Dimensional US Eq MKT ETFDFUSETF
13F holders, Q1 2024 (March 31)565holders
2famous investors
$56.93avg. 13F price*
At the end of Q1 2024, 565 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings. The largest holders were Buckingham Strategic Wealth, LLC ($436.2M), Index Fund Advisors, Inc. ($341.5M) and Plancorp, LLC ($291.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Eq MKT ETF
- CUSIP
- 25434V401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $48.7M |
| Exits | 18 | $21.9M |
Ownership 565 holders
| Buckingham Strategic Wealth, LLC | 4.61% | Add +26.7% | 7,655,694 | $436.2M |
| Index Fund Advisors, Inc. | 18.86% | Reduce -0.4% | 5,994,170 | $341.5M |
| Plancorp, LLC | 12.67% | Reduce -2.5% | 5,121,033 | $291.8M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -0.7% | 4,204,542 | $239.6M |
| Mercer Global Advisors Inc. | 0.61% | Add +2.7% | 3,792,806 | $216.1M |
| Sax Wealth Advisors, LLC | 18.30% | Add +248.6% | 2,748,910 | $156.6M |
| TCI Wealth Advisors, Inc. | 12.79% | Reduce -0.3% | 2,276,910 | $129.7M |
| ML & R Wealth Management LLC | 29.02% | Reduce -5.4% | 2,216,646 | $126.3M |
| Great Waters Wealth Management | 16.68% | Add +6.7% | 1,792,795 | $102.2M |
| Creative Planning | 0.11% | Reduce -0.8% | 1,717,662 | $97.9M |
| Intelligence Driven Advisers, LLC | 14.33% | Reduce -3.4% | 1,701,852 | $97.0M |
| Zhang Financial LLC | 6.93% | Add +18.1% | 1,640,761 | $93.5M |
| Corient Private Wealth LP | 0.17% | Reduce -1.6% | 1,633,116 | $93.1M |
| G2 Capital Management, LLC / Oh | 29.86% | Add +0.7% | 1,629,167 | $92.8M |
| Sequoia Financial Advisors, LLC | 1.15% | Reduce -0.5% | 1,618,735 | $92.2M |
| JFS Wealth Advisors, LLC | 6.49% | Add +1.3% | 1,434,939 | $81.8M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -1.4% | 1,429,280 | $81.4M |
| Forum Financial Management, LP | 1.32% | Reduce -2.1% | 1,355,438 | $77.2M |
| DiNuzzo Private Wealth, Inc. | 10.05% | Add +0.1% | 1,307,486 | $74.5M |
| Flagstone Financial Management | 27.85% | Add +1.0% | 1,265,302 | $72.1M |
| Assetmark, Inc. | 0.23% | Reduce -1.6% | 1,249,083 | $71.2M |
| Modera Wealth Management, LLC | 1.04% | Reduce -0.5% | 1,198,233 | $68.3M |
| Focus Partners Advisor Solutions, LLC | 1.92% | Add +126.1% | 1,166,359 | $66.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +10.9% | 1,155,627 | $65.8M |
| Foster Group, Inc. | 3.25% | Reduce -3.5% | 1,147,777 | $65.4M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +0.1% | 1,073,043 | $61.1M |
| Savant Capital, LLC | 0.69% | Reduce -30.9% | 1,048,897 | $59.8M |
| Root Financial Partners, LLC | 17.66% | Add +20.6% | 1,045,093 | $59.5M |
| Cetera Investment Advisers | 0.14% | Add +35.1% | 1,041,102 | $59.3M |
| Austin Asset Management Co Inc | 12.94% | Reduce -0.9% | 1,033,902 | $58.9M |
| Mariner, LLC | 0.12% | Add +4.5% | 1,019,016 | $58.1M |
| Choreo, LLC | 1.48% | Reduce -1.6% | 1,013,345 | $57.7M |
| LPL Financial LLC | 0.03% | Reduce -8.7% | 1,000,312 | $57.0M |
| Evanson Asset Management, LLC | 4.07% | Reduce -0.9% | 957,840 | $54.6M |
| Colony Family Offices, LLC | 17.55% | Add +1.2% | 951,907 | $54.2M |
| Royal Bank of Canada | 0.01% | Add +10.5% | 867,589 | $49.4M |
| Heritage Wealth Management, Inc./Texas | 30.56% | Add +0.5% | 825,865 | $47.1M |
| Truist Financial Corp. | 0.07% | Add +1.7% | 824,868 | $47.0M |
| Chicago Partners Investment Group LLC | 1.92% | Add +37.4% | 818,894 | $45.1M |
| 1900 Wealth Management LLC | 4.06% | Reduce -0.9% | 781,944 | $44.6M |
| McLean Asset Management Corp | 13.25% | Reduce -1.5% | 684,257 | $38.7M |
| JPMorgan Chase & Co. | 0.00% | Add +9.2% | 668,494 | $38.1M |
| RS Crum Inc. | 10.16% | Add +44.1% | 654,081 | $37.3M |
| American Investment Services, Inc. | 6.60% | Reduce -0.3% | 653,176 | $37.2M |
| Apella Capital, LLC | 1.83% | Reduce -3.6% | 642,843 | $36.3M |
| Private Capital Management LLC | 8.00% | Add +11.2% | 637,611 | $36.3M |
| Willow Creek Wealth Management Inc. | 4.16% | Add +5.7% | 623,865 | $35.5M |
