Skip to content
Disclosery

DFUS DIMENSIONAL ETF TRUST

Follow

US EQUI MARK ETF (fund)

848 managers (855 13F filers) reported a position in DFUS shares at 2026-03-31, 209,388,760 shares in all. 48 filers opened a position and 33 filers sold out during the quarter.

Managers
848
13F filers
855
New
48
Added
362
Reduced
226
Sold out
33
Shares held by filers
209,388,760

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC44,074,306$3.13B3.85%-398,39413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding11,876,247$844M+283,466Timeline
MASECO LLP7,486,563$531M16.65%+26,36813F-HRTimeline
Root Financial Partners, LLC6,125,950$434M20.09%+805,25213F-HRTimeline
Vise Technologies, Inc.4,742,037$352M6.91%013F-HRTimeline
Index Fund Advisors, Inc.4,952,143$351M15.8%-50713F-HRTimeline
Plancorp, LLC4,457,788$330M9.39%-46,79513F-HRTimeline
SAX WEALTH ADVISORS, LLC3,866,695$287M13.89%-7,71213F-HRTimeline
LPL Financial LLC3,662,750$260M0.07%+60,89813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,394,161$241M0.36%+568,58713F-HRTimeline
Creative Planningin group Creative Planning3,357,019$238M0.16%-69,16313F-HRTimelineGroup
TCI Wealth Advisors, Inc.3,321,432$236M12.51%+153,00713F-HRTimeline
Mariner, LLCin group Mariner, LLC2,994,330$212M0.25%+282,60113F-HRTimelineGroup
Great Waters Wealth Management2,817,903$200M21.15%+132,36313F-HRTimeline
Zhang Financial LLC2,533,557$180M6.21%+115,69413F-HRTimeline
Apella Capital, LLC2,180,551$169M2.51%+956,29213F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH2,325,624$165M40.09%+17,65613F-HRTimeline
Smartleaf Asset Management LLC1,865,705$129M4.64%+328,05813F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,691,253$120M8.02%+208,10713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,690,838$120M0.01%+467,54913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,652,947$117M0.16%+344,11713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,651,247$117M0.17%-54,98313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,570,121$111M0.03%+16,19613F-HRTimelineGroup
Flagstone Financial Management1,531,004$109M26.95%+44,67113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,395,299$98.9M0.03%+82,39613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,381,600$98M0.02%+93,79913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,357,480$96.3M5.39%-34,83813F-HRTimeline
Sequoia Financial Advisors, LLC1,297,323$92M0.52%-79,45313F-HRTimeline
Intelligence Driven Advisers, LLC1,280,186$90.8M15.83%-173,82313F-HRTimeline
Chicago Partners Investment Group LLC1,105,861$85.8M1.92%+18,86213F-HRTimeline
DiNuzzo Private Wealth, Inc.1,176,569$83.4M8.99%-97613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,171,335$83.1M1.18%-25,58013F-HRTimelineGroup
Colony Family Offices, LLC1,157,780$82.1M20.25%+22,76513F-HRTimeline
Modera Wealth Management, LLC1,089,484$77.3M0.93%-46,62613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,041,966$73.9M+260,906Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,028,531$72.4M0.16%-547,52413F-HRTimeline
Foster Group, Inc.947,149$67.2M2%-17,40913F-HRTimeline
Evanson Asset Management, LLC939,846$66.6M3.58%-10,63613F-HRTimeline
Austin Asset Management Co Inc937,196$66.5M10.92%-12,19513F-HRTimeline
CHOREO, LLC933,545$66.2M0.81%+5,07013F-HRTimeline
Elser Financial Planning, Inc931,031$66M3.21%+888,26513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC927,780$65.8M0.32%-6,63813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS921,951$65.4M0.11%-10,33013F-HRTimeline
Heritage Wealth Management, Inc./Texas894,614$63.4M27.11%+11,49213F-HRTimeline
