Dimensional US Eq MKT ETFDFUSETF
13F holders, Q2 2024 (June 30)593holders +28
39new positions
15sold out
3famous investors
$58.86avg. 13F price*
At the end of Q2 2024, 593 institutions reported holding Dimensional US Eq MKT ETF (DFUS) in their 13F filings, up 28 from Q1 2024. 39 opened new positions and 15 sold out. The largest holders were Buckingham Strategic Wealth, LLC ($468.3M), Index Fund Advisors, Inc. ($348.4M) and Plancorp, LLC ($296.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $20.1M |
| Exits | 15 | $27.4M |
All 13F filers, Q1 2024 → Q2 2024: 9,238,229 shares bought and 1,977,923 shares sold, net +7,260,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 593 holders
| Buckingham Strategic Wealth, LLC | 4.85% | Add +3.9% | 7,957,417 | $468.3M |
| Index Fund Advisors, Inc. | 19.70% | Reduce -1.2% | 5,919,862 | $348.4M |
| Plancorp, LLC | 12.86% | Reduce -1.5% | 5,043,764 | $296.8M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -1.4% | 4,146,223 | $244.0M |
| Creative Planning | 0.23% | Add +116.0% | 3,710,489 | $218.4M |
| Mercer Global Advisors Inc. | 0.58% | Reduce -4.4% | 3,626,470 | $213.4M |
| Sax Wealth Advisors, LLC | 17.41% | Add +13.0% | 3,105,523 | $182.8M |
| TCI Wealth Advisors, Inc. | 12.86% | Add +1.7% | 2,316,163 | $136.3M |
| LPL Financial LLC | 0.06% | Add +106.3% | 2,063,543 | $121.4M |
| Great Waters Wealth Management | 17.82% | Add +10.6% | 1,982,570 | $116.7M |
| Zhang Financial LLC | 7.72% | Add +14.3% | 1,876,050 | $110.4M |
| Intelligence Driven Advisers, LLC | 14.72% | Add +3.7% | 1,765,454 | $103.9M |
| G2 Capital Management, LLC / Oh | 30.26% | Add +1.4% | 1,651,888 | $97.2M |
| Corient Private Wealth LP | 0.17% | Add +0.9% | 1,647,565 | $97.0M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +14.5% | 1,636,445 | $96.3M |
| Sequoia Financial Advisors, LLC | 1.13% | Reduce -1.6% | 1,592,920 | $93.7M |
| JFS Wealth Advisors, LLC | 6.60% | Reduce -0.9% | 1,422,207 | $83.7M |
| Private Capital Management LLC | 15.63% | Add +109.6% | 1,336,438 | $78.6M |
| Root Financial Partners, LLC | 18.27% | Add +26.9% | 1,325,891 | $78.0M |
| Flagstone Financial Management | 28.29% | Add +2.1% | 1,292,546 | $76.1M |
| DiNuzzo Private Wealth, Inc. | 10.22% | Reduce -1.6% | 1,286,589 | $75.7M |
| Focus Partners Advisor Solutions, LLC | 1.94% | Add +7.5% | 1,253,522 | $73.8M |
| Forum Financial Management, LP | 1.33% | Reduce -7.7% | 1,251,487 | $73.6M |
| Assetmark, Inc. | 0.23% | Reduce 0.0% | 1,249,077 | $73.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +2.2% | 1,180,840 | $69.5M |
| Modera Wealth Management, LLC | 1.02% | Reduce -1.5% | 1,180,600 | $69.5M |
| Foster Group, Inc. | 2.63% | Reduce -1.0% | 1,135,827 | $66.8M |
| Cetera Investment Advisers | 0.15% | Add +7.6% | 1,120,173 | $65.9M |
| Austin Asset Management Co Inc | 13.96% | Add +7.8% | 1,115,051 | $65.6M |
| Mariner, LLC | 0.13% | Add +7.6% | 1,096,831 | $64.5M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Reduce -0.1% | 1,072,151 | $63.1M |
| Choreo, LLC | 1.02% | Add +2.0% | 1,033,858 | $61.0M |
| JPMorgan Chase & Co. | 0.01% | Add +47.1% | 983,650 | $57.9M |
| Chicago Partners Investment Group LLC | 2.23% | Add +19.3% | 976,582 | $57.5M |
| Elser Financial Planning, Inc | 9.53% | — | 969,770 | $57.1M |
| Colony Family Offices, LLC | 18.16% | Add +1.0% | 961,134 | $56.6M |
| Evanson Asset Management, LLC | 4.14% | Reduce -0.3% | 954,529 | $56.2M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 901,408 | $53.0M |
| Heritage Wealth Management, Inc./Texas | 30.60% | Add +1.1% | 834,645 | $49.1M |
| Truist Financial Corp. | 0.07% | Add +0.6% | 830,061 | $48.8M |
| 1900 Wealth Management LLC | 4.30% | Reduce -0.2% | 780,492 | $45.9M |
| RS Crum Inc. | 11.24% | Add +11.4% | 728,527 | $42.9M |
| McLean Asset Management Corp | 13.46% | Add +0.4% | 686,870 | $41.6M |
| Savant Capital, LLC | 0.41% | Reduce -33.3% | 700,168 | $41.2M |
| Kestra Advisory Services, LLC | 0.23% | Add +23.2% | 693,090 | $40.8M |