| Wealthstream Advisors, Inc. | 13.49% | Reduce -5.2% | 623,675 | $35.5M |
| KM Capital Management Ltd. | 18.01% | Add +13.1% | 570,273 | $32.5M |
| Kestra Advisory Services, LLC | 0.22% | Add +6.8% | 562,586 | $32.1M |
| Bank of America Corp. | 0.00% | Add +4.8% | 559,474 | $31.9M |
| Mason & Associates Inc | 8.49% | Reduce -41.9% | 558,777 | $31.8M |
| Heritage Investment Group, Inc. | 3.97% | Reduce -0.1% | 513,653 | $29.3M |
| ARK & TLK Investments, LLC | 11.37% | Reduce -2.8% | 511,360 | $29.1M |
| Retirement Solution LLC | 7.73% | Reduce -0.9% | 500,927 | $28.5M |
| HighTower Advisors, LLC | 0.05% | Add +20.3% | 495,487 | $28.2M |
| Disciplined Equity Management, Inc. | 18.45% | Add +0.8% | 487,350 | $27.8M |
| Equitable Holdings, Inc. | 0.31% | Add +13.1% | 482,114 | $27.5M |
| Dixon Fnancial Services, Inc. | 15.12% | Reduce -0.6% | 479,334 | $27.3M |
| Hurlow Wealth Management Group, Inc. | 9.32% | Add +0.6% | 463,382 | $26.4M |
| Asset Dedication, LLC | 1.92% | Add +14.5% | 451,762 | $25.7M |
| Dynamic Advisor Solutions LLC | 0.83% | Add +6.5% | 433,416 | $24.7M |
| TCP Asset Management, LLC | 6.08% | Add +23.4% | 404,053 | $23.0M |
| Pine Harbor Wealth Management, LLC | 13.90% | Add +42.2% | 387,560 | $22.1M |
| FMFE Wealth Management, LLC | 19.52% | Reduce -1.5% | 373,433 | $21.3M |
| Jackson Thornton Wealth Management, LLC | 3.56% | Add +0.9% | 368,500 | $21.0M |
| MML Investors Services, LLC | 0.08% | Reduce -0.8% | 359,160 | $20.5M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +1.7% | 344,927 | $19.7M |
| Cardiff Park Advisors, LLC | 1.85% | Add +0.5% | 339,781 | $19.4M |
| Sowell Financial Services LLC | 0.86% | Add +2.5% | 321,118 | $18.3M |
| Security Financial Services, INC. | 4.02% | Reduce -0.8% | 312,462 | $17.8M |
| Symmetry Partners, LLC | 1.39% | Reduce -1.8% | 311,583 | $17.8M |
| Private Advisor Group, LLC | 0.12% | Reduce -5.3% | 297,804 | $17.0M |
| Warwick Investment Management, Inc. | 4.01% | Reduce -8.5% | 293,573 | $16.7M |
| Crown Wealth Group, LLC | 8.53% | Add +4.0% | 290,464 | $16.6M |
| Adero Partners, LLC | 1.21% | Reduce -0.1% | 281,189 | $16.0M |
| Larson Financial Group LLC | 1.20% | Reduce -5.0% | 271,974 | $15.5M |
| Quadcap Wealth Management, LLC | 3.43% | Add +53.3% | 264,403 | $15.1M |
| Ruedi Wealth Management, Inc. | 6.27% | Reduce -2.2% | 261,408 | $14.9M |
| CarsonAllaria Wealth Management, Ltd. | 9.18% | Reduce -0.3% | 256,293 | $14.6M |
| SC&H Financial Advisors, Inc. | 3.78% | Add +7.6% | 254,644 | $14.5M |
| Keb Asset Management, LLC | 4.95% | Reduce -1.1% | 254,264 | $14.5M |
| Spire Wealth Management | 0.26% | Add +1.0% | 250,436 | $14.3M |
| Summit X, LLC | 3.62% | New | 247,630 | $14.1M |
| PBMares Wealth Management LLC | 3.50% | Reduce -0.3% | 235,928 | $13.4M |
| Meritas Wealth Management, LLC | 9.23% | Add +3.4% | 232,645 | $13.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +103.8% | 229,524 | $13.1M |
| Claris Advisors, LLC / Mo / | 6.50% | Reduce -1.8% | 226,316 | $12.9M |
| Investmark Advisory Group LLC | 7.00% | Add +1.6% | 224,018 | $12.8M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +4.8% | 218,590 | $12.5M |
| Awm Capital, LLC | 1.90% | Reduce -2.8% | 200,264 | $11.4M |
| GEM Asset Management, LLC | 7.19% | Add +0.5% | 196,307 | $10.7M |
| Private Wealth Management Group, LLC | 4.84% | Reduce -1.5% | 187,384 | $10.7M |
| Alpha Financial Advisors, LLC | 4.99% | Reduce -0.0% | 185,758 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -35.7% | 184,642 | $10.5M |
| OLIO Financial Planning | 4.41% | Reduce -1.5% | 201,694 | $10.5M |
| Mendota Financial Group, LLC | 6.11% | Add +275.6% | 183,255 | $10.4M |
| Captrust Financial Advisors | 0.04% | Reduce -14.2% | 176,678 | $10.1M |
| Tillman Hartley LLC | 3.46% | Reduce -0.6% | 176,191 | $10.0M |
| Envision Financial Planning, LLC | 7.77% | Reduce -0.6% | 168,531 | $9.6M |
"% of holder's portfolio" is DFUS's weight in each manager's 13F, not the share of Dimensional US Eq MKT ETF the manager owns.