OLIO Financial Planning882,588$62.6M17.34%+26,34613F-HRTimeline
Tencap Wealth Coaching, LLC842,182$59.8M22.5%+30,30713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska835,254$59.2M6%+53,87113F-HRTimelineGroup
Quadcap Wealth Management, LLC827,028$58.6M6.68%+44,97713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO813,517$56M<0.01%+10,88413F-HR/ATimelineGroup
1900 WEALTH MANAGEMENT LLC788,008$55.9M3.59%+26,71013F-HRTimeline
Farther Finance Advisors, LLC765,857$54.7M0.52%+84,96813F-HRTimeline
Aspen Wealth Management LLC751,465$53.3M10.63%-2,95013F-HRTimeline
RS CRUM INC.746,551$52.9M10.24%+15,21913F-HRTimeline
Beacon Pointe Advisors, LLC723,325$51.3M0.27%+86,16913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC690,457$49M0.07%+327,08413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP688,729$48.8M0.07%+15,39813F-HRTimelineGroup
Foundry Financial LLC673,205$47.7M20.22%+206,25813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC672,942$47.7M0.1%+36,52213F-HRTimelineGroup
Cetera Investment Advisers661,366$46.9M0.05%+188,14413F-HRTimeline
Hurlow Wealth Management Group, Inc.658,393$46.7M11.11%+38,73413F-HRTimeline
Everest Private Wealth645,075$45.7M23.17%-57,68613F-HRTimeline
Crown Wealth Group, LLC644,636$45.7M13.43%+8,06013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.614,973$45.6M0.29%+28,72913F-HRTimelineGroup
Vermillion Wealth Management, Inc.643,129$45.6M18.15%+22,47213F-HRTimeline
McLean Asset Management Corp642,571$45.6M7.97%-8,62913F-HRTimeline
Crusonia Wealth Advisors LLC634,502$45M9.29%+40,81913F-HRTimeline
Three Arch Wealth Management LLC575,743$40.8M7.34%-3,66913F-HRTimeline
Dynamic Advisor Solutions LLC575,203$40.8M1.29%+19,84513F-HRTimeline
Pine Harbor Wealth Management, LLC561,269$39.8M11.91%+19,14013F-HRTimeline
HighTower Advisors, LLC552,893$39.2M0.04%-27,43913F-HRTimeline
Graver Capital Management, LLC537,935$38.1M28.98%+30,91913F-HRTimeline
Parkwoods Wealth Partners, LLC524,268$37.2M9.11%+17,13413F-HRTimeline
Disciplined Equity Management, Inc.523,787$37.1M18.66%-2,79413F-HRTimeline
Greenspring Advisors, LLC515,346$36.5M2.23%-6,13613F-HRTimeline
Freedom Investment Management, Inc.512,578$36.3M10.79%-68,87613F-HRTimeline
KM Capital Management Ltd.443,078$35.8M24.06%-12,97913F-HRTimeline
Heritage Investment Group, Inc.503,575$35.7M5.4%-29113F-HRTimeline
Guardian Wealth Management, LLC497,280$35.3M10.7%+19,41013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC466,915$34.6M3.11%+18,63513F-HRTimeline
Mason & Associates Inc493,520$34M6.6%-15,14413F-HRTimeline
TCP Asset Management, LLC471,392$33.4M4.3%+3,17413F-HRTimeline
Owl Creek Wealth Partners LLC467,866$33.2M11.82%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP464,245$32.9M0.69%+379,73513F-HRTimeline
AG Asset Advisory, LLC458,308$32.5M26.95%+5,92713F-HRTimeline
ARK & TLK INVESTMENTS, LLC455,424$32.3M8.76%-4,64113F-HRTimeline
SC&H Financial Advisors, Inc.454,165$32.2M4.86%+15,88713F-HRTimeline
CWS Financial Advisors, LLC443,136$31.4M8.05%+407,06213F-HRTimeline
MML INVESTORS SERVICES, LLC435,937$30.9M0.09%-39,98913F-HRTimeline
Retirement Solution LLC431,483$30.6M7.24%-33,54413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.431,171$30.6M13.73%-2,65313F-HRTimeline
Premier Financial Group378,298$27.2M4.63%+4,34713F-HRTimeline
Investmark Advisory Group LLC361,057$25.6M10.96%+1,06113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC359,042$25.5M0.01%+173,14913F-HRTimelineGroup
Royal Harbor Partners, LLC358,725$25.4M8.61%+64,11913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…358,227$25.4M0.3%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp357,142$25.3M1.18%-32,77013F-HRTimelineGroup
