financial Solutions, LLC143,574$9.62M0.7%+1,66013F-HRTimeline
Quantinno Capital Management LP143,113$9.59M0.04%+15,25813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …141,554$9.49M0.62%-7,99413F-HR/ATimeline
Sowell Financial Services LLC135,915$9.11M0.37%-1,25913F-HRTimeline
Binnacle Investments Inc132,559$8.88M5.78%+6,59613F-HRTimeline
Seneschal Advisors, LLC125,856$8.43M6.65%-2,84413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp124,429$8.34M0.19%+105,07313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…124,188$8.32M0.29%-24013F-HRTimeline
Yardley Wealth Management LLC120,217$8.06M4.41%+2,54813F-HRTimeline
JDH Wealth Management, LLC116,327$7.8M5.97%+4,65213F-HRTimeline
Kondo Wealth Advisors, Inc.112,945$7.57M3.34%+30113F-HRTimeline
Financial Connections Group, Inc.112,287$7.53M3.1%+108,65713F-HRTimeline
SeaBridge Investment Advisors LLC112,022$7.51M1.4%-2,91413F-HRTimeline
Edge Financial Advisors LLC111,742$7.49M3.94%new13F-HRTimeline
Altiora Financial Group, LLC111,570$7.48M1.46%-6013F-HRTimeline
FMB WEALTH MANAGEMENT111,342$7.46M3.55%+3,04613F-HRTimeline
CPA Asset Management Group, LLC110,198$7.39M3.1%-9013F-HRTimeline
Hemington Wealth Management109,680$7.35M1.06%+29,04113F-HRTimeline
BostonPremier Wealth LLC109,322$7.33M4.06%-75013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC108,842$7.29M6.79%+11,81713F-HRTimeline
CFS Investment Advisory Services, LLC108,430$7.27M0.59%+6,67213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC108,297$7.26M3.32%-31413F-HRTimeline
Certified Advisory Corp106,986$7.17M0.75%+6,34713F-HRTimeline
Quantum Financial Advisors, LLC104,920$7.03M0.95%013F-HRTimeline
Topsail Wealth Management, LLC104,638$7.01M1.28%+23,20013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC102,683$6.88M0.13%+95,60513F-HRTimelineGroup
SEMITAM BONAM LLC101,090$6.78M6.38%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…99,759$6.69M<0.01%+39013F-HRTimelineGroup
EnRich Financial Partners LLC97,873$6.56M2.01%+7,76413F-HRTimeline
Innovative Wealth Building LLC97,411$6.53M5.41%-12,44413F-HRTimeline
Aurelius Family Office LLC96,140$6.44M3.04%+68513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP95,200$6.38M0.01%new13F-HRTimelineGroup
Symmetry Partners, LLC95,062$6.37M0.78%-2,28313F-HRTimeline
NewEdge Advisors, LLC94,934$6.36M0.03%-3,21913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…94,864$6.36M1.27%+11,65013F-HRTimeline
Tortoise Investment Management, LLC93,196$6.25M0.6%+16,52013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC91,678$6.14M0.02%-77313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…91,007$6.1M0.28%-2,01713F-HRTimelineGroup
Burk Holdings LLC89,621$6.01M3.76%-16,16713F-HRTimeline
RFG Advisory, LLC89,054$5.97M0.14%+65,56613F-HRTimeline
Vantage Point Financial LLC87,355$5.85M2.57%+33813F-HRTimeline
Gemmer Asset Management LLC86,959$5.83M0.52%-2,54913F-HRTimeline
Lauterbach Financial Advisors, LLC86,910$5.82M3.2%+28,35713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC85,782$5.75M0.72%+15,05313F-HRTimeline
Herold Advisors, Inc.85,199$5.71M1.2%-4,70113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…85,055$5.7M0.05%-2,64613F-HRTimelineGroup
Bridgewater Advisors Inc.81,829$5.64M0.43%013F-HRTimeline
Clearstead Advisors, LLC82,445$5.53M0.08%-4,52413F-HRTimeline
Oak Wealth Advisors LLC82,098$5.5M3.53%+7913F-HRTimeline
Coston, McIsaac & Partners81,808$5.48M1.42%+9,27313F-HRTimeline