| Apella Capital, LLC | 1.78% | Add +3.5% | 665,018 | $39.9M |
| Willow Creek Wealth Management Inc. | 4.46% | Add +6.8% | 666,296 | $39.2M |
| Dynamic Advisor Solutions LLC | 1.21% | Add +50.6% | 652,793 | $38.4M |
| American Investment Services, Inc. | 6.78% | Reduce -0.4% | 650,601 | $38.3M |
| KM Capital Management Ltd. | 19.35% | Add +11.4% | 635,480 | $37.4M |
| Wealthstream Advisors, Inc. | 13.30% | Reduce -1.0% | 617,627 | $36.3M |
| Bank of America Corp. | 0.00% | Add +6.5% | 596,033 | $35.1M |
| Cerity Partners LLC | 0.09% | Add +455.1% | 588,802 | $34.7M |
| Mason & Associates Inc | 9.19% | Add +5.0% | 586,970 | $34.5M |
| Heritage Investment Group, Inc. | 4.13% | Reduce -0.5% | 511,199 | $30.1M |
| HighTower Advisors, LLC | 0.05% | Add +2.6% | 508,268 | $29.9M |
| Equitable Holdings, Inc. | 0.31% | Add +5.3% | 507,909 | $29.9M |
| ARK & TLK Investments, LLC | 11.17% | Reduce -0.8% | 507,494 | $29.9M |
| Disciplined Equity Management, Inc. | 19.20% | Add +1.6% | 495,353 | $29.2M |
| Asset Dedication, LLC | 2.01% | Add +8.9% | 492,062 | $29.0M |
| Retirement Solution LLC | 7.76% | Reduce -2.1% | 490,470 | $28.9M |
| Dixon Fnancial Services, Inc. | 15.70% | Reduce -0.7% | 475,851 | $28.0M |
| Hurlow Wealth Management Group, Inc. | 9.24% | Reduce -1.3% | 457,354 | $26.9M |
| Pine Harbor Wealth Management, LLC | 14.78% | Add +10.1% | 426,811 | $25.1M |
| TCP Asset Management, LLC | 6.20% | Add +3.1% | 416,460 | $24.5M |
| Jackson Thornton Wealth Management, LLC | 3.61% | Add +8.8% | 400,774 | $23.6M |
| Quadcap Wealth Management, LLC | 4.12% | Add +46.4% | 387,059 | $22.8M |
| Strategic Investment Solutions, Inc. | 7.17% | — | 371,016 | $22.2M |
| Crown Wealth Group, LLC | 11.07% | Add +29.6% | 376,581 | $22.2M |
| FMFE Wealth Management, LLC | 20.54% | Add +0.6% | 375,643 | $22.1M |
| MML Investors Services, LLC | 0.09% | Add +4.1% | 373,964 | $22.0M |
| Cardiff Park Advisors, LLC | 2.06% | Add +6.8% | 363,034 | $21.4M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -1.9% | 338,388 | $19.9M |
| Symmetry Partners, LLC | 0.96% | Add +1.8% | 317,295 | $18.7M |
| Sowell Financial Services LLC | 0.89% | Reduce -1.7% | 315,545 | $18.6M |
| Security Financial Services, INC. | 3.99% | Reduce -0.1% | 312,275 | $18.4M |
| Private Advisor Group, LLC | 0.11% | Reduce -3.1% | 288,612 | $17.0M |
| SC&H Financial Advisors, Inc. | 4.05% | Add +10.3% | 280,747 | $16.5M |
| Adero Partners, LLC | 1.20% | Reduce -0.2% | 280,530 | $16.5M |
| Ruedi Wealth Management, Inc. | 6.29% | Add +3.8% | 271,380 | $16.0M |
| CarsonAllaria Wealth Management, Ltd. | 9.49% | Add +2.9% | 263,652 | $15.5M |
| Larson Financial Group LLC | 1.06% | Reduce -3.3% | 263,029 | $15.5M |
| Keb Asset Management, LLC | 5.05% | Add +0.5% | 255,438 | $15.0M |
| Spire Wealth Management | 0.51% | Reduce -1.3% | 247,181 | $14.5M |
| Summit X, LLC | 3.26% | Reduce -0.6% | 246,207 | $14.5M |
| PBMares Wealth Management LLC | 3.52% | Add +3.2% | 243,443 | $14.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.0% | 241,089 | $14.2M |
| Investmark Advisory Group LLC | 7.41% | Add +5.4% | 236,061 | $13.9M |
| Mendota Financial Group, LLC | 7.20% | Add +24.6% | 228,334 | $13.4M |
| Meritas Wealth Management, LLC | 9.46% | Reduce -2.0% | 228,059 | $13.4M |
| Claris Advisors, LLC / Mo / | 6.86% | Add +0.0% | 226,351 | $13.3M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +0.9% | 220,519 | $13.0M |
| Private Wealth Management Group, LLC | 5.09% | Add +6.6% | 199,801 | $11.8M |
| UBS Group AG | 0.00% | Add +31.5% | 199,669 | $11.8M |
| GEM Asset Management, LLC | 7.28% | Add +1.2% | 198,620 | $11.7M |
| Awm Capital, LLC | 1.77% | Reduce -1.4% | 197,475 | $11.6M |
| Alpha Financial Advisors, LLC | 5.17% | Reduce -1.8% | 182,414 | $10.7M |
| OLIO Financial Planning | 4.40% | Reduce -0.5% | 200,701 | $10.4M |
| Tillman Hartley LLC | 3.56% | Add +0.4% | 176,902 | $10.4M |
| Captrust Financial Advisors | 0.03% | Add +0.1% | 176,827 | $10.4M |
"% 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.