One Capital Management, LLC354,994$25.2M0.69%+350,16113F-HRTimeline
Sterling Wealth Advisors Inc317,131$24.5M13.98%-86613F-HRTimeline
Allodium Investment Consultants, LLC345,114$24.5M11.72%+10,01113F-HRTimeline
Asset Dedication, LLC332,888$23.6M1.65%-366,98113F-HRTimeline
KEB ASSET MANAGEMENT, LLC319,697$22.7M4.34%+18,22813F-HRTimeline
Meritas Wealth Management, LLC308,458$21.9M9.89%+25,60013F-HRTimeline
CLARIS ADVISORS, LLC / MO /308,441$21.9M6.55%+17,64313F-HRTimeline
Optimus Capital Advisors, LLC308,046$21.8M12.92%+4,47313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY306,938$21.8M<0.01%-39,35213F-HRTimelineGroup
Babb Wealth Advisors LLC303,546$21.5M11.77%+11,62513F-HRTimeline
Trinity Financial Advisors LLC302,816$21.5M6.11%+35,31013F-HRTimeline
OneDigital Investment Advisors LLC300,466$21.3M0.21%+14,71413F-HRTimeline
Cambridge Investment Research Advisors,…296,747$21M0.05%+22,98913F-HRTimeline
Bernardo Wealth Planning LLC286,220$20.3M3.97%+27,94913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.283,633$20.1M0.03%-4,17213F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.281,089$19.9M9.85%-11,07013F-HRTimeline
Cypress Point Wealth Management, LLC274,221$19.4M4.19%+54,37813F-HRTimeline
Pillar Financial Advisors, LLC271,982$19.3M11.27%+8,12613F-HRTimeline
Ruedi Wealth Management, Inc.269,699$19.1M4.93%+8,65113F-HRTimeline
Allworth Financial LP269,320$19.1M0.08%+103,88313F-HRTimeline
American Capital Advisory, LLC267,323$19M7.68%+32,06113F-HRTimeline
Security Financial Services, INC.249,996$17.7M2.8%-8,41513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management248,067$17.6M0.6%-1,59913F-HRTimelineGroup
Mendota Financial Group, LLC246,019$17.4M12.92%+5,62313F-HRTimeline
CARDIFF PARK ADVISORS, LLC245,094$17.4M1.39%-43,76713F-HRTimeline
Strategic Investment Solutions, Inc. /IL241,407$17.1M4.13%-99113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding234,615$16.6M+937Timeline
LEGACY FINANCIAL GROUP, INC.234,068$16.6M4.39%+7,07413F-HRTimeline
GEM Asset Management, LLC233,207$16.5M7.3%+26,55113F-HRTimeline
Warburton Capital Management, LLC221,320$16.4M8%+105,21513F-HRTimeline
Quantinno Capital Management LP230,904$16.4M0.03%+43,35813F-HRTimeline
PFG Advisors230,266$16.3M0.79%+17,58613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …228,984$16.2M0.32%+163,06813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding228,312$16.2M-21,846Timeline
Broadhurst Jeffrey B226,009$16M16.42%+7,93713F-HRTimeline
Larson Financial Group LLC220,416$15.6M0.5%-6,16013F-HRTimeline
Tassel Capital Management, Inc.215,838$15.3M8.31%-1,17113F-HRTimeline
KPP Advisory Services LLC212,833$15.1M2.19%+15,23913F-HRTimeline
Capstone Wealth Management, LLC212,156$15M10.49%+10,52813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP203,309$14.4M0.01%+10,64213F-HRTimelineGroup
Kraft, Davis & Associates, LLC182,494$14.3M3.04%+10,55613F-HRTimeline
Investment Advisory Group, LLC201,018$14.3M3.62%+16,28313F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …198,869$14.1M12.55%+7,28913F-HRTimeline
Certified Advisory Corp196,639$13.9M1.25%+10,72313F-HRTimeline
Aptus Capital Advisors, LLC196,273$13.9M0.12%+14,26813F-HRTimeline
Betterment LLC192,349$13.6M0.03%+2,85113F-HRTimeline
HB Wealth Management, LLC189,380$13.4M0.09%-52113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP189,595$13.1M0.01%+9,22013F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC180,675$12.8M1.93%-4,33413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners175,675$12.5M1.62%-54813F-HRTimelineGroup
Private Wealth Management Group, LLC175,481$12.4M3.27%-8,99013F-HRTimeline
Wealthspire Advisors, LLC175,413$12.4M0.1%+26413F-HRTimeline
American Investment Services, Inc.173,415$12.3M2.74%+11,56013F-HRTimeline
SUTTON PLACE INVESTORS LLC171,549$12.2M6.65%+1,88813F-HRTimeline
Indivisible Partners170,563$12.1M1.07%+17,94413F-HRTimeline
AWM CAPITAL, LLC166,457$11.8M1.07%-5,13213F-HRTimeline
Cornerstone Financial Group, LLC /NE/149,022$11.7M7.51%+11813F-HRTimeline
Alpha Financial Advisors, LLC162,741$11.5M3.54%-7,51213F-HRTimeline
Warwick Investment Management, Inc.158,866$11.3M1.63%-96,41813F-HRTimeline
Physician Wealth Solutions Inc.157,689$11.2M4.63%013F-HRTimeline
Rehmann Capital Advisory Group156,704$11.1M0.58%-1,17413F-HRTimeline
FCG Investment Co154,636$11M4.81%13F-HRTimeline
Embree Financial Group153,893$10.9M1.29%+30513F-HRTimeline
Envision Financial Planning, LLC153,828$10.9M3.95%+1,33913F-HRTimeline
CFS Investment Advisory Services, LLC140,519$10.9M0.75%+13,46613F-HRTimeline
Hughes Financial Services, LLC150,460$10.7M1.64%-57213F-HRTimeline
Cedar Point Capital Partners, LLC147,007$10.4M6.77%+4,70513F-HRTimeline
Savvy Advisors, Inc.147,005$10.4M0.28%+52,12713F-HRTimeline
BostonPremier Wealth LLC146,202$10.4M5.36%+5,63213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC145,850$10.3M7.74%-42613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp143,447$10.2M0.2%+6,42313F-HRTimelineGroup
Tillman Hartley LLC141,469$10M2.52%-36813F-HRTimeline
Private Advisor Group, LLC141,411$10M0.05%-11,38613F-HRTimeline
Fund Evaluation Group, LLC140,789$9.98M0.31%013F-HRTimeline
Sowell Financial Services LLC139,563$9.9M0.37%-96613F-HRTimeline
HARBOUR INVESTMENTS, INC.134,215$9.52M0.15%+106,32113F-HRTimeline
Team Hewins, LLC134,127$9.51M2.83%+105,23213F-HRTimeline
Coston, McIsaac & Partners132,731$9.41M2.12%+7,42413F-HRTimeline
Herold Advisors, Inc.132,085$9.37M2.06%+16,21313F-HRTimeline
Topsail Wealth Management, LLC126,220$8.95M1.32%+24,25313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC123,909$8.79M0.97%+1,91213F-HRTimeline
VSM Wealth Advisory, LLC123,361$8.75M2.61%+4,06813F-HRTimeline
Seneschal Advisors, LLC122,532$8.69M6.45%+1,78813F-HRTimeline
Richard Young Associates, Ltd.122,016$8.65M6.57%-41713F-HRTimeline
LVZ, Inc.117,174$8.31M0.95%+15,30613F-HRTimeline
Financial Engines Advisors L.L.C.116,709$8.28M0.02%-3,61513F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC116,371$8.25M3.28%+6,55213F-HRTimeline
Yardley Wealth Management LLC115,418$8.18M4.19%+6,24213F-HRTimeline
XY Planning Network, Inc.113,071$8.08M1.29%+6,96413F-HRTimeline
FMB WEALTH MANAGEMENT113,450$8.04M3.33%+1,01913F-HRTimeline
JDH Wealth Management, LLC112,768$8M5.39%-77313F-HRTimeline
Altiora Financial Group, LLC111,570$7.91M1.3%013F-HRTimeline
Robertson Stephens Wealth Management, L…110,707$7.85M0.22%-19913F-HRTimeline
SeaBridge Investment Advisors LLC110,308$7.82M1.32%-34613F-HRTimeline
Capstone Wealth Management, Inc.108,514$7.78M6.6%-2,27413F-HRTimeline
Lauterbach Financial Advisors, LLC107,283$7.61M3.72%+70813F-HRTimeline
Kondo Wealth Advisors, Inc.107,113$7.6M2.86%-7913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…105,467$7.48M1.61%-11,38213F-HRTimeline
Quantum Financial Advisors, LLC104,854$7.44M0.83%013F-HRTimeline
CPA Asset Management Group, LLC104,409$7.4M2.48%-5,73313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104,052$7.38M<0.01%+2,80613F-HRTimelineGroup
SEMITAM BONAM LLC102,477$7.27M5.94%+2,29213F-HRTimeline
Ridgeline Wealth, LLC100,326$7.11M5.1%+8,89213F-HRTimeline
Burk Holdings LLC99,833$7.08M3.03%+8,82013F-HRTimeline